Moxie vs Bonsai: Complete Comparison (2026)

Moxie vs Bonsai: which one actually handles freelance work from proposal to payment?

Both platforms cover the basics that solo freelancers need: proposals, contracts, invoicing, and some form of project tracking. But pricing works very differently between them, and neither connects the work you deliver to the invoices you send, so completed tasks, tracked hours, and final billing still live in separate places.

Moxie includes time tracking, basic project management, and accounting in every plan. The pricing is generous for solo users, but teams are capped at 5 members, integrations are limited to a handful of apps, and the interface feels dated compared to newer platforms.

Bonsai offers ready-to-send contract and proposal templates that freelancers can send within minutes of signing up. Tax preparation tools and a dedicated business bank account set it apart, but pricing is per user, core features like workflow automation are locked behind the Premium tier, and product development has been slow, with only a few major updates in the last three years.

Plutio does everything Moxie and Bonsai do, plus Kanban boards, task-level time tracking that flows into invoices, a white-labeled client portal, and unlimited team members on every plan. If you need proposals, project delivery, and billing in one connected workflow... check out Plutio and skip the comparison.

Last updated February 2026

4.6

Quick comparison (TLDR)

Moxie is a flat-rate platform that bundles proposals, contracts, invoicing, time tracking, and basic accounting into every plan starting at $12/month. Solo freelancers get a lot of features for the price. But the interface has a steeper learning curve than most competitors, teams are capped at 5 members even on the highest plan, and there are only a handful of native integrations with other apps.

Bonsai focuses on getting freelancers paid quickly with professional contract and proposal templates, plus built-in tax preparation and a dedicated business bank account. The templates cover common freelance contract types and work right away. But pricing is per user ($15-59/month depending on tier), workflow automation only unlocks at the $39/month Premium tier, and the platform has had few major feature updates in recent years.

Key differences at a glance

Pricing model: Moxie charges a flat rate ($12-40/month for the whole account). Bonsai charges per user ($15-59/month per person), so costs increase with every team member or contractor added.
Time tracking: Moxie includes a built-in timer with project-level tracking on all plans. Bonsai has basic time tracking but does not connect tracked hours directly to task-level invoicing.
Templates: Bonsai offers hundreds of professionally designed contract and proposal templates that work immediately. Moxie has fewer templates and requires more manual setup for proposals.
Tax tools: Bonsai includes tax preparation, automatic expense categorization, and estimated quarterly tax calculations. Moxie has basic accounting but no tax-specific features.
Team limits: Moxie caps teams at 5 members on the $40/month Teams plan. Bonsai charges per user with no hard cap, but costs scale linearly, so a 5-person team on Bonsai Essentials costs $125/month.
Integrations: Bonsai connects with Zapier, Slack, QuickBooks, and a few other apps. Moxie has even fewer integrations, relying mostly on its own built-in tools instead of connecting to external apps.

The verdict? Moxie has flat-rate pricing and built-in time tracking, but caps teams at 5 and has limited integrations. Bonsai has contract templates and tax tools, but per-user pricing adds up and project management is basic. If you need one platform that handles proposals, project delivery with Kanban boards, task-level time tracking, and invoicing without per-user fees, Plutio covers everything for $19/month.

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Setup and getting started

A new freelancer signs up and wants to send their first proposal. How long until the platform is actually usable, and how much configuration is needed before the first client interaction?

Moxie

Takes time to learn despite bundled features. Moxie bundles CRM, proposals, contracts, invoicing, time tracking, expenses, and basic accounting into one interface. The feature count is high for the price, but the interface requires a learning curve. Most users report spending several days configuring their workspace and getting familiar with where everything lives. The mobile app has core features but can't do everything the desktop version does. Once everything is set up, daily tasks like invoicing and time logging work fine, but the initial configuration feels heavier than competitors that focus on fewer features.

All core features available from day one
CRM, invoicing, and time tracking built in
Mobile app for basic access
Steeper learning curve due to feature density
Interface feels dated compared to newer platforms
Setup takes several days for most users

Bonsai

Ready-made templates with feature walls on lower tiers. Bonsai gets freelancers sending proposals quickly because the template library covers hundreds of industries and contract types. Most users send their first proposal within an hour of signing up. The dashboard shows active projects, pending invoices, and upcoming deadlines. The catch is that the simpler experience means less depth. Workflow automation and custom branding are locked behind the Premium tier ($39/month per user), so the fast start comes with visible walls.

Send first proposal within an hour
Clean, modern dashboard
Hundreds of ready-made templates
Advanced features locked behind Premium tier
Per-user pricing adds up with team growth

Proposals and contracts

A client asks for a quote. Can the platform generate a professional proposal and legally binding contract without spending hours on formatting?

Moxie

Basic proposal builder with contract support. Moxie handles proposals and contracts within the same system. Proposals can include line items, descriptions, and payment terms. Contracts support e-signatures, and clients can sign and pay from one link. The templates are functional but limited in design options. Freelancers who need highly customized proposal layouts often find themselves working around the formatting restrictions. For straightforward service quotes, the workflow is direct but lacks customization depth.

Proposals with line items and payment terms
E-signature on contracts
Client signs and pays from one link
Limited template designs
Basic formatting options for proposals

Bonsai

Extensive template library with limited layout customization. Bonsai's main differentiator is its contract and proposal template library. Hundreds of templates cover specific industries: photography, design, development, consulting, and more. Each template includes legally reviewed language, and freelancers can customize terms without starting from scratch. Proposals convert to contracts to invoices in a connected flow. The limitation is that deeper customization of the document layout requires the Premium tier, and the proposals are static documents rather than interactive quotes where clients can select options or adjust quantities.

Hundreds of industry-specific contract templates
Legally reviewed template language
Proposal-to-contract-to-invoice flow
Layout customization requires Premium tier
Proposals are document-style, not interactive

Invoicing and payments

The work is done, and the invoice needs to go out. Can the platform handle different billing models, payment processing, and follow-ups without manual copying from other apps?

Moxie

Built-in invoicing with accounting basics. Moxie includes invoicing on every plan with the ability to create invoices from time logs or fixed-price projects. The invoicing connects to Moxie's built-in accounting, which tracks income, expenses, and profit per project. Clients pay through Stripe, and Moxie takes no additional transaction fees beyond what Stripe charges. Recurring invoicing is basic though, and there is no automatic payment collection for retainer clients. Each recurring invoice still needs manual client action to pay.

