| | $21/month (Lite, 5 clients) | $38/month (Simple Start), promo: 50% off for first 3 months | Free Starter plan available. Pro plan $19/month ($190/year) | $15/month (Early plan, limited to 20 invoices and 5 bills per month) | $15/month (Basic, $9/month annual) |
| No free plan (7-day trial available) | No free plan (30-day trial) | No free plan (30-day trial) | Free Starter plan with unlimited invoices, estimates, bills, and bookkeeping | No free plan (free first month on any plan) | No free plan (trial available) |
| | | | Free Starter plan available (no trial needed) | 30-day free trial available | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Basic project tracking with profitability focus | Basic project tracking (Plus plan and above, limited to budgets and time) | No project management features | Xero Projects add-on for time and cost tracking (Established plan only, $78/month) | Basic project and task management |
Project roles and permissions | Control exactly who can view or edit each part of a project | Team member permissions (Admin, Manager, Employee) | No project-level roles or permissions | No project management features | Account-level roles only (Adviser, Standard, Invoice Only) | 4 fixed roles (PMs cannot view financials) |
| Unlimited boards to run parallel workflows in the same project | No task boards (list-based tracking only) | No Kanban, Gantt, or calendar views | | | Strictly restricted to 1 board per project |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project views | | | | Embedding live project boards is not supported |
| Read-only public links for sharing progress without risk | Clients can view documents in portal only | | | | Portal access only (no public read-only links) |
Project stages and milestones | Define custom project lifecycles for different types of work | No project stages or milestones | No custom project statuses | No project management features | No project stages or milestones | Milestones with Gantt chart visualization |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Estimates and invoices connect (no contracts) | Projects link to invoices and expenses (no proposals or contracts) | Invoicing only (no proposals or contracts) | Projects link to invoices and expenses (no proposals or contracts) | Manual linking (no automatic project integration) |
Custom project data fields | Track, sort, filter, and report on custom project data | | | No project management features | | Text, number, date, URL (no filtering) |
| Drag-and-drop tasks across customizable columns | | | | | Kanban view (limited customization) |
| Bulk-edit tasks like a spreadsheet | | Transaction list view within projects | | Transaction list view only | Basic table view (no bulk editing) |
| Clean task lists with clear hierarchy | | Transaction list view within projects | | Transaction and project list views | Simple list view with basic sorting |
| See tasks and deadlines on a calendar | Calendar shows events, not tasks | | | | Calendar view for tasks and deadlines |
| Plan work visually with task order and dependencies | | | | | Gantt chart with drag-and-drop |
| Break work down into multiple nested levels | | | | Tasks within Xero Projects (no nested subtasks) | Nested subtasks supported |
| Turn emails into tasks without manual copying | No email-to-task conversion | | | | No email-to-task conversion |
| Keep discussions tied directly to each task | Team discussion on projects | No task management system | | | Comments stay attached to tasks only |
| Store files directly on the task they belong to | Files can be attached to projects | No task management system | | File attachments on transactions and projects | File attachments (no file manager) |
| Define priority levels that fit your workflow | | No task management system | | | |
Task labels & color coding | Use unlimited labels to visually organize tasks | No task labels or color coding | No task management system | | No task labels or color coding | No color coding (labels only) |
| Assign tasks to one or multiple teammates | Tasks can be assigned to team members | | | Assign tasks to team members in Xero Projects (Established plan only) | One assignee per task (no multi-assign) |
| Reuse task-level structures across projects | Project templates available | | | | Task templates with dependencies |
| Control access at the individual task level | No task-level permissions | No task-level permissions | | No task-level permissions | Project-level only (no task-level) |
| Prevent work from starting out of order | | | | | Waiting on, Blocking, Related to |
| Automate repeating work with flexible schedules | | Recurring transactions only (not tasks) | | Recurring transactions only (not tasks) | Daily, weekly, monthly, milestones |
| Add task-level fields for tracking custom details | | | | | Custom fields (text and number only) |
