Short answer: For billing and invoices in Consultants & Coaches, the easiest tools on this list to start with are HoneyBook, Dubsado, and Bonsai. HoneyBook: Proposals, contracts, invoices, and booking in one client portal. Costs come from each maker and change often, so check the maker's site before you buy.
Last updated: · 4 tools · How we pick
The bots
Proposals, contracts, invoices, and booking in one client portal.
ConsultingFrom $29/moEasy
Forms, contracts, invoices, and auto workflows for new clients.
ConsultingFrom $335/yrEasy
Proposals, contracts, time tracking, and invoices.
ConsultingFrom $9/user/moEasy
Sends the form, contract, invoice, and welcome emails before your kickoff call.
Consultant / coachCheck siteNeeds setup
Compare them side by side
| Tool | What it does | Cost (from maker) | Setup | Time saved | Source |
|---|---|---|---|---|---|
| HoneyBook | Proposals, contracts, invoices, and booking in one client portal. | From $29/mo (billed yearly) | Easy | Maker hasn't shared this. Our estimate: ~2–4 hrs/wk | Source for HoneyBook |
| Dubsado | Forms, contracts, invoices, and auto workflows for new clients. | From $335/yr | Easy | Maker hasn't shared this. Our estimate: ~2–4 hrs/wk | Source for Dubsado |
| Bonsai | Proposals, contracts, time tracking, and invoices. | From $9/user/mo (billed yearly) | Easy | Maker hasn't shared this. Our estimate: ~2–4 hrs/wk | Source for Bonsai |
| Yes-to-Kickoff Flow | Sends the form, contract, invoice, and welcome emails before your kickoff call. | Check site | Needs setup | Maker hasn't shared this. Our estimate: ~2–4 hrs/wk | Source for Yes-to-Kickoff Flow |
Costs and hours come from each tool’s own source. “Our estimate” is our guess from similar tools, not a measured number.
Questions people ask
Which AI tools help consultants and coaches with billing and invoices?
We list 4 tools for this job: HoneyBook, Dubsado, Bonsai, and Yes-to-Kickoff Flow. Each one links to its source on its own page.
How much do they cost?
Of the 4 tools here, 3 list a starting price and 1 doesn't show a clear price. Prices come from each maker and change often, so check the maker's site before you buy.
Can I set one up myself?
3 of the 4 are marked Easy to set up. Yes-to-Kickoff Flow is a DIY automation you build yourself, with steps on its page.
How does BusyWorkBots pick these?
Every listing links to a real source, a case study, a builder's post, or the maker's page. Numbers from the company selling the tool are labeled as a maker or vendor claim. We don't test every tool.
