Top And.Co alternatives for freelancers & agencies (2026) - when you need more than Fiverr's leftovers

And Co used to be a simple freelancer tool for contracts, invoices, and time tracking. Today it lives under Fiverr Workspace… so if you want a standalone tool that keeps improving, you will likely want a replacement.

This page explains what And Co was good at, where it falls behind today, and the best alternatives in 2026 for freelancers and agencies.

Last updated January 2026

What is And Co

And Co was a freelancer tool for sending contracts, sending invoices, tracking time, and tracking expenses. It was acquired and later folded into Fiverr Workspace, so it no longer exists as its own standalone product.

TLDR (summary)

And.Co was good for contracts, invoices, and time tracking. But it's now part of Fiverr Workspace, and even when standalone, it didn't help you run the actual project. If you want an actively developed platform with proposals, contracts, invoices, projects, and client access tied together, Plutio is the most complete And.Co alternative for freelancers and agencies in 2026.

Choose Plutio over And.Co so the proposal you send becomes the project you run, the signed contract starts the workflow, and your client sees tasks, files, and progress in one branded portal.

What And.Co did well

And Co was built for freelancers who wanted contracts, invoices, and time tracking in one place. It was especially useful when you wanted a simple business setup without stitching a lot of tools together.

It fit best for solo freelancers who wanted basic paperwork and billing, and did not need deeper project management or a client portal.

And Co worked well for:

Creating and sending contracts with signatures
Creating invoices and tracking payments
Tracking time against clients and projects
Tracking expenses and simple reports
Keeping client details tied to billing items

For freelancers who mainly needed paperwork and billing, it was a solid fit early on.

Why freelancers need And.Co alternatives

And Co no longer exists as its own product the way it used to, and most people now think of it as part of Fiverr Workspace. If you want a standalone tool that keeps improving and supports projects and client access, you end up looking elsewhere.

That gap shows up when you want project management, better client visibility, and more control over the full client flow.

Common gaps include:

Not a clear standalone product path for many freelancers
Limited project management for tasks, files, and deadlines
No strong client portal for ongoing project updates
Limited automation beyond basic reminders
Limited support for teams and permissions
Harder to build a branded client experience

Most people switch when they want a modern tool that runs the whole client job, not just billing steps.

And.Co was great when it was independent, but since Fiverr took over, it feels more like a Fiverr add-on than a real business management tool.
FU
Former And.Co UserFreelance Designer

Criteria for a professional And.Co alternative

A professional And Co alternative should keep the simple billing and contract flow, but also add project management and client access. It should connect proposals, contracts, tasks, files, invoices, and payments so client work stays consistent from start to finish.

The goal is one system where client details do not get copied and pasted across tools.

A strong alternative should include:

Proposals and contracts tied to the same client and project
Invoices and payments tied to the project or milestones
Project management for tasks, files, and deadlines
Time tracking that connects to invoices, so billing is easy
Client portal access for updates and approvals
Automation for reminders and follow ups tied to real project steps
Branding for client facing pages, so the experience feels professional

This is what separates a single purpose tool from a complete client work tool.

#1. Plutio - the complete And.Co replacement for freelancers

And.Co used to be the simple freelancer tool. Contracts, invoices, time tracking - all in one place, no fuss. Then Fiverr acquired it, and now it's just another part of Fiverr Workspace.

If you're looking for a modern tool that's actually improving, And.Co isn't it anymore. And even when it was standalone, it had the same gap most freelancer tools have: you get the contract signed and the invoice sent, but then what? You still need to actually manage the project somewhere else.

Plutio is what And.Co users often move to. When a proposal is accepted and a contract is signed, the project is already there. Tasks are created from the scope. The client has portal access. You don't rebuild anything because the agreement and the work are connected.

What this actually looks like

Say you're a freelance developer. A client wants a website redesign. Here's what happens in Plutio:

You send a proposal with scope, timeline, and pricing
The client approves and signs in one click
A project appears with tasks like "Discovery," "Wireframes," "Development," "Launch"
An invoice is attached to the project, ready to send or scheduled for milestones
The client gets a branded portal where they can see progress and provide feedback
You start working. No copying. No switching apps.

The proposal you sent becomes the project you run. That's the difference.

Why this matters more than it sounds

When your contracts live in one place and your project work lives in another, things slip. You forget a deliverable you promised. The client asks for an update and you scramble to summarize. The invoice doesn't match the scope because things changed.

When everything is connected:

Clients see their project status without asking you
Invoices match the work because they're tied to the same scope
You don't lose track of what you promised
Reminders and follow-ups happen automatically based on real project steps

Real results from Plutio customers: YazMarketing boosted their sales pipeline by 80% with automated proposals. West 7th Design Studio reduced client support calls by 90% using dashboards and inbox. Cheri Lasota halved her admin workload. These results come from having everything connected instead of scattered across tools.

What about switching?

