# Move your client work from Bonsai to Workspace369.

> Switch from Bonsai to Workspace369: per-seat math for teams, what moves with AI Import (CSV or XLSX, usage shown first), and a checklist.

Canonical: https://workspace369.com/switch/bonsai/
Last updated: 2026-10-31

Bonsai charges per seat, and Zoom acquired it in a deal Zoom says closed in December 2025. If you are a team of one, Bonsai is the cheaper tool and this page says so. If you are a team of four or more, the seat math tips the other way. AI Import looks for Bonsai exports: when it spots one it names Bonsai as the source, and you can pick Bonsai yourself if it doesn't; it is a spreadsheet import, not a direct move from Bonsai. It maps your columns and shows the AI usage it needs before it writes anything. Prices below were checked on the vendors’ own pages on October 23, 2026.

[Compare Workspace369 vs Bonsai →](https://workspace369.com/compare/bonsai/)

14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Workspace369 is now an approved plugin in ChatGPT. [Read the announcement](https://workspace369.com/changelog/2026-10-30-workspace369-plugin-for-chatgpt/)

Last updated October 23, 2026

The honest part first

## What moves, what doesn't

Here is how a move from Bonsai works. You bring your data as spreadsheets and AI Import does the column mapping.

### Moves with you

- **Clients, products, expenses, invoices and proposals.** Upload a CSV or XLSX and AI Import maps the columns to the right fields. You review the mapping first.
- **The cost, before you commit.** The import shows how much of your monthly usage it needs before it starts, so nothing runs on a surprise bill.

### You re-create these

- **Files and notes.** These stay outside the import. Download them from Bonsai and attach them to the client record or project.
- **Time entries.** AI Import’s record types are clients, products, expenses, invoices, proposals and projects with their tasks. Keep your Bonsai time export for your records and track time fresh in Workspace369.
- **Contract and proposal templates.** Download them from Bonsai and rebuild the ones you actually use; for most people that is a handful.
- **Links you already sent clients.** Old portal, proposal and invoice links keep pointing at Bonsai.
- **Cards on file.** Saved payment methods cannot be moved between systems, so clients re-enter their card on their next payment.

No lock-in either way: the workspace owner can request a full data export from Workspace369 at any time. Keep your Bonsai account active until the last open invoice there is paid.

The seat math

## Per-seat pricing against flat seats

Bonsai prices every seat: Basic $15, Essentials $25, Premium $39 and Elite $59 per seat per month on monthly billing. Invoicing, proposals, contracts and the client portal start at Essentials. Workspace369 plans include a set number of seats.

| Team size | Bonsai Essentials, monthly | Workspace369, monthly |
| --- | --- | --- |
| 1 person | $25 | $29 (Cadet, 1 seat) |
| 2 people | $50 | $74 (Voyager, 2 seats) |
| 3 people | $75 | $84 (Voyager $74 + 1 extra seat at $10) |
| 4 people | $100 | $94 (Voyager $74 + 2 extra seats at $10) |
| 5 people | $125 | $104 (Voyager $74 + 3 extra seats at $10) |
| 6 people | $150 | $114 (Voyager $74 + 4 extra seats at $10) |
| 10 people | $250 | $149 (Specialist, 10 seats) |

At one, two and three seats Bonsai is cheaper. The lines cross at four people, and from four seats up Workspace369 (Voyager plus extra seats at $10, or Specialist at ten) costs less. Bonsai Premium ($39 per seat) is where QuickBooks and Xero sync, workload views and the removal of Bonsai branding begin, so a team that needs those pays more: ten seats of Premium is $390 a month. Source: [Bonsai pricing](https://www.hellobonsai.com/pricing), checked October 23, 2026.

The Zoom deal is a second reason people look around. Zoom announced on November 5, 2025 that it was acquiring Bonsai, and its announcement page now says the transaction closed in December 2025. Bonsai keeps its own brand and runs as a standalone platform.

Step by step

## The switching checklist

Seven steps, in order.

