Best QuickBooks alternatives for freelancers & agencies (2026)

QuickBooks tracks income, expenses, and tax categories well, but the tool only shows up at invoice time. There are no proposals to send, no contracts to sign, no project tasks to manage, and no client portal where clients check progress without emailing, so freelancers still need three or four other apps before opening QuickBooks to bill for work that's already finished. That gap shows up the moment a client says yes and the freelancer opens four different apps to start the project.

Plutio handles accounting and connects it to the work that generated the income: when a client approves a scope, the proposal goes out from the same tool, the signed contract opens the project, time logs tie to tasks, and the invoice builds from those hours automatically.

Six QuickBooks alternatives compared by price, features, and who each one actually fits, so you can choose without testing them all.

Last updated February 2026

4.6

TLDR (summary)

Best QuickBooks alternative in 2026: Plutio ($19/month vs QuickBooks Simple Start at $35/month, or Solopreneur at $20/month with a cap of two invoices per month unless QuickBooks Payments is enabled). QuickBooks tracks income, expenses, and tax categories, but the freelancer workflow starts long before the invoice. Plutio handles the same billing work and keeps going once the project opens, connecting proposals, contracts, tasks, tracked hours, and a client portal in the same place.

Why freelancers switch: QuickBooks shows up at the end of the process. Proposals go out from Word or a separate tool. Contracts get signed through HelloSign. Projects live in Asana. Time gets tracked in Toggl. Then the invoice gets typed into QuickBooks, manually pulling numbers from each of those apps. Four tools to complete one client engagement.

Why Plutio is the best alternative: Proposals, contracts, projects, time tracking, invoicing, and a branded client portal all connect in one place. When a client signs the proposal, Plutio opens the project from a saved template, assigns tasks from the scope, and queues onboarding steps. When the project closes, tracked time becomes invoice line items automatically. Context from the proposal carries forward to the project with no rebuilding between apps.

Other alternatives on this page: FreshBooks (invoicing and time tracking, no proposals or project management), Wave (free accounting and invoicing, very limited beyond billing), Bonsai (freelancer proposals and contracts, basic task management). Full comparison below.

What is QuickBooks and what does it do?

QuickBooks Online is accounting software that tracks income, expenses, and bank transactions. The Solopreneur plan ($20/month) is positioned at freelancers and independent contractors who need basic income tracking, expense categorization, receipt capture, and invoicing in one place.

The pitch is a single dashboard to see how your business is doing financially: money in, money out, and what you owe in taxes. For accounting, expense tracking, and tax preparation, QuickBooks covers what most freelancers need to satisfy their accountant or file independently.

QuickBooks handles:

Tracking income and expenses connected to a bank account
Categorizing transactions for tax reporting
Generating basic invoices and sending payment requests
Receipt capture and mileage tracking on mobile
Quarterly tax estimates and Schedule C reports for self-employed users
Connecting to 800+ apps through the QuickBooks App Store

For keeping the books, QuickBooks does the job. But the freelancer workflow starts well before the invoice: scoping, proposing, contracting, executing, and only then billing. QuickBooks covers the last step.

What are QuickBooks' limitations for freelancers?

QuickBooks is designed for accountants and business owners who need clean books, not for freelancers who need to manage clients from first contact to final payment. Once a client says yes to a scope, QuickBooks has no tools to handle what comes next until the invoice is ready to send.

The Solopreneur plan ($20/month) limits users to two invoices per month unless QuickBooks Payments is enabled. Moving up to Simple Start ($35/month) removes that cap, but the next problem appears: QuickBooks branding remains on all client-facing documents at lower tiers and cannot be removed without moving to a higher plan.

A freelancer managing one active client still needs separate tools for the proposal, the contract, the project, and the time tracking. QuickBooks touches the invoice at the end, so the subscription covers one step in a five-step workflow.

Common gaps include:

No proposals with digital signature or online approval
No contracts or agreement templates with e-signature
No project or task management for managing deliverables
No time tracking that connects to tasks and generates invoice line items
No client portal where clients see project progress or download files
Solopreneur plan caps invoices at two per month without QuickBooks Payments

Freelancers switch when the accounting side is solved but the rest of client management still runs across three other tools.

QuickBooks is great for taxes and accounting, but I still need Dubsado for proposals and contracts, Asana for project management, and Toggl for time. QuickBooks only touches the very end of my workflow.
VR
Verified ReviewerFreelance Designer

What a complete QuickBooks alternative needs

A complete QuickBooks alternative should handle the billing and accounting side while also covering the steps that come before the invoice. Most freelancer client engagements follow the same sequence: scope the work, send a proposal, get a contract signed, manage the project, track hours, and then bill. An alternative that only handles one of those steps leaves the rest of the problem unsolved.

The goal is one place where the scope, the agreement, the work, and the payment all stay linked to the same client record so nothing gets lost between apps and invoices match the work that was actually done.

A strong alternative should include:

Invoicing that connects to tracked time and project scope, so billing reflects actual work without manual copying
Proposals that can be approved and signed online, so clients can say yes without a separate tool
Contracts with e-signatures tied to the same project, so agreements stay linked to deliverables
Project and task management for tracking deliverables day to day
Time tracking that ties to specific tasks and clients, so hours flow directly into invoices
A client portal where clients see project status, files, and invoices without emailing for updates
Branding on all client-facing pages and documents, so the portal and invoices reflect your business, not the tool's
Payment collection connected to invoices, so clients pay directly without a separate payment link

The difference is between a tool that handles accounting at the end and a tool that manages the entire client engagement from start to finish.

#1. Plutio, top all-in-one QuickBooks alternative in 2026

When work ends in QuickBooks, the path there usually ran through four other apps. A scope drafted in Google Docs, a proposal sent from a dedicated proposal tool, a contract signed in DocuSign, tasks managed in Asana, time tracked in Toggl, and then all of that manually pulled into a QuickBooks invoice. Re-entering scope context across four tools consumes real time before any project work begins.

Plutio removes that rebuild. The proposal goes out from the same platform that manages the project, so when a client signs and pays the deposit, the project opens automatically from a saved template and tasks populate from the scope. No switching apps. No re-entering context.

What this actually looks like

A client agrees to a new project. In Plutio:

A proposal goes out with scope, pricing, and contract terms combined in a single document
The client reviews, signs the embedded contract, and pays the deposit from one page
The project creates from a saved template with tasks, milestones, and deadlines already built
The client gets access to a branded portal with their project files and task progress
Time tracked against tasks becomes invoice line items at billing time, matched to the agreed scope
Invoices go out through Plutio with Stripe or PayPal connected, and payments land directly in the account
Automated reminders handle follow-ups for overdue invoices without manual chasing

The context that existed in the proposal carries forward to the project with no rebuilding required.

Why this matters for freelancers leaving QuickBooks

When billing and project management are in separate apps, the invoice is always a guess. Hours tracked in Toggl get copied manually into QuickBooks, and that copying introduces errors. In Plutio, time ties directly to the task and the project, so the invoice line items match what was actually tracked, not what was remembered.

Invoices match tracked hours because time entries connect directly to the project
Clients stop emailing for updates because the portal shows progress, files, and invoices in one place
New client onboarding runs automatically from a signed proposal, not from manual setup in multiple apps
All client documents, tasks, and invoices stay tied to the same record, so nothing gets lost between tools

What the client portal looks like

QuickBooks has no client-facing component beyond the payment link on an invoice. Every question a client has about project status, open tasks, or upcoming milestones arrives as an email. For freelancers managing three or more clients, that loop takes real hours every week.

In Plutio, each client gets a branded portal at your own domain: your logo, your colors, your domain name, and your email templates. Clients log in to see open tasks, completed work, uploaded files, project timelines, and the current invoice. Projects expand beyond original terms when clients can see what's in scope and what's not, because everything is documented and visible in real time. Portal access removes the status email loop entirely.

Agencies running multiple client accounts get separate portals per client, all managed from one Plutio account. Sub-accounts let team members work inside specific portals without seeing other clients' data.

Switching from QuickBooks

QuickBooks exports income, expense, and transaction data as CSV files. Moving historical accounting data takes an afternoon. Active projects and client relationships move faster because they were likely split across multiple tools anyway, and Plutio brings them together from the first new project. Plutio has been around for over 10 years, built on direct feedback from freelancers and agencies running real client work.

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

#2. FreshBooks, invoicing and time tracking, no proposals or project management

FreshBooks handles invoicing, time tracking, expense tracking, and basic reporting for freelancers and small service businesses. For someone leaving QuickBooks specifically because the invoicing experience feels too accounting-heavy, FreshBooks presents invoicing as the primary feature, with expense tracking and time tracking alongside it.

