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.
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1030+ Reviews
Budgeting
Financial Management Software

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.
See how
See how

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.
See how
See how

Make data-driven project decisions

Comprehensive budget reporting and profit tracking give you the insights needed to price projects accurately.
See how
See how

Boost client trust with budget transparency

Share budget progress and spending breakdowns with clients through the built-in client portal, fostering trust and reducing scope creep discussions.
See how
See how

Create budgets from scratch

Eliminate the need for spreadsheets by managing everything from project scopes, budgeting and project management in Bonsai's integrated ecosystem.
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See how

Grow your business with confidence

Robust budget tracking across multiple projects helps you identify your most profitable work and make informed decisions about business growth.
See how
See how
Ray Coklan, Co-founder of Square Waves Agency
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.
10,000+
Service firms trust Bonsai

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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.
Frequently asked questions
How do I use Bonsai to track my project budgets?
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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%.