← Reviews

REVIEWS · 9 MIN READ

Bonsai Review 2026: Hello Bonsai Pricing per Seat and Who It Fits

Bonsai review for 2026: per-user pricing from $15 to $59, which plan unlocks invoices, the client portal and QuickBooks, team cost math, and who it fits.

Video companion: Bonsai Review 2026: Hello Bonsai Pricing per Seat and Who It Fits▶ Watch the walkthrough 8:08
THE SHORT ANSWER

Bonsai is worth it for hourly freelancers and report-heavy service teams that budget for the right plan: invoices, proposals and the client portal start on Essentials at $25 per user a month, and automations and QuickBooks on Premium at $39. Because every person is a paid seat, our pick for a growing team is Workspace369, which we make.

Our #1 pick is Workspace369, and we make it. Our editorial approach ↗

THE BUYING DECISION

Compare the plan you would use.

Best fit is our editorial judgment. Prices below are regular USD monthly billing, unless stated otherwise; annual commitments and temporary offers are different.

Workspace369

Our #1 pick

Connected client work

Relevant plan
Cadet / Voyager / Specialist
Subscription
$29 / $74 / $149 per month
Access
1 / 2 / 10 seats; extra seats $10/month from Voyager

Client portal, proposals, invoices and retainers on every plan. Time tracking, texting and Requests start on Voyager; self-booking pages on Specialist. 14-day free trial.

Vendor source ↗Source checked Oct 5, 2026

Bonsai

Hourly client work and report-heavy teams

Relevant plan
Basic / Essentials / Premium / Elite
Subscription
$15 / $25 / $39 / $59 per user per month
Access
Every user is a paid seat; Elite needs 3 users minimum

Billed monthly; yearly $9 / $19 / $29 / $49 per user a month. Invoices, proposals and the client portal start on Essentials; automations and QuickBooks on Premium. 7-day trial.

Vendor source ↗Source checked Oct 5, 2026

Moxie

A small solo budget

Relevant plan
Starter / Pro / Teams
Subscription
$12 / $25 / $40 per month
Access
Starter and Pro are solo; Teams has up to 5 team members

Billed monthly; yearly $120 / $240 / $385. Pro adds a white-labeled client portal, workflow automations, QuickBooks and unlimited project collaborators.

Vendor source ↗Source checked Oct 5, 2026

Plutio

Projects with collaborators

Relevant plan
Core / Pro / Max
Subscription
$19 / $49 / $199 per month
Access
Core: no contributors; Pro: 30 contributors; Max: unlimited

Billed monthly; yearly about $15 / $39 / $159 a month. Core is limited to 9 active clients. Core features are on every plan; white-label is an add-on below Max.

Vendor source ↗Source checked Oct 5, 2026

Bonsai is worth a trial if you bill by the hour or run a service team that lives in profitability reports. Budget for Essentials ($25 per user a month) for invoices, proposals and the client portal, and Premium ($39) for automations or QuickBooks. For a growing team, our pick is Workspace369, which we make.

Prices, plan gates and the review score below were checked on Bonsai’s own pages and on Capterra on October 5, 2026. All prices are in US dollars. This is an assessment of published plans and product pages, not a hands-on test.

Jump to pricing, team math, the trial checklist or the FAQ.

What is Bonsai, and who is it for?

Bonsai (hellobonsai.com) is client and project management software for service businesses: agencies, consultancies and freelancers who sell time or fixed-fee projects. Its pitch is one connected path from proposal to contract, project, tracked time and invoice. Bonsai pricing

That path is real, but each step sits on a specific plan. Time tracking, tasks and a CRM come with every plan; invoices, proposals and the portal start one tier up; automations and integrations start two tiers up.

Ownership matters for long-term planning. Zoom announced on November 5, 2025 that it would acquire Bonsai and says the transaction closed in December 2025. According to Zoom, Bonsai remains a standalone platform under its own brand, and Zoom plans to bring its capabilities into Zoom over time. Zoom announcement

How much does Bonsai cost in 2026?

Every Bonsai plan is priced per user. This is the published grid:

Plan Billed monthly, per user Billed yearly, per user a month What the plan adds
Basic $15 $9 Time tracking, tasks, unlimited projects, CRM, service library; 10 GB storage
Essentials $25 $19 Invoices and payments, proposals and contracts, forms, scheduling (one event type), client portal, expense and income tracking; 100 GB
Premium $39 $29 Automations, integrations (QuickBooks, Zapier, Gmail and more), deals pipeline, client tasks and messaging, timesheets, profitability and utilization reports, Bonsai branding removed; 500 GB
Elite $59, minimum 3 users $49, minimum 3 users Custom permissions, timesheet locking, markup on expenses, custom data import

Source: Bonsai pricing and plan comparison, checked October 5, 2026.