Invoicing on every plan
Create invoices from time logs
Built-in profit-per-project tracking
No platform transaction fees
Basic recurring invoicing
No automatic payment collection

Bonsai

Invoicing with auto-reminders and tax integration. Bonsai's invoicing connects to its tax preparation tools, so income from invoices automatically feeds into quarterly tax estimates. Auto-reminders follow up on unpaid invoices, and clients can pay through Stripe, PayPal, or ACH. Bonsai Cash (their business bank account) offers faster payouts. Here is the catch: Bonsai charges a 1% fee on payments through Bonsai Payments on the Basic plan. The invoice design options are limited, and creating invoices from tracked time requires manual steps rather than an automatic flow.

Auto-reminders for unpaid invoices
Tax preparation integration
Multiple payment processors (Stripe, PayPal, ACH)
Bonsai Cash for faster payouts
1% payment fee on Basic plan
Time-to-invoice requires manual steps

Time tracking

Hourly and retainer work needs tracked time that connects to billing. If freelancers bill by the hour for any portion of their services, the time tracking tool needs to produce invoices without manual data entry.

Moxie

Built-in timer on every plan. Moxie includes time tracking on all plans, including the $12/month Starter. The timer runs against projects and can be started from the dashboard or project view. Tracked hours show up in project reports and can be converted into invoices. The tracking is at the project level rather than the task level, so there is no way to see which specific deliverable consumed the hours. For consultants who need to show clients a breakdown by task type or deliverable, this lack of granularity means adding notes manually. Plutio tracks time at the task level and converts those hours directly into line-item invoices.

Time tracking on all plans
Timer and manual entry
Convert tracked time to invoices
Project-level tracking only
No task-level granularity
No rate customization per task type

Bonsai

Basic time tracking with limited invoice connection. Bonsai has a timer that tracks hours against projects. The interface is simple: start the timer, stop it, and the hours get logged. But the connection between tracked time and invoicing requires manual steps. There is no automatic flow from tracked hours to invoice line items, so freelancers end up noting their hours, then manually creating the invoice with those totals. For anyone billing more than a few hours per week, this gap adds 15-20 minutes of admin per invoicing cycle.

Built-in timer
Hours logged against projects
Manual steps to convert time to invoices
No automatic time-to-invoice flow
Basic reporting on tracked hours

Project management

The contract is signed, and now there are weeks of deliverables to manage. Can the platform track tasks, deadlines, and progress without opening a separate project management app?

Moxie

Basic task lists tied to projects. Moxie includes task management within projects. Tasks have due dates, can be assigned to team members, and are organized in a list view. There is a simple dashboard that shows overdue items. But there are no Kanban boards for visual workflow, no Gantt charts for timeline planning, and no task dependencies that automatically shift dates when something slips. For solo freelancers managing 2-3 simple projects, the task lists are enough. For anyone handling complex multi-phase projects, a separate tool like Trello or Asana typically runs alongside Moxie.

Task lists with due dates
Task assignment to team members
Overdue task dashboard
No Kanban boards
No Gantt charts
No task dependencies

Bonsai

Similar task management with project templates. Bonsai handles project management through task lists and to-dos tied to projects. Tasks can have deadlines and be checked off as completed. Bonsai adds project templates that let freelancers reuse common project structures, which saves setup time for repetitive work. But like Moxie, there are no visual project views, no dependencies, and no way to see how tasks connect to each other over time. Platforms with Kanban boards and timeline views handle those longer projects without adding another app.

Task lists with deadlines
Reusable project templates
No Kanban boards
No Gantt charts
No task dependencies
No subtasks with nesting

Client portal and branding

When clients check on their project status, review documents, or pay invoices, whose brand do they see? Custom branding builds trust, especially for premium services where the brand experience is part of the value.

Moxie

Client portal with limited branding. Moxie has a client portal where clients can view proposals, contracts, invoices, and project updates. The portal carries Moxie branding, and there is no custom domain option. Clients see the Moxie interface rather than a fully branded experience. For freelancers positioning as premium services, having clients see Moxie's brand instead of yours hurts. The portal functionality itself is useful for keeping clients informed, but the branding limitation is a common complaint in user reviews.

Client portal for documents and invoices
Project updates visible to clients
Moxie branding on portal
No custom domain
No white-labeling option

Bonsai

Basic client view with some branding options. Bonsai gives clients a portal to view contracts, invoices, and project files. Higher plans include some branding customization, including adding logos and brand colors to documents. But full white-labeling does not exist, and the portal URL still shows Bonsai's domain. The client experience is functional but not fully yours. Some platforms like Plutio allow a custom domain with complete white-labeling, so clients only see the freelancer's brand throughout the entire experience.

Client portal for documents and files
Logo and brand colors on higher plans
No custom domain for portal
Bonsai branding still visible
No full white-labeling

Tax tools and accounting

Tax season hits and freelancers need organized records. Does the platform track expenses, categorize deductions, and estimate taxes, or is that another separate app in the stack?

Moxie

Basic accounting built into every plan. Moxie includes expense tracking and profit-per-project reporting. Income from invoices and expenses from receipts are tracked in the same system, giving a clear picture of how much each project earns. The accounting is not a replacement for QuickBooks or Xero for businesses with complex needs, but for solo freelancers who want to see their numbers without a separate app, it covers the basics. There are no tax-specific features like estimated quarterly payments or automatic expense categorization for tax purposes.

Expense tracking on all plans
Profit-per-project reporting
Income and expense in one view
No tax preparation features
No quarterly tax estimates
No automatic expense categorization

Bonsai

Tax preparation with automatic categorization. Bonsai offers a paid add-on called Bonsai Tax, which automatically categorizes expenses, calculates estimated quarterly tax payments, and generates reports ready for filing. For US-based freelancers, this removes the need for a separate tax preparation tool during most of the year. Bonsai Cash (the built-in bank account) connects directly to the tax tools for real-time tracking. The catch: Bonsai Tax is a paid add-on at $100/year on top of the subscription, and it is only available for US tax filers.

