Bonsai 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Bonsai

4.6

(95)

Pricing

Starting at $9.00 per month

About Bonsai

Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business.

Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, resource management and revenue tracking.

Bonsai Screenshots

Bonsai Pricing and Plans

Starting price: $9.00 per month

Free Trial

Free Version

Basic

$9.00

per user, per month

Plan includes:

Unlimited projects
Tasks & Time Tracking
CRM
Service library
iOS & Android app
Unlimited clients

Essentials

$19.00

per user, per month

Plan includes:

Everything in Basic plus:
Invoicing & Payments
Proposal & Contracts
Forms & Questionnaires
Scheduling
All Templates
Income tracking
Expense Tracking

Premium

$29.00

per user, per month

Plan includes:

Everything in Essentials plus:
Project insights
Workload management
Gantt view
Custom fields & properties
Client portal
Profit & Productivity reports
Remove Bonsai branding
Integrations (QuickBooks, Zapier, Calendly, Google)

Elite

$49.00

per user, per month

Plan includes:

Everything in Premium plus:
Custom permissions
Request management
Staffing management
Timesheet locking
Add markup to expenses
Hubspot integration
Custom data import
Dedicated onboarding

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Bonsai Features

Popular features found in Time Tracking
Activity Tracking
Alerts/Notifications
Automatic Time Capture
Billable & Non-Billable Hours
Clock In/Out
Employee Database
Employee Scheduling
Overtime Calculation
Project Time Tracking
Real-Time Updates
Task Management
Third-Party Integrations
More features of Bonsai
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Agile Methodologies
Appointment Management
Appointment Scheduling
Approval Process Control
Assignment Management
Automated Scheduling
Automatic Billing
Automatic Formatting
Availability Management
Bar Chart
Billable Items Tracking
Billing & Invoicing
Billing Portal
Billing Rate Management
Booking Management
Budgeting/Forecasting
Budget Management
Business Process Automation
Calendar Management
Calendar/Reminder System
Calendar Sync
Capacity Management
Categorization/Grouping
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Completion Tracking
Configurable Workflow
Confirmations/Reminders
Contact Database
Contact Management
Content Library
Contract Drafting
Cost-to-Completion Tracking
Credit Card Processing
CRM
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Dependency Tracking
Digital Signature
Document Automation
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Due Date Tracking
Electronic Payments
Electronic Signature
Email Reminders
Employee Management
Employee Time Tracking
Estimating
Event Calendar
Event Scheduling
Expense Management
Expense Tracking
Feedback Management
File Management
File Sharing
Financial Analysis
Financial Management
For AEC Industry
Forecasting
For Lawyers
Forms Creation & Design
Forms Management
For Small Businesses
Gantt/Timeline View
Group Scheduling
Hourly Billing
Interaction Tracking
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Issue Tracking
Kanban Board
Key Performance Indicators
KPI Monitoring
Labor Forecasting
Lead Generation
Lead Management
Leave Tracking
Marketing Automation
@mentions
Milestone Tracking
Mobile App
Mobile Payments
Monitoring
Multi-board
Multi-Currency
Multiple Billing Rates
Multiple Projects
No-Code
Online Booking
Online Invoicing
Online Payments
Online Time Tracking
Payment Processing
Percent-Complete Tracking
Performance Metrics
Planning Tools
Pre-built Templates
Predictive Analytics
Prioritization
Process/Workflow Automation
Productivity Analysis
Progress Reports
Progress Tracking
Project Billing
Projections
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Tracking
Project Workflow
Proposal Generation
QuickBooks Integration
Quotes/Estimates
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-time Scheduling
Receipt Management
Recurring Appointments
Recurring/Subscription Billing
Recurring Tasks
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Resource Allocation & Planning
Resource Management
Resource Scheduling
Roadmapping
Role-Based Permissions
Rules-Based Workflow
Sales Pipeline Management
Scheduling
Search/Filter
Segmentation
Self Service Portal
Session Notes
Spreadsheet View
SSL Security
Status Tracking
Sub-Task Management
Summary Reports
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing
Task Import
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Tax Calculation
Tax Management
Tax Planning
Team Collaboration
Team Management
Template Management
Templates
Time Clock
Time & Expense Tracking
Timeline Management
Timer
Timesheet Management
Time Tracking

Bonsai Integrations

HubSpot CRM

QuickBooks Online

ClickUp

Slack

Trello

Xero

See all 11 integrations

Bonsai User Reviews

Overall Rating

4.6

Ratings Breakdown

77%

16%

Secondary Ratings

Ease of Use

4.6

Value for money

4.3

Customer support

4.3

Functionality

4.3

David C.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2025

Bonsai Is The Best All-Around Product For Managing a Freelancer / Small Business

I've been using Bonsai for over five years now and over that time have taken a look at the competition to see if maybe they're better or cheaper. Spoiler alert: they're not! Bonsai has everything you need to run a freelancer or small business operation all in the same UI, without having to add apps or move into different interfaces.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I've tried just about all the products out there for managing proposals, contracts, invoicing and more as a freelancer, and Bonsai is still the one for me. It's priced less than the competition but gives you more features, and the UI is much better than others.

