KeenVerdict

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

Visit hellobonsai.com · Questions or corrections: editorial@keenverdict.com