Automatic expense categorization
Estimated quarterly tax calculations
Tax-ready reports
Bonsai Cash bank account integration
Bonsai Tax costs $100/year extra
US tax filers only

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Moxie and Bonsai handle intake. Plutio handles the entire workflow: proposals, Kanban boards, task-level time tracking, invoicing, and white-labeled client portals.

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Moxie vs Bonsai pricing breakdown

Moxie and Bonsai use completely different pricing models. Moxie charges a flat monthly rate regardless of team size (up to 5 members). Bonsai charges per user, so every team member or contractor added increases the monthly bill.

Moxie Pricing (2026)

Starter: $12/month ($10/month annual). Includes CRM, proposals, contracts, invoicing, time tracking, and basic accounting. Solo use only.
Pro: $25/month ($20/month annual). Adds expense tracking, financial reporting, and client portal access. Still solo use.
Teams: $40/month ($32/month annual). Up to 5 team members, team collaboration features, and shared project access.

Bonsai Pricing (2026)

Basic: $15/user/month ($9/user/month annual). Proposals, contracts, invoicing, and basic time tracking. 1% payment processing fee.
Essentials: $25/user/month ($19/user/month annual). Removes payment fee, adds workflow templates and bookkeeping.
Premium: $39/user/month ($29/user/month annual). Workflow automation, custom branding, subcontracting, and priority support.
Elite: $59/user/month ($49/user/month annual). Minimum 3 users. Dedicated account manager and custom onboarding.

The real cost: what teams actually pay

The pricing model difference becomes clear with teams. A 3-person team on Moxie Teams costs $40/month total. The same team on Bonsai Essentials costs $75/month ($25 x 3 users). On Bonsai Premium, that team pays $117/month. Since neither platform handles the full delivery workflow, most users add supplementary apps:

Project management: Trello Free or Asana Starter ($0-11/month)
Advanced time tracking: Toggl or Harvest ($0-12/month per user)
Dedicated accounting: QuickBooks or Wave ($0-25/month)

A typical multi-tool stack runs $60-120 per month for a solo freelancer, higher for teams. All-in-one platforms like Plutio start at $19/month for solo users with proposals, projects, time tracking, and invoicing in one subscription with no per-user fees.

The verdict: Moxie is significantly cheaper for teams (flat rate vs per-user). Bonsai is closer in price for solo users but adds up quickly as the team grows. Both require supplementary tools for serious project management, which inflates the total cost beyond either platform's sticker price.

Which tool is better for your business type?

The core difference between Moxie and Bonsai comes down to whether pricing model or template quality matters more for a specific type of freelance business.

Solo freelancers just starting out

Bonsai's template library means a new freelancer can send a legally reviewed contract within an hour of signing up. Moxie requires more initial configuration before the first proposal goes out. The $15/month Basic plan covers the essentials, though the 1% payment fee cuts into margins on larger invoices, and workflow automation requires the $39/month Premium tier.

Consultants and coaches billing hourly

Moxie includes time tracking that connects to invoicing on every plan, while Bonsai's time tracking requires extra steps to turn hours into invoice line items. Consultants who bill 20-40 hours per week need tracked time that flows into client invoices without manual data transfer. Neither platform tracks at the task level, so hourly breakdowns by deliverable still require manual notes. Platforms with task-level time tracking handle this workflow even more directly.

Creative freelancers (designers, photographers, writers)

Bonsai has contract templates tailored to creative industries, and the proposal layouts require less manual formatting. Moxie's proposals are functional but visually limited. The catch: Bonsai's per-user pricing means bringing on a subcontractor increases the monthly bill, while Moxie's Teams plan covers up to 5 people for $40/month flat. Neither platform offers full white-labeling, so clients still see third-party branding on documents.

US-based freelancers managing taxes

Bonsai has Bonsai Tax, which automatically categorizes expenses, calculates quarterly estimated payments, and produces filing-ready reports. Moxie has basic expense tracking and profit reporting, but no tax-specific features. The catch: Bonsai Tax is an extra $100/year on top of the subscription, and it only works for US tax filers, so international freelancers still need a separate tax tool.

Small teams (2-5 people)

Moxie's $40/month Teams plan covers up to 5 members, while the same team on Bonsai Essentials costs $125/month ($25 x 5 users). Neither platform has team collaboration features like role-based permissions, contractor-specific access, or shared project dashboards. The flat-rate pricing looks cheaper, but Moxie caps teams at 5 members with no way to grow beyond that limit. Bonsai scales to larger teams, but the per-user cost makes growth expensive.

What both tools are missing

Moxie and Bonsai both cover proposals, contracts, and invoicing for solo freelancers. But once the work actually starts, most users find themselves opening two or three other apps to manage delivery, collaboration, and client communication.

Project management stops at task lists

Both platforms give basic task lists with due dates. Neither has Kanban boards for visual workflow, Gantt charts for timeline planning, subtasks with nesting, or task dependencies that automatically reschedule when something slips. For a one-week logo project, task lists are enough. For a 3-month website build with multiple phases, deliverables, and approvals, a separate project management tool runs alongside, and project details get copied between systems manually.

Task-level time tracking is missing

Moxie tracks time at the project level. Bonsai tracks time similarly with basic logging. Neither lets freelancers see which specific task consumed the hours, set different rates per task type, or run reports by deliverable category. Consultants who need to show clients exactly where their hours went, broken down by task, end up maintaining a separate time log or using Toggl alongside, then copying totals into invoices. The manual transfer takes 15-30 minutes per invoicing cycle for most hourly billers.

No white-labeled client portal

Neither platform offers true white-labeling. Moxie's client portal shows Moxie branding. Bonsai offers some logo and color customization on higher plans, but the portal URL still shows Bonsai's domain. For freelancers and agencies whose brand experience is part of the value they deliver, clients seeing third-party branding undercuts the positioning. Platforms like Plutio support fully branded portals where clients see only the freelancer's business on a custom domain.

No subscription billing

Retainer clients paying monthly are common in consulting, coaching, design, and marketing. Neither Moxie nor Bonsai has automatic recurring charges where clients are billed and charged automatically each month. Both support recurring invoices, but clients have to manually pay each one. The result is chasing payments, tracking who paid, and dealing with lapses. For businesses with 5-10 retainer clients, payment follow-up can consume 2-3 hours per month. Platforms with built-in subscription billing handle automatic charges and payment recovery in one place.

