Bonsai
UnclaimedThe unified platform for service businesses to manage projects, clients, and billing.
Visit WebsiteTL;DR - Bonsai
- Unified platform for client, project, and finance management for service businesses.
- Automates workflows for proposals, contracts, invoicing, and time tracking.
- Provides real-time insights into project budgets, profitability, and team performance.
Pricing: Paid only
Best for: Enterprises & pros
Pricing Plans
Free TrialBasic
$9/user/month
- Time tracking
- Task management
- Unlimited projects
- CRM
- Service library
- iOS & Android app
- Unlimited clients
Essentials
$19/user/month
- Everything in Basic plus
- Invoices & Payments
- Proposals & Contracts
- All templates
- Forms & Questionnaires
- Scheduling
- Client portal
- Expense tracking
- Income tracking
Premium
$29/user/month
- Everything in Essentials plus
- Project insights
- Workload management
- Gantt view
- Deals pipeline
- Custom fields & properties
- Client tasks & messaging
- Profit & Productivity reports
- Remove Bonsai branding
- Integrations (QuickBooks, Zapier, Calendly, Google)
Elite
$49/user/month
- Everything in Premium plus:
- Custom permissions
- Timesheet locking
- Add markup to expenses
- Xero integration
- Custom data import
- 3 users minimum
About Bonsai
Bonsai is a comprehensive business management software designed for service businesses, including freelancers, agencies, and consultancies. It consolidates various operational aspects into a single, integrated platform, aiming to streamline workflows and improve efficiency.
The platform offers robust client management tools, including CRM, proposals, contracts, and scheduling, to help businesses acquire and manage clients effectively. For project management, Bonsai provides features like task management, time tracking, Gantt charts, and resource planning to ensure projects are delivered on time and within budget. Additionally, its finance management capabilities cover invoicing, payments, expense tracking, budgeting, and detailed financial reporting, automating billing processes and providing financial clarity. Bonsai aims to reduce administrative overhead, allowing users to focus more on their core services and client work.
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Bonsai FAQ
Bonsai is a unified business management software designed for service businesses, freelancers, and agencies. It helps manage clients, projects, and finances from a single platform, streamlining operations like proposals, contracts, invoicing, time tracking, and reporting.
Bonsai offers several pricing plans: Basic at $9/user/month (billed annually) or $15/user/month (monthly), Essentials at $19/user/month (billed annually) or $25/user/month (monthly), Premium at $29/user/month (billed annually) or $39/user/month (monthly), and Elite at $49/user/month (billed annually) or $59/user/month (monthly). Elite requires a minimum of 3 users.
Bonsai offers a free trial for all its plans. While there isn't a completely free tier, users can start with a free trial to explore the features before committing to a paid subscription.
Bonsai is designed for service businesses, including freelancers, creative agencies, marketing agencies, software agencies, consulting firms, IT services, accounting firms, and other professional service providers. It caters to individuals and teams of various sizes, from solo entrepreneurs to larger organizations.