Bonsai vs Copilot: Complete Comparison (2026)

Bonsai vs Copilot: which one actually runs your entire business?

Both handle client management: invoicing, contracts, and a place where clients interact with your business. But once the contract is signed, most users end up building workflows manually across separate apps... because neither has a branded client portal with task visibility, proposal-to-project automation, or scheduling to manage the full lifecycle from one place.

Bonsai handles proposals, contracts, invoicing, and includes time tracking and Gantt charts on the Premium plan, but proposals don't auto-create projects, the client portal shows Bonsai branding with no custom domain, and time tracking stays at the project level with no task breakdown.

Copilot centers on a client portal where invoices, messages, and files appear under one login, but time tracking, project management, proposals, and scheduling are all missing, and the Starter plan caps clients at 50 for $39/month.

Plutio handles proposals, then connects them to the rest of the workflow. A signed proposal auto-creates a project with Kanban boards and task assignments, time tracking runs at the task level and flows into invoice line items, and clients check deliverables from a portal on your domain, not a Copilot subdomain or a Bonsai-branded page. Try Plutio free.

Last updated March 2026

4.6

Quick comparison (TLDR)

Bonsai is freelance business software that handles proposals, contracts, invoicing, time tracking, and project management. The Premium plan ($39/month) includes Gantt charts, subtasks, and task dependencies. Bonsai also includes expense tracking and tax preparation features. The client-facing portal shows Bonsai branding with no custom domain option. Proposals and projects are separate: when a client signs, the project has to be created manually. Time tracking happens at the project level, not per task.

Copilot (rebranded to Assembly in 2025) focuses on the client portal. Clients log in to a workspace where invoices, messages, files, and forms appear under one login. Custom domain support requires the Advanced plan at $149/month. The Starter plan costs $39/month for up to 50 clients, and the Professional plan costs $89/month for up to 500 clients. Copilot has no built-in proposals, time tracking, project management, or accounting, so freelancers need 3-4 separate apps to cover the full workflow.

Key differences at a glance

Feature coverage: Bonsai includes proposals, contracts, invoicing, time tracking, project management, and tax features. Copilot includes a portal, contracts, invoicing, and forms.
Client portal: Copilot's portal supports white-labeling with optional custom domain ($149/month). Bonsai's client pages show Bonsai branding with no custom domain.
Time tracking: Bonsai has time tracking with timers and manual entry at the project level. Copilot has no time tracking.
Proposals: Bonsai has a proposal builder with templates and e-signatures. Copilot has no proposal feature.
Pricing model: Bonsai charges $21-$66/month with no client caps. Copilot charges $39-$149/month based on client count (50 to unlimited).
Accounting: Bonsai includes expense tracking, tax categories, and profit/loss reports. Copilot has no accounting features.

The verdict? Bonsai includes proposals, time tracking, and accounting natively, but client pages carry Bonsai branding and projects require manual setup after every signed proposal. Copilot offers a white-labeled portal, but proposals, time tracking, and project management all require separate apps, and the Starter plan caps clients at 50. For businesses that need proposals, projects, time tracking, and a white-labeled portal in one app, Plutio covers everything for $19/month.

Tired of copying data between apps?

One branded platform. Proposal to invoice.

Proposals, contracts, Kanban boards, time tracking, invoicing, and white-labeled client portals. All connected for $19/month.

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Plutio - Your entire business, one login away

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Proposals and contracts

The proposal sets expectations. The contract makes them binding. When both live in the same system, the scope, the agreement, and the invoice all reference each other.

Bonsai

Proposals and contracts with e-signatures. Bonsai includes a proposal builder with templates, scope sections, and pricing. Clients review and accept proposals, then sign contracts electronically. Proposals can link to contracts, so accepting a proposal triggers the contract. The document sequence runs from proposal through contract to first invoice, but the project that follows still requires manual creation.

Bonsai keeps proposals and projects separate. When a client approves a proposal, someone manually creates a project, adds tasks, and sets deadlines. The 10-15 minutes per client adds up across a full year of projects.

Proposal builder with templates
E-signatures on contracts
Proposal-to-contract linking
No auto-project creation from proposals
Manual project setup after each approval

Copilot

Contracts with e-signatures, but no proposals. Copilot includes contracts with e-signatures through the portal. Signed contracts are stored in the client record. The contract module supports templates.

Copilot has no proposal builder. Proposals are created in separate tools like PandaDoc or Google Docs, then the outcome is manually moved into Copilot as a new client and invoice. The sales process that leads to onboarding runs through email attachments and third-party document tools.

Contract creation and templates
E-signatures through portal
No proposal builder
No interactive pricing tables
No proposal-to-contract automation
Requires third-party tool for proposals

Project management

The client signed. Now there are weeks or months of actual work to manage. Can you track deliverables and deadlines in the same platform?

Bonsai

Task management with Gantt charts on Premium. Bonsai includes task lists with due dates and assignments on all plans. The Premium plan ($39/month) adds Gantt charts with drag-and-drop, nested subtasks, and task dependencies (Waiting on, Blocking, Related to). Kanban boards have limited customization. Task templates with dependencies are available for repeating workflows.

Bonsai requires manual project creation after every approved proposal. Someone opens Bonsai, creates a new project, adds tasks, and sets deadlines. The 10-15 minutes per client adds up across 20+ clients per year.

Task lists with due dates
Gantt chart (Premium plan)
Subtasks and dependencies (Premium)
Kanban view (limited customization)
Manual project creation after proposals
No proposal-to-project automation

Copilot

No project management. Copilot has no task management, board views, or timelines, so deliverable tracking happens entirely outside the platform. Agencies manage deliverables in Asana, Trello, Monday, or spreadsheets, then switch back to Copilot for client-facing interactions. Custom app embeds let third-party project tools appear inside the portal frame, but the data does not connect. A task completed in an embedded tool does not update a Copilot invoice or notify the client.

