Create budgets and plans that flow straight into an actionable project

Build precise project estimates in minutes with Bonsai's intelligent Estimate Builder. Plan costs, resources, and timelines upfront, then seamlessly convert estimates into ready-to-execute projects for your team.
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1030+ Reviews
Estimates
Client Management Software

Project budgeting made simple. Say goodbye to spreadsheets.

Role-based rates
Auto-apply each team member’s default hourly or daily rate to guarantee accurate labor costs.
Real-time margin & cost insights
Track internal costs, mark-ups and target profit in real time as you tweak scope or pricing.
Estimate-to-project conversion
With one click, turn the finalized estimate into a Bonsai project complete with tasks, budgets and team assignments.
Detailed cost breakdown
Create comprehensive line-item breakdowns that track every aspect of project expenses and resource costs.
Resource allocation planning
Plan team assignments and workload distribution to ensure realistic capacity and budget allocation.
Forecast integration
Approved estimates feed Bonsai’s workload and revenue forecasts, giving leadership an up-to-date pipeline view.

Quickly generate accurate estimates to kick off projects right.

Budget with confidence

Get instant visibility into costs and profit to ensure every client engagement is financially viable before work begins.
See how
See how

Transform estimates into projects

Bridge the gap between planning and execution. Convert your detailed estimates directly into structured projects with tasks, timelines, and team assignments—no manual setup required.
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See how

Stay in one ecosystem

Estimate Builder lives inside Bonsai, so budgeting, project management, time tracking and invoicing are always in sync—no spreadsheets or fragile integrations.
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See how

Make data-driven project decisions

No more gut-feeling budgets that miss the mark. Use real team capacity data, historical performance, and accurate cost modeling to make informed decisions about project scope and resource allocation.
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See how
Dan Power, Co-founder of Haydon Power
Bonsai has increased our productivity, organization and budget tracking. Which means more time spent on clients and quality work.
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.