Business Software for Developers

Save hours running your business by using powerful tools to keep it organized.

CRM

Centralize every contact, conversation and document so your whole team always works with an up-to-date client record.

Agreements

Generate branded quotes in minutes, send for e-signature and automatically convert accepted offers into projects or invoices.

Estimates

Produce quick, itemized cost estimates for internal approval or client review, tying projected hours/rates to each task or deliverable.

Resourcing

See team capacity at a glance, balance workloads and allocate the right people to the right projects ahead of time.

Tasks

Break projects into tasks, assign owners, set due dates and monitor progress in real time to keep delivery on schedule.

Time tracking

One-click timers and daily/weekly timesheets capture billable hours accurately, feeding invoicing and utilization reports.

Reports

Set internal budgets, compare actuals vs. forecasts and surface profitability, utilisation and sales metrics in interactive dashboards.

Invoices

Generate branded invoices, automate reminders, accept online payments and record expenses to keep cash flow healthy.

Client portal

Give clients a secure hub to view proposals, invoices, project progress and shared files, reducing email back-and-forth and boosting transparency.

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1020+ reviews

Time is everything for our agency, especially since we bill hourly. And with Bonsai I can get into the nitty gritty details per task, per project, per team member, per clients.

Franklin Diaz, Founder

Zaid Technology

Client Management for Software Development Agencies

Manage leads in your Sales Pipeline

Capture, qualify and convert leads faster so you can spend less time chasing prospects and more time closing business with Bonsai's integrated Sales Pipeline, CRM and Agreement builder.

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Keep clients informed in your Client Portal

Give every client a professional, self-serve environment that keeps projects moving and boosts satisfaction with Bonsai's Client Portal.

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Automate client workflows

Eliminate repetitive admin work with workflow automations, keep data in sync and ensure nothing falls through the cracks as you grow.

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Project Management for Software Development Agencies

Plan and manage your resources

Build realistic schedules, allocate people wisely and keep everyone on the same page from day one.

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Integrated task and time tracking

Capture every hour and action effortlessly so you always know who’s doing what—and for how long.

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Monitor project profitability

Track effort and spend in real-time to ensure every project stays on budget and remains profitable.

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Finance Management for Software Agencies

Streamlined invoicing

Issue professional invoices in seconds, automate recurring bills and accept payments without friction. Integrated with your key accounting tools like QuickBooks Online & Xero.

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Real-time reports on business health

Track every dollar spent, compare it against budgets and keep profitability in check as projects evolve.

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Forecast revenue and profitability

Turn real-time revenue and cost data into accurate short- and long-term forecasts, so you can plan growth with certainty.

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Over 10,000 businesses rely on Bonsai to streamline their operations.

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Software Development

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Consulting

Marketing

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Software Development

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Streamline your business and consolidate your projects, clients and team into one integrated, easy-to-use platform.

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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.

The all-in-one platform for Software Development Agencies

See why our customers love Bonsai. Get started in 30 seconds.

Manage leads in your Sales Pipeline

Keep clients informed in your Client Portal

Automate client workflows

Plan and manage your resources

Integrated task and time tracking

Monitor project profitability

Streamlined invoicing

Real-time reports on business health

Forecast revenue and profitability

Over 10,000 businesses rely on Bonsai to streamline their operations.

A platform built for everyone on the team

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