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Plutio

plutio.com

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Spec score 8.8 #2 of 17 in Client Portal Software

What it is

Plutio combines client and project management, billing and workflows in one business platform for freelancers, agencies and small teams. Its tools cover projects, tasks, time tracking, invoices, proposals, contracts, scheduling, forms, files and client portals. Plutio Pal can take actions in a workspace, with monthly AI credits ranging from 800 on Core to 10,000 on Max. Listed integrations include Stripe, PayPal, Square, Google Calendar, QuickBooks Online, Xero, Slack, Gmail, Google Drive and Dropbox, plus Zapier and Make. Integrations are included in every plan, although third-party services may charge their own fees. Each plan has a seven-day full-access trial without a credit card. Afterward, a limited free account retains existing data but cannot create projects or send invoices. Monthly plans are Core at 19.00 USD, Pro at 49.00 USD and Max at 199.00 USD. Core allows nine active clients; Pro has unlimited active clients and 30 contributors, while Max has unlimited active clients and contributors. Plutio offers iPhone, iPad and Android apps, native Mac and Windows apps, and unlimited API access on all three plans.

Spec sheet

What it does
Plutio combines project work, client communication, proposals, contracts, invoicing, time tracking and workflow management in one business platform.Read 21 Oct 2026 · plutio.com
Free plan
NoRead 23 Sep 2026 · plutio.com
Trial
Each plan has a 7-day full-access trial that does not require a credit card; after it ends, a limited free account retains access to existing data but cannot create projects or send invoices.Read 29 Sep 2026 · plutio.com
API
Plutio exposes a REST JSON API using OAuth2 bearer tokens with GET, POST, PUT and DELETE operations.Read 21 Oct 2026 · docs.plutio.com
Integrations
Native connections include Stripe, PayPal, Square, Xero, FreshBooks, Google Calendar, Outlook, Gmail, Zoom and Google Meet; Zapier and Make extend connectivity.Read 21 Oct 2026 · plutio.com
Support
The about page describes in-app chat with human support during UK business hours, a help center, email support, and a Facebook community.Read 29 Sep 2026 · plutio.com
Headquarters
Remote-first; team across the UK, Europe, and worldwideRead 23 Sep 2026 · plutio.com
Founded
2017Read 23 Sep 2026 · plutio.com
AI assistant
Plutio Pal can take actions in the workspace, and plans include monthly AI credits ranging from 800 on Core to 10,000 on Max.Read 29 Sep 2026 · plutio.com
API documentation depth
Documentation covers authentication, filtering, pagination, errors, webhooks and endpoints for projects, tasks, invoices, proposals, contracts, contacts, time entries, forms and bookings.Read 21 Oct 2026 · plutio.com
API limits
The API permits 1,500 requests per hour per connection, or 300 per hour shared by a trial workspace.Read 21 Oct 2026 · docs.plutio.com
Client portal
Branded client portals let customers view projects, files, invoices and messages.Read 21 Oct 2026 · plutio.com
Company founding
Plutio's own history says it launched in November 2017 under founder and CEO Leo Bassam.Read 21 Oct 2026 · plutio.com
Company headquarters
LinkedIn lists London as headquarters and the company size as 2–10 employees.Read 21 Oct 2026 · uk.linkedin.com
Company history
The about page says Plutio launched in November 2017 and identifies Leo Bassam as its founder.Read 29 Sep 2026 · plutio.com
Company legal name
The privacy policy identifies the operator as Plutio LTD, registered in the United Kingdom.Read 21 Oct 2026 · plutio.com
Core tools
Its features include projects, tasks, time tracking, invoices, proposals, contracts, scheduling, forms, files, and client portals.Read 29 Sep 2026 · plutio.com
Dashboards
Dashboards and portals can contain customizable charts, metrics, goals and rich content.Read 21 Oct 2026 · plutio.com
Data export
Terms describe CSV or PDF exports for clients, projects, invoices, proposals, contracts, forms, time entries, bookings and files, with a 30-day post-termination export period.Read 21 Oct 2026 · plutio.com
Desktop and mobile
Native apps are offered for macOS, Windows, iOS and Android; browser access supports current Chrome, Firefox, Safari and Edge.Read 21 Oct 2026 · plutio.com
Forms and scheduling
The platform includes intake forms, questionnaires, surveys and client calendar booking.Read 21 Oct 2026 · plutio.com
Integration fees
Integrations are included in every plan, while third-party services may charge their own fees.Read 29 Sep 2026 · plutio.com
