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Bonsai

Bonsai combines client records, proposals, project tasks, time tracking and billing for freelancers, agencies and consultancies, with workload and financial reporting on higher plans.

By Bonsai

hellobonsai.com

Access & availability

API operations and access

Supported · check conditionsBuilt in
What you can do
  • Read, create, update and delete supported objects within documented endpoint and permission limits.
More details & conditions: API operations and access
Conditions
  • Bearer tokens expire, can be revoked and inherit the user’s role; client portal members cannot use the API. REST covers CRM records, projects, tasks, time and invoices. The beta MCP server uses OAuth and the same permissions; document tools create drafts for review and sending in Bonsai.

Overview

Basic covers time tracking, tasks, CRM and unlimited projects and clients. Essentials adds invoices, payments, contracts, proposals, a client portal and expense tracking. Premium adds workload management, Gantt, project insights and profit reports. Elite requires at least 3 users and adds custom permissions, timesheet locking, expense markup and custom data import. Annual offers display a monthly equivalent and are billed annually. The free trial lasts 7 days; online client payments carry processing fees that vary by method. Features marked as expected releases do not establish current availability.
More product details

Vendor · Bonsai

Contacts
  • Address
    support@hellobonsai.com
    Channel
    Email
    Purpose
    Support
  • Address
    security@hellobonsai.com
    Channel
    Email
    Purpose
    Security
Legal Name
Bonsai Technologies Inc.
Trust Center Url
trust.hellobonsai.com
Website Url
hellobonsai.com

Product

Documentation
help.hellobonsai.com
License Model
Proprietary
Solution Kind
Application

Who it is for

Organization Types
  • Business
Use Cases
  • Project planning
  • Time tracking
  • Project billing

Before you choose

Check before choosing

  • Annual offers display a monthly equivalent and are billed annually. The free trial lasts 7 days; online client payments carry processing fees that vary by method. Features marked as expected releases do not establish current availability.

Features

Professional Services Automation

Explore category

Project Time Tracking

Full supportBuilt in
What you can do
  • Record billable and non-billable project time; advanced timesheet controls depend on plan.

Resource Management

Partial supportBuilt in
What you can do
  • Review team workload; workload management requires Premium or Elite.
More details & conditions: Resource Management
What you need
  • Premium or Elite

Billing & Invoicing

Full supportBuilt in
What you can do
  • Create invoices from project delivery and billing data.
More details & conditions: Billing & Invoicing
What you need
  • Essentials, Premium or Elite

Workflow details

Planning
  • Task dependencies
  • Task templates
Constraints
  • Capacity
  • Calendars
  • Budgets
  • Competing assignments
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Not confirmed (2)
Measurement
Not confirmed
Granularity
Not confirmed

Gantt Chart

Explore category

Resource Management

Partial supportBuilt in
What you can do
  • Review team workload; workload management requires Premium or Elite.
More details & conditions: Resource Management
What you need
  • Premium or Elite

Workflow details

Planning
  • Task dependencies
  • Task templates
Work Views
  • Gantt
Constraints
  • Capacity
  • Calendars
  • Budgets
  • Competing assignments
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Project Financials
  • Costs
  • Billable time
  • Invoices
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Not confirmed (2)
Measurement
Not confirmed
Granularity
Not confirmed

Project Management

Explore category

Resource Management

Partial supportBuilt in
What you can do
  • Review team workload; workload management requires Premium or Elite.
More details & conditions: Resource Management
What you need
  • Premium or Elite

Workflow details

Planning
  • Task dependencies
  • Task templates
Work Views
  • Gantt
Constraints
  • Capacity
  • Calendars
  • Budgets
  • Competing assignments
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Project Financials
  • Costs
  • Billable time
  • Invoices
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Not confirmed (2)
Measurement
Not confirmed
Granularity
Not confirmed

Project Planning

Explore category

Resource Management

Partial supportBuilt in
What you can do
  • Review team workload; workload management requires Premium or Elite.
More details & conditions: Resource Management
What you need
  • Premium or Elite

Project Time Tracking

Full supportBuilt in
What you can do
  • Record billable and non-billable project time; advanced timesheet controls depend on plan.

