# Bonsai Software Reviews, Demo & Pricing - 2026

> Review of Bonsai Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/hr/bonsai-profile

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Bonsai

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Overview

[Reviews](https://www.softwareadvice.com/architecture/bonsai-profile/reviews/)[Alternatives](https://www.softwareadvice.com/architecture/bonsai-profile/alternatives/)

# Bonsai 2026: Benefits, Features & Pricing

Wondering if Bonsai is right for your organization?

Our Time Tracking Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Bonsai

4.6

[(95)](https://www.softwareadvice.com/architecture/bonsai-profile/reviews/)

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.

Wondering if Bonsai is right for your organization?

Our Time Tracking Software selection experts can help you in 15 minutes or less.

## Bonsai User Interface

## Popular Bonsai Alternatives

Main Product

Bonsai

4.6

[(95)](https://www.softwareadvice.com/architecture/bonsai-profile/reviews/)

Ratings Breakdown

-   4.60Ease of use
-   4.35Value for money
-   4.33Customer support
-   4.35Functionality

Pricing

Starting at $9.00 per month

Get Price

Alternative Product

[QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)

4.3

[(8460)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/)

Ratings Breakdown

-   4.24Ease of use
-   4.16Value for money
-   4.00Customer support
-   4.27Functionality

Pricing

Starting at $38.00 per month

Get Price

Alternative Product

[Jobber](https://www.softwareadvice.com/field-service/jobber-profile/)

4.6

[(1457)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/)

Ratings Breakdown

-   4.62Ease of use
-   4.40Value for money
-   4.59Customer support
-   4.35Functionality

Pricing

Starting at $39.00 per month

Get Price

Alternative Product

[Xero](https://www.softwareadvice.com/accounting/xero-profile/)

4.4

[(3299)](https://www.softwareadvice.com/accounting/xero-profile/reviews/)

Ratings Breakdown

-   4.36Ease of use
-   4.25Value for money
-   4.04Customer support
-   4.29Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/)

4.5

[(20649)](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/reviews/)

Ratings Breakdown

-   4.31Ease of use
-   4.30Value for money
-   4.14Customer support
-   4.40Functionality

Pricing

Starting at $2210.00 per year

Get Price

Alternative Product

[Zoho Invoice](https://www.softwareadvice.com/accounting/zoho-invoice-profile/)

4.7

[(823)](https://www.softwareadvice.com/accounting/zoho-invoice-profile/reviews/)

Ratings Breakdown

-   4.69Ease of use
-   4.75Value for money
-   4.54Customer support
-   4.56Functionality

Pricing

Available upon request

Get Price

## 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
    
    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
    
    Time Tracking by Client
    

## Bonsai Integrations

HubSpot CRM

Integration rated undefined from -1 review

QuickBooks Online

Integration rated undefined from -1 review

ClickUp

Integration rated undefined from -1 review

Slack

Integration rated undefined from -1 review

Trello

Integration rated undefined from -1 review

Xero

Integration rated undefined from -1 review

See all 11 integrations

## Bonsai User Reviews

Overall Rating

4.6

Ratings Breakdown

5

77%

4

16%

3

2%

2

2%

1

3%

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

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

IB

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

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

BB

Brandon B.

Verified reviewer

Marketing and Advertising

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed February 2024

Great interface, poor quality, money grabbing company

3

If you’re a freelancer looking for something to get started very quickly, then Bonsai will be great. If you are growing beyond that, I would consider looking elsewhere. They are not scaling to support that type of customer, and it’s too easy for them to find new ways to grab more money for the same or fewer features, some of which don’t work.

Ratings Breakdown

4

Ease of use

2

Value for money

3

Customer support

2

Functionality

Pros:

Bonsai makes it easy to get started as a freelancer. Proposals, contracts, and payment processing is made easy.

Cons:

In the 5 years I’ve been using Bonsai, they have introduced only two net new product features. One of which is Bonsai Payments, which is a competitor to Stripe, which they already supported. The second, Bonsai Tax, which stripped some existing and included functionality from the original offering and turned it into an add on feature for an extra $100/year. They have revamped some existing features, but they lack execution, and there are very obvious gaps in product requirements that have yet to be filled. I report a new bug almost every single time I log in, and every single time it’s confirmed by the product team. They’ve raised prices by >150% in only a few years and not improved the platform enough to warrant that.

Read More

LE

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!

5

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

5

Ease of use

5

Value for money

4

Customer support

4

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.

Read More

RM

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

4

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

3

Ease of use

5

Value for money

3

Customer support

2

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

Read More

BO

Bryanna O.

Verified reviewer

Chemicals

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Bonsai Review

5

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

5

Ease of use

4

Value for money

5

Customer support

5

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.

Read More

VR

Verified

Reviewer

Facilities Services

Self-Employed

Used daily for less than 6 months

Review source

Reviewed September 2025

Excellent for freelancers! (& Teams)

5

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

5

Ease of use

4

Value for money

4

Customer support

5

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.

Read More

VM

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

4

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

5

Ease of use

4

Value for money

4

Customer support

5

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.

Read More

AM

Andrea M.

Verified reviewer

E-Learning

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

Great Time-Tracking Features and Easy to Use

4

Overall, I found Bonsai to be a very good program for tracking both billable and non-billable time spent on projects. Features like the in-app timer, when I remembered to use it, were great and could track my time for me automatically. This significantly reduced the time I had to spend filling out timesheets manually at the end of each week. I found the timesheets function in Bonsai to be pretty intuitive and easy to navigate. The ability to report on time spent for an individual or the entire team was also quite useful and easy to generate. Overall, I was quite pleased with the time tracking features in Bonsai and my experience with the software was very good.

Ratings Breakdown

5

Ease of use

5

Functionality

Pros:

I really liked the in-app task timer feature. It was particularly useful on days where I needed to split my time between 2 or 3 different tasks.

Cons:

Bonsai allows you to track time down to the task level. While the ability to see and report on time spent at that level of detail can provide some great insights, it can also quickly become cumbersome for users to report their time at that level of detail.

Read More

KS

Katie S.

Verified reviewer

Leisure, Travel & Tourism

11-50 employees

Used monthly for free trial

Review source

Reviewed August 2025

Great for invoicing

4

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

4

Ease of use

4

Value for money

3

Customer support

4

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.

Read More

Showing 1 - 10 of 95 Reviews

[See All Reviews](https://www.softwareadvice.com/architecture/bonsai-profile/reviews/)

## Bonsai Popular Comparisons

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