The limits become clear when a client needs more than an invoice. FreshBooks has no proposals, no contracts, and no project management. The Lite plan ($19/month) limits active clients to five, so freelancers with more than five active clients need to upgrade to the Plus plan ($33/month) just to add a sixth client, not to unlock a new feature.

FreshBooks works for freelancers whose primary need is cleaner invoicing and basic time tracking, without QuickBooks' tax complexity.

FreshBooks limits active clients per plan tier and has no proposals, contracts, or project management. Growing freelancers hit the client cap before they hit a feature wall.

FreshBooks is clean and easy to invoice, but there's no way to manage my actual projects inside it. I still need Asana for task management and send proposals from a different tool. The client limit on the lower plan is also frustrating.
VR
Verified ReviewerFreelance Writer

#3. Wave, free accounting and invoicing, limited beyond basic billing

Wave offers free accounting and invoicing for freelancers and small businesses. For someone looking to leave QuickBooks primarily because of the monthly cost, Wave removes that cost entirely for its core accounting and invoicing features. Bank connections, expense tracking, and basic invoicing are all free.

The tradeoff is depth. Wave has no proposals, no contracts, no project management, and no client portal. Time tracking requires a paid add-on. Payment processing through Wave Payments charges a per-transaction fee. Customer support is limited on the free plan. For freelancers who need more than bookkeeping, Wave solves the cost problem but leaves the workflow problem in place.

Wave works for freelancers who want free accounting and invoicing and don't need proposals, contracts, or project management.

Wave has no proposals, contracts, project management, or client portal. Freelancers managing active projects still need multiple additional tools on top of Wave.

Wave is genuinely free for accounting and invoicing, which is great. But beyond that, it's pretty bare. No project management, no contracts, and the customer support is nearly non-existent. For simple freelance billing it works, but it's not a full business management tool.
VR
Verified ReviewerFreelance Consultant

#4. Bonsai, freelancer contracts and invoicing, basic project tools

Bonsai is aimed squarely at freelancers who find QuickBooks too accounting-heavy and want proposals and contracts in the same tool. Bonsai handles proposals, contracts, invoicing, and US tax preparation for independent contractors, addressing the gaps that QuickBooks leaves before the invoice stage.

Project management is where Bonsai stays basic. Task management is a list view only, with no Gantt charts, task dependencies, or timeline views. The client portal is minimal, covering document sharing rather than project visibility. Bonsai also focuses on US-based freelancers for the tax features, so international freelancers miss some of the key functionality.

Bonsai works for US-based solo freelancers who want contracts, invoicing, and basic project tracking without managing separate tools for each.

Bonsai has no Gantt charts, no task dependencies, and a minimal client portal. Freelancers managing complex projects or growing into agencies need separate tools for the project side.

Bonsai is great for getting contracts and invoices done quickly. The task management is very basic though. For anything beyond simple to-do lists, I still use Trello or Asana on the side.
VR
Verified ReviewerFreelance Developer

#5. Xero, global accounting alternative, no client management

Xero is an accounting platform used by freelancers, small businesses, and accountants across the UK, Australia, New Zealand, and the US. For freelancers who work internationally or outside the US and find QuickBooks' tax features less relevant, Xero covers accounting, bank reconciliation, invoicing, and payroll in markets where QuickBooks has limited coverage.

Xero is an accounting tool, not a client management platform. There are no proposals, no contracts, no project management, and no client portal. Xero works best for freelancers who have an accountant on the other end reconciling books, not for solo operators managing the full client lifecycle themselves.

Xero works for freelancers outside the US who need accounting software their accountant can access, with strong international currency and tax support.

Xero has no proposals, contracts, project management, or client portal. Freelancers managing client work still need a full set of additional tools to handle anything beyond accounting.

Xero is great for accounting and my accountant loves it, but it's purely a financial tool. There's nothing for managing projects, sending proposals, or letting clients see what I'm working on. It's one piece of a much bigger puzzle.
VR
Verified ReviewerFreelance Consultant

#6. HoneyBook, client management and booking, not an accounting replacement

HoneyBook is built around the booking moment: inquiry, proposal, contract, and deposit in one flow. Freelancers leaving QuickBooks because they want those steps before the invoice will find HoneyBook addresses the client intake side directly.

HoneyBook is not an accounting tool and doesn't replace QuickBooks on the tax side. There's no income and expense tracking connected to tax categories, no bank reconciliation, and no quarterly tax estimates. Freelancers who need both client management and proper accounting usually end up running HoneyBook and QuickBooks together, which is two subscriptions for two halves of the same problem.

HoneyBook works for creative freelancers who want a smoother client booking experience: inquiry to contract in one flow.

HoneyBook has no accounting features, no tax reporting, and no project management beyond basic task lists. Freelancers who need to replace QuickBooks entirely will still need a separate accounting tool.

HoneyBook is beautiful for getting clients booked and paid, but it's not an accounting replacement. I still need QuickBooks for my actual bookkeeping and tax records. It ends up being two subscriptions.
VR
Verified ReviewerPhotographer

The verdict: Why Plutio is the best QuickBooks alternative

QuickBooks was built for accountants managing business finances: categorizing transactions, preparing tax reports, and keeping books clean for filing. For freelancers, that accounting work matters, but it's a small part of a longer client workflow that starts with finding clients, scoping work, writing proposals, signing contracts, and managing projects before the invoice gets built.

QuickBooks has no tools for those earlier steps. The Solopreneur plan at $20/month handles accounting and basic invoicing, but a freelancer running active client projects still needs a proposal tool, a contract tool, a project management tool, and a time tracker alongside it. The combined monthly cost for those four tools easily runs $70-90/month, in addition to the QuickBooks subscription.

Plutio builds around the full workflow. When a client agrees to work together, the proposal goes out, the contract collects the signature, the project opens from a saved template, time tracks against specific tasks, and the invoice generates from those hours. The comparison table below shows the specific feature gaps side by side. All of that in one place, at $19/month.

What changes when you switch from QuickBooks to Plutio?

Freelancers who switch from QuickBooks report three consistent changes:

Invoices match the work. In QuickBooks, invoice amounts get typed in based on notes from a separate time tracker and memory of what was completed. In Plutio, time tracked against project tasks becomes invoice line items automatically. The invoice reflects actual hours because both live in the same platform, not two apps that don't share data.
Client setup takes minutes instead of hours. Getting a new client started in a QuickBooks-plus-tools stack means setting up the client in QuickBooks, creating a project in Asana, drafting a proposal in a separate tool, and sending a contract through DocuSign. In Plutio, the proposal goes out from the same tool that manages the project, and a signed proposal opens the project automatically from a template. One tool, one setup.
Clients stop asking for status updates. QuickBooks has no client-facing component beyond an invoice link. Every question about project progress, file delivery, or timeline arrives by email. In Plutio, clients log into a branded portal and see progress, files, and invoices without asking.

How does Plutio compare to QuickBooks on price and features?

The pricing comparison starts wide. A freelancer using QuickBooks Solopreneur ($20/month) and the tools needed to fill the gaps runs something like: QuickBooks ($20) plus a proposal tool like PandaDoc or Proposify ($50+/month), plus Asana for project management ($10/month), plus Toggl for time tracking ($10/month). The total sits at $90+/month for four tools that don't share a client record or pass data between each other.

Plutio Core at $19/month includes CRM, proposals, contracts, projects, time tracking, invoicing, and client portals in one connected system. The entire stack for one subscription.

G2 reviewers who flag QuickBooks as insufficient for freelancers consistently point to the same gaps: no way to manage the project that generated the invoice, no proposals inside the platform, and no client portal beyond the payment link. The pattern shows QuickBooks rated well for accounting accuracy and poorly for freelance workflow completeness.

Which tool wins? The feature and pricing comparison

What QuickBooks includes: Income and expense tracking connected to bank accounts, transaction categorization for tax reporting, basic invoicing and payment collection, receipt capture, quarterly tax estimates for self-employed users, and mileage tracking on mobile. Solopreneur plan at $20/month; Simple Start at $35/month.

What QuickBooks lacks: Proposals with online approval and e-signature, contracts connected to projects, task and project management for deliverables, time tracking tied to specific tasks and invoices, and a client portal where clients see project progress without emailing.

What Plutio adds: All of the above, plus white-labeled client portals at your own domain, automated project creation from signed proposals, and time entries that become invoice line items automatically. All at $19/month with no invoice caps and no per-client pricing.

