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Bonsai - Business management softwareBusiness, project and billing management solution used by 500,000+ small businesses globally.Bonsai - Business management software ProductsClient ManagementCRMPipelineSchedulingEstimatesProposalsAgreementsFormsClient PortalProject ManagementProjectsTask ManagementTime TrackingTimesheetsResource PlanningReportingFinance ManagementInvoicingPaymentsExpensesBookkeepingRate cardsBudget TrackingAccounting integrationsIntroducing our new Estimate BuilderCreate precise project estimates based on your client's needs to see predicted costs, profits and timeline. Turn them into a Project, with the right budget, tasks and allocations.IndustriesCreativeStreamline creative workflows, manage client feedback, and automate billing to stay focused on exceptional resultsMarketingTrack campaigns, manage client accounts, and simplify invoicing, freeing you for creative strategies and resultsSoftwareManage software projects, track billable hours, and ensure accurate invoicing one commit at a timeConsultingConsolidate client projects, milestones, and billing, improving efficiency, margins and repeat client projectsEngineeringTrack project timelines, labor, and costs, and create invoices quickly, reducing overhead and speeding up deliveryIT ServicesSimplify project management, track time, and handle recurring billing with easeAccountingAutomate invoicing, timesheets, and proposals, boosting productivity and delivering accurate service fasterArchitectureEfficiently manage design projects, track revisions, and handle billing, ensuring on-time, on-budget deliveryInterior DesignStay organized with project tracking, client budgets, and quick invoicing, giving you more time for creativityAward-winning Agency Zabal Media saved $150,000 a year switching to Bonsai50-people enterprise agency of the year Zabal Media shares why they migrated their entire operations to Bonsai after running their operations using 10 different software.ResourcesTemplatesContract templatesProposal templatesForm templatesQuote templatesInvoice templatesAgreement templatesMoreToolsResource management guidesUtilization rate calculatorBillable hours calculatorSignature makerFreelance rates explorerMoreBlogWhat is underutilization and how to avoid it?The 2025 Guide to Agency Rate CardsThe guide to capacity modelsProfitability ratios 101Effective client reportingExplore Bonsai blogBook a demo with our Product Specialist teamUnlock the full potential of our platform with a demo from our Product Specialist team, offering a personalized walkthrough, expert insights, and tailored recommendations.Customer storiesPricingLoginBook a demoBook a demoGet startedGet startedLoginTry Bonsai for freeTry Bonsai for freeContact salesContact salesWe're currently experiencing technical difficulties due to a Cloudflare service issue. Our website and app may be temporarily unavailable. You can track the status at cloudflarestatus.com.We're currently experiencing technical difficulties due to a Cloudflare service issue. Our app may be temporarily unavailable. You can track the status at cloudflarestatus.com.Welcome to BonsaiThe unified platformfor service businessesConsolidate your projects, clients, and billing into one integrated, easy-to-use platform.Try Bonsai for freeTry Bonsai for freeContact salesContact sales1,020+ ReviewsCRMPipelineSchedulingClient PortalEstimatesProposalsAgreementsFormsProjectsTasksTime trackingTimesheetsResourcingInvoicingPaymentsExpensesRate cardsBookkeepingBudget trackingReportingClient ManagementEverything you need to estimate and close more projects, collaborate with clients, and provide a top-notch client experience.Project ManagementOrganize and monitor your project delivery with integrated tools that your team will love using.Finance ManagementMonitor revenue with detailed finance reports. Put billing on autopilot with recurring payments and retainers.Join 10,000+ firms and freelancers using Bonsai to streamline their business.Client ManagementStreamline your client workflowManage leads and automate your client workflow while delivering a top-notch experience.CRMDealsEstimatesProposalsContractsRetainersFormsClient portalAutomationsSchedulingTry Bonsai for freeTry Bonsai for freeProject ManagementDeliver projects on time and budgetOrganize and monitor your project delivery with integrated tools that your team will love using.TasksGantt chartTime trackingBudgetsTimesheetsClient portalReportsResource planningTry Bonsai for freeTry Bonsai for freeFinancial ManagementTrack revenue & simplify billingGet financial clarity with detailed reports, recurring payments and streamlined retainer managementInvoicingPaymentsRate cardsBudgetsExpensesForecastingAccounting integrationsTry Bonsai for freeTry Bonsai for freeSee why customers love using BonsaiTry Bonsai for freeTry Bonsai for freeWith 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, FounderIn 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, FounderProject 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, OwnerTime 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, FounderBonsai 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-directorWe 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 OperationsSee customer storiesSee customer storiesWork smarter by keeping everything in one placeAutomationsSave time with automated workflows.ReportsDive into key KPIs and get clarity on financials.Seamless integrationsWorks with the tools you already useConnect Bonsai to your other tools.Try Bonsai for freeTry Bonsai for freeA platform built for everyone on the teamWith tailored features for every role, Bonsai ensures smooth collaboration, efficient operations,and simplified project management across the board.Try Bonsai for freeTry Bonsai for freeLeadershipKeep sales, staffing, projects, and financials in check—with real-time metrics that power faster, better decisionsOperationsStreamline reporting with live profitability, resourcing, and performance tracking—no spreadsheets, no report chasingProject ManagersKeep every project on budget, on time, and fully resourced—with less manual tracking and more automationsTeam MembersMake work enjoyable with one sleek, all-in-one workspace that’s fast, organized, and built for focusProduct DevelopmentHuman ResourcesFinance & SalesCustomer SupportProduct DevelopmentHuman ResourcesFinance & SalesCustomer SupportWe're here to make your switch swiftAvailable for teams of 10+ usersComprehensive onboarding tailored to your business – from data migration to training, every step is customized to match your processes and goals.Easy from day 1 – no learning curve required, so your team can create projects, track time and invoice clients within minutes of logging in.Premium support – with real humans available via chat, email or phone to resolve issues, share best practices and keep you moving forward.Learn moreLearn moreGet started in 30 seconds.Streamline your business and consolidate your projects, clients and team into one integrated, easy-to-use platform.Try Bonsai for freeTry Bonsai for freeContact salesContact salesConsolidate projects, clients, and billing into one integrated platform.1020+ ReviewsTry Bonsai for freeTry Bonsai for free“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.”WilianCEO, Zabal MediaProductsCRMPipelineSchedulingEstimatesProposalsAgreementsFormsClient portalProjectsTask managementTime trackingTimesheetsResource planningReportingBillingExpensesPaymentsBookkeepingRate cardsBudgetingAccounting integrationsCustomer storiesPricingSolutionsCreative agenciesMarketing agenciesSoftware agenciesConsultingEngineeringIT ServicesAccountingArchitectureInterior designSee all industriesOwnersProject managersOperationsTeam membersResourcesBlogResource management guidesUtilization rate calculatorBillable rate calculatorSignature makerHow to write a contractSelf-employed taxes hubSelf-employed tax deductionsAlternativesComparisonsMonday alternativesClickUp alternativesAsana alternativesBasecamp alternativesSmartsheet alternativesTeamwork alternativesTeamwork vs BonsaiProductive alternativesMicrosoft Project alternativesAccelo alternativesKantata alternativesResourceGuru 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Your privacy choicesBonsai 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  enen1772561824https://hellobonsai.com