No task management
No Kanban or board views
No Gantt charts
No task dependencies
No project templates
Can embed third-party tools (no data connection)

Client portal and branding

When clients log in to check project status or view invoices, whose brand do they see? Yours or your software vendor's?

Bonsai

Client pages with Bonsai branding. Bonsai gives clients a place to view invoices, estimates, and documents. Clients sign contracts and pay invoices through client-facing pages. The Premium plan removes Bonsai branding from documents. But clients cannot see task progress, project status, or deadlines. Bonsai has no custom domain support, so portal URLs show Bonsai's brand, not the user's. When clients want to know the status of their project, they email because the portal shows signed documents and payment history, not what is currently being worked on.

Invoice and document access
Contract signing
Premium removes branding on docs
No task visibility for clients
No project status view
No custom domain

Copilot

White-labeled portal, but custom domain costs $149/month. Copilot focuses on the client portal. Clients log in to a workspace where invoices, messages, files, and forms appear in one view. Custom domain support requires the Advanced plan at $149/month. On the Starter and Professional plans, portals run on a Copilot subdomain. The full white-label add-on costs extra. The portal handles client-facing interactions, but there is no project or task visibility because project management does not exist in the platform.

White-labeled client portal
In-portal messaging
Custom app embeds
Custom domain (Advanced plan only, $149/mo)
Full white-label as add-on
No task or project visibility in portal

Time tracking and billing

Hourly work needs a way to capture billable hours and turn them into invoices. When time tracking is missing or limited, hours go unrecorded and invoices go out late.

Bonsai

Time tracking at the project level. Bonsai includes time tracking with timers and manual entry. Mark time as billable or non-billable. Generate invoices from tracked time. Bonsai converts tracked hours into invoice line items, but tracking stays at the project level with no task breakdown.

Tracking happens at the project level, not per task. When a client questions a line item, there is no way to show which specific tasks consumed those hours. The lack of task-level detail creates friction in billing conversations.

Timer and manual entry
Invoice from time logs
Billable/non-billable separation
Project-level only (no task tracking)
No time reports by task category

Copilot

No time tracking. Copilot has no time tracking at all, so every hour spent on client work goes unrecorded unless a separate tool like Toggl or Harvest handles time logging. The data from those tools does not connect to Copilot invoicing, so each invoice line item goes in by hand. Quick client calls, revisions, and scope clarification emails go unbilled because recording them means switching to a separate app.

Time tracking missing entirely
Billable hours go unrecorded
Invoices require manual line items
Separate app needed for hour logging

Invoicing and accounting

The invoice goes out. Can the platform also track expenses, categorize income for taxes, and show profit by project?

Bonsai

Invoicing with built-in accounting features. Bonsai generates invoices with line items, taxes, and deposits. Clients pay through Stripe or PayPal. Recurring invoices handle retainer clients. Beyond invoicing, Bonsai includes expense tracking, tax categories, and income reports. Freelancers in the US can track quarterly estimated taxes and categorize expenses for Schedule C filing.

Bonsai's accounting features handle expense tracking and tax categories, but lack the depth of QuickBooks or Xero for multi-entity or payroll scenarios.

Invoice creation with templates
Stripe and PayPal payments
Recurring invoices
Expense tracking
Tax categories and estimates
Income reports

Copilot

Stripe-only invoicing with no accounting. Copilot generates invoices and processes payments through Stripe. Clients pay directly from the portal. Recurring billing and subscription invoices handle retainer clients. The invoicing interface covers line items, taxes, and payment collection.

Copilot only processes payments through Stripe with no PayPal option and no accounting features, so freelancers need QuickBooks or Wave for expense tracking, tax categories, and income reports. Freelancers using Copilot need a separate accounting tool like QuickBooks or Wave for tax preparation.

Invoice creation with line items
Stripe payment collection
Recurring billing and subscriptions
Stripe only (no PayPal)
No expense tracking
No tax features
No income reports

Forms and client intake

The intake form is the first touchpoint. When form data flows into the client record and the project, onboarding starts automatically.

Bonsai

Questionnaires tied to the client workflow. Bonsai includes questionnaires that collect client information during onboarding. Questionnaires can be linked to proposals and contracts, so the intake flow sequences from form submission through proposal to signed contract. Responses are stored in the client record.

Questionnaires use fixed layouts without CSS customization. The design matches Bonsai's template system rather than the user's website branding.

Client questionnaires
Linked to proposals and contracts
Responses stored in client record
Fixed layout (no CSS)
Limited design control

Copilot

Forms with conditional logic. Copilot's form builder covers text, dropdowns, file uploads, and checkboxes with conditional logic, but form submissions do not create projects or proposals because neither feature exists in the platform.

The data arrives in the portal, but the next step requires manual action in separate tools. A form submission does not trigger a proposal, a project, or an invoice.

Standard form fields
Conditional logic
Website embedding
No form-to-project automation
No form-to-proposal generation

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Get proposals, projects, and billing in one app

Bonsai and Copilot handle parts of the client workflow. Plutio handles the full cycle: intake, project management, time tracking, invoicing, and white-labeled client portals.

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Bonsai vs Copilot pricing breakdown

Running a service business on either platform costs $21-$149 per month depending on the plan tier, but what each plan actually includes looks very different because the two tools focus on different parts of the workflow.

Bonsai Pricing (2026)

Starter: $21/month (annual). Includes proposals, contracts, invoicing, time tracking, expense tracking, and basic project management. No Gantt charts or subtasks.
Professional: $32/month (annual). Adds workflow automation, integrations, accounting reports, and client portal branding removal on documents.
Business: $66/month (annual). Adds subcontracting, team collaboration, priority support, and custom access roles.

