HoneyBook
HoneyBook is an AI-powered clientflow management platform serving service-based small businesses and freelancers. Founded in 2013, it unifies CRM, proposals, contracts, scheduling, invoicing, and payments in a single workflow for over 100,000 businesses across the US, Canada, UK, and Australia.
- Company typePrivate
- Founded2013
- HeadquartersSan Francisco, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What HoneyBook does
HoneyBook is an AI-powered clientflow management platform that serves service-based small businesses, freelancers, and solopreneurs. Founded in 2013 by Israeli entrepreneurs and headquartered in San Francisco, the company operates in the US, Canada, UK, and Australia, and reports more than 100,000 small businesses on the platform. Its product unifies CRM, proposals, contracts, scheduling, invoicing, and payment processing into a single workflow, available via web and native iOS and Android applications, with separate sub-brands covering AI (HoneyBook AI), embedded financial services (HoneyBook Finance, including HoneyBook Balance and HoneyBook Capital loans), and team collaboration (HoneyBook for Teams).
The platform is built as cloud SaaS with native mobile clients, integrates with 15+ third-party tools (QuickBooks, Zoom, Google Calendar, Slack, Zapier, Canva, among others), and exposes a Pros Marketplace of vetted systems experts for onboarding. HoneyBook monetizes through a three-tier subscription (Starter $29/mo, Essentials $36.75/mo, Premium $81.75/mo on annual billing), payment processing fees (2.9% + $0.25 cards, 1.5% ACH), and embedded financial products, with reported payment volume exceeding $23B cumulative and 28M+ client relationships on the platform. AI features include generative email drafting, predictive lead scoring, meeting notetaker, and project summaries; the company acquihired Fine.dev in September 2025 to accelerate AI-assisted capabilities.
HoneyBook has raised $498M in venture capital across multiple rounds since 2013, most notably a $155M Series D led by Durable Capital Partners in May 2021 (unicorn round at $1B) and a $250M Series E led by Tiger Global Management in November 2021 at a $2.4B post-money valuation. The company is privately held with founder Oz Alon as CEO. Recent strategic priorities include expanding the AI product surface, deepening embedded financial services through partnerships such as Uprise (December 2025), and continuing international growth beyond the four current markets.
HoneyBook firmographics
Firmographics- Name
- HoneyBook
- Legal name
- HoneyBook Inc.
- Website
- https://honeybook.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- HoneyBook is an AI-powered clientflow management platform serving service-based small businesses and freelancers. Founded in 2013, it unifies CRM, proposals, contracts, scheduling, invoicing, and payments in a single workflow for over 100,000 businesses across the US, Canada, UK, and Australia.
- Ownership category
- akta.pro rank
HoneyBook industry classification
Industry- Product category
- Small Business CRM Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
Keywords
Where HoneyBook is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HoneyBook business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- Subscription Plans: Three-tier subscription model (Starter, Essentials, Premium) with monthly and annual billing options. Annual billing offers up to 18% discount. Revenue from recurring subscription fees.
- Payment Processing: Transaction fees on payments processed through the platform: 2.9% + 25 cents for card payments, 2.7% + 10 cents for tap to pay, and 1.5% for ACH bank transfers. Major revenue stream from payment volume of $23B+.
- HoneyBook Capital Loans: Flat-fee loans with no interest, repaid as percentage of future payments through HoneyBook. Revenue from loan origination fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Starter plan for individuals: CRM, proposals, contracts, invoices, calendar, templates, client portal, basic reports, 2 live lead forms, and HoneyBook AI. |
| Subscription | Annual | Essentials plan adds scheduling, automations, QuickBooks integration, team features (up to 2 members), up to 10 lead forms, SMS reminders. |
| Subscription | Annual | Premium plan for growing teams: unlimited team members, priority support, multiple companies, advanced reports, unlimited lead forms. |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels9 records
HoneyBook product offering
Product offeringCore offering
HoneyBook is an AI-powered clientflow management platform that consolidates CRM, proposals, contracts, scheduling, invoicing, and payment processing into a single workflow for small service-based businesses and freelancers. It layers on embedded financial services (business checking via HoneyBook Balance and no-interest loans via HoneyBook Capital), AI productivity tools (HoneyBook AI), workflow automations, team collaboration, and native iOS/Android mobile apps. The product is sold as a tiered SaaS subscription (Starter, Essentials, Premium) with additional revenue from payment processing transaction fees.
