Track expenses effortlessly to see project costs in real-time

Seamlessly capture, categorize, and manage all your business expenses within Bonsai's integrated platform. From client reimbursements to project costs, keep your finances organized and your profitability clear.

1030+ Reviews

Track every business expense with complete visibility.

Expense categorization

Organize spend by category, project phase or custom tags for granular cost insights.

Project-specific

Assign expenses directly to specific projects or clients to track true profitability.

Multi-currency support

Log expenses in any currency and Bonsai converts them at the live exchange rate for consolidated reporting.

Receipts upload

Attach receipts to each expense entry to keep your records complete.

Sync expenses from bank account

Automatically import expenses from bank accounts or credit cards.

Sync with invoices

Pull reimbursable expenses straight into client invoices with correct markup and attachments.

Custom markup rules

Add automatic markups (fixed or %) to billable expenses before they reach the invoice.

Real-time budget sync

Every approved expense updates the project budget so you know instantly how much room is left.

Recurring expense automation

Set up automatic tracking for subscription services, software licenses, or any recurring expense.

Get financial clarity by tracking and categorizing your expenses effortlessly.

One source of truth for project finances

Bonsai links expenses with time entries, retainers and invoices so every dollar you spend or earn lives in the same place, giving you a complete, up-to-date financial picture.

Stay on budget — before overruns happen

Live budget bars, alerts and forecasts let you spot overspend early and adjust scope or resources long before it hurts profitability.

Bill clients faster with zero manual re-entry

Approved expenses flow to invoices with markup and receipts attached, cutting out spreadsheet exports and saving hours each billing cycle.

Take full control over which expenses get passed to clients

with simple billable/non-billable toggles for each expense. Add custom markup percentages to billable expenses to expand your profit margins while maintaining professional transparency in client invoicing.

Johnny, Founder, Symmetric Design Project management is so much easier. Information stays organized from the moment a lead becomes a client and throughout the project.

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.