| Easily track time using timers or manual entries | Timer and manual time entry | Built-in time tracking (Essentials plan and above) | | Time tracking in Xero Projects (Established plan only, $78/month) | Timer and manual time entry |
| Log time directly against tasks and subtasks | Time tracked per service, not per task | Time tracked per service item and project (not per task) | | Track time per task in Xero Projects (Established plan only) | Limited to task-level only (no subtask tracking) |
| See time spent per project and per client | Time tracked per project and client | Time tracked per project (Plus and Advanced plans) | | Track time and costs per project in Xero Projects (Established plan only) | |
| Clearly separate billable and non-billable time | Billable and non-billable hours supported | Billable and non-billable time categorization | | Billable and non-billable hours in Xero Projects (Established plan only) | Billable and non-billable categorization |
| Turn tracked time into invoices without extra steps | Time entries convert to invoices | Add billable time directly to invoices | | Invoice billable time from Xero Projects (Established plan only) | One-click invoice from time entries |
| View detailed time reports by task, project, or client | Detailed time reports available | Detailed time reports available | | Time reports in Xero Projects (Established plan only) | Detailed timesheet reports |
| See how each team member tracks their time | Team time tracking on higher plans | Team timesheets with weekly view (Essentials plan and above) | | Team time tracking in Xero Projects (Established plan only) | Per-member timesheets with locking |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Estimates only (not full proposals) | Estimates only (not full proposals) | | Quotes only (not full proposals) | Customizable proposals with e-signatures |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | No visual proposal builder | No visual proposal builder | | No visual proposal builder | Visual editor (no true drag-and-drop) |
Reusable proposal templates | Reuse proven proposal layouts across clients | Estimate templates available | Estimate templates available (not full proposals) | | Quote templates available | Industry templates plus custom templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | No proposal view tracking | No proposal view tracking | | No proposal view tracking | |
Live messenger on proposals | Answer questions directly while clients review proposals | | | | | No live chat in proposals |
| Move from proposal to contract, invoice, or booking automatically | | | | Quote to invoice conversion | Proposal-contract link only (no scheduler) |
Convert proposal to invoice | Create invoices directly from approved proposals | Convert estimates to invoices | Convert estimates to invoices | | Convert quotes to invoices | Auto-generate invoice from accepted proposal |
| Offer upsells and add-ons directly inside proposals | | | | No packages or add-ons in quotes | Packages with single, multi-select options |
Interactive pricing tables | Let clients choose options before approving | | | | | Static pricing only (no client selection) |
Dynamic data and variables | Auto-fill proposal content with client and project data | Basic placeholders available | Basic placeholders available | | Basic placeholders on quotes | Basic smart fields (limited variables) |
| Automatically expire proposals after a set date | Manual expiry dates on estimates | Manual expiry dates on estimates | | Manual expiry dates on quotes | Manual expiry dates (no automation) |
| | | | PDF export for invoices and receipts | PDF export for invoices, quotes, and reports | Basic PDF export (limited branding) |
| Create reusable proposal sections you can reuse on demand | No reusable content blocks | No reusable content blocks | No reusable content blocks | No reusable content blocks | Reusable blocks not supported (templates only) |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | Basic e-signature on estimates (DocuSign integration on Advanced plan) | | | Basic e-signatures (limited audit trail) |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | No custom proposal fields | Custom fields on Advanced plan only | | | Text and date custom fields only |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | QuickBooks Online does not handle contracts | | | Legally vetted templates with e-signatures |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | | | | | Visual editor (no full drag-and-drop) |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | | No e-signatures on contracts | | No e-signatures on contracts | Legally binding e-signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | | No multi-signature support | No multi-signature support | No multi-signature support | Multiple signers and recipients |
Reusable contract templates | Reuse contract structures to create new agreements faster | | | | | Industry-specific and custom templates |