Product overview
HoneyBook is an AI-powered clientflow management platform for small businesses and independent service professionals, available in the U.S., Canada, UK, and Australia. The platform operates as a unified product with interconnected modules: the HoneyBook CRM serves as the central hub for managing client relationships and project pipelines, while dedicated modules for Proposals, Scheduling, Contracts, Invoices, and Payments handle each phase of the client journey from lead capture through payment collection. Additional modules include HoneyBook AI (generative AI for email drafting, project summaries, predictive lead scoring, and meeting notes), HoneyBook Finance (business checking, debit card, and HoneyBook Capital loans), HoneyBook Automations (workflow automation), HoneyBook for Teams (multi-seat collaboration), and HoneyBook Mobile App (iOS and Android). The platform integrates natively with QuickBooks, Gmail, Outlook, Zoom, Google Calendar, Calendly, Zapier, Flodesk, and other business tools. HoneyBook also offers a Pros Marketplace of vetted systems experts and a free tool library including contract templates, invoice generators, tax calculators, and email generators.
Differentiator
Problem solved
Functional benefit
Brands
- HoneyBook Finance: Business checking, savings, and loans for small businesses integrated into the HoneyBook platform, including HoneyBook Balance (business checking account) and HoneyBook Capital (flat-fee, no-interest loans).
- HoneyBook AI
- HoneyBook for Teams
Products and services
- HoneyBook CRM Central client relationship management workspace that lets small service businesses capture leads, organize clients and projects, manage pipelines, run questionnaires, and track communication in one place.
- HoneyBook Proposals Interactive proposal software that consolidates service selection, e-signing of contracts, invoice payment, and meeting scheduling into one branded client link, eliminating back-and-forth.
- HoneyBook Scheduling Online scheduling tool that lets clients book based on the professional's defined availability, with calendar sync, automated reminders, intake forms, and AI meeting summaries.
- HoneyBook Contracts Online contract management and e-signature tool with lawyer-approved templates, customizable branding, dynamic smart-field auto-fill, and real-time signing status tracking.
- HoneyBook Invoices Branded invoicing software supporting flexible payment terms, deposits, recurring and milestone invoices, automatic reminders, and built-in payment collection.
- HoneyBook Payments Integrated payment processing accepting credit/debit cards, bank transfers (ACH), Apple Pay, and Google Pay, with autopay, real-time tracking, dispute resolution support, and fraud monitoring.
- HoneyBook Finance (HoneyBook Balance and HoneyBook Capital) Embedded financial services offering a business checking account (HoneyBook Balance) with a Visa debit card and automated savings, plus flat-fee, no-interest loans (HoneyBook Capital) repaid automatically as a percentage of future client payments processed through HoneyBook.
- HoneyBook AI AI-powered productivity suite embedded within the platform that drafts emails, generates project summaries, scores leads predictively, prioritizes tasks, surfaces business trend insights, and produces AI meeting notes.
- HoneyBook Automations Workflow automation engine that runs follow-up emails, payment reminders, contract sends, invoice scheduling, and client onboarding sequences without technical setup.
- HoneyBook for Teams Multi-seat team collaboration offering unlimited seats, task and project assignment, team access controls, customized team views, time tracking, and accountant access for growing service teams.
- HoneyBook Mobile App Native iOS and Android mobile applications that let professionals manage client communication, contracts, invoices, projects, and pipeline on the go.
- HoneyBook Pros Marketplace A vetted marketplace connecting HoneyBook users with independent systems experts who set up, build, and optimize their HoneyBook accounts.
Quantifiable outcome
- 20 hours saved weekly per user
- +6 more outcomes
Companies that use HoneyBook
Customer profileNamed customers14 records
Segments8 records
Ideal customer profiles2 records
HoneyBook technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
AI capability7 records
Feature9 records
HoneyBook partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- UprisecoreUprise partnered with HoneyBook to offer integrated tax filing and financial advisory services for small business owners through HoneyBook's platform. This collaboration leverages Uprise's AI-driven approach and expert guidance to simplify tax and financial decision-making for entrepreneurs.
- Fine.devcoreHoneyBook acquihired the founding team of Fine.dev, an AI startup specializing in AI-assisted coding and rapid application development through 'vibe coding.' Founders Haggai Hofland, Jonathan Harel, and Dan Leshem joined HoneyBook's product and development teams to integrate Fine.dev's technology for small business prototyping capabilities.
