Replace endless spreadsheets with Bonsai Reporting—connected insights that let agencies and service businesses track revenue, costs and project health without switching tools.
Get actionable insights straight from your business data.
Unified dashboard Get instant visibility into project performance, financial health, and team productivity with live data updates across your entire business.
Profit profitability tracking Monitor project margins, budget utilization, and revenue forecasting to ensure every project contributes to your bottom line.
Track project margins, monitor budget utilization, and identify cost overruns before they impact your bottom line. Our integrated approach means your reporting data flows directly from your actual project work and time tracking.
Understand how your team's time translates into revenue with detailed utilization reports and productivity analytics. Identify top performers, balance workloads, and ensure your team operates at peak efficiency.
With Bonsai's reports, I get a real-time view on project budgets and leading indicators on costs. It takes me a click, instead of hours and a full-time job.
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. 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.
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