Overview

Projects, tasks, time tracking, invoices, proposals, contracts, scheduling, forms, file sharing, and client portals sit within one business platform. That range can reduce the need to stitch together separate tools for delivering work and handling client administration. Request intake and custom-domain support extend its client-facing scope.

Plutio Pal can take actions in the workspace, with monthly AI credits tied to the plan. The company says user data is not used to train AI and is protected with measures it describes as comparable to those used by banks. Integrations are included in every plan, though connected third-party services may charge separately.

Key features

Client work and workflows

Projects, task tracking, and time tracking cover day-to-day delivery, while proposals, contracts, invoices, scheduling, and forms address the surrounding client workflow. Client portals and file sharing give clients a place to engage with that work. This combination is strongest for service businesses that want to bring delivery and administration together, rather than buyers seeking only a focused project tracker.

Automation, AI, and integrations

Monthly workflow-action quotas rise from 900 on Core to 5,500 on Pro and 50,000 on Max. AI credits likewise rise from 800 to 2,500 and 10,000. These quotas make plan limits consequential for teams relying heavily on automation or Plutio Pal. Native connections include Stripe, PayPal, Square, Google Calendar, QuickBooks Online, Xero, Slack, Gmail, Google Drive, and Dropbox, as well as Zapier and Make.

Access and support

Plutio offers iPhone, iPad, and Android apps, plus native Mac and Windows apps. The desktop app adds voice-to-text and voice commands. The company describes in-app chat with human support during UK business hours, alongside email support, a help center, and a Facebook community. Unlimited API access is included on all three plans.

Pricing

All three plans are billed monthly, and each starts with a 7-day full-access trial that requires no credit card. When the trial ends, a limited free account retains existing data but cannot create projects or send invoices; it is not a usable free tier for ongoing new client work.

Plan	Price	Included limits and features
Core	19.00 USD per month	9 active clients, no additional contributors, 800 AI credits/month, 900 workflow actions/month, 100 GB storage
Pro	49.00 USD per month	Unlimited active clients, 30 contributors, 2,500 AI credits/month, 5,500 workflow actions/month, 500 GB storage
Max	199.00 USD per month	Unlimited active clients and contributors, 10,000 AI credits/month, 50,000 workflow actions/month, 2 TB storage, white-label and SSO

Core is the entry point for an individual or small operation that can stay within nine active clients and does not need extra contributors. Pro is the practical step up for growing client lists or teams: it removes the client ceiling and includes 30 contributors, with substantially larger workflow and storage allowances. Max is aimed at larger teams that need unlimited contributors, the highest quotas, white-labeling, or SSO; at 199.00 USD per month, those requirements need to justify a considerable premium over Pro.

Platforms

Plutio runs on the web, Android, iOS, macOS, and Windows, and provides an API. Its mobile apps broaden access away from a desk, while native desktop apps add voice controls. That platform spread suits teams working across devices, though the value of those apps depends on wanting Plutio’s wider business system rather than a single-purpose tool.

Who it's for

Freelancers and agencies that handle multiple stages of client work are the clearest fit, especially those needing project delivery, billing, and portals in one platform. Small teams can use Pro’s included contributor seats and unlimited active clients. Plutio is less compelling for a solo operator who will quickly exceed Core’s client limit, a team whose contributors exceed Pro’s 30 seats, or anyone who needs an ongoing free account capable of creating projects and sending invoices.

Pros and cons

Pro: Client work, billing, contracts, portals, and workflows share one platform, which suits service businesses managing both delivery and client administration.
Pro: Integrations and unlimited API access are included on every paid plan, while apps cover mobile and desktop devices.
Pro: The 7-day trial gives full access without requiring a credit card.
Con: Core stops at nine active clients and excludes additional contributors, limiting its usefulness as a business grows.
Con: After the trial, the free account cannot create projects or send invoices, so it does not preserve core working capabilities.
Con: Max costs 199.00 USD per month, a substantial jump from Pro for buyers needing its unlimited contributors, larger quotas, white-labeling, or SSO.

Alternatives

For a more focused shortlist, browse Customer Portal Software, Freelance Invoicing Software, or Project Management Software.

Choose FuseBase instead if a free portal-oriented starting point is the priority: its Free Forever plan includes one client portal and one workspace. Assembly has a free plan and an Empower tier priced at 36.00 USD per year, billed annually at $3.00 per user/month. SuiteDash is another paid option with a free trial; its START plan costs 19.00 USD per month and includes unlimited CRM contacts, staff/team, and portals, plus 100 GB storage.

Assembly is another freemium client-portal alternative. Consider Client Hub if a paid, solo-firm-specific option is a better match; its Solopreneur plan is available only with annual billing. Clinked is a paid alternative with a free trial and a Start Up plan priced at 11.00 USD per month. OnBrio and Kitchen.co are freemium alternatives.

Verdict

Plutio is a strong choice for freelancers and agencies that want client delivery, billing, and business workflows consolidated, and whose client count and team size fit the selected plan. Its decisive advantage is the range of connected work in one platform; its main drawbacks are Core’s nine-client limit and a post-trial free account that cannot create projects or send invoices. Choose Pro when unlimited active clients and up to 30 contributors matter, and reserve Max for teams that specifically need its larger limits, white-labeling, or SSO.

	Indy	Plutio
Free plan	Yes	No
Free trial	Yes	Yes
Paid from	$12.50/mo	$19/mo
Open source	No	No
Platforms	Web	Android, api, iOS, macOS, Web, Windows
Free plan	Yes	No
Paid from	12.5 /mo	19 /mo
Recurring invoices	Yes	—
Online payments	Yes	—
Time tracking	Yes	—
Client portal	Yes	—
Mobile apps	none	—

Indy vs Plutio

Indy

Plutio