Limited integrations

Both platforms have relatively small integration ecosystems. Bonsai connects to Zapier, Slack, and QuickBooks. Moxie has even fewer native integrations, relying on its own built-in tools instead. For freelancers who use Google Workspace, Slack, accounting software, and file storage, the lack of native connections means manual data transfer or paying for Zapier as a bridge, adding another subscription to the stack.

What users do when neither tool is enough

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

The typical workaround stack

Most users end up assembling something like this:

Moxie or Bonsai for proposals, contracts, and invoicing ($12-40/month)
Trello, Asana, or ClickUp for project management ($0-25/month)
Toggl, Clockify, or Harvest for detailed time tracking ($0-12/month per user)
QuickBooks or Wave for accounting and tax filing ($0-25/month)
Google Drive or Dropbox for file sharing ($0-15/month)

That is four or five subscriptions totaling $50-120 per month for a solo freelancer, with four or five logins to manage and constant manual data transfer between each tool.

The hidden cost: time spent on handoffs

The subscription cost is the visible expense. The hidden cost is the workflow friction. When a contract gets signed in Bonsai, someone has to manually create a project in Trello, set up a Toggl project for time tracking, then copy completed hours into a Bonsai invoice when the work is done. Each handoff takes 5-15 minutes. Across 15-20 clients per year, that is 25-40 hours annually spent on data transfer that software should handle automatically.

The one-platform alternative

All-in-one platforms exist that handle proposals, project management, time tracking, and invoicing in a single system. The question is whether learning a new interface is worth it versus maintaining an existing multi-tool setup. For users who have invested time configuring Moxie's accounting or building Bonsai contract templates, migration feels like starting over. For users already juggling four apps and spending hours on handoffs, switching to one platform can recover 2-4 hours per week.

What one platform looks like in practice

If you are curious: Plutio is one platform that covers the complete workflow. Proposals convert into projects with Kanban boards. Time tracking happens at the task level and flows directly into invoice line items. Clients access a portal on a custom domain, not the software vendor's. The comparison table below shows exactly where Plutio fills the gaps that Moxie and Bonsai leave open, and where each platform falls short.

Final verdict: Moxie vs Bonsai

Moxie and Bonsai both cover proposals, contracts, and invoicing for freelancers. The differences emerge in pricing model, template library, and what happens between sending an invoice and starting the actual work, because neither platform handles project delivery.

Moxie makes sense when:

Flat-rate pricing matters. Moxie's $12-40/month covers the account regardless of team size (up to 5 members), but teams are hard-capped at 5 with no way to scale further.
Time tracking on every plan is needed. Moxie includes a timer and manual entry even on the $12/month Starter tier, but tracking is project-level only with no task-level breakdowns.
Basic accounting in the same platform matters. Moxie tracks income, expenses, and profit per project, but there are no tax preparation features.

The trade-off: Teams are capped at 5 members. The interface has a steeper learning curve and feels dated. Integrations are limited to a handful of apps, and there is no G2 presence to compare review sentiment.

Bonsai makes sense when:

Contract and proposal templates are the starting point. Bonsai's template library covers hundreds of industries, but layout customization requires the $39/month Premium tier.
Tax preparation tools are needed. Bonsai Tax handles expense categorization and quarterly estimates, but only for US filers and at an extra $100/year.
A dedicated business bank account (Bonsai Cash) is useful, but the 1% payment processing fee on the Basic plan cuts into margins.

The trade-off: Pricing is per user, so teams get expensive quickly (a 3-person team on Premium costs $117/month). Workflow automation is locked behind the $39/month tier. Product development has slowed, with few major updates in recent years.

Consider switching to a single platform if:

Managing three or more tools to run the client workflow is eating into productive hours every week.
Manual data transfer between proposals, projects, time tracking, and invoicing creates errors or delays in billing.
Projects are complex enough to need Kanban boards, timelines, or task dependencies, not just checklists.
The brand requires clients to see a custom domain and logo, not the software vendor's branding.
The business is growing beyond 5 team members and per-user pricing does not make sense.

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

The bottom line: Moxie has flat-rate pricing with time tracking and basic accounting, but teams are capped at 5 and the interface takes days to configure. Bonsai has templates and tax tools, but per-user pricing adds up and feature updates have slowed. Both cover proposals and invoicing but stop there. Project delivery happens in other apps. If the workflow already spans multiple tools and the handoffs between them feel like wasted time, the comparison table below shows how all-in-one platforms like Plutio stack up against both.

Research & Sources

The Moxie vs Bonsai comparison above is based on official documentation review, pricing page verification, and analysis of user feedback across review platforms. All data was verified in February 2026.

Research methodology

Each tool was evaluated through official feature documentation, pricing pages, and analysis of user reviews across Trustpilot, Capterra, G2, and AppSumo. The focus was on common pain points from lower-rated reviews where users share honest limitations rather than promotional praise.

Platform ratings (February 2026)

Moxie: 5.0/5 on Trustpilot (518 reviews), 4.8/5 on AppSumo (83 reviews). No active G2 listing. Noted for value-for-money pricing and included features, criticized for learning curve and limited integrations.
Bonsai: 4.3/5 on G2, 4.6/5 on Capterra, mixed reviews on Trustpilot (607 reviews). Noted for contract templates and tax tools, criticized for per-user pricing, slow product updates, and invoicing limitations.
Plutio: 4.6/5 on G2 (200+ reviews), praised for all-in-one coverage and white-labeling.