Three details change the total. Elite’s three-user minimum sets a floor of $177 a month on monthly billing, or $147 on yearly. Bonsai advertises a reduced rate for teams of 30 or more users but doesn’t list it. And the free trial gives full access for seven days, after which you choose a plan. Bonsai pricing FAQ

Which Bonsai plan do you actually need?

Start from the job, not the cheapest card:

  • You only need to track hours: Basic, $15 per user a month. It has no invoicing, so tracked hours have to be billed somewhere else.
  • You send proposals and invoices and want a client portal: Essentials, $25. This is the real entry plan for client work. It also splits billable from non-billable time and attaches time entries to invoices.
  • You want automations, QuickBooks sync or profitability reports: Premium, $39. Portal messaging, Bonsai branding removal and more than one scheduling event type also start here.
  • You need custom permissions or locked timesheets: Elite, $59, for at least three users.

For most buyers the decision is Essentials versus Premium. If your accountant expects invoices in QuickBooks, price Premium from the start.

Is Bonsai worth it for a team?

Per-seat pricing is fair for one person and grows with every hire. Here is the monthly cost at four team sizes:

People Bonsai Essentials, billed monthly Bonsai Premium, billed monthly Bonsai Essentials, billed yearly (per month) Workspace369, billed monthly
1 $25 $39 $19 Cadet, 1 seat: $29
3 $75 $117 $57 Voyager + 1 seat: $84
5 $125 $195 $95 Voyager + 3 seats: $104
10 $250 $390 $190 Specialist, 10 seats: $149

Sources: Bonsai pricing and Workspace369 pricing, both checked October 5, 2026.

Bonsai is the cheaper choice for a solo freelancer. For one hourly worker the gap is wider than the table suggests, because Bonsai includes time tracking from Basic while Workspace369’s time tracking starts on Voyager at $74. On yearly billing, five Essentials seats come to $95 a month, below Voyager’s monthly total, so compare annual quotes on both sides.

The picture changes as the team grows. Ten Premium seats cost $390 a month, or $4,680 a year on monthly billing. Workspace369 Specialist includes ten seats for $149 a month, or $1,430.99 billed yearly, against $2,280 a year for ten yearly Essentials seats. Features differ by plan on both sides, so price the plan that covers your workflow, not just the headcount. Our agency software cost guide shows how per-seat pricing compounds across a whole stack.

What do Bonsai reviews say?

On Capterra, Bonsai scored 4.6 out of 5 from 95 reviews, with 4.6 for ease of use and 4.3 for customer service, when we checked on October 5, 2026. The page said it was last updated September 29, 2026. Capterra Bonsai reviews

That is a strong score, but it is one signal: a freelancer on Basic and an agency on Premium describe different products. Read reviews for the plan the reviewer used, how the client side worked and whether billing matched how they charge.

Where is Bonsai strongest?

Turning tracked time into invoices

Time tracking is on every plan and is Bonsai’s natural entry point, with an in-app timer, billable categories and invoices generated from tracked time. On the plan grid, the billable split and attaching time entries to invoices start on Essentials; timesheets and timesheet reminders start on Premium. Bonsai time tracking

Retainer and subscription invoicing

Essentials covers retainer invoices, subscription invoices, scheduled sending and multi-currency billing. Bonsai also describes payment reminders, seen receipts and a QuickBooks Online sync; the plan grid places QuickBooks on Premium. Bonsai invoicing

Proposals with packages and deposits

Bonsai proposals support one or several service packages, seen receipts, one-click client approval and a deposit request when the client approves. Test the second proposal as well as the first: a client who approves a website and then asks for an online store needs a clean way to quote the extra scope. Bonsai proposals

A client portal without client accounts

Clients open the portal through a secure link without creating an account, then see project progress, contracts, proposals, invoices and files. On the plan grid, client messaging and removing Bonsai branding are Premium features. Bonsai client portal

How to test Bonsai in a 7-day trial

Seven days is short, so plan the test before you sign up and use one real client:

  1. Pick the plan you would pay for. The trial is full access, so note whether your process fits Essentials or needs Premium.
  2. Send one proposal with two packages. Approve it from a client inbox and check the deposit step.
  3. Track a small job. Log billable and non-billable time, correct one wrong entry, then attach the hours to an invoice.
  4. Open the portal as the client. On a phone, find the invoice and the next step without help.
  5. Run your accounting handoff. If QuickBooks matters, test the sync, since it requires Premium.
  6. Count every seat. List everyone who needs a login and multiply by the plan price, monthly and yearly.
  7. Write down what the test relied on. Anything Premium-only belongs in your real budget.

