Real-time business insights at your fingertips

Replace endless spreadsheets with Bonsai Reporting—connected insights that let agencies and service businesses track revenue, costs and project health without switching tools.

1030+ Reviews

Get actionable insights straight from your business data.

Unified dashboard

Get instant visibility into project performance, financial health, and team productivity with live data updates across your entire business.

Profit profitability tracking

Monitor project margins, budget utilization, and revenue forecasting to ensure every project contributes to your bottom line.

Financial performance analytics

Comprehensive revenue reports, expense tracking, and cash flow analysis.

Resource utilization reports

Track team capacity, billable hours, and workload distribution to optimize resource allocation and prevent burnout.

Client performance insights

Analyze client profitability, project success rates, and relationship health to identify your most valuable partnerships.

Budget vs actual tracking

Get instant alerts when logged hours or expenses approach preset limits—before overruns happen.

Time tracking analytics

Transform time entries into insights about productivity patterns, project efficiency, and billing accuracy.

Revenue forecasting

Predict revenue based on your project pipeline, recurring clients, and historical performance patterns.

CSV exports

Export report data to CSV format for further analysis in external tools or to share with stakeholders.

Unlock key insights without the manual work.

Replace spreadsheet chaos

Stop stitching together CSVs—Bonsai Reporting centralizes all your financial and project data, updating automatically as work happens.

Project for growth

Access real-time insights that help you identify profitable opportunities, address project risks early, and optimize resource allocation.

Boost project profitability

Track project margins, monitor budget utilization, and identify cost overruns before they impact your bottom line. Our integrated approach means your reporting data flows directly from your actual project work and time tracking.

Optimize team utilization

Understand how your team's time translates into revenue with detailed utilization reports and productivity analytics. Identify top performers, balance workloads, and ensure your team operates at peak efficiency.

Testimonial

Wilian, Founder of Zabal Media
"With Bonsai's reports, I get a real-time view on project budgets and leading indicators on costs. It takes me a click, instead of hours and a full-time job."

Trust in Bonsai

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.

Project & Client CRM

Manage your leads, clients, and ongoing projects all in one place, instead of juggling them across different software tools.

Get started in 30 seconds.

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

Frequently Asked Questions

How can I track profitability with Bonsai?
Bonsai's reporting allows you to track and forecast profitability based on your margins, billed hours, team member billable rates, and project budgets. In one software, you can track how each of your projects are pacing financially and get a clear picture on your business's financials.

Conclusion

Consolidate projects, clients, and billing into one integrated platform.