The math: QuickBooks Solopreneur ($20) plus proposal tool ($50) plus Asana ($10) plus Toggl ($10) = $90+/month across tools that don't connect. Plutio = $19/month for everything in one place.

The deciding question: Does the work start and end with bookkeeping, or does getting paid require managing proposals, projects, and client communication first?

How do you migrate from QuickBooks to Plutio?

QuickBooks exports data as CSV files from the Reports section. For most freelancers, the useful data is the client list, unpaid invoices, and income/expense history for tax records. Historical accounting data for tax filings should stay in QuickBooks or be handed to an accountant, as Plutio is not a dedicated accounting tool for tax preparation.

Start your free Plutio trial: Sign up at plutio.com. The 14-day free trial includes full feature access. Use the trial to build your first project template and test the proposal-to-invoice flow before committing.
Export your QuickBooks client list: Go to Reports in QuickBooks, run the Customer Contact List report, and export as CSV. The export includes names, emails, and billing addresses. Invoice history exports separately from the Transaction Detail by Account report.
Import clients into Plutio: Upload the client CSV to Plutio. The importer maps QuickBooks contact fields to Plutio's CRM. Existing invoice history can be noted as an opening balance on the client record for reference.
Build your proposal template: Draft your standard proposal scope, pricing structure, and contract terms in Plutio. Proposals and contracts live in the same document, so clients review, sign, and pay from one link.
Set up project templates: Create project templates matching your typical project types. Each template includes task lists, milestones, and file folders. When a proposal is approved, the project opens from the template automatically with the scope already defined.
Configure your branding: Add your logo, brand colors, and custom domain to the client portal. Clients see your brand at every touchpoint: proposals, invoices, portal login, and project updates.
Connect payment processing: Link Stripe or PayPal to accept credit card, debit card, and bank transfer payments directly from invoices and proposal deposit requests.
Set up invoice automations: Create automation rules to send invoice reminders before and after due dates, flag overdue items, and trigger follow-up steps when invoices are paid.
Run both tools briefly in parallel: Keep QuickBooks active for 1-2 billing cycles while new projects start in Plutio. Running both for 1-2 billing cycles keeps tax records clean in QuickBooks while the new workflow gets established in Plutio.
Hand off accounting to your accountant: For tax filing, export the QuickBooks history and hand it to an accountant. Future income tracking happens in Plutio's reporting, with Stripe or PayPal providing payment records.

Need help with setup? Start your free trial and use the built-in live chat to connect with the support team. Migration questions get answered the same day.

Research & Sources

Every comparison and price point on this page is backed by direct research conducted in February 2026. We verify pricing from official product pages and cross-reference with user reviews and third-party analysis.

Pricing verification sources

Plutio: Official pricing
QuickBooks Online: Official pricing, Capterra reviews, G2 reviews
FreshBooks: Official pricing, G2 reviews
Wave: Official pricing, G2 reviews
Bonsai: Official pricing, G2 reviews
Xero: Official pricing, G2 reviews
HoneyBook: Official pricing, G2 reviews

Verification methodology

For each feature in the comparison table, we consult official product documentation, verify with G2 and Capterra user reviews, cross-reference with product walkthroughs, and update pricing monthly based on published rates. If you find any inaccuracies, please contact us so we can investigate and update.

What is the best QuickBooks alternative for freelancers in 2026?

Compare pricing, invoicing, project management, proposals, and client portal capabilities.