Common user complaints (from 1-3 star reviews)

Moxie users frequently mention: "Steep learning curve to figure out all the features," "Interface feels outdated," "Limited integrations with other tools," "Team size capped at 5 members"

Bonsai users frequently mention: "Invoicing is inflexible and missing basic features," "Very few new features added in years," "Per-user pricing gets expensive fast," "Basic CRM and project management tools"

Pricing sources (verified February 2026)

Feature verification

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

Moxie vs Bonsai vs Plutio: full feature comparison

See how all three tools compare on project management, time tracking, invoicing, templates, and client portals

PRICING Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Starting price	$19/month (Core plan)	$12/month (Starter, $10/month annual)	$15/month (Basic, $9/month annual)
Free plan	No free plan (14-day trial available)	No free plan (14-day trial)	No free plan (trial available)
Trial period	14-day free trial	14-day free trial	7-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects with Table, Kanban, and Timeline views	Basic project and task management
Project roles and permissions	Control exactly who can view or edit each part of a project	4 project access levels (full, read-only, overview, hidden)	4 fixed roles (PMs cannot view financials)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single board per project	Strictly restricted to 1 board per project
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards	Embedding live project boards is not supported
Sharable project boards	Read-only public links for sharing progress without risk	Client portal access only (no public links)	Portal access only (no public read-only links)
Project stages and milestones	Define custom project lifecycles for different types of work	Custom task statuses (no formal milestones)	Milestones with Gantt chart visualization
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals auto-convert to contracts and projects	Manual linking (no automatic project integration)
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields on CRM objects (limited on tasks)	Text, number, date, URL (no filtering)
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view included	Kanban view (limited customization)
Table view	Bulk-edit tasks like a spreadsheet	Table view included	Basic table view (no bulk editing)
List view	Clean task lists with clear hierarchy	No dedicated list view (table view used instead)	Simple list view with basic sorting
Calendar view	See tasks and deadlines on a calendar	Homebase calendar with task dates	Calendar view for tasks and deadlines
Gantt view	Plan work visually with task order and dependencies	Timeline view functions as Gantt chart	Gantt chart with drag-and-drop
Subtasks	Break work down into multiple nested levels	Subtasks as checkboxes (single level, not nested)	Nested 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 and @mentions on tasks	Comments stay attached to tasks only
Task attachments	Store files directly on the task they belong to	File attachments (50 MB limit per file)	File attachments (no file manager)
Task priorities	Define priority levels that fit your workflow	No native priority levels	No priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	No native labels or color coding	No color coding (labels only)
Multiple task assignees	Assign tasks to one or multiple teammates	Single assignee per task only	One assignee per task (no multi-assign)
Task templates	Reuse task-level structures across projects	Project templates with tasks included	Task templates with dependencies
Task permissions	Control access at the individual task level	4 access levels per project (not per task)	Project-level only (no task-level)
Task dependencies	Prevent work from starting out of order	Basic task dependencies (limited configuration options)	Waiting on, Blocking, Related to
Recurring tasks	Automate repeating work with flexible schedules	Daily, weekly, monthly, yearly recurring tasks	Daily, weekly, monthly, milestones
Custom task data fields	Add task-level fields for tracking custom details	Custom fields on CRM objects (limited on tasks)	Custom fields (text and number only)
TIME TRACKING Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Time tracking system	Easily track time using timers or manual entries	Start/stop timer and manual entry	Timer and manual time entry
Task-level tracking	Log time directly against tasks and subtasks	Track time by client, project, and task	Limited to task-level only (no subtask tracking)
Project-level tracking	See time spent per project and per client	Track time at project level	Time tracked per project
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable toggle on time entries	Billable and non-billable categorization
Billable time invoicing	Turn tracked time into invoices without extra steps	Auto-populate invoices from tracked hours	One-click invoice from time entries
Timesheet reports	View detailed time reports by task, project, or client	Time views by project, client, and month (no exportable reports or filters)	Detailed timesheet reports
Team timesheets	See how each team member tracks their time	Team time logging (no approval workflow)	Per-member timesheets with locking
PROPOSALS Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Drag-and-drop proposal builder	Customizable proposals with e-signatures
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Drag-and-drop with templates	Visual editor (no true drag-and-drop)
Reusable proposal templates	Reuse proven proposal layouts across clients	Pre-built professional templates	Industry templates plus custom templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No view tracking or engagement analytics	Real-time view tracking
Live messenger on proposals	Answer questions directly while clients review proposals	Client comments directly on proposals	No live chat in proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Auto-convert to contract and project on approval	Proposal-contract link only (no scheduler)
Convert proposal to invoice	Create invoices directly from approved proposals	Auto-create invoice when agreement is signed	Auto-generate invoice from accepted proposal
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No interactive pricing tables or package selection	Packages with single, multi-select options
Interactive pricing tables	Let clients choose options before approving	No interactive pricing tables	Static pricing only (no client selection)
Dynamic data and variables	Auto-fill proposal content with client and project data	Basic merge fields (no dynamic data blocks)	Basic smart fields (limited variables)
Expiration dates	Automatically expire proposals after a set date	Expiration dates not confirmed in documentation	Manual expiry dates (no automation)
PDF Export	Download as branded PDFs	Contracts stored in client profile (no standalone PDF export documented)	Basic PDF export (limited branding)
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	Reusable blocks not supported (templates only)
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on proposals	Basic e-signatures (limited audit trail)
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Merge fields for client and project info (no sortable custom data)	Text and date custom fields only
CONTRACTS Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Legally vetted contract templates	Legally vetted templates with e-signatures
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Pre-built legal templates	Visual editor (no full drag-and-drop)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures on contracts with audit trail	Legally binding e-signatures
Multi-signature / signees	Collect signatures from multiple people on the same contract	Single signer per contract (no multi-party signing)	Multiple signers and recipients
Reusable contract templates	Reuse contract structures to create new agreements faster	Pre-built legal templates	Industry-specific and custom templates
Auto-reminders automation	Automatically follow up until contracts are signed	Automatic follow-up reminders	Auto-reminders (stop after 16 days overdue)
Dynamic data/variables	Auto-fill contract content with client and project data	Merge fields for client data (no dynamic data blocks)	Basic smart fields (limited variables)
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Signed contracts trigger project creation and invoice generation	Contract & proposal triggers only
View notifications	See when contracts are opened and reviewed	Real-time tracking (sent, viewed, paid, overdue)	Basic email notifications (no detailed tracking)
PDF download with signature certificate	Download signed contracts with official proof of signature	Signed contracts stored in client profile (no signature certificate)	Basic PDF download (limited certificate)
Custom signer data fields	Collect structured signer information during signing	Standard signer fields (name and email only)	Standard fields only (name & email)
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Merge fields only (no sortable or filterable custom data)	Custom fields (contact info only)