Cons:

The mobile app is great for viewing things and doing quick adds. About the main thing that it doesn't do as well is time tracking—can't be as granular on the project specifics in the mobile app as I can on the desktop app.

Reasons for choosing Bonsai

Many of the competing products didn't have as much ability to offer clients granular options in proposals and didn't let me put in as much content on the proposals—just single line items instead of paragraphs. Some platforms required adding apps (often at extra cost) to do things that are natively built in to the Bonsai UI. Just a much better overall user experience for me as the freelancer and also for my clients.

Ibrahim B.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2025

Hello Bonsai a stable proposal platform that can use AI

Overall, it is a stable platform and has been constantly updated. I hope they will focus on agencies rather than freelancers. I also hope they would integrate other payment software for flexibility

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Bonsai Is an All-Around great platform for a marketing agency. Its winning point is its proposals and upsell capability

Cons:

Still Lacks Native Integrations. It sends you to Zapier for many. I Also Wish they would integrate AI for workflow like many other competitors.

Reasons for choosing Bonsai

It's stable with the least amount of bugs for the price point.

Verified

Reviewer

Industrial Automation

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed March 2024

Nothing Good to Say About Bonsai

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nothing likable about this brand or product.

Cons:

Bonsai / Hello Bonsai is absolutely terrible. They charge ridiculous transaction fees and then hold your money up for weeks after the payment has been made. Absolutely infuriating, they have massively screwed up my business. I wish I had known this before signing up with them. I pay nearly $500 a year for their basic business services, and they charged me an additional $300 in transaction fees for my first two transactions and would not let me access the fund for over two weeks. I canceled my account with them as soon as I learned about their predatory practices. Literally, any other service would be better than Bonsai. In addition, Bonsai support is practically non-existent. I have never paid so much for a service and not been able to get an actual person on the phone to try to resolve even the most basic issues.

Lauren E.

Verified reviewer

Legal Services

Self-Employed

Used daily for less than 6 months

Reviewed September 2024

Bonsai is the easiest CRM I've ever used!

9/10. I just started my business and tried several other CRM platforms for days and got no where. With Bonsai, I had my entire set up done in less than an hour. It's very intuitive and easy to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Bonsai is user friendly yet it has all the necessary features and is uncomplicated. I am able to integrate the needed applications to conduct business and keep everything in one place.

Cons:

Bonsai integrates with my google calendar and gmail. This allows me to use it to send/receive emails and to schedule, however it doesn't allow me to view my calendar or email box. This is not as much of an issue regarding emails but having to navigate outside of the program for the calendar is not the best functionality. The other con is that I cannot preview the client portal as they see it; this function would make it simple to walk them through it when onboarding them (or to create a video doing so).

Reasons for choosing Bonsai

Odoo was noisy and required knowledge of how it works to set up. Bonsai was simple yet offered the integrations and features I needed.

Reasons for switching to Bonsai

Ease of use. Click up had all these work arounds that were difficult to integrate. Bonsai is user friendly and very intuitive. This means as my team grows, no training will be required.

Daniela V.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 6 months

Reviewed July 2024

So far so good!

So far so good. Love the UX, willing to giving it more time to try but maybe will have to switch to "rounded".

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

one tool for all needs: CRM, Invoicing, scheduling. One stop shop.

Cons:

I can't believe they charge extra for the tax solution when the whole differentiator is beingthis one-stop shop. Also, couldn't connect my bank account and credit card for expenses tracking.

Reasons for choosing Bonsai

CRM functionalities, but considering moving to rounded, since cheaper and really good for tax purposes (without charging an additional fee for it or asking you to have quickbooks integration).

Reasons for switching to Bonsai

Wave stopped working for companies outside the US.

Rodney M.

Verified reviewer

Business Supplies and Equipment

Self-Employed

Used weekly for free trial

Review source

Reviewed July 2025

Never give up , doit better

Well since I was victim of scam , I have been doing and learning a lot in how install the right app in mi IMac , you should doit as well

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very recently to this but I will give good tips, what exactly is what I like most and what is not good this app

Cons:

In the begging is a little complicate when you do the first installation , so I almost quick , but I got good advice from friends

Bryanna O.

Verified reviewer

Chemicals

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Bonsai Review

Our overall experience with Bonsai has been lovely so far. We can create estimates to send to our customers, invoices and even get the signature electronically!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What we like best about Bonsai is that it is basically a one stop shop! Bonsai has everything that we are looking for with our company, Invoicing, security and the electronic signatures which we are very excited for.

Cons:

There really is not anything that we least like about Bonsai. If i were to say anything at all it would be that we don't use everything they have to offer, which we will, we just haven't gotten there yet.

Vesna M.