Copilot Pricing (2026)

Starter: $39/month. Up to 50 clients. Portal, invoicing, contracts, forms, and messaging. No custom domain.
Professional: $89/month. Up to 500 clients. Adds advanced automations and integrations.
Advanced: $149/month. Unlimited clients, custom domain support, and white-label add-on option.

The real cost: what users actually pay

Since neither tool handles everything, most users add supplementary apps:

Project management (Copilot users): Trello Free or Asana Starter ($0-$11/month)
Time tracking (Copilot users): Toggl Track or Clockify ($0-$9/month per user)
Proposals (Copilot users): PandaDoc or Qwilr ($19-$35/month)
Accounting (Copilot users): QuickBooks or Wave ($0-$25/month)

Bonsai includes most features natively, so the add-on cost stays low ($0-$15/month for a project management tool). Copilot's add-on stack typically adds $30-$80/month on top of the plan price. All-in-one platforms like Plutio start at $19/month with proposals, contracts, projects, time tracking, invoicing, and white-labeled portals included from the first plan.

The verdict: Bonsai's Starter plan ($21/month) includes proposals, time tracking, and accounting that Copilot's Starter plan ($39/month) lacks entirely. But Bonsai has no white-labeled portal. Copilot's portal supports white-labeling, but custom domain costs $149/month and the add-on tool stack pushes the real cost well above the plan price.

Which tool fits your business type?

Choosing between Bonsai and Copilot comes down to a fundamental question: do you need a full freelancer toolkit, or a white-labeled portal for client interactions?

Solo freelancers (designers, copywriters, developers)

Bonsai includes proposals, contracts, invoicing, time tracking, and tax preparation in one platform, but proposals and projects are separate and client pages carry Bonsai branding. Copilot handles client-facing presentation, but freelancers using Copilot need PandaDoc for proposals, Toggl for time tracking, and QuickBooks for accounting. Solo freelancers using Bonsai need fewer supplementary apps, but portal URLs still show Bonsai's brand.

Tech-forward agencies

Copilot offers a portal with white-labeling, but custom domains require the $149/month Advanced plan, and the portal has no project management, proposals, or time tracking behind it. Custom app embeds place third-party tools inside the portal view, but the data does not connect. The actual work runs through Asana, Toggl, and PandaDoc. Bonsai includes proposals and time tracking natively, but client pages carry Bonsai branding with no custom domain at any price.

Freelancers with tax concerns (US-based)

Bonsai includes expense categorization, quarterly estimated tax calculations, and income tracking for Schedule C. Copilot has no accounting features at all, so freelancers using Copilot need QuickBooks or a separate accounting tool for tax preparation. Bonsai's tax features handle basic scenarios, but lack the depth of dedicated accounting software for multi-entity or payroll setups.

Growing agencies with branding requirements

Copilot's portal lets agencies present a branded login to clients, but custom domains require the $149/month Advanced plan. Bonsai removes their branding from documents on the Professional plan ($32/month), but the portal URL still shows Bonsai. Neither delivers full white-labeling at an accessible price point. Platforms like Plutio offer custom domains and complete white-labeling from $19/month.

What both tools are missing

Bonsai covers freelancer operations and Copilot covers portal presentation. But neither delivers the full workflow from proposal to project delivery with a branded client experience throughout.

No proposal-to-project automation

Bonsai has proposals and projects, but they are separate. When a client approves a proposal, someone manually creates a project, adds tasks, and sets deadlines. Copilot has no proposals and no projects, so both steps happen in separate tools. Across 20+ clients per year, the manual project setup adds 3-5 hours of repetitive work that should happen automatically. Platforms with proposal-to-project automation create the project the moment the proposal is approved.

Client portal limitations

Bonsai's client pages show invoices, documents, and payment history, but clients cannot see task progress, project status, or upcoming deadlines. When clients want to know what is being worked on, they send an email. Copilot's portal shows invoices, messages, files, and forms, but Copilot has no project management, so task visibility for clients does not exist. Neither gives clients a branded portal where they can track their project progress. Platforms like Plutio let clients see tasks, files, and deadlines in a portal on your domain.

Task-level time tracking

Bonsai tracks time at the project level. Copilot has no time tracking. Neither tracks at the task level, so when a client questions a line item, there is no breakdown showing which specific tasks consumed those hours. For consultants and designers who bill hourly for part of their services, the lack of task-level data creates billing friction.

White-labeling at an accessible price

Copilot's white-labeling requires the Advanced plan at $149/month. Bonsai's Professional plan ($32/month) removes Bonsai branding from documents, but the portal URL still shows Bonsai and there is no custom domain option. Neither offers full white-labeling without significant cost or compromises.

What users do when neither tool is enough

When Bonsai or Copilot cannot handle the full workflow alone, users take one of two paths: build a multi-tool stack and accept the overhead, or switch to a platform designed for the complete client lifecycle.

The typical workaround stack

Most users end up assembling something like this:

Bonsai or Copilot for core features ($21-$149/month)
Trello, Asana, or Monday.com for project management ($0-$25/month, Copilot users)
Toggl, Clockify, or Harvest for time tracking ($0-$12/month, Copilot users)
PandaDoc or Qwilr for proposals ($19-$35/month, Copilot users)
QuickBooks or Wave for accounting ($0-$25/month, Copilot users)

Bonsai users typically add 1-2 supplementary tools. Copilot users typically add 3-4 tools. Total stack cost ranges from $30-$250/month depending on the platform and add-ons.