INVOICES & PAYMENTS Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Customizable invoice templates with online payments	Invoicing with multiple payment options
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Customizable templates	Limited branding (logo and colors only)
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based editor (not drag-and-drop)	Pre-built templates (no drag-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Custom descriptions, quantities, and pricing per line	Line items (no advanced customization)
Item or invoice discounts	Apply discounts at the item or full invoice level	Basic discount support	Discounts (percentage or fixed, no tiered)
Customizable taxes	Create tax rules that match your location and use case	Basic tax calculations (not full tax automation)	Basic tax configuration (no automation)
ACH payments	Accept bank transfers for lower-fee payments	Stripe, PayPal, and ACH	ACH via Bonsai Payments (US, UK, CA, AU only)
Stripe integration	Accept credit and debit cards instantly	Stripe integration included	Stripe payments supported
Square integration	Collect in-person payments when needed	No Square integration	Not supported
PayPal integration	Let clients pay using PayPal	PayPal integration included	PayPal payments supported
Flexible partial payments	Collect deposits and split payments across milestones	Deposit requests (limited installment options)	Partial payments (manual milestone setup)
Payment plans	Break invoices into scheduled installments	Recurring invoices (no milestone-based installment schedules)	Payment plans (limited automation)
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices with custom frequency	Weekly, biweekly, monthly, yearly recurrence
Subscription management	Manage ongoing client subscriptions and billing	Recurring invoices only (no subscription portal or client self-service)	Recurring invoices (no subscription portal)
Automated payment reminders	Follow up automatically until invoices are paid	Automatic follow-up reminders with late fees	Automated reminders (stop after 16 days)
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Customizable templates	Templates available (limited customization)
Multiple currency support	Bill clients globally in their local currency	81+ currencies supported	Multi-currency (manual exchange rates)
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Pipeline stage triggers only (Pro plan)	Payment & form triggers only
View notifications	See when invoices are opened and paid	Real-time tracking (sent, viewed, paid, overdue)	Email notifications (no real-time tracking)
Built-in expense tracking	Track project-related costs alongside invoices	Expense tracking with receipt attachment and Plaid bank sync	Expense tracking (auto-categorization via bank sync)
Invoice deposits	Collect upfront payments before work starts	Deposit requests available	Deposits supported (manual collection)
Auto-invoice billable time	Turn tracked time into invoices automatically	Auto-populate invoices from tracked hours	Time-to-invoice (manual confirmation required)
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Basic custom fields on invoices	Text and date custom fields only
INBOX Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Communicator with email, SMS, and phone in one view (Pro plan)	A unified client inbox is not supported
Full email integration	Connect and manage all your email accounts in one place	Two-way email sync via Communicator (Pro plan)	Send-only (no inbox sync)
Embeddable live chat	Add real-time chat to your website and client portals	No embeddable live chat	Not supported
Instant direct messages	Message teammates privately without leaving your workspace	Direct messages via Communicator	Direct messaging is not supported
Contextual project conversations	Keep conversations tied directly to the project they belong to	Full conversation history in Communicator	No in-app project messaging
Team channels	Create shared spaces for team-wide discussions	No team channel system	Team chat is not supported
Customized channels	Organize channels by team, topic, or workflow	No channel system	Not supported
@mentions	Notify teammates instantly inside conversations	@mentions supported in task comments	Not supported
Message read receipts	See when messages are read	Conversation history tracked (no read receipts)	Read receipts are not supported
File sharing in chat	Share files directly inside conversations	50 MB attachments or external links (no native file storage)	Share files and links in portal messages
Shared email inbox	Collaborate on incoming emails as a team	No shared team email inbox	Not supported
Inbox mobile app	Access and respond to messages on mobile	iOS and Android apps	Not supported
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to Communicator threads	Not supported
FILES Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Store and manage files	Keep all client and project files in one organized place	File attachments on tasks (50 MB limit, no file manager)	Project document storage with client access
Advanced folder organization	Organize files by project, client, or structure you choose	Project-level organization (no complex hierarchy)	Project-level only (no granular)
Folder permissions	Control who can view or edit folders	4 project access levels apply to files	Project-level only (no granular)
People folders	Group files by person when needed	No person-based file organization	Not supported
Project folders	Keep files scoped to each project	Files organized within projects	Project-based file sections in portal
In-app previews	Preview files instantly without downloading	Basic file previews within tasks	Not supported
Custom file data fields	Capture file metadata you can sort and filter	No custom file metadata fields	Contact info only (no CRM fields)
Built-in documents	Create and edit documents directly inside Plutio	Proposal and contract documents only	No built-in document editor
Comments on files and docs	Leave comments directly on files and documents	Comments and @mentions on tasks	No file commenting system
Bulk file actions	Move, tag, or manage many files at once	No bulk file operations	Not supported
Files search & filter	Find files quickly using search and filters	Search within project context	Not supported
External cloud sync	Sync files with Google Drive or Dropbox	No native cloud storage sync	Not supported
Secure sharing controls	Restrict access with permissions or passwords	4 project access levels control file visibility	Not supported
File sharing links	Share files externally with controlled access	Share via task attachments or external links only	Portal sharing only (no direct file links)
SCHEDULING Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Embeddable booking page with calendar sync	Booking pages with calendar sync
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Customizable booking page with branding	Custom branding on booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	Custom availability windows with calendar blocking	Event types with availability windows
Automatic buffer times	Add buffer time automatically between meetings	Configurable buffer between meetings	Buffer times (no daily limits)
Multiple meeting types	Create unlimited booking types with different rules and setups	Multiple meeting types with unique settings	Custom event types with different durations
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google, Outlook, iCloud, CalDAV	Calendar sync (Google and Outlook only)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Automated confirmations and reminders	Email customization (limited template control)
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Customizable confirmation pages	Redirect supported (basic URL redirect)
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Automated reminders and confirmations	Booking triggers (limited action types)
Smart meeting reminders	Send automatic reminders without manual follow-ups	Automated meeting reminders	Auto-reminders (email only, no SMS)
Automatic timezone detection	Handle timezones automatically without manual adjustments	Calendar sync handles timezones (no explicit detection documented)	Timezone detection (basic support)
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Require payment before meeting is booked	Require payment to book via Bonsai Payments or Stripe
Custom booking forms	Build booking forms with full control over questions and layout	Custom intake forms on meeting types	Custom intake questions and forms on booking events
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Booking limits not confirmed in documentation	Notice periods (no per-event daily limits)
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel bookings	Clients can reschedule or cancel from confirmation email
AUTOMATION Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Visual workflow builder (Pro plan only)	Contract, proposal, invoice, form triggers
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Pipeline, form submission, and invoice triggers (Pro plan only)	Contract signed, proposal accepted, form filled