Auto-reminders automation | Automatically follow up until contracts are signed | | | Automated late payment reminders on invoices (Pro plan only) | Automated invoice payment reminders | Auto-reminders (stop after 16 days overdue) |
| Auto-fill contract content with client and project data | | | | | Basic smart fields (limited variables) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | | No contract automation triggers | | | Contract & proposal triggers only |
| See when contracts are opened and reviewed | Email notifications when viewed | Invoice and estimate view notifications only | Email notifications when invoices are viewed | Invoice and quote view notifications only | Basic email notifications (no detailed tracking) |
PDF download with signature certificate | Download signed contracts with official proof of signature | | No contract signatures or certificates | | | Basic PDF download (limited certificate) |
Custom signer data fields | Collect structured signer information during signing | | | | | Standard fields only (name & email) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | | | | | Custom fields (contact info only) |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Full invoicing with online payments | Full invoicing with online payments (credit card, ACH, Apple Pay, PayPal, Venmo) | Unlimited invoicing with online payments (credit card 2.9% + $0.60, ACH 1%) | Full invoicing with online payments (credit card, direct debit via GoCardless, PayPal via Stripe) | Invoicing with multiple payment options |
| Match invoices to your brand with custom logos, colors, and layout | Customizable invoice branding | Customizable invoice branding with logo, colors, and layout | Basic logo and color branding on Pro plan only | Customizable invoice branding with logo, colors, and layout | Limited branding (logo and colors only) |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Template-based editor only | Template-based editor only | No drag-and-drop invoice builder (template-based only) | Template-based editor only | Pre-built templates (no drag-drop) |
| Edit pricing, quantities, descriptions, and structure freely | Fully customizable line items | Fully customizable line items with products/services catalog | Customizable line items with product and service catalog | Fully customizable line items with products and services catalog | Line items (no advanced customization) |
Item or invoice discounts | Apply discounts at the item or full invoice level | | | Discounts supported on invoices | Discounts supported on invoices | Discounts (percentage or fixed, no tiered) |
| Create tax rules that match your location and use case | | Automated sales tax calculation | Custom tax rates and sales tax support | Automated sales tax calculation with custom rates | Basic tax configuration (no automation) |
| Accept bank transfers for lower-fee payments | ACH bank payments supported | ACH bank payments supported | ACH bank payments (1% per transaction, $1 minimum) | ACH and direct debit payments via GoCardless integration | ACH via Bonsai Payments (US, UK, CA, AU only) |
| Accept credit and debit cards instantly | Stripe payments supported | QuickBooks Payments built-in (Stripe via third-party integration) | No Stripe integration (Wave Payments built-in processing only) | Stripe payment processing integration | Stripe payments supported |
| Collect in-person payments when needed | | Square integration for sales sync (not direct invoice payments) | | | |
| Let clients pay using PayPal | PayPal payments supported | PayPal and Venmo payments on invoices | No PayPal integration (Wave Payments built-in processing only) | PayPal payments on invoices via Stripe | PayPal payments supported |
Flexible partial payments | Collect deposits and split payments across milestones | Partial payments supported | Partial payments supported | Partial payments supported on invoices | Partial payments supported | Partial payments (manual milestone setup) |
| Break invoices into scheduled installments | | Recurring invoices only (no structured installment plans) | No structured payment plans | Recurring invoices only (no structured installment plans) | Payment plans (limited automation) |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices supported | Automated recurring invoices with flexible schedules | Recurring invoices available on Pro plan only | Automated recurring invoices with flexible schedules | Weekly, biweekly, monthly, yearly recurrence |
| Manage ongoing client subscriptions and billing | Retainers available on Plus plan | Recurring invoices only (no subscription portal) | No subscription management | Recurring invoices only (no subscription portal) | Recurring invoices (no subscription portal) |
Automated payment reminders | Follow up automatically until invoices are paid | Automated late payment reminders | Automated late payment reminders | Automated late payment reminders (Pro plan only) | Automated late payment reminders | Automated reminders (stop after 16 days) |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Invoice templates available | Reusable invoice templates available | Basic invoice templates (limited customization) | Reusable invoice templates available | Templates available (limited customization) |
