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.
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 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.
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.
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.
Tracking your budget ensures that your projects don't incur additional costs and gives you better control on your margins. With Bonsai, you can track your budgets based on hours billed, or on a fixed fee. You get live updates on how the budget is progressing and you get notified if you are close to 100%.
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.
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.
Bonsai is not a law 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.
Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
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