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SPECIFICTION
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Plutio vs SmartVault

Plutio

plutio.com

SmartVault

smartvault.com

Side by side

FigurePlutioSmartVault
Price from$15/mo$85/mo
Free plan——
Free trialYesYes
Open source——
WebYesYes
WindowsYesYes
macOSYesYes
iOSYesYes
AndroidYesYes
APIYesYes
Plans published64
Spec score · Client Portal Software8.8 (#2)7.8 (#11)
Company historyThe about page says Plutio launched in November 2017 and identifies Leo Bassam as its founder.The company says its mission has been in place since 2008.
Founded20172008
HeadquartersRemote-first; team across the UK, Europe, and worldwideSmartVault lists Houston, USA, and Cambridge, UK, as its locations.
IntegrationsNative connections include Stripe, PayPal, Square, Xero, FreshBooks, Google Calendar, Outlook, Gmail, Zoom and Google Meet; Zapier and Make extend connectivity.Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.
SupportThe about page describes in-app chat with human support during UK business hours, a help center, email support, and a Facebook community.The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal.

Plans

Plutio

  • Core$19 a month
  • Pro$49 a month
  • Max$199 a month
  • Core annual$15 a month
  • Pro annual$39 a month
  • Max annual$159 a month

Plutio pricing →

SmartVault

  • SmartRequestAI bundle$12.50, paid once
  • Accounting Pro$85 a month
  • Business Pro$85 a month
  • Accounting Unlimited$110 a month

SmartVault pricing →

In their own words

Plutio

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.

Visit plutio.com

SmartVault

SmartVault has no write-up on Specifiction yet; its figures are above.

Visit smartvault.com