The hidden cost: time spent on handoffs

Each handoff between tools takes 5-15 minutes. A Bonsai user who manually creates a project after every proposal approval spends 10-15 minutes per client on setup alone. A Copilot user who tracks time in Toggl and enters line items manually into invoices spends 15-20 minutes per invoice cycle. Across 20 clients per year, that is 25-40+ hours annually spent on data entry that should happen automatically.

The one-platform alternative

All-in-one platforms exist that handle proposals, project management, time tracking, and invoicing in a single system with a white-labeled portal. Switching to one platform means learning a new interface, but the alternative is maintaining 3-4 separate tools with manual data entry between them. For users who have built templates in Bonsai or configured a Copilot portal, migration means rebuilding workflows. For users spending hours per week on manual data entry, switching to one platform recovers that time.

What one platform looks like in practice

One example: Plutio covers the complete workflow from intake to invoicing. Client inquiries flow into proposals and contracts. Signed proposals automatically create projects with Kanban boards. Time tracking happens at the task level and flows directly into invoices. Clients access a portal on your domain, not the software vendor's. The comparison table below shows exactly where Plutio fills the gaps that Bonsai and Copilot leave open.

Final verdict: Bonsai vs Copilot

Bonsai and Copilot both handle client management, but from opposite directions. Bonsai covers the freelancer's operational workflow, and Copilot covers the client-facing presentation. Here is what each one trades away.

Bonsai trade-offs:

Includes proposals, contracts, invoicing, time tracking, and tax features in one platform, but proposals and projects are separate so manual project setup is required after every approval
Time tracking has timers and manual entry, but tracking stays at the project level with no task breakdown, so hourly billing lacks granularity
Premium plan ($39/month) adds Gantt charts and subtasks, but client pages still show Bonsai branding with no custom domain option
Accounting features include expense tracking and tax categories, but are basic compared to dedicated accounting tools

The cost: Bonsai includes proposals, time tracking, and accounting natively, but client pages carry Bonsai branding with no white-labeling at any price and no proposal-to-project automation.

Copilot trade-offs:

The client portal supports white-labeling, but custom domain requires the Advanced plan at $149/month and the full white-label add-on costs extra
Contracts and invoicing handle the payment workflow through Stripe only, so freelancers who need PayPal are locked out
The Starter plan caps clients at 50 for $39/month, so growing agencies jump to $89/month or $149/month
Proposals, time tracking, project management, and accounting are all missing, so 3-4 additional tools run alongside the portal

The cost: The portal handles invoices, messages, and files, but proposals, time tracking, project management, and accounting require separate apps. A full stack around Copilot costs $70-$250/month.

Consider switching to one platform if:

You already juggle three or more tools to run your client workflow
Manual project setup after every proposal approval wastes time you cannot recover
Your projects need Kanban boards, timelines, or task dependencies, not just checklists
Your brand requires clients to see your domain, not your software vendor's, without paying $149/month
You bill hourly and need task-level time tracking that connects directly to invoices

But know that: Switching means learning a new system and migrating existing data. For most users, migration takes a focused weekend. The ongoing time savings typically recover that investment within a month.

The bottom line: Bonsai includes proposals, time tracking, and accounting natively, but projects require manual setup after every signed proposal and client pages carry Bonsai branding with no custom domain. Copilot handles the client-facing portal, but proposals, time tracking, and project management run through separate apps, and a custom domain costs $149/month. Both handle parts of the client workflow, but neither covers proposals, projects, time tracking, and a branded portal in one system. If your workflow already spans multiple tools, the comparison table below shows how all-in-one platforms like Plutio stack up against both.

Research & Sources

This comparison is based on direct hands-on testing, official documentation review, and analysis of user feedback across major review platforms. All data was verified in March 2026.

Research methodology

Each tool was evaluated through active trial accounts, official feature documentation, and analysis of 500+ user reviews across G2, Capterra, and TrustRadius. The focus was on common pain points that appeared in 1-3 star reviews, where users share honest limitations rather than promotional praise.

Platform ratings (March 2026)

Bonsai: 4.4/5 on G2 (270+ reviews), reviewers mention proposal templates and invoicing, common complaints include limited project management and no white-labeling
Copilot: 4.8/5 on G2 (120+ reviews), reviewers mention the portal interface, common complaints include limited features beyond the portal and client-cap pricing
Plutio: 4.6/5 on G2 (200+ reviews), reviewers mention all-in-one coverage and white-labeling

Common user complaints (from 1-3 star reviews)

Bonsai users frequently mention: "Limited project management," "No white-labeling," "Client portal is basic," "Time tracking lacks task-level detail"

Copilot users frequently mention: "Too expensive for what you get," "No project management," "Client cap on Starter plan," "Limited beyond the portal"

Pricing sources (verified March 2026)

Feature verification

If you find any inaccuracies or outdated information, please let us know so we can investigate and update.

Bonsai vs Copilot vs Plutio: full feature comparison

See how all three tools compare on proposals, projects, time tracking, client portals, and invoicing

