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.

Plan	Price	Limits and inclusions
Core	19.00 USD per month, billed Monthly	9 active clients, no additional contributors, 800 AI credits/month, 900 workflow actions/month and 100 GB storage.
Pro	49.00 USD per month, billed Monthly	Unlimited active clients, 30 contributors included, 2,500 AI credits/month, 5,500 workflow actions/month and 500 GB storage.
Max	199.00 USD per month, billed Monthly	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 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 25.00 USD per month billed annually.

Clinked starts at 11.00 USD per 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 19.00 USD per 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 59.00 USD per month with one seat, unlimited clients and 500 GB storage, making its seat allowance and higher entry price important comparisons. Rocketlane charges 49.00 USD per team 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.

	Plutio	Xpand Portal
Free trial	Yes	Yes
Paid from	$19/mo	€399/mo
Platforms	Android, api, iOS, macOS, Web, Windows	api, self-hosted, Web
Free plan	No	No
Paid from	19 /mo
Request intake	Yes	Yes
Work tracking	Yes	Yes
File sharing	Yes	Yes
Custom domain	Yes
Single sign-on	Yes	Yes
Client user limit		100 users

Plutio vs Xpand Portal

Plutio

Xpand Portal