- QuickBookscoreQuickBooks Online integration syncs HoneyBook payments automatically. When a client pays, HoneyBook creates invoice and payment records in QuickBooks. Deposits appear in the banking section and transaction fees are tracked in the expenses tab.
- ZoomcoreZoom integration for scheduling meetings and video calls directly within HoneyBook's workflow.
- Google CalendarcoreGoogle Calendar sync prevents double bookings by automatically blocking off times when calendar events are added.
- ZapiercoreZapier integration enables connecting HoneyBook to thousands of other apps and automating workflows beyond native integrations.
Scale indicators18 records
Recent moves6 records
Expansion highlights6 records
HoneyBook competitors and assessment
Company assessmentDirect peers
- Dubsado: All-in-one clientflow platform for service-based SMBs covering proposals, contracts, invoicing, and scheduling. Closest direct competitor to HoneyBook with overlapping SMB service verticals and similar pricing tiers.
- Bonsai: All-in-one business management platform for freelancers and creatives offering contracts, proposals, time tracking, invoicing, and accounting. Directly comparable to HoneyBook on target customer (solopreneurs/creatives) and integrated workflow.
- 17hats: Long-standing SMB business management platform combining CRM, contracts, invoicing, and payments for solo service providers. Overlaps with HoneyBook on core workflow modules and target verticals like photography and event services.
- Studio Ninja: CRM and business management platform purpose-built for photographers covering workflows, contracts, invoices, and payments. Highly comparable to HoneyBook's design & creative vertical with similar product architecture.
- Táve: Studio management software for photographers and creative agencies with CRM, contracts, billing, and workflow automation. Closely aligned with HoneyBook on photographer SMB workflows and integrated payment processing.
- Pixieset: Business platform for photographers combining client galleries, contracts, invoicing, and a website builder. Overlaps with HoneyBook's photography vertical across the clientflow and payments stack.
- Acuity Scheduling: Self-serve appointment scheduling software (owned by Squarespace) widely used by service-based SMBs. Competes directly with HoneyBook Scheduling and integrates similar payment workflows.
- Square Appointments: Block-owned scheduling, CRM, and payments platform for service businesses. Directly comparable to HoneyBook on the intersection of booking, client management, and integrated payments for SMBs.
- FreshBooks: Cloud accounting and invoicing platform for SMBs and freelancers with proposals, time tracking, and payments. Competes with HoneyBook on invoicing, payment processing, and SMB service-business workflows.
- Wave Accounting: Free accounting, invoicing, and payment processing platform for very small businesses and freelancers. Targets the same bottom-of-market SMB service segment as HoneyBook's Starter plan with overlapping invoicing/payments features.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
HoneyBook social profiles
Digital presenceHoneyBook financial estimates
Financial estimateRevenue estimate
Valuation estimate
HoneyBook leadership team
Management profileNumber of profiles
Profiles9 records
HoneyBook funding detail
Funding detailFunding overview
Funding rounds10 records
Investors28 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HoneyBook M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HoneyBook
What does HoneyBook do?
HoneyBook is an AI-powered clientflow management platform that consolidates CRM, proposals, contracts, scheduling, invoicing, and payment processing into a single workflow for small service-based businesses and freelancers. It layers on embedded financial services (business checking via HoneyBook Balance and no-interest loans via HoneyBook Capital), AI productivity tools (HoneyBook AI), workflow automations, team collaboration, and native iOS/Android mobile apps. The product is sold as a tiered SaaS subscription (Starter, Essentials, Premium) with additional revenue from payment processing transaction fees.
Is HoneyBook a public or private company?
HoneyBook is a private company. It is classified as venture growth investor backed and is currently operating.
When was HoneyBook founded?
HoneyBook was founded in 2013. It employs 251 to 500 people.
Where is HoneyBook based?
HoneyBook is headquartered in San Francisco, United States, in the North America region.
How does HoneyBook make money?
Three revenue lines are on record. Subscription Plans are the primary driver. The others are payment Processing and honeyBook Capital Loans.
Who are HoneyBook's main competitors?
Direct peers on record are Dubsado, Bonsai, 17hats, Studio Ninja, Táve, Pixieset, Acuity Scheduling, Square Appointments, FreshBooks and Wave Accounting.
Does HoneyBook have an API?
No public API is recorded for HoneyBook.
What industry is HoneyBook in?
HoneyBook's product category is Small Business CRM Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support). Its NAICS code is 54151 and its SIC code is 7372.