PRICING Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Starting price	$19/month (Core plan)	$38/month (Simple Start), promo: 50% off for first 3 months	$21/month (Lite, 5 clients)	$15/month (Basic, $9/month annual)	$12/month (Starter, $10/month annual)	$36/month (Starter, $29/month annual)	Free plan (2 users). Paid plans from $12/seat/month (Essential, $9/seat annual)
Free plan	No free plan (14-day trial available)	No free plan (30-day trial)	No free plan (30-day trial)	No free plan (trial available)	No free plan (14-day trial)	No free plan (7-day trial)	Free plan for up to 2 users
Trial period	14-day free trial	30-day free trial	30-day free trial	7-day free trial	14-day free trial	7-day trial + 60-day money-back guarantee	7-day free trial on paid plans
PROJECT MANAGEMENT Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Basic project tracking (Plus plan and above, limited to budgets and time)	Basic project tracking with profitability focus	Basic project and task management	Projects with Table, Kanban, and Timeline views	Projects with task lists and pipeline	Full project management with Kanban, Gantt, task lists, milestones, and dependencies
Project roles and permissions	Control exactly who can view or edit each part of a project	No project-level roles or permissions	Team member permissions (Admin, Manager, Employee)	4 fixed roles (PMs cannot view financials)	4 project access levels (full, read-only, overview, hidden)	5 team roles with project access control	Role-based access control with customizable permissions per project
Multiple task boards	Unlimited boards to run parallel workflows in the same project	No Kanban, Gantt, or calendar views	No task boards (list-based tracking only)	Strictly restricted to 1 board per project	Single board per project	You cannot use task boards	Multiple task boards per project with Kanban view
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable boards	No embeddable project views	Embedding live project boards is not supported	No embeddable project boards	You cannot embed project views	No embeddable project boards
Sharable project boards	Read-only public links for sharing progress without risk	No sharable boards	Clients can view documents in portal only	Portal access only (no public read-only links)	Client portal access only (no public links)	You can share projects via the client portal only	No shared or public project links
Project stages and milestones	Define custom project lifecycles for different types of work	No custom project statuses	No project stages or milestones	Milestones with Gantt chart visualization	Custom task statuses (no formal milestones)	You can use pipeline stages, but they are predefined	Project milestones with Gantt chart visualization and dependencies
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Projects link to invoices and expenses (no proposals or contracts)	Estimates and invoices connect (no contracts)	Manual linking (no automatic project integration)	Proposals auto-convert to contracts and projects	Integrated via Smart Files	Invoices and contracts linked to projects (Documents Builder, Dec 2025). No native proposals yet
Custom project data fields	Track, sort, filter, and report on custom project data	No custom project fields	No custom project fields	Text, number, date, URL (no filtering)	Custom fields on CRM objects (limited on tasks)	Basic custom fields	Custom fields on projects and tasks
Kanban boards	Drag-and-drop tasks across customizable columns	No Kanban board	No Kanban boards	Kanban view (limited customization)	Kanban board view included	You cannot view tasks in a kanban board	Kanban board view for projects and tasks
Table view	Bulk-edit tasks like a spreadsheet	Transaction list view within projects	No table view for tasks	Basic table view (no bulk editing)	Table view included	You cannot view tasks in a table	Table view available
List view	Clean task lists with clear hierarchy	Transaction list view within projects	Task list view available	Simple list view with basic sorting	No dedicated list view (table view used instead)	You can view projects in a list	List view available
Calendar view	See tasks and deadlines on a calendar	No calendar view	Calendar shows events, not tasks	Calendar view for tasks and deadlines	Homebase calendar with task dates	You can see bookings on a calendar	Calendar view for tasks and deadlines
Gantt view	Plan work visually with task order and dependencies	No Gantt chart	No Gantt charts	Gantt chart with drag-and-drop	Timeline view functions as Gantt chart	You cannot view work on a gantt chart	Gantt chart with dependencies and milestones
Subtasks	Break work down into multiple nested levels	No subtask support	No subtasks	Nested subtasks supported	Subtasks as checkboxes (single level, not nested)	You cannot split tasks into subtasks	Subtasks with checklists
Email to task	Turn emails into tasks without manual copying	No email to task	No email-to-task conversion	No email-to-task conversion	No email-to-task conversion	Not supported (email sync only)	Email integration available (no direct email-to-task)
Task comments	Keep discussions tied directly to each task	No task management system	Team discussion on projects	Comments stay attached to tasks only	Comments and @mentions on tasks	You cannot comment on tasks	Comments and @mentions on tasks
Task attachments	Store files directly on the task they belong to	No task management system	Files can be attached to projects	File attachments (no file manager)	File attachments (50 MB limit per file)	You can share files, but not attach them to tasks	File attachments on tasks
Task priorities	Define priority levels that fit your workflow	No task management system	No task priorities	No priority levels	No native priority levels	You cannot set task priorities	Task priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	No task management system	No task labels or color coding	No color coding (labels only)	No native labels or color coding	You cannot label or color-code tasks	Labels and color coding on tasks
Multiple task assignees	Assign tasks to one or multiple teammates	No task assignees	Tasks can be assigned to team members	One assignee per task (no multi-assign)	Single assignee per task only	You cannot assign tasks to multiple people	Multiple assignees per task
Task templates	Reuse task-level structures across projects	No task templates	Project templates available	Task templates with dependencies	Project templates with tasks included	You cannot reuse task templates	Task and project templates
Task permissions	Control access at the individual task level	No task-level permissions	No task-level permissions	Project-level only (no task-level)	4 access levels per project (not per task)	You cannot set permissions per task	Role-based task access control
Task dependencies	Prevent work from starting out of order	No task dependencies	No task dependencies	Waiting on, Blocking, Related to	Basic task dependencies (limited configuration options)	You cannot link tasks together	Task dependencies with Gantt visualization
Recurring tasks	Automate repeating work with flexible schedules	Recurring transactions only (not tasks)	No recurring tasks	Daily, weekly, monthly, milestones	Daily, weekly, monthly, yearly recurring tasks	You cannot create recurring tasks	Recurring tasks supported
Custom task data fields	Add task-level fields for tracking custom details	No custom task fields	No custom task fields	Custom fields (text and number only)	Custom fields on CRM objects (limited on tasks)	Basic custom fields	Custom fields on tasks
TIME TRACKING Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracking (Essentials plan and above)	Timer and manual time entry	Timer and manual time entry	Start/stop timer and manual entry	Basic time tracking (manual entry on desktop, stopwatch on mobile)	Built-in time tracking at project and task level
Task-level tracking	Log time directly against tasks and subtasks	Time tracked per service item and project (not per task)	Time tracked per service, not per task	Limited to task-level only (no subtask tracking)	Track time by client, project, and task	Project-level only, no task-level tracking	Time tracking per task
Project-level tracking	See time spent per project and per client	Time tracked per project (Plus and Advanced plans)	Time tracked per project and client	Time tracked per project	Track time at project level	Time tracked at project level	Time tracking per project
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable time categorization	Billable and non-billable hours supported	Billable and non-billable categorization	Billable and non-billable toggle on time entries	Billable time tracking available	Billable hours tracking
Billable time invoicing	Turn tracked time into invoices without extra steps	Add billable time directly to invoices	Time entries convert to invoices	One-click invoice from time entries	Auto-populate invoices from tracked hours	Invoice from time logs (desktop only)	Convert billable time to invoices
Timesheet reports	View detailed time reports by task, project, or client	Detailed time reports available	Detailed time reports available	Detailed timesheet reports	Time views by project, client, and month (no exportable reports or filters)	Basic time logs per project	Timesheet reports available
Team timesheets	See how each team member tracks their time	Team timesheets with weekly view (Essentials plan and above)	Team time tracking on higher plans	Per-member timesheets with locking	Team time logging (no approval workflow)	Team members can log time on shared projects	Team timesheet overview
PROPOSALS Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
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)	Customizable proposals with e-signatures	Drag-and-drop proposal builder	Smart files combine proposals and contracts	Basic proposal/estimate creation (no interactive builder)
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	No visual proposal builder	No visual proposal builder	Visual editor (no true drag-and-drop)	Drag-and-drop with templates	You can edit sections, not free drag-and-drop)	No drag-and-drop proposal builder
Reusable proposal templates	Reuse proven proposal layouts across clients	Estimate templates available (not full proposals)	Estimate templates available	Industry templates plus custom templates	Pre-built professional templates	You can use proposal templates	Basic estimate templates (limited customization)
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No proposal view tracking	No proposal view tracking	Real-time view tracking	No view tracking or engagement analytics	You can see when a proposal is viewed	No real-time proposal analytics
Live messenger on proposals	Answer questions directly while clients review proposals	No in-proposal messaging	No in-proposal messaging	No live chat in proposals	Client comments directly on proposals	You cannot chat inside proposals	No live messenger on proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Estimate to invoice only	Estimate to invoice only	Proposal-contract link only (no scheduler)	Auto-convert to contract and project on approval	Complete Smart Files flow	No proposal-specific automation
Convert proposal to invoice	Create invoices directly from approved proposals	Convert estimates to invoices	Convert estimates to invoices	Auto-generate invoice from accepted proposal	Auto-create invoice when agreement is signed	Accepted proposals create invoices	Convert estimates/proposals to invoices with one click
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No packages or add-ons	No packages or add-ons	Packages with single, multi-select options	No interactive pricing tables or package selection	You can offer packages and add-ons	No packages or add-ons in proposals
Interactive pricing tables	Let clients choose options before approving	Static pricing only	Static pricing only	Static pricing only (no client selection)	No interactive pricing tables	Pricing updates dynamically	No interactive pricing tables
Dynamic data and variables	Auto-fill proposal content with client and project data	Basic placeholders available	Basic placeholders available	Basic smart fields (limited variables)	Basic merge fields (no dynamic data blocks)	You can use smart fields	Dynamic variables with automatic data filling in Document Builder
Expiration dates	Automatically expire proposals after a set date	Manual expiry dates on estimates	Manual expiry dates on estimates	Manual expiry dates (no automation)	Expiration dates not confirmed in documentation	You can set proposal expiry	Expiration dates on estimates
PDF Export	Download as branded PDFs	PDF export included	PDF export included	Basic PDF export (limited branding)	Contracts stored in client profile (no standalone PDF export documented)	You can download proposal PDFs	PDF export available
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	No reusable content blocks	Reusable blocks not supported (templates only)	No reusable content blocks	You can reuse proposal sections	No reusable content blocks