PRICING Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Starting price	$19/month (Core plan)	$15/month (Basic, $9/month annual)	$59/month (Starter plan, $39/month annual)
Free plan	No free plan (14-day trial available)	No free plan (trial available)	No free plan (14-day trial available)
Trial period	14-day free trial	7-day free trial	14-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Basic project and task management	Basic task tracking only (no Gantt, no Kanban boards, no dependencies)
Project roles and permissions	Control exactly who can view or edit each part of a project	4 fixed roles (PMs cannot view financials)	Client portal access controls (no granular project roles)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Strictly restricted to 1 board per project	Single task board with filtered views (My tasks, Team tasks, Client tasks)
Embeddable project boards	Live project boards embedded into client portals or websites	Embedding live project boards is not supported	No embeddable project boards
Sharable project boards	Read-only public links for sharing progress without risk	Portal access only (no public read-only links)	No shareable project boards
Project stages and milestones	Define custom project lifecycles for different types of work	Milestones with Gantt chart visualization	No project stages or milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Manual linking (no automatic project integration)	Contracts and invoices are separate modules (no auto-linked lifecycle)
Custom project data fields	Track, sort, filter, and report on custom project data	Text, number, date, URL (no filtering)	No custom project data fields
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban view (limited customization)	Basic task board (no full Kanban columns or drag-and-drop)
Table view	Bulk-edit tasks like a spreadsheet	Basic table view (no bulk editing)	No table view for tasks
List view	Clean task lists with clear hierarchy	Simple list view with basic sorting	Basic task list within projects
Calendar view	See tasks and deadlines on a calendar	Calendar view for tasks and deadlines	No calendar view for tasks
Gantt view	Plan work visually with task order and dependencies	Gantt chart with drag-and-drop	No Gantt chart view
Subtasks	Break work down into multiple nested levels	Nested subtasks supported	No subtasks supported
Email to task	Turn emails into tasks without manual copying	No email-to-task conversion	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	Comments stay attached to tasks only	Task-level comments with activity feed
Task attachments	Store files directly on the task they belong to	File attachments (no file manager)	Task-level attachments (upload, drag-and-drop, paper clip)
Task priorities	Define priority levels that fit your workflow	No priority levels	No task priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	No color coding (labels only)	No task labels or color coding
Multiple task assignees	Assign tasks to one or multiple teammates	One assignee per task (no multi-assign)	No multiple task assignees
Task templates	Reuse task-level structures across projects	Task templates with dependencies	No task templates
Task permissions	Control access at the individual task level	Project-level only (no task-level)	No task-level permissions
Task dependencies	Prevent work from starting out of order	Waiting on, Blocking, Related to	No task dependencies
Recurring tasks	Automate repeating work with flexible schedules	Daily, weekly, monthly, milestones	No recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	Custom fields (text and number only)	No custom task data fields
TIME TRACKING Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Time tracking system	Easily track time using timers or manual entries	Timer and manual time entry	No time tracking feature
Task-level tracking	Log time directly against tasks and subtasks	Limited to task-level only (no subtask tracking)	No task-level time tracking
Project-level tracking	See time spent per project and per client	Time tracked per project	No project-level time tracking
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable categorization	No billable time tracking
Billable time invoicing	Turn tracked time into invoices without extra steps	One-click invoice from time entries	No billable time invoicing
Timesheet reports	View detailed time reports by task, project, or client	Detailed timesheet reports	No timesheet reports
Team timesheets	See how each team member tracks their time	Per-member timesheets with locking	No team timesheets
PROPOSALS Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Customizable proposals with e-signatures	No proposal feature
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Visual editor (no true drag-and-drop)	No proposal feature
Reusable proposal templates	Reuse proven proposal layouts across clients	Industry templates plus custom templates	No proposal feature
Real-time proposal analytics	See exactly when proposals are opened and reviewed	Real-time view tracking	No proposal feature
Live messenger on proposals	Answer questions directly while clients review proposals	No live chat in proposals	No proposal feature
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Proposal-contract link only (no scheduler)	No proposal feature
Convert proposal to invoice	Create invoices directly from approved proposals	Auto-generate invoice from accepted proposal	No proposal feature
Packages and add-ons	Offer upsells and add-ons directly inside proposals	Packages with single, multi-select options	No proposal feature
Interactive pricing tables	Let clients choose options before approving	Static pricing only (no client selection)	No proposal feature
Dynamic data and variables	Auto-fill proposal content with client and project data	Basic smart fields (limited variables)	No proposal feature
Expiration dates	Automatically expire proposals after a set date	Manual expiry dates (no automation)	No proposal feature
PDF Export	Download as branded PDFs	Basic PDF export (limited branding)	Export documents from the portal (not proposal-specific)
Reusable content blocks	Create reusable proposal sections you can reuse on demand	Reusable blocks not supported (templates only)	No proposal feature
Legally binding e-signatures	Collect secure electronic signatures on proposals	Basic e-signatures (limited audit trail)	E-signatures on contracts
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Text and date custom fields only	No proposal feature
CONTRACTS Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Legally vetted templates with e-signatures	Contracts with e-signatures included
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Visual editor (no full drag-and-drop)	Template-based contract editor (no drag-and-drop)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Legally binding e-signatures	E-signatures with legal validity on contracts
Multi-signature / signees	Collect signatures from multiple people on the same contract	Multiple signers and recipients	Multi-party signing with completion notifications
Reusable contract templates	Reuse contract structures to create new agreements faster	Industry-specific and custom templates	Reusable contract templates available
Auto-reminders automation	Automatically follow up until contracts are signed	Auto-reminders (stop after 16 days overdue)	Basic reminders for pending actions
Dynamic data/variables	Auto-fill contract content with client and project data	Basic smart fields (limited variables)	Basic merge fields for client data
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Contract & proposal triggers only	Basic workflow triggers on contract events
View notifications	See when contracts are opened and reviewed	Basic email notifications (no detailed tracking)	Notifications when contracts are viewed or signed
PDF download with signature certificate	Download signed contracts with official proof of signature	Basic PDF download (limited certificate)	Download signed contracts (no signature certificate documented)
Custom signer data fields	Collect structured signer information during signing	Standard fields only (name & email)	Standard signer fields (name and email)
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Custom fields (contact info only)	Variable input fields in contracts
INVOICES & PAYMENTS Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Invoicing with multiple payment options	Invoicing with Stripe integration (one-time and recurring)
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Limited branding (logo and colors only)	White-label branded invoices on higher plans
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Pre-built templates (no drag-drop)	Template-based invoice editor (not drag-and-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Line items (no advanced customization)	Customizable line items on invoices
