Total visibility, predictable growth—built for Leadership

Streamlined operations

Eliminate operational bottlenecks by centralizing project management, client communications, and financial processes in one integrated platform.

‍

Company-wide health at a glance

Bonsai aggregates live sales, delivery and finance metrics into one executive cockpit—know the score before the monthly close.

Less admin work

Teams stop updating separate tools; Bonsai syncs data automatically behind the scenes.

‍

‍

Instant health check

Dashboards refresh every few minutes, giving you today’s real revenue and profit, not last month’s.

‍

Real-time alerts

Get notified the moment a project drifts off budget or a resource is over-booked.

‍

Live revenue forecasting

Signed contracts and weighted pipeline feed dynamic charts that project income by week, month or quarter, so you can plan hiring and cash-flow with confidence.

‍

‍

360° client view

CRM, projects, invoices and conversations sit under one client record, making hand-offs seamless.

‍

Profitability by client

Know exactly which accounts boost the bottom line and which ones drain resources.

‍

Branded client experience

A self-serve portal lets clients review scopes, sign agreements and pay—helping you look polished and keeping cash coming in.

‍