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All-in-one business tool for freelancers
Bonsai is an all-in-one business management tool for freelancers and small agencies, combining proposals, contracts, invoicing, time tracking, task management, CRM, and expense tracking in one platform. It is designed to help independent professionals run the full client lifecycle - from proposal to payment - without juggling separate tools.
The platform covers the freelancer workflow end to end: create proposals and contracts, send invoices, track time and expenses, manage projects and clients in a built-in CRM, schedule work, and even access a client portal. Its integrated approach means client, project, and financial data connect, so freelancers spend less time on admin and more on billable work.
Bonsai offers four per-user plans - Basic at 15 dollars per month (9 annual), Essentials at 25 dollars (19 annual), Premium at 39 dollars (29 annual), and Elite at 59 dollars (49 annual) - with a 7-day free trial. Basic covers time tracking, tasks, CRM, and unlimited projects but no invoicing or proposals; Essentials adds invoicing, contracts, proposals, and scheduling; Premium adds client portals and integrations; Elite adds team features. Aimed at freelancers and small agencies, it competes with FreshBooks, QuickBooks, HoneyBook, Dubsado, and Harvest.
Pricing Model
Subscription
Starting Price
$9/mo
Free Options
Free trial
| Feature | Basic | Essentials Popular | Premium | Elite |
|---|---|---|---|---|
| Per user, 9 dollars annual | — | — | — | |
| Time tracking | — | — | — | |
| Task management | — | — | — | |
| CRM | — | — | — | |
| Unlimited projects | — | — | — | |
| No invoicing | — | — | — | |
| Per user, 19 dollars annual | — | — | — | |
| Invoicing | — | — | — | |
| Contracts | — | — | — | |
| Proposals | — | — | — | |
| Scheduling | — | — | — | |
| Expense tracking | — | — | — | |
| Per user, 29 dollars annual | — | — | — | |
| Client portals | — | — | — | |
| Gantt views | — | — | — | |
| QuickBooks and Zapier | — | — | — | |
| Profit reports | — | — | — | |
| Per user, 49 dollars annual | — | — | — | |
| Custom permissions | — | — | — | |
| Staffing management | — | — | — | |
| Team features | — | — | — | |
| Dedicated onboarding | — | — | — |
Other
Finance
Communication
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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