Bonsai Features

Bonsai Features Explained (2026)

The freelancer all-in-one that invoices, chases, and collects without four separate tools. No technical knowledge needed. Setup takes 2-3 hours.

6 features documented 🟢 No-code 📱 Web + Mobile ✓ Independent review

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Quick answer

Bonsai is an all-in-one platform for freelancers and small studios covering proposals, contracts, invoicing, payments, time tracking, and basic accounting. It suits solo owners who want one system instead of a stack of specialist tools. In 2026 it moved to per-user pricing, and its lowest tier does not include invoicing or contracts, so getting paid features start on the mid tier. It is a strong pick when you want your invoicing tied to the rest of your client workflow.

Bonsai key features: what each one means for your business

6 features, each explained as a specific business outcome, not a technical specification.

Invoicing and payments

Send branded invoices and take card or bank payment online.

Automatic reminders

Chase overdue invoices on a schedule you set once.

Proposals and contracts

Send proposals and e-signature contracts tied to your invoicing.

Time tracking

Track billable hours and convert them into invoice line items.

Client CRM

Keep client details, projects, and history in one place.

Basic accounting

Track income and expenses with simple reports for tax time.

These features in practice

4 real workflows Bonsai users run using these features.

✓ Send a proposal that becomes a contract and an invoice in one flow

✓ Track billable hours and drop them straight onto an invoice

✓ Let overdue invoices chase themselves automatically

✓ Manage several clients and projects from one dashboard

See all Bonsai use cases with step-by-step examples View all →

Features Bonsai does NOT have

Knowing what Bonsai cannot do is as important as knowing what it can. If you need any of these, a different tool may be the better fit.

! Businesses that only need free invoicing with no proposals or contracts

! Larger teams that need deep accounting and reporting

Which Bonsai plan includes these features?

Bonsai has 4 plans. Not every feature below is available on every tier: here is exactly what each plan unlocks.

Basic

$9 per user a month (annual) or $15 (monthly)

Time tracking, task management, unlimited projects and clients, CRM, service library, iOS and Android app

Best for: Freelancers who need time tracking, tasks and a simple client list

Essentials

$19 per user a month (annual) or $25 (monthly)

Everything in Basic plus invoices and payments, proposals and contracts, all templates, forms and questionnaires, scheduling, client portal, expense and income tracking

Best for: Freelancers and small studios who send proposals, contracts and invoices

Premium

$29 per user a month (annual) or $39 (monthly)

Everything in Essentials plus project insights, workload management, Gantt view, deals pipeline, custom fields, client tasks and messaging, profit and productivity reports, integrations (QuickBooks, Xero, Zapier, Calendly, Google), no Bonsai branding

Best for: Growing agencies that manage workload and want reports and integrations

Elite

$49 per user a month (annual) or $59 (monthly), 3 users minimum

Everything in Premium plus custom permissions, timesheet locking, markup on expenses, custom data import

Best for: Agencies that need permissions and timesheet controls

Full Bonsai pricing breakdown: every plan, every limit, every hidden cost Full breakdown →

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