Track expenses effortlessly to see project costs in real-time
Seamlessly capture, categorize, and manage all your business expenses within Bonsai's integrated platform. From client reimbursements to project costs, keep your finances organized and your profitability clear.
Track every business expense with complete visibility.
Expense categorization Organize spend by category, project phase or custom tags for granular cost insights.
Project-specificAssign expenses directly to specific projects or clients to track true profitability.
Multi-currency support Log expenses in any currency and Bonsai converts them at the live exchange rate for consolidated reporting.
Receipts uploadAttach receipts to each expense entry to keep your records complete.
Sync expenses from bank account Automatically import expenses from bank accounts or credit cards.
Sync with invoices Pull reimbursable expenses straight into client invoices with correct markup and attachments.
Custom markup rulesAdd automatic markups (fixed or %) to billable expenses before they reach the invoice.
Real-time budget syncEvery approved expense updates the project budget so you know instantly how much room is left.
Recurring expense automationSet up automatic tracking for subscription services, software licenses, or any recurring expense.
Get financial clarity by tracking and categorizing your expenses effortlessly.
One source of truth for project finances
Bonsai links expenses with time entries, retainers and invoices so every dollar you spend or earn lives in the same place, giving you a complete, up-to-date financial picture.
Take full control over which expenses get passed to clients with simple billable/non-billable toggles for each expense. Add custom markup percentages to billable expenses to expand your profit margins while maintaining professional transparency in client invoicing.
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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