Verified reviewer

Marketing and Advertising

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed November 2024

A cohesive, customizable all-in-one software for proposals, contracts, and invoices

I've been using Bonsai since 2021. I've thought about moving platforms a few times, mostly looking for something cheaper that also allows me to use my own branding, but I always end up sticking with Bonsai in the end because it allows me to customize so many other things — which, in the end, are more important to me. In the 3+ years I've used Bonsai, I've never had issues with payment processing, invoice/proposal/contract links, etc. I've never had any mishaps with it, and my clients seem to like everything I send from there. Bonsai has actually helped me look professional and prepared.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Things I love about Bonsai: (1) Using one tool for proposals, contracts, and invoices It's great to be able to use one tool to manage all 3 major transactional events with clients. It also makes you look like a professional when the things you send to your client all have a cohesive look and feel. (2) The granular level of customizations available for proposals, contracts, and invoices - Proposals are highly customizable. You can start with a template (and there are quite a few good ones) and customize and edit it any way you like. - You can also save your own proposals as reusable templates for future clients. - I love that the proposals have various formats for project-based packages (like allowing the client to select multiple options or making the client pick only one of several options, or not offering options at all ... it really allows you to structure your proposal in the way YOU do business). - I like that both proposals and invoices can be edited *after* you send them. So if a client wants to negotiate one last thing, you don't have to cancel the proposal/invoice and start over. You can edit the existing one and the link you sent them still works. - I like that I can decide whether I want to send a proposal/contract/invoice as a link in my own email or send out an "automated" looking email straight from Bonsai. I've tried both ways and both work very well. - I love the ability to completely customize fields in my invoices. Many invoice software out there doesn't allow for a lot of customization, but customization in invoicing is ultra important to me because every project is different. - I like the ability to attach a pdf to the invoice (like bank wire information if the client prefers to pay with that over a credit card payment). - For contracts you have so many different template options, it's easy to find one that matches your needs as closely as possible and then you can even convert it to a fully editable contract where you can add or remove entire clauses and make your own. Then you can save your contract as a template for future clients. - Auto-reminders for invoices are optional. I like that I can turn it on or off on a per-client basis. - There are also lots more customizations for invoices like the ability to do scheduled recurring invoices. It makes me feel like Bonsai can handle whatever business models and client projects I evolve through. (3) The ability to bill in multiple currencies. - I was shocked to discover so many invoicing platforms force you to use your own local currency (e.g., Honeybook). I'm in Canada, but many of my clients are in the U.S. and in Europe, and I prefer to bill in USD. So a multi-currency billing platform was a must for me. (4) Support is decent. - You have to use chat to access customer support, but I have always found them to respond by the next day at the latest.

Cons:

Things I dislike or don't love about Bonsai: (1) I don't care for the calendar and project management features. I'm really picky about my booking calendar and need lots of features. So I feel like Bonsai's pricing went up for features I don't even need or use. For that reason, I ended up downgrading my Bonsai to a lower tier to make it more affordable again — which meant I had to give up custom branding. Bonsai should allow custom branding in the lower tier. The middle tier should include things like the calendar and project management and more CRM features. Don't force people to upgrade to a more expensive tier just to use custom branding. (2) For proposals, I wish Bonsai would make the currency visible to the client. A couple of my clients were confused and asked me if I was charging CAD or USD because on my side of Bonsai, I can see the currency, but on the client's side, they cannot see it. So now I have had to add a note on all my proposals "All currency is x." Bonsai should fix this. Yes, the invoice always shows it, but the proposal should show it as well! (2) The reporting is very confusing to non-USD users. When I look at my dashboard and Bonsai gives me graphs and stats about my earnings, the dropdown menu is not intuitive, and I've had to ask support to help me understand what it means.

Verified

Reviewer

Facilities Services

Self-Employed

Used daily for less than 6 months

Review source

Reviewed September 2025

Excellent for freelancers! (& Teams)

Overall my experience has been great! This software has saved me a lot of time because I can individually manage all of my projects aspects from this one software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most about Bonsai is I can visually see all my work projects, together all on one one page.

Cons:

I have only used Bonsai for a short time period and have yet to find something that I dislike about Bonsai.

Katie S.

Verified reviewer

Leisure, Travel & Tourism

11-50 employees

Used monthly for free trial

Review source

Reviewed August 2025

Great for invoicing

Bonsai is a strong all in one system for freelancers and small service teams who want to run proposals contracts and payments without juggling multiple apps. It is quick to learn and it keeps cash flow and client communication organized. If you need heavy duty CRM or full accounting features you will still pair it with other tools but for everyday operations it delivers a smooth streamlined experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Bonsai brings proposals contracts invoicing and time tracking into one clean workspace. The templates and e signature make it fast to send professional paperwork. I like the recurring invoices retainers and automatic payment reminders. The client portal keeps messages files and approvals in one place which cuts down on email ping pong.

Cons:

Pricing can climb as you add teammates or advanced features. Project management is fine for simple tasks but it is not as deep as a dedicated tool. Report customization is limited and invoice layouts do not offer a lot of design freedom. Multi currency and tax settings may require manual tweaks if you work across regions.

Showing 1 - 10 of 95 Reviews

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