Legally binding e-signatures	Collect secure electronic signatures on proposals	Basic e-signature on estimates (DocuSign integration on Advanced plan)	No e-signatures	Basic e-signatures (limited audit trail)	E-signatures on proposals	Clients can sign online	No e-signatures on proposals
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Custom fields on Advanced plan only	No custom proposal fields	Text and date custom fields only	Merge fields for client and project info (no sortable custom data)	Basic custom fields	Custom variables and fields available in Document Builder
CONTRACTS Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	QuickBooks Online does not handle contracts	Contracts not supported	Legally vetted templates with e-signatures	Legally vetted contract templates	Smart files combine contracts and invoices	Contract creation via Documents Builder (Dec 2025). E-signatures not yet available
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	No contract builder	No contract builder	Visual editor (no full drag-and-drop)	Pre-built legal templates	You cannot visually build contracts	Template-based Documents and Contracts Builder (Dec 2025)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	No e-signatures on contracts	No e-signatures	Legally binding e-signatures	E-signatures on contracts with audit trail	Contracts support legal e-signatures	No e-signatures (must use third-party)
Multi-signature / signees	Collect signatures from multiple people on the same contract	No multi-signature support	Not supported	Multiple signers and recipients	Single signer per contract (no multi-party signing)	You can collect multiple signatures, with fixed roles	No multi-signature support
Reusable contract templates	Reuse contract structures to create new agreements faster	No contract templates	No contract templates	Industry-specific and custom templates	Pre-built legal templates	You can use contract templates	Reusable document templates with on-brand designs and HTML editor
Auto-reminders automation	Automatically follow up until contracts are signed	No contract reminders	No contract reminders	Auto-reminders (stop after 16 days overdue)	Automatic follow-up reminders	You can send automatic reminders	No contract auto-reminders
Dynamic data/variables	Auto-fill contract content with client and project data	No contract variables	Not applicable	Basic smart fields (limited variables)	Merge fields for client data (no dynamic data blocks)	You can use smart fields in contracts	Dynamic variables with automatic data filling from CRM and other modules
Contract automation triggers	Trigger automated workflows the moment a contract is signed	No contract automation triggers	Not supported	Contract & proposal triggers only	Signed contracts trigger project creation and invoice generation	Contracts can trigger workflows	No contract automation triggers
View notifications	See when contracts are opened and reviewed	Invoice and estimate view notifications only	Email notifications when viewed	Basic email notifications (no detailed tracking)	Real-time tracking (sent, viewed, paid, overdue)	You receive contract notifications	No contract view notifications
PDF download with signature certificate	Download signed contracts with official proof of signature	No contract signatures or certificates	Not applicable	Basic PDF download (limited certificate)	Signed contracts stored in client profile (no signature certificate)	You can download signed PDFs	No e-signature or signature certificates
Custom signer data fields	Collect structured signer information during signing	No signer data fields	Not applicable	Standard fields only (name & email)	Standard signer fields (name and email only)	You cannot customize signer fields	No custom signer data fields
Custom contract data fields	Create custom contract data you can sort, filter, and report on	No contract features	Not applicable	Custom fields (contact info only)	Merge fields only (no sortable or filterable custom data)	Basic custom fields	Custom variables available in Document Builder templates
INVOICES & PAYMENTS Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Full invoicing with online payments (credit card, ACH, Apple Pay, PayPal, Venmo)	Full invoicing with online payments	Invoicing with multiple payment options	Customizable invoice templates with online payments	Invoices with instant online payments	Create and send invoices with online payment collection
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Customizable invoice branding with logo, colors, and layout	Customizable invoice branding	Limited branding (logo and colors only)	Customizable templates	You can brand invoices	Branded invoices with company logo and colors
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based editor only	Template-based editor only	Pre-built templates (no drag-drop)	Template-based editor (not drag-and-drop)	Fixed themes (non-customizable layouts)	Invoice editor (not drag-and-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Fully customizable line items with products/services catalog	Fully customizable line items	Line items (no advanced customization)	Custom descriptions, quantities, and pricing per line	You can edit line items	Customizable line items on invoices
Item or invoice discounts	Apply discounts at the item or full invoice level	Discounts supported	Discounts supported	Discounts (percentage or fixed, no tiered)	Basic discount support	You can apply discounts	Discounts on invoices
Customizable taxes	Create tax rules that match your location and use case	Automated sales tax calculation	Custom tax rates	Basic tax configuration (no automation)	Basic tax calculations (not full tax automation)	You can set tax rates	Tax configuration on invoices
ACH payments	Accept bank transfers for lower-fee payments	ACH bank payments supported	ACH bank payments supported	ACH via Bonsai Payments (US, UK, CA, AU only)	Stripe, PayPal, and ACH	You can accept bank transfers	No ACH payment support
Stripe integration	Accept credit and debit cards instantly	QuickBooks Payments built-in (Stripe via third-party integration)	Stripe payments supported	Stripe payments supported	Stripe integration included	You can accept payments via Stripe	Stripe integration for payments
Square integration	Collect in-person payments when needed	Square integration for sales sync (not direct invoice payments)	Square not integrated	Not supported	No Square integration	You cannot accept payments via Square	Square integration for online invoice payments
PayPal integration	Let clients pay using PayPal	PayPal and Venmo payments on invoices	PayPal payments supported	PayPal payments supported	PayPal integration included	You cannot accept payments via PayPal	PayPal integration for payments
Flexible partial payments	Collect deposits and split payments across milestones	Partial payments supported	Partial payments supported	Partial payments (manual milestone setup)	Deposit requests (limited installment options)	You can accept partial payments	Basic partial payment support
Payment plans	Break invoices into scheduled installments	Recurring invoices only (no structured installment plans)	Manual setup required	Payment plans (limited automation)	Recurring invoices (no milestone-based installment schedules)	You can split invoices into payments	No payment plan support
Automated recurring invoices	Automatically send invoices on a recurring schedule	Automated recurring invoices with flexible schedules	Recurring invoices supported	Weekly, biweekly, monthly, yearly recurrence	Recurring invoices with custom frequency	You can schedule payments, not subscriptions	Basic recurring invoice support
Subscription management	Manage ongoing client subscriptions and billing	Recurring invoices only (no subscription portal)	Retainers available on Plus plan	Recurring invoices (no subscription portal)	Recurring invoices only (no subscription portal or client self-service)	You cannot manage subscriptions	No subscription management
Automated payment reminders	Follow up automatically until invoices are paid	Automated late payment reminders	Automated late payment reminders	Automated reminders (stop after 16 days)	Automatic follow-up reminders with late fees	Payment reminders send automatically	Automated payment reminders
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Reusable invoice templates available	Invoice templates available	Templates available (limited customization)	Customizable templates	You can reuse invoice templates	Reusable invoice templates
Multiple currency support	Bill clients globally in their local currency	Multi-currency supported (Essentials plan and above)	Multi-currency supported	Multi-currency (manual exchange rates)	81+ currencies supported	You can use one account currency only	Multiple currency support
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Recurring transaction automation (custom workflows on Advanced only)	Limited automation	Payment & form triggers only	Pipeline stage triggers only (Pro plan)	Contracts can trigger workflows	Basic invoice automation (limited triggers)
View notifications	See when invoices are opened and paid	Email notifications when invoices are viewed and paid	Email notifications when viewed	Email notifications (no real-time tracking)	Real-time tracking (sent, viewed, paid, overdue)	You receive contract notifications	Basic invoice view tracking
Built-in expense tracking	Track project-related costs alongside invoices	Full expense tracking with receipt scanning, bank sync, and auto-categorization	Full expense tracking with receipts	Expense tracking (auto-categorization via bank sync)	Expense tracking with receipt attachment and Plaid bank sync	You cannot track expenses	Built-in expense and revenue tracking with profit reports
Invoice deposits	Collect upfront payments before work starts	Deposit invoicing supported	Deposit invoicing supported	Deposits supported (manual collection)	Deposit requests available	You can request deposits	Basic deposit support
Auto-invoice billable time	Turn tracked time into invoices automatically	Add billable time directly to invoices	Time to invoice conversion	Time-to-invoice (manual confirmation required)	Auto-populate invoices from tracked hours	There is no time to convert	Convert billable time to invoices
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)	No custom invoice fields	Text and date custom fields only	Basic custom fields on invoices	Basic custom fields	Basic custom fields on invoices
INBOX Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	No unified inbox	No unified inbox	A unified client inbox is not supported	Communicator with email, SMS, and phone in one view (Pro plan)	Messages and emails live in one inbox	No centralized unified inbox
Full email integration	Connect and manage all your email accounts in one place	No email integration (notifications only)	No email integration	Send-only (no inbox sync)	Two-way email sync via Communicator (Pro plan)	You can sync your email	Email integration with IMAP sync (Gmail, Outlook, and more)
Embeddable live chat	Add real-time chat to your website and client portals	No live chat	No live chat	Not supported	No embeddable live chat	You cannot add live chat to your site	No live chat widget
Instant direct messages	Message teammates privately without leaving your workspace	No direct messaging	No direct messaging	Direct messaging is not supported	Direct messages via Communicator	You cannot DM teammates	Built-in instant messenger with group channels, @mentions, and file sharing
Contextual project conversations	Keep conversations tied directly to the project they belong to	No project messaging	Project discussions available	No in-app project messaging	Full conversation history in Communicator	Messages are tied to projects	Comments and @mentions on projects (no dedicated conversations)
Team channels	Create shared spaces for team-wide discussions	No team channels	No team channels	Team chat is not supported	No team channel system	You cannot create team channels	Custom user groups for targeted team communication (Focus Group Collaboration)
Customized channels	Organize channels by team, topic, or workflow	No channels	Not applicable	Not supported	No channel system	Channels are not supported	Custom user groups by department or project team for targeted communication
@mentions	Notify teammates instantly inside conversations	No @mentions	No @mentions	Not supported	@mentions supported in task comments	You cannot mention teammates	@mentions in comments
Message read receipts	See when messages are read	No read receipts	No read receipts	Read receipts are not supported	Conversation history tracked (no read receipts)	You can see when clients read messages	No message read receipts
File sharing in chat	Share files directly inside conversations	No chat feature	No chat feature	Share files and links in portal messages	50 MB attachments or external links (no native file storage)	You can share files in messages	Content sharing in instant team chats
Shared email inbox	Collaborate on incoming emails as a team	No shared inbox	No shared inbox	Not supported	No shared team email inbox	Team email is not shared	No shared email inbox
