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Bonsai

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The unified platform for service businesses to manage projects, clients, and billing.

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TL;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
4.5/5 across review platforms

Pros & Cons

Pros

  • Consolidates multiple business functions into one platform, reducing tool sprawl.
  • Automates many administrative tasks, saving significant time (e.g., proposals, invoicing).
  • Provides real-time financial and project insights for better decision-making.
  • Offers tailored features for different team roles (leadership, operations, project managers, team members).
  • Seamless onboarding and premium support for larger teams.

Cons

  • Some advanced features like custom domains are expected to be released in 2026, indicating ongoing development.
  • 1:1 demos are reserved for larger teams, potentially limiting access for smaller businesses or individuals.
  • The Elite plan requires a minimum of 3 users, which might not be suitable for very small teams or individual freelancers looking for the most advanced features.

Ratings Across the Web

4.5(295 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

CRMProposals & ContractsInvoicing & PaymentsTime Tracking & TimesheetsTask Management & Gantt ChartsExpense Tracking & BudgetingClient PortalScheduling

Pricing Plans

Free Trial

Basic

$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

What is Bonsai?

Editorial review
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

What is Bonsai?

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.

How much does Bonsai cost?

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.

Is Bonsai free?

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.

Who is Bonsai for?

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.

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