TopToolAdvisor

Review · Finance & accounting

Bonsai review

Client and project management for freelancers and agencies, with invoices, proposals, contracts and expense tracking.

By the TopToolAdvisor research desk · Updated November 6, 2026

Features (35%)
8.0
Ease of use (35%)
8.2
Value (30%)
7.6

Bonsai is a freelancer business suite more than a ledger, and it belongs here for people whose accounting is mostly invoicing and expense tracking. The cheapest plan, Basic at $9 per user a month billed annually or $15 monthly, covers time tracking, tasks, unlimited projects and a CRM, but not invoices. Essentials, $19 billed annually or $25 monthly, is the plan freelancers need: invoices and payments, proposals and contracts, forms, scheduling, a client portal and expense and income tracking. Premium at $29 adds profit and productivity reports, removes Bonsai branding and adds integrations with QuickBooks, Xero, Zapier, Calendly and Google, which is how you get a full set of books. The free trial is 7 days. Bonsai saves the most time for creative and consulting freelancers who otherwise juggle separate proposal, contract and invoice apps, but you will still want an accounting tool for tax-ready reports.

Who it is for

Freelancers who want proposals, contracts, time tracking and invoicing in one workspace and sync books to QuickBooks or Xero.

Price

Basic $9 per user per month billed annually; invoicing and expenses from Essentials at $19.

Basic $9 /user/month Track time and manage your occasional projects seamlessly
Quoted from the vendor pricing page on November 6, 2026.

Key features

  • Invoices and payments on Essentials
  • Proposals, contracts, forms and scheduling
  • Expense and income tracking
  • Time tracking and unlimited projects on every plan
  • QuickBooks and Xero integrations on Premium

Strengths and weaknesses

  • Strength: One tool from proposal to paid invoice
  • Strength: Up to 4 months free on yearly billing
  • Strength: Client portal included on Essentials
  • Weakness: Basic has no invoicing or expense tracking
  • Weakness: Accounting integrations need Premium at $29
  • Weakness: Only a 7-day free trial

Key facts

  • Free trial: 7 days
  • Paid tiers: Basic $9, Essentials $19, Premium $29, Elite $49 per user per month billed annually
  • Monthly billing: Basic $15, Essentials $25

Where it ranks

Bonsai is No. 9 in our Best Accounting Software for Freelancers verdict.

Alternatives we scored

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