Review · Finance & accounting
Bonsai review
Client and project management for freelancers and agencies with proposals, contracts, invoices and time tracking.
By the KeenVerdict research desk · Updated November 6, 2026
- Features (40%)
- 8.4
- Ease of use (30%)
- 8.2
- Value (30%)
- 7.6
Bonsai approaches invoicing from the project side. Its Basic plan at $9 per user per month billed annually covers time tracking, tasks, CRM and unlimited projects but no invoices, so freelancers who need to bill should look at Essentials at $19 per user per month billed annually or $25 monthly. Essentials adds invoices and payments, proposals and contracts, all templates, forms and questionnaires, scheduling, a client portal and expense and income tracking. Premium at $29 adds profit and productivity reports, removes Bonsai branding and opens integrations with QuickBooks, Xero, Zapier, Calendly and Google. Elite at $49 requires three users. The draw is the chain from proposal to signed contract to tracked hours to invoice without switching tools. The weakness for this list is cost: per-user pricing and gated branding make it more expensive than invoicing-first tools.
Who it is for
Freelancers and small agencies that want proposals, contracts, time tracking and invoices in one workspace.
Price
Basic $9 per user per month billed annually (no invoicing); Essentials $19 with invoices and payments; Premium $29.
Billed annually Essentials $19 /user/month The essentials for an end-to-end client and project management
Quoted from the vendor pricing page on November 6, 2026.
Key features
- Invoices and payments on Essentials
- Proposals, contracts, forms and questionnaires
- Time tracking, task management and CRM
- Client portal and scheduling
- QuickBooks, Xero and Zapier integrations on Premium
Strengths and weaknesses
- Strength: Proposal to contract to invoice in one tool
- Strength: Time tracking feeds billing
- Strength: Annual billing saves up to 4 months
- Weakness: Invoicing starts on Essentials, not the $9 Basic plan
- Weakness: Removing Bonsai branding needs Premium
- Weakness: Monthly billing raises Essentials to $25 per user
Key facts
- Basic: $9 per user per month annually, no invoicing
- Essentials: $19 per user per month annually, $25 monthly
- Premium: $29 per user per month annually, $39 monthly
- Elite: $49 per user per month annually, 3 users minimum
Where it ranks
Bonsai is No. 9 in our Best Invoicing Software verdict.
Alternatives we scored
- FreshBooks8.8
- Wave8.6
- Zoho Invoice8.6
- Square Invoices8.5
Visit hellobonsai.com · Questions or corrections: editorial@keenverdict.com