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No independent time-based triggers	Not supported
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step sequences with branching	Not supported
True/False branching	Create conditional paths instead of one-size-fits-all flows	Decision widget with AND/OR logic	Not supported
Delay-based actions	Add precise timing between steps, down to minutes or days	Wait For conditions only (no timed delays)	Not supported
Create & update records	Create, update, or move records automatically across the system	Create projects, send invoices, send agreements	Auto-create (projects and clients only)
Move & duplicate records	Reorganize work automatically without manual cleanup	Change pipeline stage only (no move/duplicate/archive)	Not supported
Delete & archive records	Automatically archive or remove records based on rules	No auto-delete or archive rules	Not supported
API calls (webhooks)	Trigger or receive real-time events from external systems	Webhook events (Pro plan only)	Webhooks (outgoing only, no incoming)
Send emails	Send automated emails tied to real workflow events	Send email from templates with tokens	Logo & colors (no custom domain)
Post comments	Add notes or comments automatically where work happens	No auto-comment action	Not supported
Complete automation logs	See exactly what ran, when, and why	No automation activity logs	Not supported
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Basic token replacement in emails and agreements	Not supported
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Pipeline-triggered only (limited cross-entity scope)	Not supported
FORMS Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Unlimited form creation with templates	Branded intake and questionnaire forms
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Form builder with reusable templates	Form editor (no true drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	Reusable form templates	Form templates with auto-CRM sync
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields (text, select, radio, checkbox)	Custom fields (limited field types)
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional show/hide fields with AND/OR logic	Conditional logic (limited complexity)
Instant email notifications	Get notified immediately when forms are submitted	Auto-responses on submission	Email notifications (no customization)
Form automation triggers	Trigger automated workflows when a form is submitted	Form submissions can feed into automations (Pro plan)	Basic automation triggers (limited actions)
Embed forms	Embed forms anywhere without layout restrictions	Embeddable on websites	Embed via iframe (limited styling control)
Advanced field preferences	Control required, hidden, and default field behavior	Basic field types only	Not supported
Comprehensive field types	Collect text, files, dates, selections, and more	Text, select, radio, checkbox (no regex or conditional validation)	Not supported
Form signature field	Collect legally binding signatures directly inside forms	E-signatures via contract documents	E-signature field (basic, no advanced options)
File upload fields	Accept file uploads as part of form submissions	File attachments (50 MB limit)	Clients can upload files to projects
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Custom redirect after form submission	Not supported
CRM Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Manage clients and leads	Manage contacts and companies in one connected system	Client profiles with lifetime earnings and sales pipeline	CRM with Deals pipeline for leads
Full company management	Track organizations, not just individual contacts	Client records (no separate company entities)	Companies (basic info only, no hierarchy)
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on CRM objects	Custom fields (text and select only)
Complete activity timeline	See every interaction with a client in one place	Historical data per client (not a formal timeline)	Activity log (projects and invoices only)
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Prospect vs Client record types (no tags)	Tags (no advanced segmentation)
WIKI Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No wiki or knowledge base	Not supported
Beautiful rich text pages	Write structured, formatted content without complexity	No rich text wiki pages	Not supported
Unlimited nested pages	Build deep knowledge hierarchies without limits	No nested documentation	Not supported
Granular page permissions	Control exactly who can view or edit each page	No wiki permissions	Not supported
DASHBOARDS Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Homebase dashboard (not fully customizable)	Dashboard (fixed layout, no customization)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No drag-and-drop dashboard builder	Pre-configured widgets only
Charts widget	Visualize data with customizable charts	Basic pipeline and revenue charts	Charts (revenue and time only)
Metrics widget	Track key numbers without manual reporting	Revenue and time metrics (no custom KPIs)	Metrics (revenue and project totals only)
Goals widget	Monitor progress toward defined goals	No goal tracking	Not supported
Notes widget	Add contextual notes directly to dashboards	No notes widget on dashboard	No notes widget
Calendar widget	View upcoming events alongside work and metrics	Calendar widget on homebase	Calendar widget (upcoming tasks only)
Financial widgets	Track revenue and expenses in the same view	Basic financial overview	Revenue tracking (invoices only, no expenses)
BRANDING Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
White-label and branding	Run the entire platform under your brand	White-label on Pro plan ($25/month) only	Documents and portal only (no admin theming)
Custom interface theme	Apply your brand colors across the system	Logo, colors, fonts on client portal (Pro plan)	No admin interface theming
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS	No CSS customization
Custom login/signup pages	Use branded authentication pages instead of generic screens	Branded portal welcome page (Pro plan)	Branded login (fixed layout)
Email branding	Send all system emails with your branding	No custom SMTP	Logo in emails (no custom templates)
Custom brand fonts	Use your own fonts throughout the platform	Custom fonts and logo on portal (Pro plan)	No custom fonts
Custom brand logos	Replace all platform logos with your own	Custom fonts and logo on portal (Pro plan)	Logo (documents and portal only)
Custom domain name	Run everything on your own domain	Custom domain via CNAME (Pro plan only)	No custom domain
Custom email SMTP	Send emails from your own email infrastructure	SMTP configuration for sending from your own email address	No custom SMTP
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	No workspace embedding
CUSTOMIZATION Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Flexible workspace setup	Shape the platform to match how your business works	Workspace configuration included	No workspace customization
Main menu editor	Add, remove, or reorder navigation items freely	Toggleable portal modules (not full menu editor)	Fixed menu (no customization)
User-based menus	Show different navigation for different roles	No user-based menu customization	Same menu for all users
Custom user roles	Create role types beyond preset permissions	Fixed roles only (no custom role creation)	4 fixed roles (no custom)
Advanced user permissions	Control access at a granular level	No granular per-task permissions	Project permissions (no granular control)
SSO / OAuth	Support enterprise-grade single sign-on	No SSO or OAuth	Email & password login only
INTEGRATIONS Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Connect with other tools	Integrate with external systems without lock-in	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid	Integrations (Zapier and Make only)
Zapier integration	Connect to thousands of apps without custom code	Zapier integration (Pro plan only)	Zapier (limited triggers and actions)
Make.com integration	Build advanced automation scenarios visually	Make.com integration (Pro plan only)	Make.com (limited modules)
Pabbly Connect	Connect services without usage-based limits	Pabbly Connect integration (Pro plan only)	No Pabbly integration
Full REST API access	Build custom integrations with full system access	Public API with 29 endpoints (Pro plan only)	REST API (read-only, limited endpoints)
Incoming & outgoing webhooks	Send and receive real-time events	Webhook events (Pro plan only)	Webhooks (outgoing only, limited events)
PLATFORM Collapse	Plutio 198/199	Moxie 85/199	Bonsai 43/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps	Mobile apps (iOS and Android, limited features)
iOS app	Full-featured iPhone app	iOS app available	iOS app (basic features only)
Android app	Full-featured Android app	Android app available	Android app (basic features only)
Mac desktop app	Native macOS app for desktop workflows	No Mac desktop app	Web only (no Mac app)
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app	Web only (no Windows app)

