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What is Plutio?

Oversee your entire enterprise and execute tasks effortlessly with a unified platform. Plutio serves as a holistic business management solution designed to help you manage projects, track time, and create compelling proposals along with invoices that facilitate quick payments. You can easily set up tasks for all your needs, enabling Plutio to keep you organized and centered on what matters most. Regardless of your location, you can keep track of your time and analyze everyone’s time entries through a sophisticated time-sheet feature. Send invoices promptly, monitor their progress, and receive payments rapidly using multiple payment gateways, such as PayPal and Stripe. Craft beautiful proposals and legally binding contracts with a straightforward drag and drop editor, while also tracking when they are viewed or signed digitally. Enhance team communication through real-time messaging and built-in email capabilities, promoting better collaboration. You can add or invite new team members, which fosters more effective teamwork and builds stronger connections. Start conversations with anyone on Plutio, seamlessly linking discussions to your ongoing projects and tasks for greater productivity. This integrated environment not only streamlines your operations but also empowers you to reach your business objectives with increased efficiency while adapting to the changing needs of your organization.

What is Cone?

Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.

Media

Media

Integrations Supported

Agiled
Axis LMS
Desktop.com
Integrately
KonnectzIT
Latenode
Make
Pabbly Connect
PayPal
Rambox
Shift
Stackreaction
Stripe
Time Doctor
VidTags
WebsitePolicies
Wufoo
Xero
Zapier
Zoho Books

Integrations Supported

Agiled
Axis LMS
Desktop.com
Integrately
KonnectzIT
Latenode
Make
Pabbly Connect
PayPal
Rambox
Shift
Stackreaction
Stripe
Time Doctor
VidTags
WebsitePolicies
Wufoo
Xero
Zapier
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

$15.00 per month
Free Trial Offered?
Free Version

Pricing Information

$8.51 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Plutio

Date Founded

2015

Company Location

United Kingdom

Company Website

www.plutio.com

Company Facts

Organization Name

Cone

Date Founded

2022

Company Location

United States

Company Website

www.getcone.io

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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