Plutio vs Bonsai - which is better for freelancers and agencies in 2026?

$19/month (Solo plan)

$15/month (Basic, $9/month annual)

14-day free trial

Free trial available

Fully flexible project and task setup you can shape to your workflow

Control exactly who can view or edit each part of a project

Unlimited boards to run parallel workflows in the same project

Live project boards embedded into client portals or websites

Read-only public links for sharing progress without risk

Define custom project lifecycles for different types of work

Milestones with Gantt chart visualization

Everything related stays connected to the project automatically

Track, sort, filter, and report on custom project data

Drag-and-drop tasks across customizable columns

Bulk-edit tasks like a spreadsheet

Clean task lists with clear hierarchy

See tasks and deadlines on a calendar

Calendar view for tasks and deadlines

Plan work visually with task order and dependencies

Gantt chart with drag-and-drop

Break work down into multiple nested levels

Nested subtasks supported

Turn emails into tasks without manual copying

Keep discussions tied directly to each task

Store files directly on the task they belong to

Define priority levels that fit your workflow

Use unlimited labels to visually organize tasks

Assign tasks to one or multiple teammates

Reuse task-level structures across projects

Task templates with dependencies

Control access at the individual task level

Prevent work from starting out of order

Waiting on, Blocking, Related to

Automate repeating work with flexible schedules

Daily, weekly, monthly, milestones

Add task-level fields for tracking custom details

Easily track time using timers or manual entries

Timer and manual time entry

Log time directly against tasks and subtasks

See time spent per project and per client

Time tracked per project

Clearly separate billable and non-billable time

Billable and non-billable categorization

Turn tracked time into invoices without extra steps

One-click invoice from time entries

View detailed time reports by task, project, or client

Detailed timesheet reports

See how each team member tracks their time

Per-member timesheets with locking

Create proposals clients can review, approve, and sign in one flow

Customizable proposals with e-signatures

Create custom, branded proposals without layout limits or code

Reuse proven proposal layouts across clients

Industry templates plus custom templates

See exactly when proposals are opened and reviewed

Real-time view tracking

Answer questions directly while clients review proposals

Move from proposal to contract, invoice, or booking automatically

Create invoices directly from approved proposals

Auto-generate invoice from accepted proposal

Offer upsells and add-ons directly inside proposals

Packages with single, multi-select options

Let clients choose options before approving

Auto-fill proposal content with client and project data

Automatically expire proposals after a set date

Download as branded PDFs

Create reusable proposal sections you can reuse on demand

Collect secure electronic signatures on proposals

Create custom proposal data you can sort, filter, and report on

Create, send, and sign contracts in one continuous flow

Legally vetted templates with e-signatures

Create fully custom contracts with flexible layouts, no code or formatting limits

