Bonsai
Bonsai is a comprehensive business management software designed for service businesses, including freelancers, agencies, and consultancies.
Our verdict
Who it's for
The unified platform for service businesses to manage projects, clients, and billing.
Who should look elsewhere
Some advanced features like custom domains are expected to be released in 2026, indicating ongoing development.
Pros
- +Consolidates multiple business functions into one platform, reducing tool sprawl.
- +Automates many administrative tasks, saving significant time (e.g., proposals, invoicing).
- +Provides real-time financial and project insights for better decision-making.
- +Offers tailored features for different team roles (leadership, operations, project managers, team members).
- +Seamless onboarding and premium support for larger teams.
Cons
- −Some advanced features like custom domains are expected to be released in 2026, indicating ongoing development.
- −1:1 demos are reserved for larger teams, potentially limiting access for smaller businesses or individuals.
- −The Elite plan requires a minimum of 3 users, which might not be suitable for very small teams or individual freelancers looking for the most advanced features.
Key features
- ✓CRM
- ✓Proposals & Contracts
- ✓Invoicing & Payments
- ✓Time Tracking & Timesheets
- ✓Task Management & Gantt Charts
- ✓Expense Tracking & Budgeting
- ✓Client Portal
- ✓Scheduling
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Basic | $9 | month | Time tracking; Task management; Unlimited projects |
| Essentials | $19 | month | Everything in Basic plus; Invoices & Payments; Proposals & Contracts |
| Premium | $29 | month | Everything in Essentials plus; Project insights; Workload management |
| Elite | $49 | month | Everything in Premium plus:; Custom permissions; Timesheet locking |