Invoicing
Invoices can use multiple currencies, recurring billing, late fees and payments through Stripe, PayPal or Square.Read 21 Oct 2026 · plutio.com
Licence
AlternativeTo classifies Plutio as proprietary commercial software rather than open source.Read 21 Oct 2026 · alternativeto.net
Limit: Android reliability
Google Play reviews mention splash-screen hangs, frozen welcome screens and historical synchronization problems.Read 21 Oct 2026 · play.google.com
Limit: automation depth
GetApp review material says substantial automation often requires third-party tools such as Zapier or Make.Read 21 Oct 2026 · getapp.com
Limit: navigation and reliability
G2 reviewers report difficult navigation, glitches, performance problems, missing features and slow support.Read 21 Oct 2026 · g2.com
Limit: scale and integrations
TrustRadius reviewers say modules are not always easy to connect, automation and webhooks are limited, and the product fits small teams better than large or complex projects.Read 21 Oct 2026 · trustradius.com
Limit: support and bugs
Trustpilot complaints include unanswered support requests, broken live chat, bugs, outages and delayed or missing features.Read 21 Oct 2026 · trustpilot.com
Mobile and desktop
Plutio offers iPhone, iPad, and Android apps, plus native Mac and Windows apps; the desktop app includes voice-to-text and voice commands.Read 29 Sep 2026 · plutio.com
Plan limit
Core is limited to 9 active clients, while Pro and Max have unlimited active clients; Pro includes 30 contributors and Max has unlimited contributors.Read 29 Sep 2026 · plutio.com
Praise: all-in-one capability
G2 reviewers repeatedly praise combining project management, invoicing, client communication and time tracking in one customizable workspace.Read 21 Oct 2026 · g2.com
Praise: customization and workflows
TrustRadius reviewers praise customizable task management, project organization, Stripe billing, proposals and webhooks.Read 21 Oct 2026 · trustradius.com
Praise: personal support
Recent Trustpilot reviewers praise the all-in-one workflow, long-term stability, continuing development and fast personal bug responses.Read 21 Oct 2026 · trustpilot.com
Praise: value and support
GetApp reports a 4.7 value-for-money score and 4.5 customer-support score, with reviewers often describing support as responsive and personable.Read 21 Oct 2026 · getapp.com
Privacy compliance
Plutio states that it operates under UK GDPR and EU GDPR and provides a data-processing agreement.Read 21 Oct 2026 · plutio.com
Project management
Projects support Kanban boards, Gantt charts, dependencies, subtasks, recurring tasks and custom workflows.Read 21 Oct 2026 · plutio.com
Proposals and contracts
Users can build branded proposals and contracts, obtain electronic signatures and convert signed proposals into projects.Read 21 Oct 2026 · plutio.com
Rating on Apple App Store
3.3 out of 5 from 11 ratings.Read 21 Oct 2026 · apps.apple.com
Rating on Chrome Web Store
3.5 out of 5 from 6 ratings.Read 21 Oct 2026 · chromewebstore.google.com
Rating on G2
4.3 out of 5 from 57 reviews.Read 21 Oct 2026 · g2.com
Rating on GetApp
4.6 out of 5 from 162 reviews.Read 21 Oct 2026 · getapp.com
Rating on Google Play
4.2 out of 5 from 48 reviews.Read 21 Oct 2026 · play.google.com
Rating on Trustpilot
4.3 out of 5 from 100 reviews.Read 21 Oct 2026 · trustpilot.com
Rating on TrustRadius
8.8 out of 10 from 37 reviews and ratings.Read 21 Oct 2026 · trustradius.com
SDK availability
The public developer documentation shows raw REST and JSON examples and does not list official SDK libraries.Read 21 Oct 2026 · docs.plutio.com
Security and AI privacy
The homepage says user data is not used for AI training and is protected using measures it describes as the same as banks.Read 29 Sep 2026 · plutio.com
Security encryption
Plutio states that browser traffic uses TLS 1.3 and stored databases and backups are encrypted at rest.Read 21 Oct 2026 · plutio.com
Security infrastructure
The service says it runs on Google Cloud in London, uses MongoDB Atlas for data and Amazon S3 for files.Read 21 Oct 2026 · plutio.com
Self-hosting
On-premise deployment is mentioned only as a possible custom enterprise arrangement, not as a standard downloadable product.Read 21 Oct 2026 · plutio.com
Time tracking
Timers can run on tasks and tracked time can be transferred to invoice line items.Read 21 Oct 2026 · plutio.com
Webhooks
Outbound webhooks can send HTTP requests when events such as payments, completed tasks or signed contracts occur.Read 21 Oct 2026 · plutio.com