Collect secure signatures with audit trails and signer verification

Legally binding e-signatures

Collect signatures from multiple people on the same contract

Multiple signers and recipients

Reuse contract structures to create new agreements faster

Industry-specific and custom templates

Automatically follow up until contracts are signed

Auto-fill contract content with client and project data

Trigger automated workflows the moment a contract is signed

See when contracts are opened and reviewed

Download signed contracts with official proof of signature

Collect structured signer information during signing

Create custom contract data you can sort, filter, and report on

Send invoices and collect payments in one connected flow

Invoicing with multiple payment options

Match invoices to your brand with custom logos, colors, and layout

Create custom invoice layouts visually without formatting limits

Edit pricing, quantities, descriptions, and structure freely

Apply discounts at the item or full invoice level

Create tax rules that match your location and use case

Accept bank transfers for lower-fee payments

Accept credit and debit cards instantly

Stripe payments supported

Collect in-person payments when needed

Let clients pay using PayPal

PayPal payments supported

Collect deposits and split payments across milestones

Break invoices into scheduled installments

Automatically send invoices on a recurring schedule

Weekly, biweekly, monthly, yearly recurrence

Manage ongoing client subscriptions and billing

Follow up automatically until invoices are paid

Reuse invoice layouts without rebuilding each time

Bill clients globally in their local currency

Trigger automated workflows when invoices are sent or paid

See when invoices are opened and paid

Track project-related costs alongside invoices

Collect upfront payments before work starts

Turn tracked time into invoices automatically

Create custom invoice data you can sort, filter, and report on

Manage email, chat, and messages from one shared inbox

Connect and manage all your email accounts in one place

Add real-time chat to your website and client portals

Message teammates privately without leaving your workspace

Keep conversations tied directly to the project they belong to

Create shared spaces for team-wide discussions

Organize channels by team, topic, or workflow

Notify teammates instantly inside conversations

See when messages are read

Share files directly inside conversations

Share files and links in portal messages

Collaborate on incoming emails as a team

Access and respond to messages on mobile

Reply from your email client and keep conversations synced

Keep all client and project files in one organized place

Project document storage with client access

Organize files by project, client, or structure you choose

Control who can view or edit folders

Group files by person when needed

Keep files scoped to each project

Project-based file sections in portal

Preview files instantly without downloading

Capture file metadata you can sort and filter

Create and edit documents directly inside Plutio

Leave comments directly on files and documents

Move, tag, or manage many files at once

Find files quickly using search and filters

Sync files with Google Drive or Dropbox

Restrict access with permissions or passwords

Share files externally with controlled access

Let clients book meetings directly without back-and-forth emails

Booking pages with calendar sync

Build a fully branded, customizable booking system using a drag-and-drop editor

Custom branding on booking pages

Define flexible availability rules applied automatically to bookings

Event types with availability windows

Add buffer time automatically between meetings

Create unlimited booking types with different rules and setups

Custom event types with different durations

Two-way calendar sync that stays up to date automatically

Fully customizable confirmation pages with no layout or branding limits

Send bookers anywhere after scheduling, not just a fixed thank-you page

Trigger automated workflows the moment a meeting is booked

Send automatic reminders without manual follow-ups

Handle timezones automatically without manual adjustments

Collect payments during booking without extra steps

Build booking forms with full control over questions and layout

Set booking limits to control lead time and daily volume

Define flexible rules for rescheduling and cancellations

Build advanced workflows visually without code or rigid templates

Start workflows from real events across projects, clients, and payments

Contract signed, proposal accepted, form filled

Run workflows on schedules you control, not fixed intervals

Chain multiple actions into one continuous automation

Create conditional paths instead of one-size-fits-all flows

Add precise timing between steps, down to minutes or days

Create, update, or move records automatically across the system

Reorganize work automatically without manual cleanup

Automatically archive or remove records based on rules

Trigger or receive real-time events from external systems

Send automated emails tied to real workflow events

Add notes or comments automatically where work happens

See exactly what ran, when, and why

Pass data between steps dynamically without manual mapping

Run workflows that span projects, tasks, proposals, invoices, and more

Build fully branded forms that match your workflow and client experience

Branded intake and questionnaire forms

Design forms visually with full layout control, no code required

Reuse form structures without rebuilding from scratch

Form templates with auto-CRM sync

Collect structured data you can sort, filter, and report on

Show or hide fields based on responses, not static forms

Get notified immediately when forms are submitted

Trigger automated workflows when a form is submitted

Embed forms anywhere without layout restrictions

Control required, hidden, and default field behavior

Collect text, files, dates, selections, and more

Collect legally binding signatures directly inside forms

Accept file uploads as part of form submissions

Clients can upload files to projects

Send submitters to a custom next step, not a fixed thank-you page

Manage contacts and companies in one connected system

CRM with Deals pipeline for leads

Track organizations, not just individual contacts

Collect and manage structured contact data you define

See every interaction with a client in one place

Organize contacts flexibly without rigid pipelines

Create an internal wiki for processes, docs, and guides

Write structured, formatted content without complexity

Build deep knowledge hierarchies without limits

Control exactly who can view or edit each page

Build dashboards around what matters to you, not fixed metrics

Design dashboards visually with full layout control

Visualize data with customizable charts

Track key numbers without manual reporting

Monitor progress toward defined goals

Add contextual notes directly to dashboards

View upcoming events alongside work and metrics

Track revenue and expenses in the same view

Run the entire platform under your brand

Apply your brand colors across the system

Fine-tune styling beyond basic theming

Use branded authentication pages instead of generic screens

Send all system emails with your branding

Use your own fonts throughout the platform

Replace all platform logos with your own

Run everything on your own domain

Send emails from your own email infrastructure

Embed Plutio directly into your website or product

Shape the platform to match how your business works

Add, remove, or reorder navigation items freely

Show different navigation for different roles

Create role types beyond preset permissions

Control access at a granular level

Support enterprise-grade single sign-on

Integrate with external systems without lock-in

Connect to thousands of apps without custom code

Build advanced automation scenarios visually

Connect services without usage-based limits

Build custom integrations with full system access

Send and receive real-time events

Access your business from native mobile apps

Full-featured iPhone app

Full-featured Android app

Native macOS app for desktop workflows

Native Windows app for desktop workflows