Multiple currency support | Bill clients globally in their local currency | | Multi-currency supported (Essentials plan and above) | No multi-currency support (single currency per business) | Multi-currency on Growing plan and above ($42+/month) | Multi-currency (manual exchange rates) |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | | Recurring transaction automation (custom workflows on Advanced only) | No invoice automation triggers | Recurring transaction automation and invoice reminders only | Payment & form triggers only |
| See when invoices are opened and paid | Email notifications when viewed | Email notifications when invoices are viewed and paid | Email notifications when invoices are viewed and paid | Email notifications when invoices are viewed and paid | Email notifications (no real-time tracking) |
Built-in expense tracking | Track project-related costs alongside invoices | Full expense tracking with receipts | Full expense tracking with receipt scanning, bank sync, and auto-categorization | Full expense tracking with bank connections and auto-categorization (Pro plan) | Expense claims on Established plan only ($78/month). Receipt capture via Hubdoc on all plans | Expense tracking (auto-categorization via bank sync) |
| Collect upfront payments before work starts | Deposit invoicing supported | Deposit invoicing supported | Deposit requests via partial payments | Deposit invoicing supported via partial payments | Deposits supported (manual collection) |
Auto-invoice billable time | Turn tracked time into invoices automatically | Time to invoice conversion | Add billable time directly to invoices | No time tracking or billable time invoicing | Invoice billable time from Xero Projects (Established plan only) | Time-to-invoice (manual confirmation required) |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | Custom fields on sales forms (3 fields on Plus, more on Advanced) | | | Text and date custom fields only |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | | | | | A unified client inbox is not supported |
| Connect and manage all your email accounts in one place | | No email integration (notifications only) | | No email integration (notifications only) | Send-only (no inbox sync) |
| Add real-time chat to your website and client portals | | | | | |
| Message teammates privately without leaving your workspace | | | | | Direct messaging is not supported |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Project discussions available | | | | No in-app project messaging |
| Create shared spaces for team-wide discussions | | | | | Team chat is not supported |
| Organize channels by team, topic, or workflow | | | | | |
| Notify teammates instantly inside conversations | | | | | |
| See when messages are read | | | | | Read receipts are not supported |
| Share files directly inside conversations | | | | | Share files and links in portal messages |
| Collaborate on incoming emails as a team | | | | | |
| Access and respond to messages on mobile | | | | | |
| Reply from your email client and keep conversations synced | | | | | |
| Keep all client and project files in one organized place | Basic file storage in projects | File attachments on transactions (no centralized file manager) | Receipt and document uploads only (no centralized file manager) | File attachments on transactions (no centralized file manager) | Project document storage with client access |
Advanced folder organization | Organize files by project, client, or structure you choose | | | | | Project-level only (no granular) |
| Control who can view or edit folders | | | | | Project-level only (no granular) |
| Group files by person when needed | | | | | |
| Keep files scoped to each project | Files organized by project | Files organized within project transactions | | Files organized within project transactions | Project-based file sections in portal |
| Preview files instantly without downloading | | Basic file previews for receipts and documents | Basic receipt image previews | Basic file previews for receipts and documents | |
| Capture file metadata you can sort and filter | | | | | Contact info only (no CRM fields) |
| Create and edit documents directly inside Plutio | | No built-in document editor | No built-in document editor | No built-in document editor | No built-in document editor |
Comments on files and docs | Leave comments directly on files and documents | | | | Notes on transactions (no file comments) | No file commenting system |
| Move, tag, or manage many files at once | | | | | |
| Find files quickly using search and filters | | Basic search across transactions | | Basic search across transactions | |