Inbox mobile app	Access and respond to messages on mobile	No inbox feature	No inbox in app	Not supported	iOS and Android apps	Mobile inbox available	No inbox mobile app
Email reply to inbox	Reply from your email client and keep conversations synced	No inbox feature	No inbox sync	Not supported	Email replies sync to Communicator threads	Email replies sync to conversations	No email reply to inbox
FILES Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Store and manage files	Keep all client and project files in one organized place	File attachments on transactions (no centralized file manager)	Basic file storage in projects	Project document storage with client access	File attachments on tasks (50 MB limit, no file manager)	Files exist per project only	File storage on projects (no dedicated file manager)
Advanced folder organization	Organize files by project, client, or structure you choose	No folder organization	No folder organization	Project-level only (no granular)	Project-level organization (no complex hierarchy)	Fixed themes (non-customizable layouts)	Project-based file organization (no advanced folder system)
Folder permissions	Control who can view or edit folders	No folder permissions	No folder permissions	Project-level only (no granular)	4 project access levels apply to files	Fixed themes (non-customizable layouts)	Project-level permissions apply to files
People folders	Group files by person when needed	No people folders	Not supported	Not supported	No person-based file organization	Fixed themes (non-customizable layouts)	No people-specific folders
Project folders	Keep files scoped to each project	Files organized within project transactions	Files organized by project	Project-based file sections in portal	Files organized within projects	Fixed themes (non-customizable layouts)	Files organized within projects
In-app previews	Preview files instantly without downloading	Basic file previews for receipts and documents	Basic file previews	Not supported	Basic file previews within tasks	Fixed themes (non-customizable layouts)	In-app file previews
Custom file data fields	Capture file metadata you can sort and filter	No custom file fields	No custom file fields	Contact info only (no CRM fields)	No custom file metadata fields	You can add custom fields	No custom file data fields
Built-in documents	Create and edit documents directly inside Plutio	No built-in document editor	No document editor	No built-in document editor	Proposal and contract documents only	Fixed themes (non-customizable layouts)	Knowledge base with rich text pages
Comments on files and docs	Leave comments directly on files and documents	No file comments	No file comments	No file commenting system	Comments and @mentions on tasks	Fixed themes (non-customizable layouts)	Comments on knowledge base pages (not on files)
Bulk file actions	Move, tag, or manage many files at once	No bulk file actions	No bulk actions	Not supported	No bulk file operations	Fixed themes (non-customizable layouts)	No bulk file actions
Files search & filter	Find files quickly using search and filters	Basic search across transactions	Basic search	Not supported	Search within project context	Fixed themes (non-customizable layouts)	Basic file search within projects
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive and Dropbox integrations	Dropbox and Google Drive integrations	Not supported	No native cloud storage sync	Fixed themes (non-customizable layouts)	Google Drive, Dropbox, and OneDrive integrations
Secure sharing controls	Restrict access with permissions or passwords	Account-level role-based access	Basic sharing via portal	Not supported	4 project access levels control file visibility	Fixed themes (non-customizable layouts)	Project-level sharing controls
File sharing links	Share files externally with controlled access	No shareable file links	No shareable file links	Portal sharing only (no direct file links)	Share via task attachments or external links only	Fixed themes (non-customizable layouts)	No dedicated file sharing links
SCHEDULING Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	QuickBooks Online does not have scheduling	No scheduling features	Booking pages with calendar sync	Embeddable booking page with calendar sync	Scheduler with intake forms	No scheduling or booking system
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	No booking pages	No booking pages	Custom branding on booking pages	Customizable booking page with branding	Branding options are limited	No booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	No availability management	Not applicable	Event types with availability windows	Custom availability windows with calendar blocking	You can control availability	No availability management
Automatic buffer times	Add buffer time automatically between meetings	No buffer times	Not applicable	Buffer times (no daily limits)	Configurable buffer between meetings	You can add buffer times	No buffer time settings
Multiple meeting types	Create unlimited booking types with different rules and setups	No meeting types	Not applicable	Custom event types with different durations	Multiple meeting types with unique settings	You can offer multiple session types	No meeting type configuration
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	No calendar sync for scheduling	Calendar sync for late payments only	Calendar sync (Google and Outlook only)	Google, Outlook, iCloud, CalDAV	Fixed themes (non-customizable layouts)	No calendar sync for scheduling
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	No booking confirmations	Not applicable	Email customization (limited template control)	Automated confirmations and reminders	Confirmation customization is limited	No booking confirmations
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No booking system	Not applicable	Redirect supported (basic URL redirect)	Customizable confirmation pages	You cannot redirect after booking	No booking system
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	No booking automation	Not applicable	Booking triggers (limited action types)	Automated reminders and confirmations	Contracts can trigger workflows	No booking automation
Smart meeting reminders	Send automatic reminders without manual follow-ups	No meeting reminders	Not applicable	Auto-reminders (email only, no SMS)	Automated meeting reminders	Meeting reminders send automatically	No meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	Account timezone setting only	Timezone support for invoicing	Timezone detection (basic support)	Calendar sync handles timezones (no explicit detection documented)	Timezones adjust automatically	No timezone detection for booking
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointments	Not applicable	Require payment to book via Bonsai Payments or Stripe	Require payment before meeting is booked	Fixed themes (non-customizable layouts)	No paid appointments
Custom booking forms	Build booking forms with full control over questions and layout	No booking forms	Not applicable	Custom intake questions and forms on booking events	Custom intake forms on meeting types	Booking forms are fixed	No custom booking forms
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	No booking limits	Not applicable	Notice periods (no per-event daily limits)	Booking limits not confirmed in documentation	You can set booking limits	No booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	No scheduling controls	Not applicable	Clients can reschedule or cancel from confirmation email	Clients can reschedule or cancel bookings	Clients can reschedule or cancel	No rescheduling controls
AUTOMATION Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Custom workflows (Advanced plan only, $275/month)	No workflow builder	Contract, proposal, invoice, form triggers	Visual workflow builder (Pro plan only)	AI-powered workflow builder with branching	Automation rules (no visual workflow builder)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Bank rules and transaction triggers (custom workflows on Advanced only)	Limited payment and invoice triggers	Contract signed, proposal accepted, form filled	Pipeline, form submission, and invoice triggers (Pro plan only)	You can automate actions with workflows	Trigger-based automation rules
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Recurring transactions only (no independent schedule workflows)	Recurring invoices only	Not supported	No independent time-based triggers	Workflows cannot repeat on a schedule	No schedule-based automation
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-condition workflows (Advanced plan only)	No multi-step automation	Not supported	Multi-step sequences with branching	Workflows can include multiple steps	Multi-step business processes with stages and automated actions
True/False branching	Create conditional paths instead of one-size-fits-all flows	Conditional approval workflows (Advanced plan only)	No conditional logic	Not supported	Decision widget with AND/OR logic	Branching exists, but options are limited	No conditional branching
Delay-based actions	Add precise timing between steps, down to minutes or days	Payment reminder delays only	Payment reminder delays	Not supported	Wait For conditions only (no timed delays)	You can delay workflow steps	No delay-based actions
Create & update records	Create, update, or move records automatically across the system	Auto-create recurring invoices and transactions	No record automation	Auto-create (projects and clients only)	Create projects, send invoices, send agreements	Creation actions are limited	Create and update records via automation
Move & duplicate records	Reorganize work automatically without manual cleanup	Duplicate estimates and transactions manually	Not supported	Not supported	Change pipeline stage only (no move/duplicate/archive)	Items cannot be duplicated automatically	Move records (no duplicate action)
Delete & archive records	Automatically archive or remove records based on rules	Manual deletion and voiding only	Not supported	Not supported	No auto-delete or archive rules	Items cannot be deleted via automation	Archive records (no auto-delete)
API calls (webhooks)	Trigger or receive real-time events from external systems	Full REST API and webhooks via Intuit Developer Platform	Limited webhook support	Webhooks (outgoing only, no incoming)	Webhook events (Pro plan only)	You cannot use APIs or webhooks	API access and webhooks
Send emails	Send automated emails tied to real workflow events	Automated invoice and reminder emails	Automated invoice and reminder emails	Logo & colors (no custom domain)	Send email from templates with tokens	Workflows can send emails	Send email notifications via automation
Post comments	Add notes or comments automatically where work happens	No automated comments	No automated comments	Not supported	No auto-comment action	You cannot post comments via automation	Leave comments via automation rules
Complete automation logs	See exactly what ran, when, and why	Audit trail tracks all user actions and changes	Basic activity history	Not supported	No automation activity logs	You cannot view automation logs	No complete automation logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Basic invoice placeholders	Basic invoice placeholders	Not supported	Basic token replacement in emails and agreements	You can use smart fields	No auto-fill variables
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Invoices link to projects and customers (limited cross-entity scope)	Clients link to invoices and projects	Not supported	Pipeline-triggered only (limited cross-entity scope)	Forms, bookings, and payments trigger workflows	Basic cross-entity links (CRM to projects)
FORMS Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Create branded forms	Build fully branded forms that match your workflow and client experience	No form builder	No form builder	Branded intake and questionnaire forms	Unlimited form creation with templates	Questionnaires with limited styling	Basic form creation (limited field types)
Drag-and-drop form builder	Design forms visually with full layout control, no code required	No form builder	Not applicable	Form editor (no true drag-and-drop)	Form builder with reusable templates	You cannot visually build contracts	Basic form builder (not full drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	No form feature	Not applicable	Form templates with auto-CRM sync	Reusable form templates	You cannot reuse form templates	Basic form templates
Custom form data fields	Collect structured data you can sort, filter, and report on	No form feature	Not applicable	Custom fields (limited field types)	Custom fields (text, select, radio, checkbox)	You can add custom fields	Limited custom field types
Smart conditional logic	Show or hide fields based on responses, not static forms	No form feature	Not applicable	Conditional logic (limited complexity)	Conditional show/hide fields with AND/OR logic	Fields cannot change based on answers	No conditional logic in forms
Instant email notifications	Get notified immediately when forms are submitted	Invoice and payment notifications only	Not applicable	Email notifications (no customization)	Auto-responses on submission	You can email on submission	Email notifications on form submission
