Bonsai
Business management software for freelancers, agencies, and consultancies
Founded
2016
Starting Price
$24
Category
CPQ & Proposals
Last updated February 10, 2026
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
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
Pricing
Starter
$24/month
- Proposals & contracts
- Invoicing & payments
- Time tracking
- Expense tracking
- Client CRM
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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