You can import your clients and data from And.Co into Plutio. Plutio has been refined for over 10 years based on real feedback from freelancers and agencies who use it every day.

With Plutio we don't jump between apps anymore! Everything from projects to invoicing is finally connected in one fully-branded app.
YM
Yazan & MawahebYazMarketing

#2. HoneyBook

HoneyBook is designed around client intake, scheduling, and payments. It is commonly used to collect inquiriesend proposals, book calls, and accept payments in a structured way.

This makes HoneyBook appealing early on, especially for freelancers who want a clean process for handling new leads and getting paid without much setup. Proposals, contracts, and payments are all supported, and the experience is centered around moving a client from inquiry to booking.

Where HoneyBook becomes limiting is after the agreement is in place. Project management and task tracking are basic, automation is limited to simple triggers, and ongoing client communication is not deeply tied to the work itself. As a result, many freelancers end up managing projects, updates, and collaboration outside HoneyBook.

HoneyBook works well if you mainly need intake, scheduling, and payments in one place.

It is less suitable if you want projects, tasks, and client communication to stay connected and continue naturally after a contract is signed.

Great to get into, but never try to leave. You'll hate them. It is very difficult to manage workflows and export your data efficiently if you decide to switch.
AP
Austin P.Small Business Owner

#3. Dubsado

Dubsado is known for its flexibility. It offers advanced forms, custom fields, and rule-based automation that allow freelancers to build highly customized intake and approval flows.

It supports proposals, contracts, invoicescheduling, and complex intake logic, which makes it attractive for freelancers who want fine-grained control over how information is collected and processed. Many users choose Dubsado specifically for its ability to model detailed workflows.

The trade-off is complexity. Initial setup can take significant time, workflows often require ongoing maintenance, and changes to one part of the system can affect others. While intake and automation are powerful, project work and day-to-day project management are usually handled in separate tools.

Dubsado works well if you want deep customization and complex intake flows.

It is less suitable if you want a simple, connected system that stays easy to manage during daily client work.

If you're looking for Dubsado to work for an email campaign, it's not really what it's set up for. Its workflows do not work well for drip campaigns with complex triggers.
MR
Michelle R.Business Consultant

#4. 17hats

17hats aims to cover many parts of a freelancer’s business within a single platform. It includes proposals, contracts, invoicescheduling, and basic automation, and users rely on it for light project tracking.

The system is designed to provide broad coverage rather than deep flexibility. As a result, workflows are fairly rigid, customization options are limited, and client communication is not a central focus. Automation exists, but it is constrained and does not adapt easily to more complex or evolving workflows.

17hats can work if you want one tool to handle many basic needs without much configuration.

It becomes limiting if you want flexible workflows, deeper automation, or a more connected experience across projects, communication, and ongoing client management.

17hats was designed for sole proprietors and it shows. There are no multiple log-ins for teams, which makes it very difficult to scale as soon as you have more than one person in the system.
VR
Verified ReviewerAgency Owner

#5. FreshBooks

FreshBooks is primarily an accounting and invoicing platform. It is built to handle invoicing, payments, time tracking, expenses, and basic financial reporting.

For freelancers who need help managing finances, FreshBooks does this well. Invoicing and payment collection are straightforward, and the platform is focused on bookkeeping accuracy rather than workflow design.

FreshBooks is not designed for proposals, contracts, onboarding, project setup, or client communication. Because of this, freelancers typically pair it with other tools to manage agreements and projects.

FreshBooks works well if your main need is accounting and invoicing.

It is not a fit if you want to manage the full workflow from proposal to project completion in one connected system.

The pricing tiers are a major pain point. You're limited on the number of clients you can have, and it gets expensive quickly as you grow. Plus, the project management side is very underdeveloped.
VR
Verified ReviewerBusiness Owner

#6. AND CO

AND CO is another option for freelancers looking to manage their business. It offers tools for project management and client communication, often used as a direct alternative to And.Co.

While it provides a solid feature set for internal work, many freelancers find that it lacks the deep integration between proposals, contracts, and invoicing that Plutio offers in one connected workspace.

AND CO works well if you need basic project management and internal collaboration.

It is less suitable if you want a fully whitelabeled experience where every part of your business is connected under one roof.

#7. Hectic

Hectic is another option for freelancers looking to manage their business. It offers tools for project management and client communication, often used as a direct alternative to And.Co.

Hectic works well if you need basic project management and internal collaboration.

It is less suitable if you want a fully whitelabeled experience where every part of your business is connected under one roof.

Which alternative fits you best?

Take this quick quiz to find your perfect match.

What do you use now?

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Final verdict

What the data shows

We reviewed reviews, current feature scope, and platform direction to compare And.Co (Fiverr Workspace) with Plutio.

G2 ratings: And.Co holds a 3.9-star rating from a limited number of recent reviews. Plutio holds 4.3 stars from 57 reviews. Many users note that And.Co has seen fewer meaningful updates since being folded into Fiverr.

