the logo for Bonsai



the logo for Bonsai

Bonsai is an all-in-one CRM for client, project & finance management, dedicated to small businesses and freelancers. From lead collection, contract management to invoicing, accounting, and even banking, Bonsai allows users to automate the entire business in one place.




94% Genius Score
the logo for Bonsai

Starting price



Bonsai Facts

Pricing modelPer User
Free TrialYes
Free VersionNo

Bonsai Pros & Cons

+Automated CRM
+User-friendly dashboard and 1000+ customizable templates
-Not suitable for bigger size businesses

What Is Bonsai?

Bonsai is an all-in-one business & financial management tool for small businesses and freelancers. It is very easy to use and offers all the essential features to run and scale your business in no time: contracts & e-signing, proposals, CRM, scheduling, client forms, time & task tracking, and hundreds of free prebuilt and customizable templates that you can tailor to your brand.

In addition to client and project management, Bonsai offers a complete financial management solution. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. Using Bonsai, you can easily track income and automatically categorize expenses to maximize write-offs, resulting in bigger tax returns. It also enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders.

Bonsai allows you to automate your entire business in one place, and keep track of what matters. Turn new leads into clients, and clients into recurring business, and focus on helping your clients while Bonsai takes care of the rest.

Bonsai Pricing

PlansStarter PlanProfessional PlanBusiness Plan
Price (annual subscription)from $17/monthfrom $32/monthfrom $52/month
DescriptionIdeal for freelancers and contractors just starting out.Everything a growing independent business needs to thrive.The perfect package for small businesses and agencies.
Free Trial

Bonsai Features

  • Complete CRM that automates client, project & finance management
  • User-friendly dashboard & visual planning
  • Complete document management & e-signing
  • Team collaboration
  • 1000+ free customizable templates
  • Meeting scheduling & calendar management
  • Invoicing & payments, accounting, tax & banking


The overall provider ratings are reviewed on three categories: usability, features and support. In addition, we have developed a score, called the Genius Score, to allow us to rate each provider. The Genius score is rated between 0 and 100, with 100 being the highest and 0 being the lowest. The Genius Score is calculated using existing external reviews and by our in-house testing team. Read the full details of how we rate providers.