Finance: invoices, payments and the money behind the work.
Invoices, payments and expenses for the work you deliver, with a finance section for the client in the portal.
- per user per month
- USD 12
- Core required
- USD 7
what it does
- invoices and recurring billing in any currency, with FX rates
- card payments through your own Stripe account
- crypto payments recorded alongside the rest
- expenses, client balances and partner payouts
- projections and scenarios, and a finance section in the client portal
Reachable over MCP by the AI you already use, with no AI surcharge.
works with
When two modules are on, they share the same records. Each one also runs without the others, unless noted.
price
Core is required, so this is the price of Core plus this module. The more people on the team, the less each one pays.
| team members | monthly | yearly |
|---|---|---|
| 1 | USD 19 | USD 17.10 |
| 5 | USD 19 | USD 17.10 |
| 15 | USD 18.05 | USD 16.25 |
| 50 | USD 16.91 | USD 15.22 |
per user per month. list price: Core USD 7 + Finance USD 12 = USD 19.
what it replaces
Instead of paying for
- Bonsai Basiclists at USD 15 per user per month
- QuickBooks Simple Startlists at USD 38 per month
Finance is USD 12 per user per month: 20% less than Bonsai Basic at USD 15 per user, and 68% less than QuickBooks Simple Start at USD 38 per month.
Competitor prices are the vendor list price on monthly billing, read on the vendor pages on October 21, 2026.
see it running.
Book a call. We show you the module with your own case and price the setup for your team.