Fee and time-based Set fee and time-based budgets.
Recurring budgets Track retainers and longer-term clients.
Budget warnings Get notified when you hit your budget.
Time tracking Budget and track every hour spent on projects.
Cost and billable rates Track the cost of your employees and how much you'll bill.
Budget and profitability reports Monitor budgets and profitability across projects.
Get real-time insights to keep every project profitable.
Plan and build budgets
Use a reliable client relationship management system to track your contacts. Create unique clients profiles with all your notes, contacts, rates and tags.
Bonsai is a one-stop-shop platform, with invoicing, accounting, project management and client management. I'm able to focus less on the admin side of things and more on the work I love.
Tracking your budget ensures that your projects don't incur additional costs and gives you better control on your margins. With Bonsai, you can track your budgets based on hours billed, or on a fixed fee. You get live updates on how the budget is progressing and you get notified if you are close to 100%.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
**Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
