Overview

Plutio brings project work and the surrounding business administration into one system: teams can manage clients, projects, tasks, time, billing, and workflows alongside proposals, contracts, scheduling, forms, files, and client portals. That scope can suit businesses whose client delivery and administration are tightly connected. Buyers who need only a focused project tracker or invoicing tool may be paying for more than they need.

It supports request intake and custom domains. Plutio says customer data is not used to train AI and is protected with measures it describes as the same as banks. Integrations are included in every plan, though third-party services may charge separately.

Key features

Client delivery and workflows

Projects, tasks, and time tracking cover work in progress, while proposals, contracts, invoices, forms, and scheduling handle steps around the engagement. File sharing and client portals give clients a way to access shared work. For a service business trying to consolidate these activities, the combination is more compelling than any one tool in isolation.

Workflow action quotas scale from 900 per month on Core to 5,500 on Pro and 50,000 on Max. Core can be restrictive for teams that rely on frequent automated processes; Pro gives considerably more room, while Max is aimed at much heavier use.

AI, integrations, and access

Plutio Pal can take actions in a workspace. Monthly AI credits range from 800 on Core to 2,500 on Pro and 10,000 on Max, so the allowance rises with the plan rather than being unlimited. Native connections include Stripe, PayPal, Square, Google Calendar, QuickBooks Online, Xero, Slack, Gmail, Google Drive, and Dropbox, with Zapier and Make also supported.

Plutio offers iPhone, iPad, and Android apps, as well as native Mac and Windows apps. Its desktop app includes voice-to-text and voice commands. All three plans include unlimited API access, a useful provision for businesses that need to connect or extend their workflow.

Pricing

All paid plans are billed monthly and include a seven-day full-access trial without a credit card. After the trial, a limited free account preserves existing data but cannot create projects or send invoices. The free account is therefore a fallback for retaining work, not a usable ongoing operating plan.

Core — 19.00 USD per month: 9 active clients, no additional contributors, 800 AI credits per month, 900 workflow actions per month, and 100 GB storage. This is the entry point for a solo operator with a small client roster; the nine-client cap makes it a poor fit for a growing practice.
Pro — 49.00 USD per month: unlimited active clients, 30 contributors, 2,500 AI credits per month, 5,500 workflow actions per month, and 500 GB storage. It is the practical step up for businesses that have outgrown Core or need a team, though 30 contributors remains a ceiling.
Max — 199.00 USD per month: unlimited active clients and contributors, 10,000 AI credits per month, 50,000 workflow actions per month, 2 TB storage, white-label, and SSO. The price is a substantial jump from Pro, justified chiefly for organizations needing unlimited team access, much higher quotas, or the included identity and branding features.

Integrations and unlimited API access are included at every tier, so those capabilities alone do not require an upgrade. The key pricing trade-offs are active-client capacity on Core, contributor capacity on Pro, and the much greater quotas and organizational features reserved for Max.

Platforms

Plutio runs on the web, Android, iOS, macOS, and Windows, and provides an API. The mobile and desktop options broaden access beyond a browser, while unlimited API access on all plans avoids an API tier surcharge.

Who it's for

Plutio is most suited to freelancers and service teams that manage ongoing client relationships and want delivery, billing, and client-facing administration in one platform. Core can serve a solo business with nine or fewer active clients. Pro is a better fit once client volume or collaborators grow; Max targets larger or more demanding operations that need unlimited contributors, white-label, SSO, or expanded quotas. It is less suitable for buyers who want one narrow tool, or a low-cost plan without client and team caps.

Pros and cons

Pro: A broad mix of project, time, billing, contract, and portal tools supports much of a service engagement in one place.
Pro: Unlimited active clients on Pro and Max avoids the nine-client constraint that can limit Core.
Pro: Unlimited API access and included integrations are available on every plan.
Con: Core allows only nine active clients and no additional contributors, limiting its usefulness for expanding work or shared delivery.
Con: Pro caps contributors at 30, while unlimited contributors and white-label and SSO require the 199.00 USD per month Max plan.
Con: The post-trial free account cannot create projects or send invoices, so it does not replace a paid plan for active work.

Alternatives

For a more portal-centered option, FuseBase has a free plan with one client portal and one workspace. Kitchen.co may suit a small team looking for a free starting tier: it allows two internal users and unlimited clients and projects, with 2 GB storage. For a free portal option capped by contacts and internal users, Assembly includes five active contacts and one internal user on its free plan.

MyDocSafe is an alternative with a Business Pro plan at 25.00 USD per month billed annually, including unlimited signatures, 200 guest users, and 500 GB storage. Dock offers a free plan with limits across workspaces, assets, slides, playbooks, courses, and order forms. SuperOkay is another freemium alternative.

Clinked is a paid alternative with a Start Up plan priced at 11.00 USD per month per user and 200 GB storage. SuiteDash starts at 19.00 USD per month with unlimited CRM contacts, staff and team, portals, and 100 GB file storage. Readers comparing categories can also browse Customer Portal Software, Freelance Invoicing Software, and Project Management Software.

Verdict

Plutio is a strong choice for freelancers and service businesses that want client work, billing, and operational workflows under one roof, with mobile and desktop apps and API access included. Choose it when that breadth can replace a patchwork of tools; look elsewhere if Core’s nine-client limit is too tight or if the jump to Max is difficult to justify for the capacity and organization features you need.

	Invofolio	Plutio
Free plan	Yes
Free trial		Yes
Paid from	$5/mo	$19/mo
Platforms	Web	Android, api, iOS, macOS, Web, Windows
Free plan	Yes	No
Paid from	5 /mo	19 /mo
Recurring invoices	Yes
Online payments	No
Request intake		Yes
Work tracking		Yes
File sharing		Yes
Custom domain		Yes
Single sign-on		Yes

Invofolio vs Plutio

Invofolio

Plutio