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Moxie vs Bonsai FAQ

Is Moxie or Bonsai better for freelancers?

Moxie has flat-rate pricing with time tracking and basic accounting included from the $12/month Starter plan, but the interface takes days to set up and teams are capped at 5. Bonsai has contract templates and tax preparation tools, but pricing is per user and key features are locked behind the $39/month Premium tier. Neither platform includes Kanban boards or task-level time tracking.

Does Moxie have better time tracking than Bonsai?

Moxie includes time tracking on all plans with a built-in timer and the ability to convert tracked hours into invoices. Bonsai also has a timer, but converting tracked time to invoices requires manual steps. Neither platform offers task-level time tracking, where hours are tied to specific deliverables rather than projects.

How much does Moxie cost vs Bonsai for a team?

Moxie Teams costs $40/month flat for up to 5 members. Bonsai charges per user: a 3-person team on Essentials costs $75/month ($25 x 3), and on Premium costs $117/month ($39 x 3). For teams of 2-5 people, Moxie is significantly cheaper. Bonsai's per-user pricing makes team scaling expensive.

Does Bonsai have tax preparation tools?

Yes. Bonsai Tax automatically categorizes expenses, calculates estimated quarterly tax payments, and generates filing-ready reports. The add-on costs $100/year and only works for US tax filers. Moxie has basic expense tracking and profit-per-project reporting but no tax-specific preparation features.

Can I white-label Moxie or Bonsai?

Neither platform offers full white-labeling. Moxie's client portal shows Moxie branding with no custom domain option. Bonsai allows some logo and color customization on higher plans, but the portal URL still shows Bonsai's domain. If full white-labeling matters, platforms like Plutio support custom domains and complete brand removal.

Which has better contract templates, Moxie or Bonsai?

Bonsai has a significantly larger template library with hundreds of industry-specific contracts covering photography, design, consulting, development, and more. Each template includes legally reviewed language. Moxie's contract templates are functional but more limited in variety and design options.

Do Moxie and Bonsai have project management?

Both have basic task lists with due dates. Neither has Kanban boards, Gantt charts, subtasks with nesting, or task dependencies. For multi-month projects with complex deliverables, most users run Trello or Asana alongside, or switch to platforms like Plutio that include real project management with visual workflow boards.

Does Bonsai charge per user?

Yes. Bonsai charges per user on every plan: Basic $15/user/month, Essentials $25/user/month, Premium $39/user/month, and Elite $59/user/month (minimum 3 users). Annual billing reduces these rates. Moxie charges a flat account fee regardless of users, though teams are capped at 5 members on the $40/month plan.

Can I migrate from Moxie to Bonsai or vice versa?

Yes, but it requires manual work. Neither platform has a direct import from the other. Client lists can be exported as CSV and imported, but contracts, proposals, and project data need to be recreated. Expect to spend a weekend migrating and testing before going live with the new platform.

What if neither Moxie nor Bonsai fits my workflow?

If both platforms leave gaps in project delivery, time tracking, or team collaboration, look at all-in-one platforms that cover the complete client lifecycle. Key features to look for: Kanban boards, task-level time tracking, white-labeled client portals, and no per-user fees. Plutio is one example that covers all of these, and the comparison table on this page shows how it stacks up against Moxie and Bonsai feature by feature.

Which has better integrations, Moxie or Bonsai?

Bonsai has a slightly wider integration ecosystem, connecting with Zapier, Slack, QuickBooks, and other apps. Moxie has fewer native integrations and relies more on its own built-in tools. Neither platform has as many integrations as larger business platforms. Zapier can bridge some gaps for both, but that adds another subscription.

Is Moxie good for small teams?

Moxie's Teams plan ($40/month) covers up to 5 members, making the per-person cost lower than Bonsai for small groups. But team features are basic: no role-based permissions, no contractor-specific access, and limited collaboration tools. For teams that need granular permission controls, neither Moxie nor Bonsai covers those needs.

Does Bonsai have a business bank account?

Yes. Bonsai Cash is a dedicated business bank account that connects to invoicing and tax tools. Payments received through Bonsai can be deposited directly into Bonsai Cash with faster payouts than standard Stripe processing. The account helps separate business and personal finances, which simplifies tax filing.

Which platform has better customer support?

Moxie offers email support on all plans and has an active community. Bonsai offers email and chat support with priority support on Premium and Elite plans. User reviews note that Moxie's community is engaged but official support response times vary. Bonsai's support has mixed reviews, with some users reporting slow responses on lower tiers.

Can Moxie or Bonsai handle subscription billing?

Neither platform has true subscription billing with automatic recurring charges. Both support recurring invoices that send on a schedule, but clients need to manually pay each invoice. For automatic monthly retainer billing, look at platforms with built-in subscription billing like Plutio, or add Stripe subscriptions as a separate payment system.

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