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Bonsai

The unified platform for service businesses·hellobonsai.com

Bonsai is a business management platform for consulting, creative, and professional service firms that consolidates client management, project management, and finance management into one system. It covers CRM, proposals, contracts, scheduling, task and time tracking, invoicing, payments, expense tracking, and reporting. It also offers a Bonsai MCP connector that lets AI assistants such as Claude, ChatGPT, and Gemini create projects, update clients, and draft invoices directly inside Bonsai. Bonsai reports being used by over 500,000 small businesses globally.

What it's for

Managing client relationships and sales pipelineSending proposals, contracts and estimates for e-signatureTracking billable and non-billable time via timesheetsManaging projects with tasks, Gantt charts and workload viewsInvoicing clients and accepting online paymentsTracking expenses and incomeResource planning and capacity trackingGenerating profitability, utilization and financial reportsRunning AI-assisted actions (create projects, draft invoices) via Bonsai MCP

Features 23

Accounting integrations
Bonsai MCP AI connector
Budget tracking
Client portal
Contracts/Agreements
CRM
Estimates
Expense tracking
Forms & questionnaires
Gantt chart view
Income tracking
Invoicing
Online payments
Proposals
Rate cards
Reporting (profitability, utilization)
Resource/capacity planning
Sales pipeline management
Scheduling
Task management
Time tracking
Timesheets
Workflow automations

At a glance

free trial

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android, macOS

LanguagesEnglish

Forfreelancers, small businesses, agencies, consulting firms, professional service firms, enterprise teams

CompanyBonsai Technologies Inc

Integrations

QuickBooksZapierCalendlyGoogleXeroSlackGmailClaudeChatGPTGeminiCursorCodexMicrosoft CopilotStripe

Pricing

Prices are per user/month. Monthly billing rates are higher than the per-month rate shown when billed annually. Reduced rates are available for teams of 30+ users (not itemized on the page). After the 7-day free trial, continued use requires a paid plan.

Basic$15/user/mo

Billed annually price shown is $9/user/month; billed monthly price is $15/user/month.

10 GB storage

Essentials$25/user/mo

Billed annually price shown is $19/user/month; billed monthly price is $25/user/month.

100 GB storage

Premium$39/user/mo

Marked 'Most popular'. Billed annually price shown is $29/user/month; billed monthly price is $39/user/month.

500 GB storage

Elite$59/user/mo

Billed annually price shown is $49/user/month; billed monthly price is $59/user/month.

3 users minimum; 500 GB storage

Reduced rate available for teams with 30+ users.