Plans and prices

Core $19 a month monthly 9 active clients · no contributors · 500 AI credits · 500 workflow actions · 100 GB storage · white-label add-on · SSO unavailable Read 21 Oct 2026 · plutio.com
Pro $49 a month monthly unlimited active clients · 30 contributors included · 2,500 AI credits · 5,500 workflow actions · 500 GB storage · white-label and SSO add-ons Read 21 Oct 2026 · plutio.com
Max $199 a month monthly unlimited clients and contributors · 10,000 AI credits · 50,000 workflow actions · 2 TB storage · white-label included · SSO included Read 21 Oct 2026 · plutio.com
Core annual $15 a month annually same Core features and limits · approximately two months free Read 21 Oct 2026 · plutio.com
Pro annual $39 a month annually same Pro features and limits · approximately two months free Read 21 Oct 2026 · plutio.com
Max annual $159 a month annually same Max features and limits · approximately two months free Read 21 Oct 2026 · plutio.com

Every Plutio plan and price →

Strong points and limits

Strong points

  • Tools cover projects, time tracking, billing and client portals.
  • Seven-day full-access trial requires no credit card.
  • Integrations are included in every plan.
  • Unlimited API access is listed on all plans.
  • Native Mac and Windows apps are available.

Limits

  • Core is limited to nine active clients.
  • The post-trial free account cannot create projects or send invoices.
  • Third-party services may charge their own integration fees.
  • Monthly plans range from 19.00 USD to 199.00 USD.

Who it suits

Plutio is suited to freelancers, agencies and small teams that want client, project, billing and workflow tools together. Its integrations and mobile and desktop apps may suit teams working across those services and devices.

Plutio in depth

Read the full write-up

Plutio brings project delivery, client administration and billing into a single platform. It is best suited to freelancers and service businesses that want to manage client work and the processes around it together. Its breadth is useful, but the nine-client limit on Core and the higher-tier costs make growth plans important.

Overview

Projects, tasks and time tracking sit alongside proposals, contracts, invoices, scheduling, forms, files and client portals. That range can keep delivery and client-facing administration in one system; it is less compelling for buyers who need only a focused project tracker or invoicing tool. Request intake and custom-domain support add to the client-facing scope.

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

Key features

Workflows and client delivery

Project and task management, time tracking and workflow actions support work from intake through delivery. The workflow allowance ranges from 900 monthly actions on Core to 5,500 on Pro and 50,000 on Max. Core may be restrictive for teams that rely heavily on automation; Pro offers substantially more capacity, while Max is aimed at much higher usage.

Client administration and integrations

Proposals, contracts, invoices, scheduling, forms, file sharing and client portals bring common service-business tasks together. Native connections include Stripe, PayPal, Square, Google Calendar, QuickBooks Online, Xero, Slack, Gmail, Google Drive and Dropbox, with Zapier and Make also supported. This breadth can reduce tool-switching, but integration fees do not cover any charges imposed by the connected services.

AI, apps and API

Plutio Pal can act within the workspace. Monthly credits rise from 800 on Core to 2,500 on Pro and 10,000 on Max, so the plan’s allowance matters to anyone expecting regular AI use. Plutio offers iPhone, iPad and Android apps, as well as native Mac and Windows apps; the desktop app includes voice-to-text and voice commands. Unlimited API access is advertised on all three plans, useful for businesses that need to connect or extend their workflows.