Form automation triggers	Trigger automated workflows when a form is submitted	No form feature	Not applicable	Basic automation triggers (limited actions)	Form submissions can feed into automations (Pro plan)	Contracts can trigger workflows	Basic form automation (limited triggers)
Embed forms	Embed forms anywhere without layout restrictions	No form feature	Not applicable	Embed via iframe (limited styling control)	Embeddable on websites	You can embed forms	Basic form embedding
Advanced field preferences	Control required, hidden, and default field behavior	No form feature	Not applicable	Not supported	Basic field types only	Field behavior is fixed	No advanced field preferences
Comprehensive field types	Collect text, files, dates, selections, and more	No form feature	Not applicable	Not supported	Text, select, radio, checkbox (no regex or conditional validation)	Field types are limited	Basic field types (text, number, date, dropdown)
Form signature field	Collect legally binding signatures directly inside forms	No form feature	Not applicable	E-signature field (basic, no advanced options)	E-signatures via contract documents	Forms can include signatures	No signature field in forms
File upload fields	Accept file uploads as part of form submissions	Receipt capture via mobile app (not form-based)	Not applicable	Clients can upload files to projects	File attachments (50 MB limit)	File uploads are limited	File upload field available
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	No form feature	Not applicable	Not supported	Custom redirect after form submission	You cannot redirect after submit	No redirect after form submission
CRM Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Manage clients and leads	Manage contacts and companies in one connected system	Basic customer and vendor contact management (no pipeline or lead tracking)	Client management included	CRM with Deals pipeline for leads	Client profiles with lifetime earnings and sales pipeline	Pipeline with AI lead prioritization	CRM with pipeline management, lead tracking, and deal stages
Full company management	Track organizations, not just individual contacts	Customer records for individuals and companies (basic info only)	Client records only (no companies)	Companies (basic info only, no hierarchy)	Client records (no separate company entities)	Companies exist, but contacts come first	Organization and company management in CRM
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on customers (all plans)	No custom client fields	Custom fields (text and select only)	Custom fields on CRM objects	You can add CRM fields	Custom fields on contacts
Complete activity timeline	See every interaction with a client in one place	Full transaction history per customer	Client activity history available	Activity log (projects and invoices only)	Historical data per client (not a formal timeline)	You can see full activity history	Activity timeline on contacts and deals
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Customer types and sub-customers (no tags or segmentation)	No labels or grouping	Tags (no advanced segmentation)	Prospect vs Client record types (no tags)	You can tag and segment contacts	Contact tags and segmentation
WIKI Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No knowledge base	No knowledge base	Not supported	No wiki or knowledge base	You cannot create an internal wiki	Built-in knowledge base (wiki) with rich text pages
Beautiful rich text pages	Write structured, formatted content without complexity	No rich text pages	Not applicable	Not supported	No rich text wiki pages	Not supported (requires integration)	Rich text editor for wiki pages
Unlimited nested pages	Build deep knowledge hierarchies without limits	No nested pages	Not applicable	Not supported	No nested documentation	Not supported (requires integration)	Nested page structure in knowledge base
Granular page permissions	Control exactly who can view or edit each page	No wiki feature	Not applicable	Not supported	No wiki permissions	Not supported (requires integration)	Basic page permissions (project-level, not per-page)
DASHBOARDS Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
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	Dashboard (fixed layout, no customization)	Homebase dashboard (not fully customizable)	HoneyBook does not have custom dashboards	Customizable dashboards with widgets
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No custom dashboard builder	No custom dashboard builder	Pre-configured widgets only	No drag-and-drop dashboard builder	Limited dashboard widgets	Drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	Financial charts (P&L, cash flow, expense breakdown)	Financial charts available	Charts (revenue and time only)	Basic pipeline and revenue charts	Basic charts only	Charts and graph widgets
Metrics widget	Track key numbers without manual reporting	Key financial metrics displayed	Key financial metrics displayed	Metrics (revenue and project totals only)	Revenue and time metrics (no custom KPIs)	Basic metrics only	Metrics and KPI widgets
Goals widget	Monitor progress toward defined goals	No goals widget	No goals widget	Not supported	No goal tracking	Not supported (requires integration)	No goals widget
Notes widget	Add contextual notes directly to dashboards	No notes widget	No notes widget	No notes widget	No notes widget on dashboard	Not supported (requires integration)	Text widgets (not dedicated notes)
Calendar widget	View upcoming events alongside work and metrics	No calendar widget	No calendar widget	Calendar widget (upcoming tasks only)	Calendar widget on homebase	Calendar on dashboard	Calendar widget on dashboard
Financial widgets	Track revenue and expenses in the same view	Comprehensive financial widgets (P&L, balance sheet, cash flow, A/R, A/P)	Comprehensive financial widgets	Revenue tracking (invoices only, no expenses)	Basic financial overview	Revenue & invoice tracking	Financial overview widgets (revenue, expenses, profit)
BRANDING Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
White-label and branding	Run the entire platform under your brand	Branding on invoices only (cannot remove QuickBooks branding)	Branding on invoices only	Documents and portal only (no admin theming)	White-label on Pro plan ($25/month) only	HoneyBook branding, not white-label	White-label available on Ultimate plan (custom pricing)
Custom interface theme	Apply your brand colors across the system	Color themes on Deliver+ (no Free plan theme customization)	No interface customization	No admin interface theming	Logo, colors, fonts on client portal (Pro plan)	Color themes on Deliver+ (no Free plan theme customization)	Basic theme customization (Advanced plan and above)
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS	No CSS customization	No CSS customization	No custom CSS	You cannot apply custom CSS	No custom CSS or stylesheet
Custom login/signup pages	Use branded authentication pages instead of generic screens	No custom login pages	No custom login pages	Branded login (fixed layout)	Branded portal welcome page (Pro plan)	Login pages cannot be customized	Custom branding on login (Ultimate plan)
Email branding	Send all system emails with your branding	Logo on emails (limited customization)	Logo on emails (Premium only)	Logo in emails (no custom templates)	No custom SMTP	You can brand outgoing emails	Email branding (Ultimate plan)
Custom brand fonts	Use your own fonts throughout the platform	No custom fonts	No custom fonts	No custom fonts	Custom fonts and logo on portal (Pro plan)	You cannot use custom fonts	No custom fonts
Custom brand logos	Replace all platform logos with your own	Logo upload on invoices and sales forms	Logo upload supported	Logo (documents and portal only)	Custom fonts and logo on portal (Pro plan)	You can add your logo	Custom logo/branding from Free plan for invoices; full white-labeling on Ultimate plan
Custom domain name	Run everything on your own domain	No custom domain	No custom domain	No custom domain	Custom domain via CNAME (Pro plan only)	Not supported (requires integration)	Custom domain (Ultimate plan, custom pricing per user)
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP	No custom SMTP	No custom SMTP	SMTP configuration for sending from your own email address	Not supported (requires integration)	Custom email available on Ultimate plan (custom domain and email)
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	No workspace embedding	No workspace embedding	No workspace embedding	Not supported (requires integration)	No embeddable workspace
CUSTOMIZATION Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Flexible workspace setup	Shape the platform to match how your business works	Fixed workspace structure	Fixed workspace structure	No workspace customization	Workspace configuration included	HoneyBook has fixed workspace	Customizable workspace with modules
Main menu editor	Add, remove, or reorder navigation items freely	Dashboard report tiles can be rearranged (limited menu control)	No menu customization	Fixed menu (no customization)	Toggleable portal modules (not full menu editor)	You cannot customize navigation	Configurable sidebar (limited menu editing)
User-based menus	Show different navigation for different roles	Menu varies by user role (not customizable)	Fixed menus for all users	Same menu for all users	No user-based menu customization	Menus are the same for all users	No user-based menu configuration
Custom user roles	Create role types beyond preset permissions	Custom roles on Advanced plan only ($275/month)	3 fixed roles only	4 fixed roles (no custom)	Fixed roles only (no custom role creation)	You cannot define custom roles	Custom user roles with permissions
Advanced user permissions	Control access at a granular level	Role-based permissions (custom roles on Advanced plan only)	Basic permission levels	Project permissions (no granular control)	No granular per-task permissions	Permissions are not configurable	Granular user permissions
SSO / OAuth	Support enterprise-grade single sign-on	No SSO for end users (OAuth 2.0 for API only)	No SSO support	Email & password login only	No SSO or OAuth	You cannot use SSO	SSO on Ultimate plan only
INTEGRATIONS Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Connect with other tools	Integrate with external systems without lock-in	800+ integrations in the QuickBooks App Store	100+ integrations available	Integrations (Zapier and Make only)	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid	Zapier only	Integrations with Stripe, PayPal, Google, Slack, and more
Zapier integration	Connect to thousands of apps without custom code	Zapier integration supported	Zapier supported	Zapier (limited triggers and actions)	Zapier integration (Pro plan only)	You can connect HoneyBook to Zapier	No Zapier integration (uses Make.com, Pabbly Connect, and Apix Drive instead)
Make.com integration	Build advanced automation scenarios visually	Make.com integration available	Make.com supported	Make.com (limited modules)	Make.com integration (Pro plan only)	You cannot connect via Make	Full Make.com integration available
Pabbly Connect	Connect services without usage-based limits	Possible via API	Limited Pabbly support	No Pabbly integration	Pabbly Connect integration (Pro plan only)	You cannot connect via Pabbly	Pabbly Connect integration available
Full REST API access	Build custom integrations with full system access	Full REST API via Intuit Developer Platform	Developer API available	REST API (read-only, limited endpoints)	Public API with 29 endpoints (Pro plan only)	You cannot access an API	Full REST API access
Incoming & outgoing webhooks	Send and receive real-time events	Webhooks supported via developer platform	Limited webhook support	Webhooks (outgoing only, limited events)	Webhook events (Pro plan only)	You cannot use webhooks	Webhook support
PLATFORM Collapse	Plutio 198/199	QuickBooks Online 43/199	FreshBooks 49/199	Bonsai 43/199	Moxie 85/199	HoneyBook 83/199	Flowlu 91/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps with receipt scanning and mileage tracking	iOS and Android apps	Mobile apps (iOS and Android, limited features)	iOS and Android apps	Full-featured iOS and Android apps	Mobile apps for iOS and Android
iOS app	Full-featured iPhone app	Full iOS app available	Full iOS app available	iOS app (basic features only)	iOS app available	You can use HoneyBook on iOS	iOS app available
Android app	Full-featured Android app	Full Android app available	Full Android app available	Android app (basic features only)	Android app available	You can use HoneyBook on Android	Android app available
Mac desktop app	Native macOS app for desktop workflows	No Mac desktop app (QuickBooks Online is web-based only)	No Mac desktop app	Web only (no Mac app)	No Mac desktop app	There is no desktop app	No Mac desktop app (web-only + mobile)
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app (QuickBooks Online is web-based only)	No Windows desktop app	Web only (no Windows app)	No Windows desktop app	There is no desktop app	No Windows desktop app (web-only + mobile)