Item or invoice discounts	Apply discounts at the item or full invoice level	Discounts (percentage or fixed, no tiered)	Basic discount support
Customizable taxes	Create tax rules that match your location and use case	Basic tax configuration (no automation)	Basic tax configuration
ACH payments	Accept bank transfers for lower-fee payments	ACH via Bonsai Payments (US, UK, CA, AU only)	ACH payments supported (including instant ACH via Plaid)
Stripe integration	Accept credit and debit cards instantly	Stripe payments supported	Full Stripe integration for payment processing
Square integration	Collect in-person payments when needed	Not supported	No Square integration
PayPal integration	Let clients pay using PayPal	PayPal payments supported	No PayPal integration (Stripe only)
Flexible partial payments	Collect deposits and split payments across milestones	Partial payments (manual milestone setup)	Deposit requests available
Payment plans	Break invoices into scheduled installments	Payment plans (limited automation)	Recurring invoicing supported
Automated recurring invoices	Automatically send invoices on a recurring schedule	Weekly, biweekly, monthly, yearly recurrence	Recurring invoices with Stripe subscriptions
Subscription management	Manage ongoing client subscriptions and billing	Recurring invoices (no subscription portal)	Subscription billing via Stripe
Automated payment reminders	Follow up automatically until invoices are paid	Automated reminders (stop after 16 days)	Automated payment reminders included
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Templates available (limited customization)	Basic invoice templates
Multiple currency support	Bill clients globally in their local currency	Multi-currency (manual exchange rates)	Currency support via Stripe (limited to Stripe-supported currencies)
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Payment & form triggers only	Basic automation triggers on invoice events
View notifications	See when invoices are opened and paid	Email notifications (no real-time tracking)	Notifications when invoices are viewed or paid
Built-in expense tracking	Track project-related costs alongside invoices	Expense tracking (auto-categorization via bank sync)	No expense tracking
Invoice deposits	Collect upfront payments before work starts	Deposits supported (manual collection)	Deposit requests available
Auto-invoice billable time	Turn tracked time into invoices automatically	Time-to-invoice (manual confirmation required)	No time tracking to invoice
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Text and date custom fields only	No custom invoice data fields
INBOX Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	A unified client inbox is not supported	Client messaging within the portal (not a unified inbox)
Full email integration	Connect and manage all your email accounts in one place	Send-only (no inbox sync)	Reply via email to portal messages (no full email sync)
Embeddable live chat	Add real-time chat to your website and client portals	Not supported	No embeddable live chat
Instant direct messages	Message teammates privately without leaving your workspace	Direct messaging is not supported	No team direct messaging (client messaging only)
Contextual project conversations	Keep conversations tied directly to the project they belong to	No in-app project messaging	Client messages tied to the portal context
Team channels	Create shared spaces for team-wide discussions	Team chat is not supported	No team channels
Customized channels	Organize channels by team, topic, or workflow	Not supported	No channel system
@mentions	Notify teammates instantly inside conversations	Not supported	No @mentions
Message read receipts	See when messages are read	Read receipts are not supported	No read receipts
File sharing in chat	Share files directly inside conversations	Share files and links in portal messages	File sharing within the client portal
Shared email inbox	Collaborate on incoming emails as a team	Not supported	No shared email inbox
Inbox mobile app	Access and respond to messages on mobile	Not supported	Mobile-responsive portal (no native mobile app)
Email reply to inbox	Reply from your email client and keep conversations synced	Not supported	Reply via email to messaging notifications
FILES Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Store and manage files	Keep all client and project files in one organized place	Project document storage with client access	File sharing and storage within the client portal
Advanced folder organization	Organize files by project, client, or structure you choose	Project-level only (no granular)	Basic file organization within the portal
Folder permissions	Control who can view or edit folders	Project-level only (no granular)	Client portal access controls for files
People folders	Group files by person when needed	Not supported	No person-based file organization
Project folders	Keep files scoped to each project	Project-based file sections in portal	Files organized within client portal sections
In-app previews	Preview files instantly without downloading	Not supported	Basic file previews in the portal
Custom file data fields	Capture file metadata you can sort and filter	Contact info only (no CRM fields)	No custom file metadata fields
Built-in documents	Create and edit documents directly inside Plutio	No built-in document editor	No built-in document editor
Comments on files and docs	Leave comments directly on files and documents	No file commenting system	No file commenting system
Bulk file actions	Move, tag, or manage many files at once	Not supported	No bulk file operations
Files search & filter	Find files quickly using search and filters	Not supported	Basic file search within the portal
External cloud sync	Sync files with Google Drive or Dropbox	Not supported	No native cloud storage sync
Secure sharing controls	Restrict access with permissions or passwords	Not supported	Portal-based access controls for file sharing
File sharing links	Share files externally with controlled access	Portal sharing only (no direct file links)	Files shared via client portal access
SCHEDULING Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Booking pages with calendar sync	Limited scheduling via Calendly embed (not native)
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Custom branding on booking pages	No native booking page (relies on Calendly embed)
Advanced availability management	Define flexible availability rules applied automatically to bookings	Event types with availability windows	No native availability management
Automatic buffer times	Add buffer time automatically between meetings	Buffer times (no daily limits)	No native buffer times (relies on Calendly)
Multiple meeting types	Create unlimited booking types with different rules and setups	Custom event types with different durations	No native meeting types (relies on Calendly)
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Calendar sync (Google and Outlook only)	No native calendar sync (relies on Calendly embed)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Email customization (limited template control)	No native booking confirmations
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Redirect supported (basic URL redirect)	No native booking redirects
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Booking triggers (limited action types)	Basic workflow triggers available
Smart meeting reminders	Send automatic reminders without manual follow-ups	Auto-reminders (email only, no SMS)	No native meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	Timezone detection (basic support)	Portal handles timezones (no booking-specific detection)
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Require payment to book via Bonsai Payments or Stripe	No paid appointment scheduling
Custom booking forms	Build booking forms with full control over questions and layout	Custom intake questions and forms on booking events	No native booking forms
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Notice periods (no per-event daily limits)	No native booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel from confirmation email	No native scheduling controls
AUTOMATION Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Contract, proposal, invoice, form triggers	Basic workflow automations (triggers and actions)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Contract signed, proposal accepted, form filled	Basic event triggers for automations
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Not supported	No schedule-based workflows
Multi-step workflows	Chain multiple actions into one continuous automation	Not supported	Basic multi-step automations
True/False branching	Create conditional paths instead of one-size-fits-all flows	Not supported	No conditional branching
Delay-based actions	Add precise timing between steps, down to minutes or days	Not supported	No delay-based automation actions
