Which Bonsai plan includes invoicing?

Invoicing and payments start on the Essentials plan. The Basic plan covers time tracking, task management, projects, CRM and clients but does not include invoicing.

Does Bonsai integrate with QuickBooks and Xero?

Yes. Bonsai syncs invoice data two ways with QuickBooks Online and Xero to keep accounting records accurate. The Xero integration is available on the Elite plan.

Can I connect Bonsai to an AI assistant?

Yes. Bonsai runs an MCP server, so AI clients that support the Model Context Protocol, such as Claude, ChatGPT and Gemini, can read and act on your Bonsai data in plain language, mirroring your role in the app.

Bonsai

MCP-ready

All-in-one business management for freelancers and agencies, with invoicing, payments, expense and income tracking and two-way QuickBooks and Xero sync.

Starting price: From $15 / user / month
API: Integrations with QuickBooks Online, Xero, Zapier, Calendly and Google, plus a Bonsai MCP server for AI assistants
Hosting: Cloud (SaaS)

Visit Bonsai

Overview

Bonsai is all-in-one business management software for freelancers and agencies, covering invoicing and payments, proposals and contracts, a CRM, projects and time tracking. Its financial side turns tracked hours and project expenses into branded invoices, supports recurring billing for retainers, and handles multiple currencies and tax rates. Rather than keeping a general ledger, it syncs invoice data two ways with QuickBooks Online and Xero and lets you tag tax-deductible items. It is sold in four plans, with invoicing and payments starting on Essentials.

Our take

Bonsai fits the freelancer or small agency that would otherwise run a proposal tool, a contract tool and an invoicing tool side by side, and it is worth it for that consolidation rather than for depth in any one part. If the books matter more than the client paperwork, pick a proper accounting package and add a billing tool to it instead, because Bonsai leans on QuickBooks or Xero for the ledger. Check which plan carries what before signing up: the entry tier leaves out invoicing and payments, and the Xero connection is reserved for the top plan.

Key Facts

Category	Accounting & Invoicing
Starting price	From $15 / user / month Basic is $15 / user / month billed monthly ($9 billed annually). Invoicing and payments begin on the Essentials plan, at $25 / user / month billed monthly ($19 billed annually). US pricing.
API	Integrations with QuickBooks Online, Xero, Zapier, Calendly and Google, plus a Bonsai MCP server for AI assistants
Hosting	Cloud (SaaS)

Screenshots

Placeholders. They are replaced as soon as the vendor sends material, and both open the same short form.

Features

Invoicing and quotes: Yes, branded invoices from tracked hours and project expenses, recurring billing for retainers and multi-currency support; invoicing and payments start on the Essentials plan
Bookkeeping and bank feeds: Income and expense tracking with two-way sync to QuickBooks Online and Xero, rather than a built-in general ledger
Expenses and receipts: Yes, expense tracking that can be marked billable, with markup on expenses on the Elite plan
Tax and compliance: Multi-tax rate support and the ability to tag tax-deductible items for export
Payroll: No payroll module; the plans cover invoicing and payments, proposals and contracts, CRM, projects, time tracking and expense and income tracking
Reports and exports: Yes, a real-time dashboard of billed, outstanding and projected revenue, with profit and productivity reports on the Premium plan
Integrations and API: Integrations with QuickBooks Online, Xero, Zapier, Calendly and Google, plus a Bonsai MCP server

Integrations

QuickBooks Online
Xero
Zapier
Calendly
Google Calendar

Deployment and Support

Deployment: Cloud (SaaS)
Browser-based
Onboarding: Documentation and knowledge base
Guided onboarding
Company size: Freelancers
Small and mid-sized

Suitability

Industry	Freelancers	Small and mid-sized	Enterprise
Agencies	Stated as a fit	Stated as a fit	Not stated
Architecture & Engineering	Not stated	Not stated	Not stated
Consulting	Not stated	Not stated	Not stated
Media & Creative	Not stated	Not stated	Not stated
Technology	Not stated	Not stated	Not stated

The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.

Pros and Cons

Strengths

All-in-one invoicing, payments, proposals, contracts, CRM and projects for freelancers and agencies
Two-way sync with QuickBooks Online and Xero keeps accounting records accurate
Recurring billing, multiple currencies and a client portal
MCP server lets AI assistants such as Claude, ChatGPT and Gemini act on your data

Limitations

Invoicing and payments require the Essentials plan, not Basic
Accounting relies on the QuickBooks or Xero integration rather than a built-in ledger
The Xero integration and expense markup are reserved for the Elite plan

Pricing

Basic

$15 / user / month

Billed monthly ($9 billed annually). Time tracking, task management, unlimited projects, CRM, service library and unlimited clients; no invoicing.
Essentials

$25 / user / month

Billed monthly ($19 billed annually). Adds invoices and payments, proposals and contracts, forms, scheduling, the client portal and expense and income tracking.
Premium

$39 / user / month

Billed monthly ($29 billed annually). Adds project insights, workload management, a deals pipeline, custom fields, profit and productivity reports and integrations.
Elite

$59 / user / month

Billed monthly ($49 billed annually), minimum three users. Adds custom permissions, timesheet locking, expense markup, the Xero integration and custom data import.

Best For

Agencies

Alternatives and Comparisons

FAQ

Which Bonsai plan includes invoicing?: Invoicing and payments start on the Essentials plan. The Basic plan covers time tracking, task management, projects, CRM and clients but does not include invoicing.
Does Bonsai integrate with QuickBooks and Xero?: Yes. Bonsai syncs invoice data two ways with QuickBooks Online and Xero to keep accounting records accurate. The Xero integration is available on the Elite plan.
Can I connect Bonsai to an AI assistant?: Yes. Bonsai runs an MCP server, so AI clients that support the Model Context Protocol, such as Claude, ChatGPT and Gemini, can read and act on your Bonsai data in plain language, mirroring your role in the app.

What users say

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Last verified: 2026-09-10

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