1. Export your data from Bonsai Export your clients, open invoices and time entries, and download your contract and proposal templates. Skip closed work; it stays in Bonsai as your archive.
2. Start the trial and set up your services and prices The 14-day trial is enough time to move. Add your services, packages and rates first so proposals and invoices take minutes afterwards.
3. Run AI Import for each record type Upload a CSV or XLSX for clients, products, expenses, invoices or proposals. AI Import maps your columns, you review the mapping, and the usage it needs is shown before you start.
4. Re-create your templates and forms Rebuild the contract, proposal and questionnaire templates you actually use. Most people rebuild a short list, not everything.
5. Add your team and set permissions Seats are included in the plan, with extra seats at $10 a month from Voyager. You can limit a contractor to the clients assigned to them.
6. Connect Stripe for payments Workspace369 payments run on Stripe. Connect once and every invoice goes out with a payment link, with payment plans on Specialist and above.
7. Cancel Bonsai when the last open invoice there is paid Keep the account active until then. Once the final invoice clears and you have your exports, cancel.

Fair is fair

## Stay on Bonsai if…

- **You work alone and need contracts plus invoices.** Bonsai Essentials is $25 a month for one seat on monthly billing ($19 on annual billing), which is less than Workspace369 Cadet at $29. For one person, Bonsai is the cheaper tool.
- **You do not need a shared inbox, texting or calling.** Bonsai’s pricing page does not list a shared email inbox or SMS and calls (checked October 23, 2026). If you do not need them, you are not paying for what you do not use.
- **Your workflow already runs smoothly.** If your templates work and the seat count will not grow, a move has a real cost in hours and no payoff.

Phone and iPad

## Workspace369 on iPhone and iPad

![Workspace369 App Store screenshot: the iPhone dashboard with tasks and events today, reminders, revenue and clients](https://workspace369.com/images/mobile-app/app-store-iphone-dashboard.webp)![Workspace369 App Store screenshot: an iPhone client page with open invoices, amount outstanding and the next visit](https://workspace369.com/images/mobile-app/app-store-iphone-client-page.webp)![Workspace369 App Store screenshot: the iPhone projects list with status and priority tags, progress and budget](https://workspace369.com/images/mobile-app/app-store-iphone-projects.webp)

Screenshots from Workspace369’s App Store listing.

One workspace on the web, iPhone and iPad. What the app does today:

- Native app for iPhone and iPad, with iPad in every orientation.
- Same workspace as the web app at app.workspace369.com.
- Send invoices and proposals, track time, and share payment links.
- Read the inbox and open any client record from the same app.
- See your calendar and what is coming up for the day.
- Share a receipt to Workspace369 to start an expense. Expense tracking and receipt capture start at Specialist.

App Store listing, checked October 26, 2026

iPhone

Requires iOS 15.0 or later.

iPad

Requires iPadOS 15.0 or later.

[See the mobile app →](https://workspace369.com/features/mobile-app/)[Workspace369 on the App Store ↗](https://apps.apple.com/us/app/workspace369/id6475013419)

Pick your plan

## Five plans, priced by seats

Cadet through Commander start with a 14-day free trial. Pay annually and each plan drops by about 20%. Extra seats are $10 a month each from Voyager.

| Plan | Monthly | Seats | Pick it if… | Trial |
| --- | --- | --- | --- | --- |
| Cadet | $29 | 1 | You're solo and don't need texting yet. Email automations included (up to 3 active workflows). | 14 days free · card required · then $29/mo · cancel anytime |
| Voyager | $74 | 2 | You want to text and call clients — this is the entry point for SMS, calling and voicemail, with SMS steps in up to 10 active workflows. | 14 days free · card required · then $74/mo · cancel anytime |
| Specialist Recommended | $149 | 10 | You want IVR, call queues and call recording, payment plans, and up to 25 active workflows. | 14 days free · card required · then $149/mo · cancel anytime |
| Commander | $299 | 20 | You want unlimited workflows with AI drafting, plus full accounting. | 14 days free · card required · then $299/mo · cancel anytime |
| Enterprise | $699 | 50 | You run several teams and need 50 seats in one plan. | [Talk to sales](https://workspace369.com/contact-sales/) |

Prices in USD. Full feature matrix on the [pricing page](https://workspace369.com/pricing/).