How this plays out in real work: And.Co still handles basic contracts, invoicing, and time tracking. It works if your needs are simple and closely tied to Fiverr's ecosystem. For freelancers and agencies working outside that marketplace, it can feel restrictive and stagnant.

Looking at the comparison table helps show the gap. Plutio covers the same basics, but continues into projects, files, and client collaboration without being tied to a marketplace.

Customer outcomes: YazMarketing chose Plutio specifically for its independence and active development, growing their pipeline by 80% after consolidating tools.

The bottom line: And.Co works for basic admin. Plutio gives you a full system that keeps evolving with your work.

With Plutio we don't jump between apps anymore! Everything from projects to invoicing is finally connected in one fully-branded app.
Yazan & MawahebYazMarketing

And Co alternatives comparison table

How each tool compares across key capabilities.

PROJECT MANAGEMENT	Plutio	HoneyBook	Dubsado	17hats
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects with task lists and pipeline	Projects with task boards	Projects with pipelines and to-dos
Project roles and permissions	Control exactly who can view or edit each part of a project	5 team roles with project access control	3 fixed roles (Basic, Accountant, Admin)	3 user levels (paid plans only)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	You cannot use task boards	You cannot use task boards	Single to-do list only
Embeddable project boards	Live project boards embedded into client portals or websites	You cannot embed project views	You cannot embed project views	No external project viewing
Sharable project boards	Read-only public links for sharing progress without risk	You can share projects via the client portal only	You can share via the client portal only	No read-only project links
Project stages and milestones	Define custom project lifecycles for different types of work	You can use pipeline stages, but they are predefined	You can use project statuses, but no milestones	You cannot define stages or milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Integrated via Smart Files	Proposals, contracts, and invoices live inside projects	All modules connect to the project lifecycle
Custom project data fields	Track, sort, filter, and report on custom project data	Basic custom fields	Basic custom fields	Limited custom fields
Kanban boards	Drag-and-drop tasks across customizable columns	You cannot view tasks in a kanban board	You cannot view tasks in a kanban board	Legacy list-based interface only
Table view	Bulk-edit tasks like a spreadsheet	You cannot view tasks in a table	You cannot view tasks in a table	No spreadsheet-style editing
List view	Clean task lists with clear hierarchy	You can view projects in a list	You can manage tasks in simple lists	You can manage tasks as simple to-do lists
Calendar view	See tasks and deadlines on a calendar	You can see bookings on a calendar	You can see deadlines and appointments on a calendar	You can see tasks and bookings on a calendar
Gantt view	Plan work visually with task order and dependencies	You cannot view work on a gantt chart	You cannot view work on a gantt chart	No Gantt chart feature
Subtasks	Break work down into multiple nested levels	You cannot split tasks into subtasks	You cannot split tasks into subtasks	All tasks are single-level only
Email to task	Turn emails into tasks without manual copying	Not supported (email sync only)	You cannot create tasks from emails	Not supported (email sync only)
Task comments	Keep discussions tied directly to each task	You cannot comment on tasks	You cannot comment on tasks	You cannot comment directly on tasks
Task attachments	Store files directly on the task they belong to	You can share files, but not attach them to tasks	You can upload files, but not attach them to tasks	You cannot attach files to tasks
Task priorities	Define priority levels that fit your workflow	You cannot set task priorities	You cannot set task priorities	You cannot set task priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	You cannot label or color-code tasks	You cannot label or color-code tasks	You cannot tag or color-code tasks
Multiple task assignees	Assign tasks to one or multiple teammates	You cannot assign tasks to multiple people	You cannot assign tasks to multiple people	Single assignee per task only
Task templates	Reuse task-level structures across projects	You cannot reuse task templates	You can reuse workflows and form templates	You can reuse task lists through workflows
Task permissions	Control access at the individual task level	You cannot set permissions per task	You cannot set permissions per task	You cannot control permissions per task
Task dependencies	Prevent work from starting out of order	You cannot link tasks together	You cannot link tasks together	Not supported
Recurring tasks	Automate repeating work with flexible schedules	You cannot create recurring tasks	You cannot create recurring tasks	Basic recurring
Custom task data fields	Add task-level fields for tracking custom details	Basic custom fields	Basic custom fields	Limited custom fields
TIME TRACKING	Plutio	HoneyBook	Dubsado	17hats
Time tracking system	Easily track time using timers or manual entries	You cannot track time	You cannot track time	Start and stop timers or log time manually
Task-level tracking	Log time directly against tasks and subtasks	You cannot track time per task	You cannot track time per task	You cannot track time per task
Project-level tracking	See time spent per project and per client	You cannot track time per project	You cannot track time per project	Track time across different projects and clients
Billable time tracking	Clearly separate billable and non-billable time	You cannot bill time automatically	You cannot bill time automatically	You cannot set billing rules for time
Billable time invoicing	Turn tracked time into invoices without extra steps	There is no time to invoice	There is no time to invoice	Convert tracked billable time into an invoice
Timesheet reports	View detailed time reports by task, project, or client	You cannot generate timesheets	You cannot generate timesheets	You cannot generate timesheet reports
Team timesheets	See how each team member tracks their time	You cannot see team time reports	You cannot see team time reports	No team breakdown for time entries
PROPOSALS	Plutio	HoneyBook	Dubsado	17hats
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Smart files combine proposals and contracts	Proposals with pricing tables	Quotes with limited design options
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	You can edit sections, not free drag-and-drop	You can build proposals using drag-and-drop forms	You cannot drag and drop proposal sections