| Sync files with Google Drive or Dropbox | Dropbox and Google Drive integrations | Google Drive and Dropbox integrations | | Hubdoc integration for receipt and document capture on all plans | |
| Restrict access with permissions or passwords | | Account-level role-based access | Role-based access for accountants and admins (Pro plan) | Account-level role-based access | |
| Share files externally with controlled access | | | | | Portal sharing only (no direct file links) |
| Let clients book meetings directly without back-and-forth emails | | QuickBooks Online does not have scheduling | | | Booking pages with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | | | | Custom branding on booking pages |
Advanced availability management | Define flexible availability rules applied automatically to bookings | | No availability management | No availability management | No availability management | Event types with availability windows |
| Add buffer time automatically between meetings | | | | | Buffer times (no daily limits) |
| Create unlimited booking types with different rules and setups | | | | | Custom event types with different durations |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Calendar sync for late payments only | No calendar sync for scheduling | | No calendar sync for scheduling | Calendar sync (Google and Outlook only) |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | | | | Email customization (limited template control) |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | | | | Redirect supported (basic URL redirect) |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | | | | Booking triggers (limited action types) |
| Send automatic reminders without manual follow-ups | | | | | Auto-reminders (email only, no SMS) |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezone support for invoicing | Account timezone setting only | Account timezone setting only | Account timezone setting only | Timezone detection (basic support) |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | | | | Require payment to book via Bonsai Payments or Stripe |
| Build booking forms with full control over questions and layout | | | | | Custom intake questions and forms on booking events |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | | | | Notice periods (no per-event daily limits) |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | | | | | Clients can reschedule or cancel from confirmation email |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | | Custom workflows (Advanced plan only, $275/month) | | | Contract, proposal, invoice, form triggers |
| Start workflows from real events across projects, clients, and payments | Limited payment and invoice triggers | Bank rules and transaction triggers (custom workflows on Advanced only) | No trigger-based workflows | Bank rules and transaction matching triggers only | Contract signed, proposal accepted, form filled |
| Run workflows on schedules you control, not fixed intervals | | Recurring transactions only (no independent schedule workflows) | Recurring invoices only (Pro plan) | Recurring invoices and bills only | |
| Chain multiple actions into one continuous automation | | Multi-condition workflows (Advanced plan only) | | | |
| Create conditional paths instead of one-size-fits-all flows | | Conditional approval workflows (Advanced plan only) | | | |
| Add precise timing between steps, down to minutes or days | | Payment reminder delays only | Payment reminder delays (Pro plan only) | Payment reminder delays only | |
| Create, update, or move records automatically across the system | | Auto-create recurring invoices and transactions | | Auto-create recurring invoices and transactions | Auto-create (projects and clients only) |
| Reorganize work automatically without manual cleanup | | Duplicate estimates and transactions manually | | Duplicate invoices and transactions manually | |
| Automatically archive or remove records based on rules | | Manual deletion and voiding only | | Manual deletion and voiding only | |
| Trigger or receive real-time events from external systems | | Full REST API and webhooks via Intuit Developer Platform | GraphQL and REST API available (Pro plan required for OAuth access) | Full REST API and webhooks via Xero Developer Platform | Webhooks (outgoing only, no incoming) |
| Send automated emails tied to real workflow events | Automated invoice and reminder emails | Automated invoice and reminder emails | Automated invoice and payment reminder emails (Pro plan) | Automated invoice and reminder emails | Logo & colors (no custom domain) |
| Add notes or comments automatically where work happens | | | | | |
| See exactly what ran, when, and why | | Audit trail tracks all user actions and changes | | Audit trail tracks all user actions and changes (History & Notes) | |
| Pass data between steps dynamically without manual mapping | Basic invoice placeholders | Basic invoice placeholders | | Basic invoice placeholders | |
