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s marketing track campaigns manage client accounts and simplify invoicing freeing you for creative strategies and results software manage software projects track billable hours and ensure accurate invoicing one commit at a time consulting consolidate client projects milestones and billing improving efficiency margins and repeat client projects engineering track project timelines labor and costs and create invoices quickly reducing overhead and speeding up delivery it services simplify project management track time and handle recurring billing with ease accounting automate invoicing timesheets and proposals boosting productivity and delivering accurate service faster architecture efficiently manage design projects track revisions and handle billing ensuring on time on budget delivery interior design stay organized with project tracking client budgets and quick invoicing giving you more time for creativity award winning agency zabal media saved 150 000 a year switching to bonsai 50 people enterprise agency of the year zabal media shares why they migrated their entire operations to bonsai after running their operations using 10 different software resources templates contract templates proposal templates form templates quote templates invoice templates agreement templates more tools resource management guides utilization rate calculator billable hours calculator signature maker freelance rates explorer more blog what is underutilization and how to avoid it the 2025 guide to agency rate cards the guide to capacity models profitability ratios 101 effective client reporting explore bonsai blog book a demo with our product specialist team unlock the full potential of our platform with a demo from our product specialist team offering a personalized walkthrough expert insights and tailored recommendations customer stories pricing login book a demo book a demo get started get started login try bonsai for free try bonsai for free contact sales contact sales we re currently experiencing technical difficulties due to a cloudflare service issue our website and app may be temporarily unavailable you can track the status at cloudflarestatus com we re currently experiencing technical difficulties due to a cloudflare service issue our app may be temporarily unavailable you can track the status at cloudflarestatus com welcome to bonsai the unified platform for service businesses consolidate your projects clients and billing into one integrated easy to use platform try bonsai for free try bonsai for free contact sales contact sales 1 020 reviews crm pipeline scheduling client portal estimates proposals agreements forms projects tasks time tracking timesheets resourcing invoicing payments expenses rate cards bookkeeping budget tracking reporting client management everything you need to estimate and close more projects collaborate with clients and provide a top notch client experience project management organize and monitor your project delivery with integrated tools that your team will love using finance management monitor revenue with detailed finance reports put billing on autopilot with recurring payments and retainers join 10 000 firms and freelancers using bonsai to streamline their business client management streamline your client workflow manage leads and automate your client workflow while delivering a top notch experience crm deals estimates proposals contracts retainers forms client portal automations scheduling try bonsai for free try bonsai for free project management deliver projects on time and budget organize and monitor your project delivery with integrated tools that your team will love using tasks gantt chart time tracking budgets timesheets client portal reports resource planning try bonsai for free try bonsai for free financial management track revenue simplify billing get financial clarity with detailed reports recurring payments and streamlined retainer management invoicing payments rate cards budgets expenses forecasting accounting integrations try bonsai for free try bonsai for free see why customers love using bonsai try bonsai for free try bonsai for free with bonsai s project insights i get a real time view on our budget and business financials it costs me a click instead of a full time job i calculated saving 150 000 a year wilian founder in our project board we have full visibility of steps from client onboarding all the way through to billing we can track every client project without missing any steps jillian founder project management is so much easier now everyone is on the same page information stays organized from the moment a lead becomes a client and throughout the project johnny owner time is our most precious asset instead of taking 1 hour to dig up a report it now takes us 5 minutes that is one of our most important gains in productivity with bonsai robert founder bonsai has been a great tool for our business we wanted to find an all in one solution that was seamless for clients to use and the team has been a great resource when we have questions makayla co director we went from 4 hours to 15 minutes to send beautiful proposals it takes us 0 minutes to send nicely designed invoices with auto invoicing taylor head of operations see customer stories see customer stories work smarter by keeping everything in one place automations save time with automated workflows reports dive into key kpis and get clarity on financials seamless integrations works with the tools you already use connect bonsai to your other tools try bonsai for free try bonsai for free 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 try bonsai for free try bonsai for free 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 we re here to make your switch swift available for teams of 10 users comprehensive onboarding tailored to your business from data migration to training every step is customized to match your processes and goals easy from day 1 no learning curve required so your team can create projects track time and invoice clients within minutes of logging in premium support with real humans available via chat email or phone to resolve issues share best practices and keep you moving forward learn more learn more get started in 30 seconds streamline your business and consolidate your projects clients and team into one integrated easy to use platform try bonsai for free try bonsai for free contact sales contact sales consolidate projects clients and billing into one integrated platform 1020 reviews try bonsai for free try bonsai for free 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 ceo zabal media products crm pipeline scheduling estimates proposals agreements forms client portal projects task management time tracking timesheets resource planning reporting billing expenses payments bookkeeping rate cards budgeting accounting integrations customer stories pricing solutions creative agencies marketing agencies software agencies consulting engineering it services accounting architecture interior design see all industries owners project managers operations team members resources blog resource management guides utilization rate calculator 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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 2025 bonsai technologies inc 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...