When to compare Workspace369

Our pick is Workspace369, which we make. It prices by plan with seats included rather than per person: Cadet is $29 a month for one seat, Voyager $74 for two, Specialist $149 for ten and Commander $299 for twenty. Extra seats are $10 a month from Voyager, and every plan has a 14-day free trial. Workspace369 pricing

The plan gates that matter for a Bonsai buyer:

  • Every plan: proposals with themes, invoices, clients, projects, the client portal, payment schedules, retainers with auto-invoice, and email workflows (up to three active on Cadet).
  • Voyager and up: time tracking from timer to bill entries to invoice, a shared inbox with SMS texting in one client thread, and Requests, a lead form whose submissions become clients.
  • Specialist and up: client self-booking pages, deposits paid when a proposal is accepted, voice calls with AI call summaries, and webhooks and API.

If you work alone and bill by the hour, Bonsai Basic or Essentials will cost less. If you are adding people, or want texts and calls on the client record, see Workspace369 vs Bonsai, side by side. Before cancelling any tool, save signed contracts, settle open invoices and finish running retainers.

For the wider field, our Bonsai vs Moxie vs 17hats vs Plutio comparison prices the main all-in-one tools, and the freelancer CRM guide covers solo budgets.

Frequently asked questions

Is Bonsai worth it?

Bonsai is worth it for hourly freelancers and service teams that use its reports, as long as you budget for the plan your workflow needs. Invoices, proposals and the client portal start on Essentials at $25 per user a month, and automations and QuickBooks on Premium at $39, checked October 5, 2026. Because each person is a paid seat, redo the math every time you hire. Bonsai pricing

How much does Bonsai cost per month?

Billed monthly, Bonsai costs $15 per user for Basic, $25 for Essentials, $39 for Premium and $59 for Elite, which requires at least three users. Billed yearly, the same plans are $9, $19, $29 and $49 per user a month. Prices were checked on Bonsai’s pricing page on October 5, 2026. Bonsai pricing

Does Bonsai have a free trial?

Yes. Bonsai’s trial gives full, unlimited access for seven days, after which you choose a plan. Because the trial includes every feature, note which ones your test relied on before choosing a cheaper plan. Bonsai pricing FAQ

Is Bonsai owned by Zoom?

Yes. Zoom announced its agreement to acquire Bonsai on November 5, 2025 and says the transaction closed in December 2025. According to Zoom, Bonsai remains a standalone platform under the Bonsai brand, with its capabilities to be brought into Zoom over time. Zoom announcement

Which Bonsai plan includes QuickBooks?

QuickBooks integration starts on Premium, $39 per user a month billed monthly or $29 billed yearly. Premium also adds automations, Zapier and Gmail integrations, profitability reports and client messaging in the portal. Essentials does not include these integrations. Bonsai plan comparison

What is the best Bonsai alternative?

Our pick is Workspace369, which we make: seats are included in each plan (Specialist is $149 a month for ten), and the client portal, proposals and invoices are on every plan. Moxie and Plutio cost less for small teams, which our four-way comparison covers. Workspace369 pricing

FOLLOW ONE CLIENTA simple test of the handoff.

An evaluation model, not a product screenshot or a claim that every tool handles these steps identically.

  1. 01

    Inquiry

    Can you identify the client and their next action?

  2. 02

    Scope

    Can both sides find the agreed deliverables?

  3. 03

    Delivery

    Does each task have an owner and due date?

  4. 04

    Approval

    Can you see what the client has accepted?

  5. 05

    Invoice

    Does the amount match the agreed work?

TAKE IT INTO YOUR TRIAL

Make the demo prove something.

Use one sample project with invented client details. Add a reschedule or an extra revision after the proposal is accepted.

Download a text copy ↓
Your checklist stays in this page. We do not send your answers anywhere.

Follow your business's reading path.

Freelancers ↗
Calculate your software budget ↗

CHECK THE DETAILS

Sources & further reading

Pricing and features can change. Check the vendor’s current plan before buying.

OUR PICK FOR CLIENT WORK

Put the workflow in one place.

See how it handles this workflow: Workspace369 vs Bonsai. Plans start at $29 a month with a 14-day free trial.

Workspace369 vs Bonsai Our #1 pick is Workspace369, and we make it.