| Run workflows that span projects, tasks, proposals, invoices, and more | Clients link to invoices and projects | Invoices link to projects and customers (limited cross-entity scope) | Customers link to invoices and transactions | Invoices link to projects and contacts (limited cross-entity scope) | |
| Build fully branded forms that match your workflow and client experience | | | | | Branded intake and questionnaire forms |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | | | | | Form editor (no true drag-and-drop) |
| Reuse form structures without rebuilding from scratch | | | | | Form templates with auto-CRM sync |
| Collect structured data you can sort, filter, and report on | | | | | Custom fields (limited field types) |
| Show or hide fields based on responses, not static forms | | | | | Conditional logic (limited complexity) |
Instant email notifications | Get notified immediately when forms are submitted | | Invoice and payment notifications only | Invoice and payment notifications only | Invoice and payment notifications only | Email notifications (no customization) |
| Trigger automated workflows when a form is submitted | | | | | Basic automation triggers (limited actions) |
| Embed forms anywhere without layout restrictions | | | | | Embed via iframe (limited styling control) |
Advanced field preferences | Control required, hidden, and default field behavior | | | | | |
Comprehensive field types | Collect text, files, dates, selections, and more | | | | | |
| Collect legally binding signatures directly inside forms | | | | | E-signature field (basic, no advanced options) |
| Accept file uploads as part of form submissions | | Receipt capture via mobile app (not form-based) | Receipt capture via mobile app (not form-based) | Receipt capture via Hubdoc (not form-based) | Clients can upload files to projects |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | | | | |
| Manage contacts and companies in one connected system | Client management included | Basic customer and vendor contact management (no pipeline or lead tracking) | Basic customer management (no pipeline or lead tracking) | Basic contact management for customers and suppliers (no pipeline or lead tracking) | CRM with Deals pipeline for leads |
| Track organizations, not just individual contacts | Client records only (no companies) | Customer records for individuals and companies (basic info only) | Customer records for individuals and businesses (basic info only) | Contact records for individuals and companies (basic info only) | Companies (basic info only, no hierarchy) |
Custom contact data fields | Collect and manage structured contact data you define | | Custom fields on customers (all plans) | No custom customer fields | | Custom fields (text and select only) |
Complete activity timeline | See every interaction with a client in one place | Client activity history available | Full transaction history per customer | Full transaction history per customer | Full transaction history per contact | Activity log (projects and invoices only) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | | Customer types and sub-customers (no tags or segmentation) | No contact labeling or grouping | Contact groups for batch invoicing and reporting (no tags or segmentation) | Tags (no advanced segmentation) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | | | | | |
Beautiful rich text pages | Write structured, formatted content without complexity | | | | | |
| Build deep knowledge hierarchies without limits | | | | | |
Granular page permissions | Control exactly who can view or edit each page | | | | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | | Performance Center, custom reports, and Business Performance dashboard (Fathom removed July 2022) | Financial dashboard only (not customizable) | Financial dashboard only (not customizable) | Dashboard (fixed layout, no customization) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | No custom dashboard builder | No custom dashboard builder | No custom dashboard builder | No custom dashboard builder | Pre-configured widgets only |
| Visualize data with customizable charts | Financial charts available | Financial charts (P&L, cash flow, expense breakdown) | Basic financial charts (income and expenses) | Financial charts (cash flow, income and expenses, aged receivables) | Charts (revenue and time only) |
| Track key numbers without manual reporting | Key financial metrics displayed | Key financial metrics displayed | Key financial metrics displayed on dashboard | Key financial metrics displayed on dashboard | Metrics (revenue and project totals only) |
| Monitor progress toward defined goals | | | | | |
| Add contextual notes directly to dashboards | | | | | |
| View upcoming events alongside work and metrics | | | | | Calendar widget (upcoming tasks only) |