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Frequently asked questions about QuickBooks alternatives

Can Plutio replace QuickBooks?

Plutio replaces QuickBooks for the invoicing and billing workflow. Plutio handles proposals, contracts, project management, time tracking, invoicing, and payment collection from the same account. For pure accounting and tax filing needs (categorizing every expense, bank reconciliation, quarterly tax estimates), some freelancers keep QuickBooks alongside Plutio or hand that work to an accountant. For the client management and billing side, Plutio covers everything QuickBooks does not.

Is Plutio cheaper than QuickBooks?

Yes. Plutio Core is $19/month and includes proposals, contracts, project management, time tracking, invoicing, and client portals. QuickBooks Solopreneur is $20/month but limits invoices to two per month without QuickBooks Payments enabled, and it has no proposals, contracts, project management, or client portal. QuickBooks Simple Start at $35/month removes the invoice cap but still has none of those workflow features. Plutio covers the full freelancer workflow for less.

Does QuickBooks have proposals for freelancers?

No. QuickBooks has no proposal templates, online approval flow, or e-signature built into the platform. Freelancers who need proposals alongside QuickBooks invoicing typically add a separate tool like PandaDoc, Proposify, or HoneyBook. Plutio includes proposals with online approval and embedded contracts in the same document, so clients can review, sign, and pay from one link.

Does QuickBooks have project management for freelancers?

No. QuickBooks has no Kanban boards, Gantt charts, task lists, or project timelines. Basic income tracking per project exists in QuickBooks, but managing deliverables, assigning tasks, tracking deadlines, and letting clients see project progress all require separate tools. Plutio includes full project management with boards, Gantt, milestones, and task dependencies in every paid plan from $19/month.

Does Plutio have time tracking connected to invoicing?

Yes. Plutio has built-in time tracking with a running timer or manual entry, tied to specific tasks and projects. At billing time, tracked hours convert directly into invoice line items with the task name and hours logged, so invoices match the actual work without manual copying from a separate app. QuickBooks Solopreneur has basic time tracking but it connects to invoices only through a manual process and does not link to task-level project data.

Is it hard to switch from QuickBooks to Plutio?

Most freelancers import their client list from QuickBooks into Plutio in under an hour. QuickBooks exports client contact lists and invoice history as CSV files from the Reports section. Historical accounting records for tax purposes can stay in QuickBooks or be handed to an accountant for reference. Active projects start fresh in Plutio from saved templates, which typically takes 30-60 minutes to configure for the first few project types.

Can clients see their project progress with Plutio?

Yes. Plutio includes a branded client portal where clients log in to see project status, open and completed tasks, shared files, invoices, and messages. The portal runs at your own domain with your logo and colors, so clients see your brand throughout. QuickBooks has no client-facing portal for project visibility. The only client-facing element in QuickBooks is the invoice and payment link.

Does Plutio work globally for non-US freelancers?

Yes. Plutio handles invoicing and payments in any currency, making it a good fit for freelancers in the UK, EU, Australia, and other markets. QuickBooks Solopreneur's quarterly tax estimate features are designed for US self-employment taxes specifically. Plutio connects to Stripe and PayPal for global payment processing, and invoices can be issued in any currency without plan restrictions.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Slack, Google Calendar, Stripe, PayPal, and QuickBooks itself if you want to keep QuickBooks for accounting while using Plutio for project and client management. Native integrations include calendar sync, payment processors, and email services. Plutio has a REST API for custom integrations.

Does Plutio have a mobile app?

Yes. Plutio has native iOS and Android apps for tracking time, managing projects, communicating with clients, and sending invoices from your phone. The apps sync in real-time with the web platform. QuickBooks also has a mobile app focused on expense capture, mileage tracking, and invoice status, but it does not include project management or client portal features.

Is Plutio good for agencies as well as solo freelancers?

Yes. Plutio supports multi-user teams with role-based permissions, shared project workspaces, and team time tracking. Agencies can assign tasks to team members, track time per person per project, and manage multiple client portals from one account. QuickBooks supports multiple users on higher-tier plans but has no project management or client-facing features for the delivery side of agency work.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features, including proposals, contracts, project management, time tracking, invoicing, and the client portal. No credit card is required to start. Build a project template, run a test proposal through the approval flow, and invoice a test client before deciding on a plan.

Can I white-label Plutio with my own branding?

Yes. Plutio includes complete white-labeling: custom domain for the client portal, your logo and brand colors on all client-facing pages, custom email templates with your own SMTP, and CSS customization for advanced styling. Clients see your brand, not Plutio. QuickBooks shows QuickBooks branding on invoices and client-facing documents at the Solopreneur and Simple Start tiers; removing that branding requires a higher-tier plan.

Does Plutio have AI features?

Yes. Plutio's AI assistant can draft proposals from project briefs, suggest task breakdowns from a project description, and flag overdue items automatically. QuickBooks has added AI features for categorizing transactions and drafting descriptions in higher-tier plans, focused on the accounting and bookkeeping side rather than project and client management.

Is my data safe with Plutio?

Yes. Data in Plutio is encrypted, private, and never used to train AI models. You can export your full data at any time, so you're never locked in. Plutio has been running for over 10 years with a consistent data handling policy. If you decide to leave, your project data, client records, and invoice history export cleanly as CSV files.

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The complete QuickBooks alternative

All the invoicing you do in QuickBooks, plus the proposals, projects, and client portal it's missing

From proposal to signed contract to project to invoice, all in one place. From $19/month.

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