Welcome to Bonsai

The unified platform
for service businesses

Consolidate your projects, clients and billing operations
into one integrated, easy-to-use platform.
G2
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1,000+ Reviews
CRM
Deals
Proposals
Estimates
Forms
Client portal
Projects
Tasks
Time tracking
Timesheets
Budgets
Resource planning
Invoices
Payments
Expenses
Utilization
Reporting
CRM
Deals
Proposals
Estimates
Forms
Client portal
Projects
Tasks
Time tracking
Timesheets
Budgets
Resource planning
Invoices
Payments
Expenses
Utilization
Reporting
Client Management
Everything you need to estimate projects, collaborate with clients, and provide a top-notch client experience.
Project Management
Organize and monitor your project delivery with integrated tools that your team will love using.
Finance Management
Monitor revenue with detailed finance reports. Put billing on autopilot with recurring payments and retainers.
CRM
Pipeline
Client Portal
Estimates
Proposals
Agreements
Forms
Projects
Tasks
Time tracking
Timesheets
Resourcing
Invoicing
Payments
Expenses
Rate cards
Bookkeeping
CRM
Pipeline
Client Portal
Estimates
Proposals
Agreements
Forms
Projects
Tasks
Time tracking
Timesheets
Resourcing
Invoicing
Payments
Expenses
Rate cards
Bookkeeping
Join over 5,000 companies using Bonsai to streamline their operations.
Organize and monitor your project delivery with integrated tools that your team will love using.
Client Management

Streamline your client workflow

Get Started
Get Started
Everything you need to manage leads, automate your client workflow and provide a top-notch experience.
Financial Management

Track revenue & simplify billing

Get Started
Get Started
Monitor revenue with detailed finance reports.
Put billing on autopilot with recurring payments and retainers.

See why customers love using Bonsai

Get Started
Get Started
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With Bonsai's project insights, I get a real-time view on our budget and business financials. It costs me a click, instead of a full-time job. I calculated saving $150,000 a year.
Wilian, Founder
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In our project board, we have full visibility of steps from client onboarding all the way through to billing. We can track every client project without missing any steps.
Jillian, Founder
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Project management is so much easier. Now everyone is on the same page. Information stays organized from the moment a lead becomes a client and throughout the project.
Johnny, Owner
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Time is our most precious asset. Instead of taking 
1 hour to dig up a report, it now takes us 5 minutes. That is one of our most important gains in productivity with Bonsai.
Robert, Founder
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Bonsai has been a great tool for our business. We wanted to find an all in one solution that was seamless for clients to use and the team has been a great resource when we have questions!
Makayla, Co-director
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We went from 4 hours to 15 minutes to send beautiful proposals. It takes us 0 minutes to send nicely designed invoices with auto-invoicing.
Taylor, Head of Operations
Meet Customers
Meet Customers

Work smarter by keeping everything in one place

Automations

Save time with automated workflows.

Reports

Dive into key KPIs and get clarity on financials.
Seamless integrations

Works with the tools you already use

Connect Bonsai to your other tools.
See more
See more

A platform built for everyone on the team

With tailored features for every role, Bonsai ensures smooth collaboration, efficient operations,
and simplified project management across the board.
Get Started
Get Started
Owners
Run your business and manage your team in one place.
Operations
Streamline business operations and boost productivity.
Project Managers
Everything you need to lead and deliver projects efficiently.
Consultants
Get clarity on your work and track your hours.
Product Development
Human Resources
Finance & Sales
Customer Support
Product Development
Human Resources
Finance & Sales
Customer Support

Get started in 30 seconds.

Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.