Monitor project budgets & boost your profitability

Keep projects profitable and on track with Bonsai's integrated budget tracking. Monitor costs, track spending, and maintain healthy margins—all within the platform you already use for contracts, invoicing, and client management.

1030+ Reviews

Keep all projects within budget and control your margins.

Real-time budget monitoring

Track actual costs against planned budgets in real-time to prevent overruns before they happen.

Adapted to all billing types

Set up custom budgets with multiple pricing models including fixed-fee, hourly, and retainer-based projects.

Flexible billable rate management

Set up project-specific rates, member rates, or rate cards to ensure accurate billing across clients and project types.

Recurring budgets

Set up and manage recurring budgets for retainer clients and ongoing projects.

Budget alerts & notifications

Receive automated alerts when projects approach or exceed budget thresholds.

Cost tracking

Connect tracked time and expenses directly to budget calculations for precise cost analysis.

Budget forecasting

See when you’ll run over budget and adjust rate or scope before it’s too late.

Profit margin tracking

Track actual costs against planned budgets in real-time to prevent overruns before they happen.

Client budget transparency

Share budget progress with clients through Bonsai's client portal for enhanced transparency.

Get real-time insights to keep your business profitable.

Set up budgets that match your business model

Create budgets with flexible billing structures including hourly rates, fixed fees, retainer amounts, and mixed pricing models to accurately reflect how you actually work with clients.

Prevent cost overruns before they happen

Real-time budget monitoring and automated alerts help you catch potential overruns early, protecting your profit margins and client relationships.

Make data-driven project decisions

Comprehensive budget reporting and profit tracking give you the insights needed to price projects accurately.

Boost client trust with budget transparency

Share budget progress and spending breakdowns with clients through the built-in client portal, fostering trust and reducing scope creep discussions.

Create budgets from scratch

Eliminate the need for spreadsheets by managing everything from project scopes, budgeting and project management in Bonsai's integrated ecosystem.

Grow your business with confidence

Robust budget tracking across multiple projects helps you identify your most profitable work and make informed decisions about business growth.

Ray Coklan, Co-founder of Square Waves Agency

With Bonsai, we now have real-time profitability insights across clients and projects to refine how we scope, plan, and deliver—without the manual crunching.

10,000+

Service firms trust Bonsai.