Bonsai
Business management software for freelancers, agencies, and consultancies
About Bonsai
Bonsai is a business management platform designed for freelancers, consultancies, and professional service agencies. It bundles proposals, contracts, time tracking, project management, invoicing, and accounting into one platform — making it particularly appealing for solo consultants and small firms who want to eliminate the patchwork of separate tools for each business function.
Pros & Cons
Pros
- Comprehensive all-in-one platform covering proposals through accounting in a single tool
- Competitive pricing — significantly cheaper than comparable platforms
- Built-in time tracking and expense management ideal for hourly consultants
- Tax-ready financial reports reduce year-end accounting headaches
- Clean, modern UI that's easier to learn than most competitors
- Multi-currency support for consultants working with international clients
Cons
- Transaction fees on payments can add up for high-volume billing
- Some advanced features require upgrading from the Starter plan
- Fewer accounting-specific features compared to dedicated tools like Ignition or GoProposal
- Limited integrations with third-party accounting software
- Proposal templates are functional but less design-forward than Proposify or Qwilr
Key Features
Proposals & Quotes
Create professional proposals with customizable templates, interactive pricing, and one-click client approval
Contracts & E-Signatures
Legally binding contracts with pre-built templates, custom clauses, and integrated e-signatures
Time Tracking
Built-in timer and manual entry for tracking billable hours across projects and clients
Invoicing & Payments
Automated invoicing with recurring billing, payment reminders, and multi-currency support via Stripe and PayPal
Project Management
Task boards, milestones, and client collaboration tools to manage engagements from start to finish
Accounting & Tax Prep
Expense tracking, profit/loss reports, and tax-ready financial summaries integrated with your billing data
Client CRM
Contact management with client history, communication logs, and pipeline tracking
Workflow Automation
Automate onboarding sequences, payment reminders, and project kickoffs with trigger-based workflows
Pricing
- Proposals & contracts
- Invoicing & payments
- Time tracking
- Expense tracking
- Client CRM
- Basic templates
- All Starter features
- Custom branding
- Workflow automation
- Accounting & tax reports
- Subcontractor management
- Priority support
- All Professional features
- Multiple team members
- Resource management
- Capacity planning
- Custom roles
- Dedicated support
Best For
Solo Consultant Operations
Manage your entire consulting business — from proposals and contracts to time tracking, invoicing, and tax prep — in one platform
Freelance Accountant Practice
Send proposals, track billable hours, invoice clients, and generate tax-ready financial reports without separate tools
Small Agency Management
Coordinate team capacity, manage subcontractors, and track profitability across multiple client projects
International Consulting
Handle multi-currency billing, international contracts, and cross-border payments for global client engagements
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Featured In
Best Proposal & Client Onboarding Software for Accountants & Consultants (2026)
Best for freelance consultants who need proposals, time tracking, invoicing, and basic accounting in one affordable platform.
7 Best Accounting Software for Freelancers & Solo Consultants (2026)
Best all-in-one solution for freelancers who want to manage their entire business — from proposals to tax prep — in a single tool
Best Invoicing Tools That Actually Get Freelancers Paid on Time (2026)
Best freelancer business suite — Bonsai's combination of contracts, automated reminders, late fee enforcement, and tax preparation makes it ideal for freelancers who want their entire financial operation in one platform.
5 Best Tools for Running a One-Person Consulting Business (2026)
Best all-in-one platform for solo consultants — Bonsai covers proposals, contracts, invoicing, and tax prep in one tool, eliminating 4-5 separate subscriptions.
Invoicing Tools With the Best Multi-Currency Support (2026)
Best for freelancers who need multi-currency support across the entire client lifecycle — from proposals and contracts through invoicing and tax preparation.