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Bonsai Finance & Accounting

from $9/user/mo

About Bonsai

What does Bonsai do?

Bonsai is a unified business management platform for freelancers, solopreneurs, and service businesses. It consolidates client management, project delivery, and billing into one easy-to-use platform, replacing the chaos of spreadsheets and separate tools.

Who is Bonsai for?

Bonsai is used by 10,000+ firms and freelancers who need an end-to-end workflow from proposal to payment. It suits service businesses managing multiple clients and projects, as well as solopreneurs wanting professional proposals, contracts, and integrated finance tools. It is not designed for large enterprises with complex ERP needs.

Real use cases

Agencies use Bonsai to track project budgets and time across teams, while solo consultants streamline client onboarding with automated proposals and contracts. Retainer and recurring billing features help creatives and consultants maintain predictable cash flow.

Key features

  • CRM & Client Workflow — Manage leads, deals, and clients with automations and a client portal
  • Proposals & Contracts — Create branded proposals and agreements with templates and e-signatures
  • Invoicing & Payments — Send invoices, accept online payments, and set up recurring billing and retainers
  • Time Tracking & Timesheets — Log hours against projects and manage timesheets
  • Project Management — Organize tasks, Gantt views, budgets, and resource planning
  • Expense & Income Tracking — Monitor expenses and revenue with detailed finance reports
  • Integrations — Connect QuickBooks, Xero, Zapier, Calendly, and Google

SaaSpartout Score

7.1 /10
Ease of use 8.5
Features depth 7.5
Value for money 8.0
Support quality 7.0
Integrations 6.5
Scalability 5.5
Documentation 6.0
Onboarding speed 7.5

Editorial score from our review methodology — not user ratings.

Bonsai Pricing

Bonsai pricing: from $9/user/mo. Billing model: Subscription.

Basic — $9/user/month (billed annually) or $15/user/month (monthly)

Includes time tracking, task management, unlimited projects, CRM, service library, iOS & Android app, and unlimited clients. Perfect for freelancers.

Essentials — $19/user/month (billed annually) or $25/user/month (monthly)

Everything in Basic plus invoices & payments, proposals & contracts, all templates, forms & questionnaires, scheduling, client portal, expense tracking, and income tracking.

Premium — $29/user/month (billed annually) or $39/user/month (monthly)

Everything in Essentials plus project insights, workload management, Gantt view, deals pipeline, custom fields & properties, client tasks & messaging, profit & productivity reports, remove Bonsai branding, and integrations (QuickBooks, Zapier, Calendly, Google).

Elite — $49/user/month (billed annually) or $59/user/month (monthly)

Everything in Premium plus custom permissions, timesheet locking, add markup to expenses, Xero integration, and custom data import. Minimum 3 users.

All plans come with a free trial. Reduced rates are available for teams with 30+ users.

See current Bonsai pricing and plans →

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Frequently asked questions

Is Bonsai free to use?
Bonsai offers a free trial for all plans, but there is no permanent free plan.
How much does Bonsai cost per month?
Bonsai pricing starts at $9/user/month (billed annually) for the Basic plan. Monthly billing is also available starting at $15/user/month.
Who is Bonsai best for?
Bonsai is best for freelancers, solopreneurs, and small to medium service businesses (like agencies and consultancies) managing multiple clients and projects.
What are the top alternatives to Bonsai?
Popular alternatives include HoneyBook, Dubsado, 17hats, and AND.CO (now part of Fiverr). These also combine CRM, proposals, invoicing, and project management for service businesses.
Can Bonsai handle recurring billing and retainers?
Yes, Bonsai supports recurring billing and retainer management as part of its invoicing and payments features.
Does Bonsai integrate with QuickBooks or Xero?
Yes, Bonsai integrates with QuickBooks and Xero, as well as Zapier, Calendly, and Google.
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