Create & update records	Create, update, or move records automatically across the system	Auto-create (projects and clients only)	Basic record creation via automations
Move & duplicate records	Reorganize work automatically without manual cleanup	Not supported	No auto-move or duplicate rules
Delete & archive records	Automatically archive or remove records based on rules	Not supported	No auto-delete or archive rules
API calls (webhooks)	Trigger or receive real-time events from external systems	Webhooks (outgoing only, no incoming)	API access and Zapier integration available
Send emails	Send automated emails tied to real workflow events	Logo & colors (no custom domain)	Basic email notifications from automations
Post comments	Add notes or comments automatically where work happens	Not supported	No automated comment posting
Complete automation logs	See exactly what ran, when, and why	Not supported	No automation activity logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Not supported	Basic merge fields for client data
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Not supported	Limited cross-entity automation scope
FORMS Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Branded intake and questionnaire forms	Forms and intake (no native conditional logic)
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Form editor (no true drag-and-drop)	Form builder with field configuration (not full drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	Form templates with auto-CRM sync	Basic form templates available
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields (limited field types)	Custom fields on forms with multiple field types
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional logic (limited complexity)	No native conditional logic (available via Typeform/Jotform embeds)
Instant email notifications	Get notified immediately when forms are submitted	Email notifications (no customization)	Email notifications on form submission
Form automation triggers	Trigger automated workflows when a form is submitted	Basic automation triggers (limited actions)	Form submissions can trigger basic automations
Embed forms	Embed forms anywhere without layout restrictions	Embed via iframe (limited styling control)	Embeddable forms on websites
Advanced field preferences	Control required, hidden, and default field behavior	Not supported	Basic field settings (required/optional)
Comprehensive field types	Collect text, files, dates, selections, and more	Not supported	5 question types: short text, long text, single select, multi select, file upload
Form signature field	Collect legally binding signatures directly inside forms	E-signature field (basic, no advanced options)	E-signatures via contract documents (not form fields)
File upload fields	Accept file uploads as part of form submissions	Clients can upload files to projects	File upload fields on forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Not supported	Basic confirmation page (limited redirect options)
CRM Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Manage clients and leads	Manage contacts and companies in one connected system	CRM with Deals pipeline for leads	Basic client management within the portal (no pipeline or deals)
Full company management	Track organizations, not just individual contacts	Companies (basic info only, no hierarchy)	Client and company management with company-level channels
Custom contact data fields	Collect and manage structured contact data you define	Custom fields (text and select only)	Custom fields with visibility rules and client-editable options
Complete activity timeline	See every interaction with a client in one place	Activity log (projects and invoices only)	Basic client interaction history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Tags (no advanced segmentation)	Tag-based custom fields for client segmentation
WIKI Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	Not supported	Client-facing helpdesk and knowledge base
Beautiful rich text pages	Write structured, formatted content without complexity	Not supported	Rich text articles with images and embeds
Unlimited nested pages	Build deep knowledge hierarchies without limits	Not supported	No nested page structure
Granular page permissions	Control exactly who can view or edit each page	Not supported	Tag-based article visibility rules
DASHBOARDS Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Dashboard (fixed layout, no customization)	Fixed dashboard overview (not customizable)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Pre-configured widgets only	No drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	Charts (revenue and time only)	Basic analytics overview
Metrics widget	Track key numbers without manual reporting	Metrics (revenue and project totals only)	Basic business metrics displayed
Goals widget	Monitor progress toward defined goals	Not supported	No goals widget
Notes widget	Add contextual notes directly to dashboards	No notes widget	No notes widget on dashboard
Calendar widget	View upcoming events alongside work and metrics	Calendar widget (upcoming tasks only)	Basic calendar overview
Financial widgets	Track revenue and expenses in the same view	Revenue tracking (invoices only, no expenses)	Basic revenue and invoice tracking
BRANDING Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
White-label and branding	Run the entire platform under your brand	Documents and portal only (no admin theming)	Full white-label with custom domain on higher plans
Custom interface theme	Apply your brand colors across the system	No admin interface theming	Brand colors on client portal (higher plans)
Stylesheet customization	Fine-tune styling beyond basic theming	No CSS customization	No custom CSS
Custom login/signup pages	Use branded authentication pages instead of generic screens	Branded login (fixed layout)	Branded portal login page
Email branding	Send all system emails with your branding	Logo in emails (no custom templates)	Basic email branding
Custom brand fonts	Use your own fonts throughout the platform	No custom fonts	Font picker with dozens of preset fonts (not custom uploads)
Custom brand logos	Replace all platform logos with your own	Logo (documents and portal only)	Custom logos on portal and documents
Custom domain name	Run everything on your own domain	No custom domain	Custom domain supported on higher plans
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP	Custom email domain (noreply@yourdomain.com) on Professional+ (not full SMTP)
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	Embeddable client portal
CUSTOMIZATION Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Flexible workspace setup	Shape the platform to match how your business works	No workspace customization	Configurable portal modules
Main menu editor	Add, remove, or reorder navigation items freely	Fixed menu (no customization)	Toggleable portal modules (not full menu editor)
User-based menus	Show different navigation for different roles	Same menu for all users	App Visibility settings control which apps each client sees (Professional+)
Custom user roles	Create role types beyond preset permissions	4 fixed roles (no custom)	Basic client and admin roles
Advanced user permissions	Control access at a granular level	Project permissions (no granular control)	Portal-level access controls
SSO / OAuth	Support enterprise-grade single sign-on	Email & password login only	Google SSO for internal users and clients (all plans, not traditional SAML SSO)
INTEGRATIONS Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Connect with other tools	Integrate with external systems without lock-in	Integrations (Zapier and Make only)	API on all plans; Zapier/Make on Professional+ only
Zapier integration	Connect to thousands of apps without custom code	Zapier (limited triggers and actions)	Zapier integration (Professional+ only, not on Starter)
Make.com integration	Build advanced automation scenarios visually	Make.com (limited modules)	Make.com integration (Professional+ only, not on Starter)
Pabbly Connect	Connect services without usage-based limits	No Pabbly integration	Pabbly Connect integration available
Full REST API access	Build custom integrations with full system access	REST API (read-only, limited endpoints)	Public API available for custom integrations
Incoming & outgoing webhooks	Send and receive real-time events	Webhooks (outgoing only, limited events)	Outgoing webhooks available via API
PLATFORM Collapse	Plutio 198/199	Bonsai 43/199	Copilot 39/199
Mobile apps	Access your business from native mobile apps	Mobile apps (iOS and Android, limited features)	Mobile-responsive portal (no native mobile apps)
iOS app	Full-featured iPhone app	iOS app (basic features only)	No native iOS app
Android app	Full-featured Android app	Android app (basic features only)	No native Android app
Mac desktop app	Native macOS app for desktop workflows	Web only (no Mac app)	No Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	Web only (no Windows app)	No Windows desktop app

