Bonsai — Finance & Accounting ◆

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.

What it does

From a single dashboard, you can manage leads with a built-in CRM, create branded proposals and contracts with e-signatures, schedule and run projects, track time, and handle invoicing, payments, and expenses. Finance reporting, recurring payments, and retainer management help put billing on autopilot.

Best 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.

• 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

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

Prices shown are billed annually; monthly billing is higher. All plans offer a free start.

Basic — $9/user/mo (annual) / $15/user/mo (monthly)

Track time and manage occasional projects. Includes time tracking, task management, unlimited projects, CRM, service library, iOS & Android app, and unlimited clients.

Essentials — $19/user/mo (annual) / $25/user/mo (monthly)

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

Premium — $29/user/mo (annual) / $39/user/mo (monthly)

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

Elite — $49/user/mo (annual) / $59/user/mo (monthly)

Everything in Premium plus custom permissions, timesheet locking, expense markup, Xero integration, and custom data import. 3 users minimum.

A reduced rate is available for teams with 30+ users, and you can start for free. Annual billing offers up to 4 months free.

See current Bonsai pricing and plans →