Bonsai
All-in-one business platform for freelancers and agencies — manage clients, projects, and billing in a single tool.
| What is it | All-in-one business platform for freelancers and agencies — manage clients, projects, and billing in a single tool. |
|---|---|
| Pricing | Paid — from $15/mo |
| Free tier | Yes |
| Platform | Web Application |
| Works with | Zapier |
| Best for | Managing client proposals, contracts, and billing cycles, Tracking project timelines, budgets, and team resources |
| Domain registered | 2015 |
Data updated Sept. 19, 2026
What does Bonsai do?
Bonsai is a business management platform designed to consolidate the core operations of service-based businesses into one place. It brings together client relationship management (CRM), project delivery tools, and financial operations like invoicing and payments. The idea is to replace a scattered collection of separate apps with a single, integrated system that handles the workflow from a new lead to a paid invoice.
The platform works by providing specific modules for each part of a business's workflow. Users can manage their sales pipeline, create and send proposals and contracts, track time against projects, and automate client payments. A standout feature is the client portal, which gives clients a dedicated space to view project progress, share files, and make payments, aiming to improve communication and professionalism. The system also includes reporting tools to give insights into financial performance and project profitability.
This tool benefits freelancers and small to midsize agencies the most, particularly those tired of juggling disjointed software for tasks, invoicing, and client communication. Real-world use includes a marketing consultant using it to send branded proposals, track hours for a retainer client, and automatically generate invoices. An architecture firm might use it to manage multiple client projects with Gantt charts, allocate team resources, and keep all project finances and client communications neatly organized in one dashboard.
Key features
What makes it stand outWho is Bonsai for?
Who benefits most from this toolPricing
Free tier available — start without a credit cardBasic
- Time tracking
- Task management
- Unlimited projects
- CRM
- Service library
- iOS & Android app
- Unlimited clients
Essentials
Everything in Basic, plus:
- Invoices & Payments
- Proposals & Contracts
- All templates
- Forms & Questionnaires
- Scheduling
- Client portal
- Expense tracking
- Income tracking
Premium
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
Everything in Premium, plus:
- 3 minimum users
- Custom permissions
- Timesheet locking
- Add markup to expenses
- Xero integration
- Custom data import
Trust & presence
Gallery
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