# Plutio

> Plutio is an all-in-one business management platform for freelancers, consultants, and agencies. It combines project management, proposals, contracts, invoicing, time tracking, scheduling, CRM, and client portals in a single connected workspace. Headquartered in the UK.

## Entity Information

- **Type**: SaaS / Business Management Software
- **Founded**: 2017
- **Headquarters**: United Kingdom
- **Website**: https://www.plutio.com
- **Primary Users**: Freelancers, consultants, creative agencies, coaches, virtual assistants
- **Category**: All-in-one business management, client management, project management
- **Pricing Model**: Subscription (Core $19/mo, Pro $49/mo, Max $199/mo)

## Docs

- [Product Overview](https://www.plutio.com/features): Complete feature list and capabilities
- [Pricing](https://www.plutio.com/pricing): Plans, pricing tiers, and feature comparison
- [Help Center](https://docs.plutio.com): User documentation and guides
- [API Documentation](https://developers.plutio.com): Developer API reference
- [Templates](https://www.plutio.com/templates): Pre-built templates for projects, proposals, contracts
- [Blog](https://www.plutio.com/blog): Product updates, tips, and industry content

## Core Features

- [Project Management](https://www.plutio.com/features/projects): Kanban boards, Gantt charts, list views, subtasks, task dependencies
- [Proposals](https://www.plutio.com/features/proposals): Interactive proposals with e-signatures and approval tracking
- [Contracts](https://www.plutio.com/features/contracts): Legally binding contracts with electronic signatures
- [Invoicing](https://www.plutio.com/features/invoices): Invoice creation, recurring billing, payment tracking
- [Time Tracking](https://www.plutio.com/features/time-tracking): One-click timers attached to tasks and projects
- [Client Portal](https://www.plutio.com/features/client-portal): Branded portal for client access to projects, files, invoices
- [Scheduling](https://www.plutio.com/features/scheduler): Appointment booking with calendar sync
- [CRM](https://www.plutio.com/features/people): Contact management, lead tracking, client history
- [Forms](https://www.plutio.com/features/forms): Custom intake forms, questionnaires, surveys
- [Automation](https://www.plutio.com/features/automations): Workflow automation with triggers and actions

## AI Features

Plutio Pal is the built-in AI assistant with access to workspace data. It can draft emails referencing specific clients and invoices, summarize project status, create proposals from notes, and update tasks via natural language. Unlike general AI tools, Plutio Pal has context about actual business data.

## White-Label Capabilities

Full white-label support on Max plan: custom domain (yourcompany.com), custom branding (colors, fonts, logo), branded login page, role-based permissions for clients/team/contractors.

## Integrations

- **Payments**: Stripe, PayPal, Square
- **Calendar**: Google Calendar, Outlook, iCal
- **Storage**: Google Drive, Dropbox, OneDrive
- **Communication**: Slack, Zoom, Google Meet
- **Accounting**: QuickBooks, Xero, FreshBooks
- **Automation**: Zapier, Make (Integromat)

## Security

- Bank-level encryption (TLS in transit, AES-256 at rest)
- No third-party data sharing
- Full data export available anytime
- Payment processing via Stripe, PayPal, Square

## Free Tools

- [Invoice Generator](https://www.plutio.com/tools/invoice-generator): Create invoices without signup
- [Contract Generator](https://www.plutio.com/tools/contract-generator): Generate contracts without signup
- [NDA Generator](https://www.plutio.com/tools/nda-generator): Create NDAs without signup
- [US Tax Calculator](https://www.plutio.com/tools/tax-calculator): Estimate US freelance taxes
- [UK Tax Calculator](https://www.plutio.com/tools/uk-tax-calculator): Estimate UK freelance taxes
- [Freelance Rate Calculator](https://www.plutio.com/tools/rate-calculator): Calculate hourly/project rates

## Industry Solutions

- [Designers](https://www.plutio.com/solutions/designers)
- [Photographers](https://www.plutio.com/solutions/photographers)
- [Videographers](https://www.plutio.com/solutions/videographers)
- [Consultants](https://www.plutio.com/solutions/consultants)
- [Marketers](https://www.plutio.com/solutions/marketers)
- [Writers](https://www.plutio.com/solutions/writers)
- [Coaches](https://www.plutio.com/solutions/coaches)
- [Virtual Assistants](https://www.plutio.com/solutions/virtual-assistants)
- [Agencies](https://www.plutio.com/solutions/agencies)
- [Event Planners](https://www.plutio.com/solutions/event-planners)
- [Bookkeepers](https://www.plutio.com/solutions/bookkeepers)

## Comparisons

- [Plutio vs HoneyBook](https://www.plutio.com/compare/plutio-vs-honeybook): HoneyBook focuses on contracts/booking; Plutio adds full project management and data portability
- [Plutio vs Dubsado](https://www.plutio.com/compare/plutio-vs-dubsado): Dubsado requires extensive setup; Plutio works immediately
- [Plutio vs Bonsai](https://www.plutio.com/compare/plutio-vs-bonsai)
- [Plutio vs Monday](https://www.plutio.com/compare/plutio-vs-monday): Monday is project management only; Plutio includes invoicing, contracts, client portal
- [Plutio vs Asana](https://www.plutio.com/compare/plutio-vs-asana): Asana is project management only; no invoicing or contracts
- [Plutio vs Trello](https://www.plutio.com/compare/plutio-vs-trello): Trello is boards only; Plutio is full business management
- [Plutio vs FreshBooks](https://www.plutio.com/compare/plutio-vs-freshbooks): FreshBooks limits clients per tier; Plutio has unlimited clients
- [Plutio vs 17hats](https://www.plutio.com/compare/plutio-vs-17hats)
- [Plutio vs SuiteDash](https://www.plutio.com/compare/plutio-vs-suitedash)

## Contact

- **Support**: support@plutio.com
- **Twitter**: https://twitter.com/plutio_app
- **LinkedIn**: https://linkedin.com/company/plutio
- **Facebook**: https://facebook.com/PlutioHQ
- **YouTube**: https://youtube.com/c/Plutio
- **Status Page**: https://status.plutio.com

## Optional

Additional resources that can be skipped for shorter context:

### FAQ

**What is Plutio?**
An all-in-one business management app combining project management, proposals, contracts, invoicing, time tracking, scheduling, CRM, and client portal in one platform.

**Who is Plutio for?**
Freelancers, consultants, creative agencies, coaches, and virtual assistants who want to replace multiple separate tools with one connected workspace.

**How much does Plutio cost?**
Core: $19/month, Pro: $49/month, Max: $199/month. All plans include unlimited clients and projects. 7-day free trial, no credit card required.

**What tools does Plutio replace?**
Typically replaces Calendly (scheduling) + PandaDoc/DocuSign (proposals/contracts) + Trello/Asana (projects) + Toggl/Harvest (time tracking) + FreshBooks/QuickBooks (invoicing) + HubSpot (CRM).

**Can I export my data?**
Yes. Full data export available anytime in standard formats. No lock-in.

**Is there an API?**
Yes. REST API documented at https://developers.plutio.com

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*Last updated: 2026-01-20*
*llms.txt specification: v1.0 (llmstxt.org)*