Product
Templates
Pricing
Reviews
Pick the best plan for your business
Templates
Unlimited Clients & Projects
Invoicing & Payments
Proposal & Contracts
Scheduling
Tasks & Time Tracking
Client CRM
Expense Tracking
Up to 5 Project Collaborators
Everything in Starter, plus:
Custom Branding
Forms & Questionnaires
Workflow Automations
Client Portal
QuickBooks Integration
Calendly Integration
Zapier Integration
Up to 15 Project Collaborators
Everything in Professional, plus:
Subcontractor Management
Hiring Agreement Templates
- (1099 contractors)
Subcontractor Onboarding
Talent Pool
3 Team Seats
- additional seats $ 9/month
Accountant Access
Connect Multiple Bank Accounts
Unlimited Subcontractors
Take it to the
next level with add-ons
Collaborators
Invite other users to specific projects for limited access and functionality.
Free
Partners
Invite other users for full account access and company management.
$ 9 /month
Tax Assistant
Track expenses, identify write-offs, and estimate quarterly taxes easily.
$ 10 /month

Frequently asked questions
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When you start your trial with Bonsai you'll receive full, unlimited access to the plan you chose. You will need to enter your credit card information to begin your trial, but don't worry - we won't charge you anything until the trial ends. You can cancel at any time during the trial period via your Subscriptions settings.
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Yes, you can upgrade, downgrade or cancel your plan at any time via your Subscription settings.
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We totally understand that you not always need your Bonsai subscription to remain active. You can cancel or pause your monthly subscription at any time without penalty via your Subscription settings. Once cancelled, you'll be able to continue logging in to access all your documents and even continue to use our free features, like Time Tracking.
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If you contact us within two weeks of being charged for your subscription, we will be happy to issue a refund for you. Beyond those two weeks, you will need to cancel or modify the subscription from the Subscriptions tab in Settings to avoid future charges, but refunds will not be issued. This applies to both monthly and annual plans.
"My best friend in scaling my business"
" Like putting my finances on auto-pilot"
"Bonsai does he hard work"
"Everything is streamlined"
"" Huge timesaver"
" It’s been the most stress-free year of my life!"
"I feel more confident"
"Backbone of my business"
"So simple"
"Client's love how easy my systems are"
"A must have!"
"I do less admin and do more of what I love "
"Worry-free contacts and invoices "
"Its pays for itself"
" Great customer services!"
"Alife-saver"
"Clients take me seriously"
"I upped my rates and won more clients"


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