Reusable proposal templates	Reuse proven proposal layouts across clients	You can use proposal templates	You can use proposal templates	Save and reuse your own proposal templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	You can see when a proposal is viewed	You cannot see proposal view analytics	You cannot see proposal views or activity
Live messenger on proposals	Answer questions directly while clients review proposals	You cannot chat inside proposals	You cannot chat inside proposals	You cannot chat inside proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Complete Smart Files flow	You can add proposal items like services or products	Limited flow (no integrated scheduler sync)
Convert proposal to invoice	Create invoices directly from approved proposals	Accepted proposals create invoices	Accepted proposals create invoices	You can turn accepted proposals into invoices
Packages and add-ons	Offer upsells and add-ons directly inside proposals	You can offer packages and add-ons	You can offer packages and add-ons	You cannot offer configurable packages
Interactive pricing tables	Let clients choose options before approving	Pricing updates dynamically	Pricing updates based on selections	Pricing tables are static
Dynamic data and variables	Auto-fill proposal content with client and project data	You can use smart fields	You can use smart fields	Use tokens to insert client and project data automatically
Expiration dates	Automatically expire proposals after a set date	You can set proposal expiry	You cannot set proposal expiry dates	You cannot set proposal expiry dates
PDF Export	Download as branded PDFs	You can download proposal PDFs	You can download proposal PDFs	You can download proposals as PDFs
Reusable content blocks	Create reusable proposal sections you can reuse on demand	You can reuse proposal sections	You can reuse form sections	Save and reuse sections across different documents
Legally binding e-signatures	Collect secure electronic signatures on proposals	Clients can sign online	Clients can sign documents online	Clients can sign your agreements online
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Basic custom fields	Basic custom fields	Not supported. You cannot customize signer fields
CONTRACTS	Plutio	HoneyBook	Dubsado	17hats
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Smart files combine contracts and invoices	Contract creation with automation	Contracts with e-signature capture
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	You cannot visually build contracts	You can build contracts using form blocks	You cannot visually build contracts
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Contracts support legal e-signatures	Contracts support legal e-signatures	E-signatures meet standard legal requirements
Multi-signature / signees	Collect signatures from multiple people on the same contract	You can collect multiple signatures, with fixed roles	You can collect multiple signatures, setup is limited	You cannot collect signatures from multiple people
Reusable contract templates	Reuse contract structures to create new agreements faster	You can use contract templates	You can use contract templates	You can use contract templates
Auto-reminders automation	Automatically follow up until contracts are signed	You can send automatic reminders	Reminders send automatically	You can send automatic reminders
Dynamic data/variables	Auto-fill contract content with client and project data	You can use smart fields in contracts	You can use smart fields in contracts	You can insert custom fields
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Contracts can trigger workflows	Contracts trigger workflows	Contracts can trigger workflows
View notifications	See when contracts are opened and reviewed	You receive contract notifications	You receive signing notifications	You receive email notifications
PDF download with signature certificate	Download signed contracts with official proof of signature	You can download signed PDFs	You can download signed PDFs	You can download signed PDFs
Custom signer data fields	Collect structured signer information during signing	You cannot customize signer fields	You cannot customize signer fields	Not supported. You cannot customize signer fields
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Basic custom fields	Basic custom fields	Not supported
INVOICES & PAYMENTS	Plutio	HoneyBook	Dubsado	17hats
Create invoices and get paid	Send invoices and collect payments in one connected flow	Invoices with instant online payments	Invoices with payment plans	Invoices with Stripe and PayPal
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	You can brand invoices	You can brand invoices	Basic invoicing (no smart tax automation)
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Fixed themes (non-customizable layouts)	Requires manual setup	Template-based (no drag-and-drop designer)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	You can edit line items	You can edit line items	You can customize invoice line items
Item or invoice discounts	Apply discounts at the item or full invoice level	You can apply discounts	You can apply discounts	You can add discounts to line items
Customizable taxes	Create tax rules that match your location and use case	You can set tax rates	You can set tax rates	You can set custom tax rules
ACH payments	Accept bank transfers for lower-fee payments	You can accept bank transfers	You can accept bank payments	ACH payments supported
Stripe integration	Accept credit and debit cards instantly	You can accept payments via Stripe	You can accept payments via Stripe	Stripe integration available
Square integration	Collect in-person payments when needed	You cannot accept payments via Square	You cannot accept payments via Square	Square integration available
PayPal integration	Let clients pay using PayPal	You cannot accept payments via PayPal	You cannot accept payments via PayPal	PayPal integration available
Flexible partial payments	Collect deposits and split payments across milestones	You can accept partial payments	You can accept partial payments	You can set up payment schedules
Payment plans	Break invoices into scheduled installments	You can split invoices into payments	You can split invoices into payments	You can set up payment schedules
Automated recurring invoices	Automatically send invoices on a recurring schedule	You can schedule payments, not subscriptions	You can schedule invoices, not subscriptions	Recurring invoices (no automated subscription portal)
Subscription management	Manage ongoing client subscriptions and billing	You cannot manage subscriptions	You cannot manage subscriptions	Recurring invoices (no automated subscription portal)