| Track revenue and expenses in the same view | Comprehensive financial widgets | Comprehensive financial widgets (P&L, balance sheet, cash flow, A/R, A/P) | Basic financial overview (income, expenses, invoices, bills) | Comprehensive financial widgets (P&L, balance sheet, cash flow, aged receivables, aged payables) | Revenue tracking (invoices only, no expenses) |
| Run the entire platform under your brand | Branding on invoices only | Branding on invoices only (cannot remove QuickBooks branding) | Branding on invoices only (Pro plan) | Branding on invoices only (cannot remove Xero branding) | Documents and portal only (no admin theming) |
| Apply your brand colors across the system | No interface customization | Color themes on Deliver+ (no Free plan theme customization) | No interface customization | No interface customization | No admin interface theming |
| Fine-tune styling beyond basic theming | | | | | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | | | | | Branded login (fixed layout) |
| Send all system emails with your branding | Logo on emails (Premium only) | Logo on emails (limited customization) | Logo on invoice emails (Pro plan only) | Logo on invoice emails (limited customization) | Logo in emails (no custom templates) |
| Use your own fonts throughout the platform | | | | | |
| Replace all platform logos with your own | | Logo upload on invoices and sales forms | Logo upload on invoices (Pro plan only) | Logo upload on invoices and sales forms | Logo (documents and portal only) |
| Run everything on your own domain | | | | | |
| Send emails from your own email infrastructure | | | | | |
| Embed Plutio directly into your website or product | | | | | |
| Shape the platform to match how your business works | Fixed workspace structure | Fixed workspace structure | Fixed accounting workspace | Fixed accounting workspace | No workspace customization |
| Add, remove, or reorder navigation items freely | | Dashboard report tiles can be rearranged (limited menu control) | | | Fixed menu (no customization) |
| Show different navigation for different roles | Fixed menus for all users | Menu varies by user role (not customizable) | Fixed menus for all users | Menu varies by user role (not customizable) | |
| Create role types beyond preset permissions | | Custom roles on Advanced plan only ($275/month) | 4 fixed roles (Admin, Editor, Viewer, Payroll Manager) on Pro plan only | Fixed roles (Adviser, Standard, Invoice Only, Read Only) | 4 fixed roles (no custom) |
Advanced user permissions | Control access at a granular level | | Role-based permissions (custom roles on Advanced plan only) | Role-based access on Pro plan (Admin, Editor, Viewer) | Role-based permissions (fixed roles, not customizable) | Project permissions (no granular control) |
| Support enterprise-grade single sign-on | | No SSO for end users (OAuth 2.0 for API only) | | No SSO for end users (OAuth 2.0 for API only) | Email & password login only |
| Integrate with external systems without lock-in | 100+ integrations available | 800+ integrations in the QuickBooks App Store | Limited integrations (Zapier, Make.com, and API access on Pro plan) | 1,000+ integrations in the Xero App Store | Integrations (Zapier and Make only) |
| Connect to thousands of apps without custom code | | Zapier integration supported | Zapier integration supported | Zapier integration supported | Zapier (limited triggers and actions) |
| Build advanced automation scenarios visually | | Make.com integration available | Make.com integration supported | Make.com integration available | Make.com (limited modules) |
| Connect services without usage-based limits | | | | | |
| Build custom integrations with full system access | | Full REST API via Intuit Developer Platform | GraphQL and REST API available (Pro plan required for OAuth access) | Full REST API via Xero Developer Platform | REST API (read-only, limited endpoints) |
Incoming & outgoing webhooks | Send and receive real-time events | | Webhooks supported via developer platform | Limited webhook support via API (Pro plan required) | Webhooks supported via developer platform (contacts and invoices) | Webhooks (outgoing only, limited events) |
| Access your business from native mobile apps | | iOS and Android apps with receipt scanning and mileage tracking | iOS and Android apps with invoicing, receipt scanning, and payment tracking | iOS and Android apps with invoicing, bank reconciliation, and expense claims | Mobile apps (iOS and Android, limited features) |
| | | | | | iOS app (basic features only) |
| Full-featured Android app | Full Android app available | Full Android app available | Full Android app available | Full Android app available | Android app (basic features only) |
| Native macOS app for desktop workflows | | No Mac desktop app (QuickBooks Online is web-based only) | No Mac desktop app (web-based only) | No Mac desktop app (web-based only) | |
| Native Windows app for desktop workflows | | No Windows desktop app (QuickBooks Online is web-based only) | No Windows desktop app (web-based only) | No Windows desktop app (web-based only) | Web only (no Windows app) |
