Streamline operations and scale your business with Bonsai

Plan workflows, allocate resources, track time & costs, and surface real-time insights that drive profitable decisions. Keep every project, person and process in perfect sync—without bouncing between spreadsheets and point-solutions.
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1,030+ Reviews
Introducing Bonsai
Streamline operations and scale your business with Bonsai
Save hours running your business by using powerful tools to keep it organized.
Resourcing
See team capacity at a glance and drag-and-drop assignments to avoid overloads or idle time.
Time tracking
Capture billable hours and out-of-pocket costs in seconds—right from desktop or mobile.
Reports
Instantly generate utilization, profitability and forecast reports—no manual data crunching.
Invoices
Convert approved timesheets into branded invoices and get paid online in €, $, £ and more.
Timesheets
See where people are spending time.
Client CRM
Track leads, proposals and contracts alongside delivery data for a seamless hand-off.
Budget tracking
Set labour rates, expense limits and budget alerts to protect margins in real time.
Agreements
Build SOWs, NDAs or change orders with reusable templates and collect signatures in minutes.
Project management
Create, schedule and monitor every project milestone from a single, shareable dashboard.

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620+ reviews
Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.
Wilian, Founder
Zabal Media
“Artifact is the kind of place where everyone wants to do their best work. There’s a real sense of momentum, and you always feel like what you’re doing actually matters.”
Candice Hall
Product Strategy Lead
“There’s a real focus on building great tech without unnecessary complexity. It’s all about making things simple and effective.”
Reed Price
Sales Manager
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Streamline every process

Centralized workflows

Replace patchwork tools with one connected platform that standardises how work moves from request to delivery.

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See how

Automation at scale

Eliminate repetitive admin by auto-creating tasks, approvals and notifications based on rules you define.

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See how

Error-free execution

Built-in checks, templates and version control ensure teams follow best practice every single time.

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See how
Optimize resource & capacity planning

Live capacity view

Instantly spot overbooked or under-utilized teammates before schedules break.

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See how

Time off management

Factor vacations, public holidays and sick leave into schedules automatically so timelines stay realistic.

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See how

Forecast vs. actuals

Compare planned hours to real-time timesheets to adjust staffing before costs overrun.

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See how
Unlock real-time business insight

Executive dashboards

KPI snapshots—utilisation, margin, backlog—auto-refresh every minute for true live visibility.

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See how

Custom drill-downs

Slice data by client, project, team or time period to answer “why?” as fast as “what?”.

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See how

Upcoming revenue visibility

Consolidated pipeline, active projects and booked work so you can see the revenue scheduled to land in the weeks and months ahead.

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See how

Agencies and consultancies love Bonsai. Over 10,000 businesses rely on Bonsai to streamline their operations.

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1,020+ reviews
Design
Consutling
Marketing
Design
Marketing
Consulting
Videography
Software Development
Design
Consulting
Marketing
Design
Marketing
  
Consulting
  
Videography
  
Software Development
  

A platform built for everyone on the team

With tailored features for every role, Bonsai ensures smooth collaboration, efficient operations,
and simplified project management across the board.
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Leadership
Keep sales, staffing, projects, and financials in check—with real-time metrics that power faster, better decisions
Operations
Streamline reporting with live profitability, resourcing, and performance tracking—no spreadsheets, no report chasing
Project Managers
Keep every project on budget, on time, and fully resourced—with less manual tracking and more automations
Team Members
Make work enjoyable with one sleek, all-in-one workspace that’s fast, organized, and built for focus
Product Development
Human Resources
Finance & Sales
Customer Support
Product Development
Human Resources
Finance & Sales
Customer Support

Browse Operations templates

Whether you need contracts, invoices, proposals, or briefs, Bonsai’s templates help you save time and stay organized.
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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.