Automated payment reminders	Follow up automatically until invoices are paid	Payment reminders send automatically	Payment reminders send automatically	Automated reminders supported
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	You can reuse invoice templates	You can reuse invoice templates	You can reuse templates and content
Multiple currency support	Bill clients globally in their local currency	You can use one account currency only	You can use one account currency	Basic support (no automated exchange rates)
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Contracts can trigger workflows	Contracts trigger workflows	Simple triggers (no multi-step automation)
View notifications	See when invoices are opened and paid	You receive contract notifications	You receive signing notifications	Activity log (no real-time updates)
Built-in expense tracking	Track project-related costs alongside invoices	You cannot track expenses	You cannot track expenses	You can track expenses
Invoice deposits	Collect upfront payments before work starts	You can request deposits	You can request deposits	Deposit payments supported
Auto-invoice billable time	Turn tracked time into invoices automatically	There is no time to convert	There is no time to convert	You can add tracked time to invoices
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Basic custom fields	Basic custom fields	Limited custom fields
INBOX	Plutio	HoneyBook	Dubsado	17hats
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Messages and emails live in one inbox	Messages and emails live in one place	Communication is limited to email sync
Full email integration	Connect and manage all your email accounts in one place	You can sync your email	You can sync your email	Email sync & templates included
Embeddable live chat	Add real-time chat to your website and client portals	You cannot add live chat to your site	You cannot add live chat to your site	No native live chat feature
Instant direct messages	Message teammates privately without leaving your workspace	You cannot DM teammates	You cannot DM teammates	Email sync only
Contextual project conversations	Keep conversations tied directly to the project they belong to	Messages are tied to projects	Messages are tied to projects	Email sync (limited to project-specific threads)
Team channels	Create shared spaces for team-wide discussions	You cannot create team channels	You cannot create team channels	Email sync only
Customized channels	Organize channels by team, topic, or workflow	Channels are not supported	Channels are not supported	Not supported
@mentions	Notify teammates instantly inside conversations	You cannot mention teammates	You cannot mention teammates	Email sync only
Message read receipts	See when messages are read	You can see when clients read messages	You can see when clients read messages	Activity log (tracks when emails are opened)
File sharing in chat	Share files directly inside conversations	You can share files in messages	You can share files in messages	Email sync only
Shared email inbox	Collaborate on incoming emails as a team	Team email is not shared	Team email is not shared	Not supported
Inbox mobile app	Access and respond to messages on mobile	Mobile inbox available	Mobile inbox available	Limited mobile support
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to conversations	Email replies sync to conversations	Email replies sync to inbox
FILES	Plutio	HoneyBook	Dubsado	17hats
Store and manage files	Keep all client and project files in one organized place	Files exist per project only	Files are stored per project only	Basic storage (no dedicated file management system)
Advanced folder organization	Organize files by project, client, or structure you choose	Fixed themes (non-customizable layouts)	Requires manual setup	Not supported
Folder permissions	Control who can view or edit folders	Fixed themes (non-customizable layouts)	Requires manual setup	Not supported
People folders	Group files by person when needed	Fixed themes (non-customizable layouts)	Requires manual setup	Basic storage (no dedicated file management system)
Project folders	Keep files scoped to each project	Fixed themes (non-customizable layouts)	Requires manual setup	Basic storage (no dedicated file management system)
In-app previews	Preview files instantly without downloading	Fixed themes (non-customizable layouts)	Requires manual setup	External storage only
Custom file data fields	Capture file metadata you can sort and filter	You can add custom fields	You can add custom fields to forms and records	Unlimited contact & project fields
Built-in documents	Create and edit documents directly inside Plutio	Fixed themes (non-customizable layouts)	Requires manual setup	You can connect quotes to contracts and invoices
Comments on files and docs	Leave comments directly on files and documents	Fixed themes (non-customizable layouts)	Requires manual setup	Not supported
Bulk file actions	Move, tag, or manage many files at once	Fixed themes (non-customizable layouts)	Requires manual setup	Basic management (no bulk operations)
Files search & filter	Find files quickly using search and filters	Fixed themes (non-customizable layouts)	Requires manual setup	Basic search (limited filtering options)
External cloud sync	Sync files with Google Drive or Dropbox	Fixed themes (non-customizable layouts)	Requires manual setup	No native cloud sync
Secure sharing controls	Restrict access with permissions or passwords	Fixed themes (non-customizable layouts)	Requires manual setup	Client portal only (no public sharing controls)
File sharing links	Share files externally with controlled access	Fixed themes (non-customizable layouts)	Requires manual setup	Client portal only (no direct sharing links)
SCHEDULING	Plutio	HoneyBook	Dubsado	17hats
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Scheduler with intake forms	Custom scheduler with workflows	Simple scheduler, no team round-robin
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Branding options are limited	Branding options are limited	Basic scheduler (limited team coordination)
Advanced availability management	Define flexible availability rules applied automatically to bookings	You can control availability	You can control availability	Basic scheduler (limited team coordination)
Automatic buffer times	Add buffer time automatically between meetings	You can add buffer times	You can add buffer times	Buffer time between meetings
Multiple meeting types	Create unlimited booking types with different rules and setups	You can offer multiple session types	You can offer multiple appointment types	Multiple session types supported
