Bonsai
Freelancers and small agencies who want proposals, contracts, invoicing and client management in one place.
Quick overview
- Pricing
- From $9/user/month (billed annually); invoicing from $19/user/month
- Plans
- US prices per user: Basic $9/month billed annually or $15 monthly (time tracking, tasks, projects, CRM; no invoicing). Essentials $19/month annually or $25 monthly (adds invoices and payments, proposals and contracts, forms, scheduling, client portal, expense and income tracking). Premium $29 annually or $39 monthly (adds project insights, profit reports, QuickBooks, Xero, Zapier and other integrations). Elite $49 annually or $59 monthly, 3-user minimum (adds custom permissions, timesheet locking, expense markup). 7-day free trial. Bonsai Payments: cards 2.9% + $0.30; Bonsai's help center lists Amex at 3.25% + $0.30 and ACH at 1% ($1 minimum). Bonsai is now 'a Zoom company'.
- G2 rating
- 4.3 / 5.0
- Comparisons
- Featured in 3 comparisons
Key features
- Proposals, contracts and invoices in one client workflow (Essentials)
- Client portal and forms (Essentials)
- Recurring billing and saved payment details for repeat clients
- Time tracking, projects and CRM on every plan
- Payments in 100+ currencies
Pros
- Proposal to contract to invoice in one tool
- Client portal and scheduling on Essentials
- Multi-currency billing
- You can choose who pays the payment fee
Cons
- Invoicing needs Essentials ($19/user/month annually), not Basic
- Priced per user, so teams pay more
- Only a 7-day free trial
- ACH at 1% with no published cap
Bonsai in our comparisons
Best Invoicing Software
FreshBooks is the best invoicing software for most freelancers and small service businesses: recurring invoices, reminders, estimates, a client portal, time and expenses on every plan from $23/month. Pick Zoho Invoice if you want all of that free, or Invoice Ninja for $140 a year with unlimited clients.
+2
Emily RodriguezUpdated October 2026Best Proposal Software
PandaDoc is the best proposal software for most sales teams: its Business plan ($49 per seat per month billed annually) covers pricing tables, payments, CRM sync, approvals and contracts. Choose Proposify for discount approvals, Qwilr for interactive web proposals, Better Proposals on a budget, or Bonsai if you freelance.
Emily RodriguezUpdated October 2026FreshBooks alternatives
Stay with FreshBooks if you have a small client list and want simple invoicing with time tracking. Switch to QuickBooks Online or Xero for full accounting, or to Wave or Zoho Books to cut costs.
+2Emily RodriguezUpdated October 2026