Pricing

Each plan has a 7-day full-access trial without a credit card. When the trial ends, the account becomes a limited free account: existing data remains accessible, but users cannot create projects or send invoices. That makes the trial low-friction, but the post-trial account is not a workable ongoing option for active client delivery.

PlanPriceLimits and inclusionsCore$19 a month, billed Monthly9 active clients, no additional contributors, 800 AI credits/month, 900 workflow actions/month and 100 GB storage.Pro$49 a month, billed MonthlyUnlimited active clients, 30 contributors included, 2,500 AI credits/month, 5,500 workflow actions/month and 500 GB storage.Max$199 a month, billed MonthlyUnlimited active clients and contributors, 10,000 AI credits/month, 50,000 workflow actions/month, 2 TB storage, white-label and SSO.Core is the lowest-cost entry point for a solo operator with no more than nine active clients and modest workflow or AI use. Its client ceiling is a meaningful constraint as a business grows. Pro removes that ceiling and includes 30 contributors, making it the more practical fit for expanding teams, though at more than twice Core’s monthly price. Max is for businesses that need unlimited contributors, much higher usage allowances, white-label and SSO; its 199.00 USD monthly price is a substantial commitment. Integrations and unlimited API access are included across the three plans.

Platforms

Plutio supports Android, iOS, macOS, web and Windows, with native mobile apps and native Mac and Windows apps as well as browser access. Its API is also available across all three plans.

Who it's for

Plutio is a strong fit for freelancers, agencies and small teams that want project work, client communication, billing and workflows under one roof. Solo users with a small client roster can start on Core; teams that need more than nine active clients or multiple contributors should consider Pro. Businesses needing the highest contributor and usage limits, white-labeling or SSO have a reason to choose Max. Buyers who want just one narrow function may be better served by a more focused product.

Pros and cons

Broad service-business coverage: project work, time tracking, billing, proposals, contracts and client portals share one platform.

Wide integration and platform support: common payment, accounting, calendar and file services connect, and native apps span mobile and desktop.

Core has a firm client ceiling: nine active clients can make the least expensive plan unsuitable once a solo business grows.

Max is a large price step: the 199.00 USD monthly plan is justified only for buyers who need its much higher limits or white-label and SSO.

Trial expiry restricts active work: the limited free account preserves data but cannot create projects or send invoices.

Alternatives

For a client-portal-focused shortlist, compare Customer Portal Software; for a narrower billing need, see Freelance Invoicing Software; and for delivery tracking without Plutio’s broader business scope, see Project Management Software.

FuseBase is worth considering if a free portal-oriented starting point matters: its Free Forever plan includes one client portal and one workspace. Kitchen.co has a free plan with unlimited clients and projects, but caps internal users at two and storage at 2 GB. Assembly offers a free plan limited to five active contacts, one internal user, 50 build credits a month and three apps. MyDocSafe may suit a buyer prioritizing signatures and audit history: Business Pro includes unlimited signatures, 200 guest users, 500 GB storage and a 90-day audit trail at $25 a month billed annually.

Clinked starts at $11 a month, with pricing shown per user and 200 GB storage for 1–25 users, so it may fit a buyer comparing per-user entry pricing. SuiteDash starts at $19 a month and includes unlimited CRM contacts, staff/team and portals with 100 GB storage; it is an alternative for buyers who value those stated limits. ManyRequests starts at $59 a month with one seat, unlimited clients and 500 GB storage, making its seat allowance and higher entry price important comparisons. Rocketlane charges $49 member per month billed annually, with a five-member minimum; buyers should weigh that minimum against its unlimited projects and customer capacity.

Verdict

Choose Plutio if your freelance or agency business wants client delivery, administration and billing in one place, and its plan limits match your team and usage. Its strongest case is the breadth of connected workflows, backed by broad app support and included integrations. Look elsewhere if Core’s nine-client cap is too small and Pro or Max is beyond budget, or if you need only one focused tool.

Verdict

Plutio brings a broad set of client and business workflows into one platform, with plans that differ in client, contributor and usage limits. Review the trial’s post-expiry restrictions and plan caps alongside the monthly prices.

Where Specifiction places it

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