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Fixed themes (non-customizable layouts)	Requires manual setup	Two-way sync (Google & Outlook)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Confirmation customization is limited	Confirmation customization is limited	Custom confirmation emails
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	You cannot redirect after booking	You cannot redirect after booking	Included. Redirect after booking supported
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Contracts can trigger workflows	Contracts trigger workflows	Trigger actions on booking
Smart meeting reminders	Send automatic reminders without manual follow-ups	Meeting reminders send automatically	Meeting reminders send automatically	Auto meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	Timezones adjust automatically	Timezones adjust automatically	Supported
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Fixed themes (non-customizable layouts)	Requires manual setup	Not supported
Custom booking forms	Build booking forms with full control over questions and layout	Booking forms are fixed	Booking forms are fixed	You can collect info on booking
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	You can set booking limits	You can set booking limits	Booking limits & notice supported
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel	Clients can reschedule or cancel	Not supported
AUTOMATION	Plutio	HoneyBook	Dubsado	17hats
Automated workflows builder	Build advanced workflows visually without code or rigid templates	AI-powered workflow builder with branching	Visual node-based Flows builder	Trigger-based automation, no visual builder
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	You can automate actions with workflows	You can automate automation actions with workflows	Event-driven automation supported
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Workflows cannot repeat on a schedule	Workflows cannot repeat on a schedule	Not supported
Multi-step workflows	Chain multiple actions into one continuous automation	Workflows can include multiple steps	Workflows can include multiple steps	Single actions. Complex multi-step flows not supported
True/False branching	Create conditional paths instead of one-size-fits-all flows	Branching exists, but options are limited	Branching exists, but is limited	Linear workflows only
Delay-based actions	Add precise timing between steps, down to minutes or days	You can delay workflow steps	You can delay workflow steps	Supported. You can delay workflow steps
Create & update records	Create, update, or move records automatically across the system	Creation actions are limited	Creation actions are limited	Auto-create projects & invoices supported
Move & duplicate records	Reorganize work automatically without manual cleanup	Items cannot be duplicated automatically	Items cannot be duplicated automatically	Not supported
Delete & archive records	Automatically archive or remove records based on rules	Items cannot be deleted via automation	Items cannot be deleted automatically	Manual only
API calls (webhooks)	Trigger or receive real-time events from external systems	You cannot use APIs or webhooks	You cannot use APIs or webhooks	Supported via webhooks (no visual designer)
Send emails	Send automated emails tied to real workflow events	Workflows can send emails	Workflows can send emails	Automation can trigger emails
Post comments	Add notes or comments automatically where work happens	You cannot post comments via automation	You cannot post comments via automation	No internal commenting system
Complete automation logs	See exactly what ran, when, and why	You cannot view automation logs	You cannot view automation logs	Basic activity log (no detailed execution history)
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	You can use smart fields	You can use smart fields	You can use tokens for dynamic data
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Forms, bookings, and payments trigger workflows	Forms, payments, and bookings trigger workflows	Linear only (limited cross-module connectivity)
FORMS	Plutio	HoneyBook	Dubsado	17hats
Create branded forms	Build fully branded forms that match your workflow and client experience	Questionnaires with limited styling	Branded forms with smart fields	Basic form templates, no branding control
Drag-and-drop form builder	Design forms visually with full layout control, no code required	You cannot visually build contracts	You can build contracts using form blocks	Template-based (fixed form structures)
Reusable form templates	Reuse form structures without rebuilding from scratch	You cannot reuse form templates	You can reuse form templates	Included. You can save and reuse forms
Custom form data fields	Collect structured data you can sort, filter, and report on	You can add custom fields	You can add custom fields to forms and records	Included. You can add custom fields to forms
Smart conditional logic	Show or hide fields based on responses, not static forms	Fields cannot change based on answers	Fields can change based on answers	Not supported. Forms are static
Instant email notifications	Get notified immediately when forms are submitted	You can email on submission	You can email on submission	Included. Email alerts on submission
Form automation triggers	Trigger automated workflows when a form is submitted	Contracts can trigger workflows	Contracts trigger workflows	Included. Form submission can start workflows
Embed forms	Embed forms anywhere without layout restrictions	You can embed forms	You can embed forms	Included. You can embed forms on your site
Advanced field preferences	Control required, hidden, and default field behavior	Field behavior is fixed	Field behavior is limited	Basic field settings (no advanced validation)
Comprehensive field types	Collect text, files, dates, selections, and more	Field types are limited	Field types are limited	Standard fields (text, date, select) supported
Form signature field	Collect legally binding signatures directly inside forms	Forms can include signatures	Forms can include signatures	Included. Electronic signatures available on forms
File upload fields	Accept file uploads as part of form submissions	File uploads are limited	Clients can upload files	Included. Clients can upload files to forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	You cannot redirect after submit	You cannot redirect after submit	Included. Custom redirect links supported
CRM	Plutio	HoneyBook	Dubsado	17hats
Manage clients and leads	Manage contacts and companies in one connected system	Pipeline with AI lead prioritization	CRM with auto-created client records	Contact management with lead tracking
Full company management	Track organizations, not just individual contacts	Companies exist, but contacts come first	Companies exist, contacts come first	Organization tracking (no separate company records)