FAQ

## Switching questions, answered straight

**Is there a Bonsai importer?**

Workspace369 imports spreadsheets, not Bonsai accounts: you export a spreadsheet from Bonsai and bring it into AI Import. It looks for Bonsai exports: when it spots one it names Bonsai as the source, and you can pick Bonsai yourself if it doesn't. The file is a CSV or XLSX of clients, products, expenses, invoices, proposals or projects with their tasks, and before anything runs it shows how the columns map and the AI usage it needs. You review the result before it saves.

**Is Bonsai cheaper than Workspace369?**

For one person, yes. Bonsai Essentials is $25 a month per seat on monthly billing, against $29 for Workspace369 Cadet. Bonsai stays cheaper at two and three seats. At four seats Bonsai Essentials is $100 and Workspace369 Voyager with two extra seats is $94, and at six seats it is $150 against $114, so a growing team comes out ahead on Workspace369.

**Does the Workspace369 trial need a card?**

Yes. You add a card to start the 14-day trial on Cadet through Commander, and nothing is charged if you cancel in Settings → Billing before it ends. Bonsai’s 7-day trial asks you to pick a plan and enter card details when it ends (its pricing page, checked October 24, 2026), so export from Bonsai first, then start the trial and import.

**Did Zoom buy Bonsai?**

Yes. Zoom announced on November 5, 2025 that it was acquiring Bonsai, and Zoom’s announcement page says the transaction closed in December 2025. Bonsai keeps its own brand and runs as a standalone platform.

[Zoom’s announcement ↗](https://www.zoom.com/en/blog/zoom-acquires-bonsai/)

**What does AI Import cost?**

It draws on your plan’s monthly AI usage, and the usage it needs is shown before you start the import, so you can decide before anything runs. Email credits are separate.

**Am I locked in to Workspace369?**

No. The workspace owner can request a full export of the workspace data and can delete the workspace, with a 24-hour grace period to cancel the deletion.

**Which plan do I need for time tracking?**

Time tracking with timesheets is included on every plan, from Cadet ($29/month, 1 seat). Bonsai includes time tracking from its Basic plan too. Two-way SMS and calling start on Voyager ($74/month, 2 seats).

**How long does switching take?**

Most teams re-enter their active work in a few hours: current clients, open proposals and unpaid invoices. Rebuilding contract and proposal templates is usually the longest part.

Keep exploring

## Before you decide

[Workspace369 vs Bonsai The feature-by-feature head-to-head, including phone, AI, time tracking and permissions. Read →](https://workspace369.com/compare/bonsai/)[Bonsai alternatives Bonsai next to HoneyBook, Dubsado, Moxie and others, with prices checked October 23, 2026. Read →](https://workspace369.com/alternatives/bonsai/)[How to export everything from Bonsai A step-by-step checklist of what Bonsai's help center says you can export, and what has no documented export. Read →](https://workspace369.com/blog/how-to-export-from-bonsai/)[Time tracking Timers, timesheets with approvals, and billable hours that go onto an invoice. Read →](https://workspace369.com/features/time-tracking/)[Client-scoped access Let a contractor see only the clients they are assigned to. Read →](https://workspace369.com/features/client-scoped-access/)[Pricing All five plans, the full feature matrix, and annual billing discounts. Read →](https://workspace369.com/pricing/)[AI Import How the CSV import maps columns and shows the cost first. Read →](https://workspace369.com/integrations/csv-import/)

## Ready to make the move?

Start the trial, run the checklist above, and cancel Bonsai when the last open invoice there is paid.

[See the full comparison →](https://workspace369.com/compare/bonsai/)