Create budgets and plans that flow straight into an actionable project

Build precise project estimates in minutes with Bonsai's intelligent Estimate Builder. Plan costs, resources, and timelines upfront, then seamlessly convert estimates into ready-to-execute projects for your team.
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Estimates
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Project budgeting made simple. Say goodbye to spreadsheets.

Role-based rates
Auto-apply each team member’s default hourly or daily rate to guarantee accurate labor costs.
Real-time margin & cost insights
‍Track internal costs, mark-ups and target profit in real time as you tweak scope or pricing.
Estimate-to-project conversion
With one click, turn the finalized estimate into a Bonsai project complete with tasks, budgets and team assignments.
Detailed cost breakdown
‍Create comprehensive line-item breakdowns that track every aspect of project expenses and resource costs.
Resource allocation planning
‍Plan team assignments and workload distribution to ensure realistic capacity and budget allocation.
Forecast integration
‍Approved estimates feed Bonsai’s workload and revenue forecasts, giving leadership an up-to-date pipeline view.

Quickly generate accurate estimates to kick off projects right.

Budget with confidence

Get instant visibility into costs and profit to ensure every client engagement is financially viable before work begins.
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See how

Transform estimates into projects

Bridge the gap between planning and execution. Convert your detailed estimates directly into structured projects with tasks, timelines, and team assignments—no manual setup required.
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See how

Stay in one ecosystem

Estimate Builder lives inside Bonsai, so budgeting, project management, time tracking and invoicing are always in sync—no spreadsheets or fragile integrations.
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See how

Make data-driven project decisions

No more gut-feeling budgets that miss the mark. Use real team capacity data, historical performance, and accurate cost modeling to make informed decisions about project scope and resource allocation.
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See how
Wilian Iralzabal, Founder of Zabal Media
Bonsai gives me the clarity I need not just from a project management perspective but on the financials, too. It's the best option if you're looking to optimize the business side of your agency—not just task tracking.
10,000+
Service firms trust Bonsai

Keep exploring Bonsai’s features

Time tracking
Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.
Task management
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.

Get started in 30 seconds.

Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.
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Consolidate projects, clients, and billing into one integrated platform.
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1020+ Reviews
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“Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.”
Wilian
CEO, Zabal Media
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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. Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan.

Bonsai is not a law or accounting 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.
© 2025 Bonsai Technologies Inc
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