Custom contact data fields	Collect and manage structured contact data you define	You can add CRM fields	You can add CRM fields	Included. Unlimited custom contact fields
Complete activity timeline	See every interaction with a client in one place	You can see full activity history	You can see full activity history	Included. Tracks interactions per contact
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	You can tag and segment contacts	You can tag and segment contacts	Included. Tag-based organization supported
WIKI	Plutio	HoneyBook	Dubsado	17hats
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	You cannot create an internal wiki	You cannot create an internal wiki	Not supported. No built-in wiki or SOP system
Beautiful rich text pages	Write structured, formatted content without complexity	Not supported (requires integration)	Not supported	Not supported. No rich-text page builder
Unlimited nested pages	Build deep knowledge hierarchies without limits	Not supported (requires integration)	Not supported	Not supported
Granular page permissions	Control exactly who can view or edit each page	Not supported (requires integration)	Not supported	Not supported
DASHBOARDS	Plutio	HoneyBook	Dubsado	17hats
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	HoneyBook does not have custom dashboards	Dubsado has a home page, not custom dashboards	Fixed layout
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Limited dashboard widgets	Included	Not supported. Dashboard is pre-configured
Charts widget	Visualize data with customizable charts	Basic charts only	Requires manual setup	Basic financial charts (no custom chart creation)
Metrics widget	Track key numbers without manual reporting	Basic metrics only	Included	Standard metrics only (revenue, leads)
Goals widget	Monitor progress toward defined goals	Not supported (requires integration)	Not supported	Not supported. No internal goal tracking system
Notes widget	Add contextual notes directly to dashboards	Not supported (requires integration)	Not supported	Not supported. No dashboard notes widget
Calendar widget	View upcoming events alongside work and metrics	Calendar on dashboard	Included	Included. Agenda and upcoming tasks displayed
Financial widgets	Track revenue and expenses in the same view	Revenue & invoice tracking	Included	Included. Revenue and pending payments tracking
BRANDING	Plutio	HoneyBook	Dubsado	17hats
White-label and branding	Run the entire platform under your brand	HoneyBook branding, not white-label	Dubsado branding, not white-label	Logo only
Custom interface theme	Apply your brand colors across the system	UI theme cannot be customized	UI theme cannot be customized	Not supported. Themes are pre-defined
Stylesheet customization	Fine-tune styling beyond basic theming	You cannot apply custom CSS	You cannot apply custom CSS	Not supported. No custom CSS access
Custom login/signup pages	Use branded authentication pages instead of generic screens	Login pages cannot be customized	Login pages cannot be customized	Logo branding only (fixed layout)
Email branding	Send all system emails with your branding	You can brand outgoing emails	You can brand outgoing emails	Included. Add your logo to all messages
Custom brand fonts	Use your own fonts throughout the platform	You cannot use custom fonts	You cannot use custom fonts	Not supported. No custom font uploads
Custom brand logos	Replace all platform logos with your own	You can add your logo	You can add your logo	Included. Your logo on documents and emails
Custom domain name	Run everything on your own domain	Not supported (requires integration)	Not supported	Not supported. Redirects to 17hats domain
Custom email SMTP	Send emails from your own email infrastructure	Not supported (requires integration)	Not supported	Included. Send from your SMTP server
Full workspace embedding	Embed Plutio directly into your website or product	Not supported (requires integration)	Not supported	Not supported
CUSTOMIZATION	Plutio	HoneyBook	Dubsado	17hats
Flexible workspace setup	Shape the platform to match how your business works	HoneyBook has fixed workspace	Dubsado has fixed workspace	17hats has fixed workspace
Main menu editor	Add, remove, or reorder navigation items freely	You cannot customize navigation	You cannot customize navigation	Fixed menu (no customization)
User-based menus	Show different navigation for different roles	Menus are the same for all users	Menus are the same for all users	Not supported (fixed menu for all user roles)
Custom user roles	Create role types beyond preset permissions	You cannot define custom roles	You cannot define custom roles	Basic roles only (no granular permissions)
Advanced user permissions	Control access at a granular level	Permissions are not configurable	Permissions are not configurable	Not supported (no granular permission settings)
SSO / OAuth	Support enterprise-grade single sign-on	You cannot use SSO	You cannot use SSO	Email & password login only
INTEGRATIONS	Plutio	HoneyBook	Dubsado	17hats
Connect with other tools	Integrate with external systems without lock-in	Zapier only	Zapier only	Zapier plus direct integrations
Zapier integration	Connect to thousands of apps without custom code	You can connect HoneyBook to Zapier	You can connect Dubsado to Zapier	Included. Full Zapier connectivity
Make.com integration	Build advanced automation scenarios visually	You cannot connect via Make	You cannot connect via Make	Not supported natively
Pabbly Connect	Connect services without usage-based limits	You cannot connect via Pabbly	You cannot connect via Pabbly	Not supported natively
Full REST API access	Build custom integrations with full system access	You cannot access an API	You cannot access an API	Included. API access available for developers
Incoming & outgoing webhooks	Send and receive real-time events	You cannot use webhooks	You cannot use webhooks	Supported. Automate events via webhooks
PLATFORM	Plutio	HoneyBook	Dubsado	17hats
Mobile apps	Access your business from native mobile apps	Full-featured iOS and Android apps	iOS and Android with Tap to Pay	Limited features
iOS app	Full-featured iPhone app	You can use HoneyBook on iOS	You can use Dubsado on iOS	Limited features (legacy mobile interface)
Android app	Full-featured Android app	You can use HoneyBook on Android	You can use Dubsado on Android	Limited features (legacy mobile interface)
Mac desktop app	Native macOS app for desktop workflows	There is no desktop app	There is no desktop app	Web only. No native Mac application
Windows desktop app	Native Windows app for desktop workflows	There is no desktop app	There is no desktop app	Web only. No native Windows application

