HoneyBook

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.

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

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

• Client relationship management
• Business management software
• Payment processing platform
• Proposal contract software
• Freelancer business tools

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure, Others

Revenue model

1. 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.
2. 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+.
3. HoneyBook Capital Loans: Flat-fee loans with no interest, repaid as percentage of future payments through HoneyBook. Revenue from loan origination fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels9 records

Core 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

Named customers14 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

AI capability7 records

Feature9 records

Partnerships

Six partnerships are on record, tiered core.

• UprisecoreStrategic or Co-development Partner · 10 December 2025Uprise 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.devcoreStrategic or Co-development Partner · 30 September 2025HoneyBook 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.
• QuickBookscoreTechnology or IntegrationQuickBooks 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.
• ZoomcoreTechnology or IntegrationZoom integration for scheduling meetings and video calls directly within HoneyBook's workflow.
• Google CalendarcoreTechnology or IntegrationGoogle Calendar sync prevents double bookings by automatically blocking off times when calendar events are added.
• ZapiercoreTechnology or IntegrationZapier integration enables connecting HoneyBook to thousands of other apps and automating workflows beyond native integrations.

Scale indicators18 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• Xx.com/HoneyBook
• YouTubeyoutube.com/@HoneyBook
• Facebookfacebook.com/honeybook
• LinkedInlinkedin.com/company/honeybook
• Instagraminstagram.com/honeybook

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds10 records

Investors28 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HoneyBook