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.

1030+ Reviews

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.

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.

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.

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.

Testimonials

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.

Streamline your business and consolidate your projects, clients and team into one integrated, easy-to-use platform.