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Bitrack vs Bonsai for agencies

Bonsai is an all-in-one business tool for freelancers and small service teams, with payments, bookkeeping and tax help built in. Bitrack is built for digital agencies that run retainers, support hours and client tickets alongside projects, with a branded client portal.

Choose Bitrack if

  • You sell retainers or hour bundles and need rollover, alerts and client-facing balances
  • Clients raise support tickets and you work to response targets
  • You want proposals, signed agreements, projects and invoices in one client portal in your brand

Choose Bonsai if

  • You want card, ACH and PayPal payments on invoices today
  • You want bookkeeping, expense tracking and tax help in the same tool
  • You need native iOS and Android apps

Side by side

Feature Bitrack Bonsai
Win the work
Leads pipeline and website lead forms Yes Deals pipeline (Premium), forms (Essentials)
Proposals with optional add-ons the client picks Yes Yes
Agreements e-signed by both sides Generated from the accepted proposal, with a signing certificate Contracts (Essentials and up)
Arabic and bilingual documents Yes Check their site
Deliver
Projects, task boards and lists Yes Yes, Gantt view on Premium
Time tracking with timers and timesheets Yes, with timesheet approval Yes, timesheet locking on Elite
Recurring tasks and task templates Yes Check their site
Support & get paid
Support hours: retainers, hour bundles, rollover, alerts Yes Recurring billing for retainers
Tickets with response targets (SLAs) Yes Check their site
Invoices, reminders and recurring invoices Yes Yes
Online card payments on invoices Not yet. Bank transfer details on invoices; card payments planned Cards, ACH and PayPal
Bookkeeping and tax tools No Expense tracking, bank sync, QuickBooks and Xero; Bonsai Tax offered separately
Clients & security
Client portal in your brand Yes, with email-code sign-in, approvals and tickets Yes (Essentials and up)
Scheduling and booking pages Meeting requests in the portal; Google and Outlook calendar sync Yes, 1 event type on Basic
Roles and per-action permissions Yes, with per-person data scope Custom permissions (Elite)
Encrypted credentials vault with live 2FA codes Yes Check their site
Two-step sign-in Yes Required on all accounts
Mobile apps Works in the phone browser iOS and Android
Pricing
Price Free during early access From $9 per user/month billed yearly, or $15 monthly (Basic)
Free trial Free during early access 7 days

Bonsai details checked on their public website in October 2026. Plans and features change, so please confirm on their site. Something out of date? Tell us and we’ll fix it. Bonsai is a trademark of its owner; this page isn’t affiliated with or endorsed by them.

What’s really different

Retainers and support, not just projects

Bitrack tracks support hours as their own thing: bundles, monthly retainers, rollover and low-balance alerts, plus tickets with response targets. Bonsai handles retainers as recurring billing, which suits a fixed monthly fee well.

Getting paid

Bonsai takes card, ACH and PayPal payments on its invoices today. Bitrack shows your bank transfer details on invoices and records partial payments and receipts; online card payments are planned.

Money beyond invoices

Bonsai adds expense tracking, bank sync and accounting integrations, with Bonsai Tax as a separate product. Bitrack has no bookkeeping, so you would keep your accounting tool alongside it.

Pricing model

Bonsai charges per user, with features unlocked by plan, so a growing team pays more per seat. Bitrack is free during early access; paid plans come later and the price is not announced yet.

Questions

Is Bitrack a good Bonsai alternative for agencies?

If your agency runs retainers, support hours and client tickets next to projects, Bitrack covers that in one place with a branded client portal. If you mainly need invoicing with card payments and bookkeeping, Bonsai may suit you better.

Can clients pay by card in Bitrack?

Not yet. Invoices carry your bank transfer details, and you record partial payments and receipts in Bitrack. Online card payments are planned.

Does Bitrack do bookkeeping or taxes like Bonsai?

No. Bitrack covers proposals, agreements, delivery, support and invoicing, and its reports cover revenue, delivery, team and clients. Keep your accounting tool for bookkeeping and tax.

Can I move my clients from Bonsai to Bitrack?

Yes. Bitrack has CSV imports, so you can export your client list and bring it in, then invite your team.

Also compare: Bitrack vs HoneyBook · Bitrack vs Dubsado

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