Bonsai

Bonsai helps freelancers and small businesses create invoices, manage payments, and contracts.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Bonsai Overview

  • Updated December 4, 2025

Bonsai is a comprehensive business management platform designed for freelancers and small businesses. It offers tools for creating professional invoices, managing payments, drafting contracts, and tracking projects in one streamlined system.

With its user-friendly interface, Bonsai helps reduce administrative workload and ensures faster client payments. The platform also provides features for proposals, time tracking, and tax preparation, making it a reliable all-in-one solution for independent professionals.

Key Features

  • Invoicing and Payments: Create professional invoices, send them to clients, and accept payments through multiple methods.
  • Contracts and Proposals: Build legally sound contracts and proposals with customizable templates.
  • Time Tracking: Record hours worked on projects with an easy-to-use timer.
  • Task and Project Management: Organize projects, assign tasks, and track progress from start to finish.
  • Client Management: Store client information and manage communication in one place.
  • Forms and Scheduling: Collect details with forms and allow clients to book meetings.
  • Expense and Income Tracking: Keep track of business expenses and incoming payments for clear financial records.
  • Reports and Insights: Generate reports that show productivity, profits, and overall project performance.
  • Integrations: Connect Bonsai with tools like QuickBooks, Zapier, Calendly, and Google services.
  • Mobile Access: Use Bonsai on the go with its mobile app for iOS and Android.

Price

Plan Name Monthly Price (per user) Annual Price (per user) Key Inclusions
Basic US $15/month US $9/month (billed annually) Core tools: time tracking, task management, CRM, service library, mobile app, unlimited clients/projects*
Essentials US $25/month US $19/month (billed annually) Includes everything in Basic plus invoicing & payments, proposals & contracts, templates, forms, scheduling, expense & income tracking
Premium US $39/month US $29/month (billed annually) Everything in Essentials plus project insights, workload management, Gantt view, custom fields, client portal, profit/productivity reports, remove Bonsai branding, integrations (QuickBooks, Zapier, Calendly, Google)
Elite US $59/month US $49/month (billed annually) Includes all Premium features plus custom permissions, request management, staffing operations, timesheet locking, adding markup to expenses, HubSpot integration, custom data import, and dedicated onboarding; 3-user minimum

Pricing link: https://www.hellobonsai.com/pricing

Pros

Competitor Pros of Bonsai
FreshBooks Bonsai gives you an all‑in‑one platform that handles proposals, contracts, invoicing, time tracking, and client portals in one place. FreshBooks is focused more narrowly on accounting and invoicing, and Bonsai adds legal and project tools alongside.
PandaDoc Bonsai includes time tracking, project management, and expense tracking that PandaDoc does not offer. PandaDoc is strong on document automation, but Bonsai lets you manage the actual work and billing as well.
HoneyBook Bonsai offers deeper financial controls, like expense management, detailed reporting, and task tracking, plus client portals. HoneyBook gives good project and client workflows, but Bonsai gives you a more complete freelancer-focused business toolkit.
ClickUp ClickUp is a powerful project and workflow tool, but it does not include invoices, contracts, or payments. Bonsai covers both business administration and billing in one platform, so you do not need separate tools.
17hats / Dubsado Bonsai combines features from both tools—contracts, invoices, forms, proposals, and project tracking—within a clear, polished interface. Some users find Dubsado or 17hats powerful but more complex, and Bonsai keeps things more straightforward.

Cons

Competitor Cons of Bonsai
FreshBooks FreshBooks offers stronger accounting features such as bank connection, tax reporting, and expense automation. Bonsai is a bit lighter when you need in-depth financial accounting and bookkeeping.
PandaDoc PandaDoc delivers richer document automation, audit trails, content libraries, and compliance features. Bonsai offers templates, but it lacks the advanced document workflows and analytics that PandaDoc provides. (PandaDoc)
HoneyBook HoneyBook may feel simpler for creatives who value straightforward onboarding and aesthetic workflows. Bonsai’s broader feature set can be more than needed if you only want basic project-plus-invoicing flows.
ClickUp ClickUp gives you more flexibility in building complex workflows and team collaboration features. Bonsai is more structured for freelancers, so it may feel limiting if you need full customization and advanced task management.
17hats / Dubsado Dubsado or 17hats can offer deeper automation, workflows, and template customization for creative businesses. Bonsai keeps a cleaner interface, but lacks some of the advanced automation and design customization these tools offer.

Customers' Reviews From Reliable Websites

G2 Review
Trustpilot Review
Research Review
Medium Review