Streamline project billing with flexible rate cards

One home for rates, resources and revenue.

Role-based rates
Define default hourly or daily rates for every role, discipline or seniority level – no more manual look-ups.

Multi-currency
Quote and invoice in any currency; Bonsai converts and tracks revenue in your base currency behind the scenes.

Project-specific rate overrides Create custom rate cards per client or project to respect negotiated fees and retainers automatically.

Budget integration & estimation Budget your projects based on your
predefined rate cards, ensuring accurate
financial projections from the start.

Margin and profitability tracking
Compare logged time at cost rate versus
billable rate to surface true project
profitability instantly.

Real-time rate application
Instantly apply rate changes across active projects without manual intervention or billing discrepancies.

Keep client billing and profitability reports accurate with ease.

Eliminate billing inconsistencies

One centralized library means every estimate, timesheet and invoice pulls from the same source of truth, preventing costly inconsistencies.

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Streamline project budgeting

Automatically generate accurate project estimates and budgets, reducing proposal preparation time while ensuring seamless handoff from deals to project execution within your unified Bonsai workflow.

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Effortless change management

Schedule future rate increases or temporary promotional discounts once – Bonsai applies them automatically, no retroactive edits required.

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Wilian, Founder of Zabal Media

Bonsai streamlines operations in our thriving team of 40+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.

10,000+

Service firms trust Bonsai

Keep exploring Bonsai’s features

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.

Resource management

Easily plan and allocate your team’s time across projects. Balance workloads, avoid overbooking, and ensure projects stay on track and teams are productive.

Get started in 30 seconds.

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

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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.