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
- QuickBooks Solopreneur8.7
- Wave8.6
- Zoho Books8.6
- FreshBooks8.5
Visit hellobonsai.com · Questions or corrections: editorial@toptooladvisor.com