How to migrate from And Co to Plutio (Step-by-Step)

Switching from And Co to Plutio is designed to be a continuous move rather than a fresh start. You can carry over your existing client data and billing history to maintain momentum.

Step 1: Export your And Co data
Download your clients, projects, and invoices as CSV files from your And Co dashboard.

Step 2: Map and Import into Plutio
Upload your CSVs to Plutio. Our importer allows you to map And Co fields (like Client Name, Email, and Total Invoiced) directly to Plutio’s structured database.

Step 3: Brand and Invite
Set up your whitelabeled portal and custom domain. Once ready, invite your clients into their new professional workspace where they can access all their historical data.

Step 4: Connect the Workflows
Unlike And Co, you can now link those imported invoices and projects to automated follow-ups and task boards, so your work finally catches up with your billing.

Frequently asked questions

Can Plutio replace And Co?

Yes. Plutio includes proposals, contracts, invoices, payments, projects, tasks, client communication, client portals, automation, and AI in one system.

Can I send one-off invoices or contracts in Plutio?

Yes. You can send one-off proposals, contracts, or invoices, or connect them into automated workflows.

Is Plutio good for freelancers and agencies?

Yes. Plutio is used by freelancers and agencies managing multiple projects, tasks, and workflows. Many users start small and expand their workflows as their client work grows.

Do freelancers actually use Plutio day to day?

Yes. Plutio is used daily by freelancers to manage proposals, contracts, invoices, projects, client communication, and automation in one place.

Is Plutio proven for agencies, not just solo freelancers?

Yes. Agencies use Plutio to manage multiple clients, team members, projects, billing, and client communication while keeping everything connected.

How long has Plutio been around?

Plutio has been built and refined for over 10 years based on real freelancer and agency feedback.

Why do people switch to Plutio from other tools?

Most users switch when they need to bridge the gap between getting hired and actually doing the work, moving from isolated tools to a unified system.

Can I migrate from And Co?

Yes. You can import clients, projects, invoices, and more and continue without starting over.

Is my data used to train AI models?

No. Your data is private, encrypted, and never used to train any AI models.

Is Plutio or And Co better for growing agencies?

Plutio is widely considered the superior choice for growing agencies because its pricing scales better for teams and its feature set (like whitelabeling and project automation) is built for high-volume client management. While And Co is great for solo freelancers starting out, Plutio provides the architectural depth needed to scale operations without switching tools again later.

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