Deliver work on time with fully integrated project management.
CSV export Share data with stakeholders with simple exporting.
Profitability reports Monitor margins and revenue across projects and clients.
Utilization reports Optimize your team's hours based on their capacity.
Activity reports See how your team's time is distributed across projects.
Real-time insights Get live updates on your agency's key KPIs.
Planned vs actual Monitor your projects' progress and stay on track.
Unlock deeper business insights without the manual work.
Improve team efficiency
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.
Bonsai's reporting allows you to track and forecast profitability based on your margins, billed hours, team member billable rates and project budgets. In one software, you can track how each of your projects are pacing financially and get a clear picture on your business's financials.
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