Workflow details

Planning
  • Task dependencies
  • Task templates
Work Views
  • Gantt
Constraints
  • Capacity
  • Calendars
  • Budgets
  • Competing assignments
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Project Financials
  • Costs
  • Billable time
  • Invoices
Workflow boundary and exception handling
  • Due-date changes shift dependent tasks forward and skip weekends by default. Upstream tasks stay unchanged. Dependency links provide visibility rather than preventing blocked tasks from being completed; cross-project resource and completion-date propagation remain unconfirmed.
Not confirmed (2)
Measurement
Not confirmed
Granularity
Not confirmed

Pricing

Basic

USD 9 / user / month

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Days
7
Trial is free
Yes

USD 15 / user / month

Billed monthly

Commitment Months
1
Trial Available
Yes
Trial Days
7
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Basic covers time tracking, tasks, CRM and unlimited projects and clients. Essentials adds invoices, payments, contracts, proposals, a client portal and expense tracking.

Essentials

USD 19 / user / month

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Days
7
Trial is free
Yes

USD 25 / user / month

Billed monthly

Commitment Months
1
Trial Available
Yes
Trial Days
7
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Basic covers time tracking, tasks, CRM and unlimited projects and clients. Essentials adds invoices, payments, contracts, proposals, a client portal and expense tracking.

Premium

USD 29 / user / month

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Days
7
Trial is free
Yes

USD 39 / user / month

Billed monthly

Commitment Months
1
Trial Available
Yes
Trial Days
7
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Premium adds workload management, Gantt, project insights and profit reports. Elite requires at least 3 users and adds custom permissions, timesheet locking, expense markup and custom data import.

Elite

USD 49 / user / month

Billed annually

Minimum quantity: 3

Commitment Months
12
Trial Available
Yes
Trial Days
7
Trial is free
Yes

USD 59 / user / month

Billed monthly

Minimum quantity: 3

Commitment Months
1
Trial Available
Yes
Trial Days
7
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Premium adds workload management, Gantt, project insights and profit reports. Elite requires at least 3 users and adds custom permissions, timesheet locking, expense markup and custom data import.

Technical details

AI

AI usage conditions
Usage conditions
  • The beta MCP server uses OAuth and the connected user’s permissions. Invoice tools draft, edit or cancel unpaid invoices; document tools create drafts that users review and send inside Bonsai. Payments and reporting tools are planned rather than established as available. The customer-selected external AI provider’s retention, training and subscription terms require separate review.
Action Permissions
  • Action
    Draft or edit unpaid invoices and create draft documents through MCP.
Customer Knowledge
  • Connectors

API

Access
Public
Documentation
docs.hellobonsai.com
Protocols
  • REST
  • MCP

Deployment

Delivery Models
  • Cloud (SaaS)

Data

Exit Export Scope
  • Records
Export Formats
  • CSV

Reliability

Service status
status.hellobonsai.com

Security

Access Models
  • Role based
MFA Methods
  • Email
  • SMS

Support

Channels
  • Email
  • Chat
  • Knowledge base
Human Availability
Weekdays
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
  • Sun
Opens local
00:00
Closes local
24:00
Human staffed
Yes
Training Formats
  • Documentation
  • Webinar

Integrations

Quickbooks online

Direction
Bidirectional
Method
Built-in connector
Objects
  • Invoices, client names/addresses, invoice dates and line items, discounts, taxes, billed expenses and payments; optional paid-status sync returns from QuickBooks Online. Sent/paid invoices can push automatically, drafts manually. Online payment fees are excluded; inactive item mappings fall back to the default item. Subscription access follows the pricing page.
Publisher
Bonsai
Sync Mode
  • Manual
  • Event driven

Reviews

Independent experiences, reviewed before publication.

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