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Bonsai vs Copilot FAQ

Is Bonsai or Copilot better for freelancers?

Bonsai includes proposals, contracts, invoicing, time tracking, project management, and tax features, but client pages carry Bonsai branding and projects require manual setup after approvals. Copilot focuses on the client portal with invoicing and contracts but lacks proposals, time tracking, and project management, so freelancers need 3-4 supplementary apps.

Does Copilot have time tracking like Bonsai?

No. Copilot has no time tracking at all. Bonsai includes time tracking with timers and manual entry at the project level. Copilot users need a separate app like Toggl or Clockify for logging hours, and those hours do not connect to Copilot invoicing.

Which has a better client portal?

Copilot's portal supports white-labeling and optional custom domain. Bonsai's client pages show invoices and documents but carry Bonsai branding with no custom domain. Copilot's portal displays invoices, messages, and files, but has no project or task visibility because the platform has no project management. Bonsai's portal shows invoices and signed documents. Neither shows task progress or project status to clients.

Can I white-label Bonsai or Copilot?

Bonsai's Professional plan removes Bonsai branding from documents, but the portal URL still shows Bonsai with no custom domain option. Copilot supports white-labeling, but custom domain requires the Advanced plan at $149/month and the full white-label add-on costs extra. If full white-labeling at an accessible price matters, platforms like Plutio offer custom domains from $19/month.

How much does Bonsai cost vs Copilot?

Bonsai Starter costs $21/month (annual). Bonsai Business costs $66/month (annual) for team features. Copilot Starter costs $39/month for up to 50 clients. Copilot Advanced costs $149/month for unlimited clients with custom domain. Bonsai includes proposals, time tracking, and accounting. Copilot charges more and requires separate tools for proposals, time tracking, and accounting.

Does Copilot have proposals?

No. Copilot has contracts with e-signatures, but there is no proposal builder and no way to send proposals through the platform. Proposals are created in separate tools like PandaDoc or Google Docs. Bonsai includes a proposal builder with templates and e-signatures.

Does Bonsai or Copilot have project management?

Bonsai includes task lists on all plans and Gantt charts, subtasks, and task dependencies on the Premium plan ($39/month). Copilot has no project management at all. Neither has proposal-to-project automation. For real project management with Kanban boards, Gantt charts, and auto-project creation from proposals, look at all-in-one platforms.

Does Bonsai have accounting features?

Yes. Bonsai includes expense tracking, tax categories, quarterly estimated tax calculations, and income reports. These features handle basic tax scenarios, but lack the depth of QuickBooks for multi-entity or payroll setups. Copilot has no accounting features at all.

Can I accept PayPal payments with Bonsai or Copilot?

Bonsai connects to both Stripe and PayPal for payment processing. Copilot processes payments through Stripe only. Freelancers who need PayPal for client payments have no alternative within Copilot.

What if neither Bonsai nor Copilot fits my workflow?

If you need more than freelancer operations or a client portal, look at all-in-one platforms that handle the complete client lifecycle. Key features to look for: proposal-to-project automation, task-level time tracking connected to invoicing, custom domains for client portals, and true white-labeling. Plutio is one example that covers all of these. The comparison table on this page shows how each tool stacks up.

Which tool works internationally?

Bonsai connects to Stripe and PayPal, so international freelancers can process payments through their preferred processor. Copilot uses Stripe only, which works in 46+ countries. Neither platform has geographic restrictions on accounts, but payment processor availability varies by country.

Can I migrate from Bonsai to Copilot or vice versa?

Yes, but it requires manual work. Neither tool has a direct import from the other. Client lists export as CSV and import into the new platform. Templates, proposals, and contracts need to be recreated. Budget 1-2 weeks for migration and testing.

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