Plutio vs Monday.com: Complete Comparison (2026)

Monday.com powers enterprise operations, but solo and agency client work requires separate tools. Custom boards for sales, marketing, and HR with 200+ integrations. But Monday has no proposals, no contracts, no invoicing, no payment processing, and no white-labeled client portal. So client-facing workflows happen in a stack of other apps.

Plutio is built specifically for client work: proposals, contracts, invoicing, project management, time tracking, and branded client portals at your domain, all connected so work flows from first call to final payment. Try Plutio free and see how much simpler client work gets when everything connects.

Last updated February 2026

4.6

Quick comparison (TLDR)

Monday.com is a work operating system used by enterprises and large teams. Highly customizable boards, automations, and integrations handle complex workflows across departments. Monday covers internal team coordination and has grown into a platform for sales CRM, marketing, and HR workflows. But for client-facing work, there are no proposals, no contracts, no invoicing, and no white-labeled client portals. When you need to bill a client or show them project progress, you switch to other apps.

Plutio is an all-in-one platform built for client-facing freelancers and agencies. Project management includes Kanban boards, Gantt charts, subtasks, and dependencies. But Plutio also handles proposals, contracts, invoicing, time tracking, and branded client portals where clients see their project progress at your domain.

Key differences at a glance

White-label branding: Plutio runs on your custom domain with your logo, colors, and email address so clients see your brand everywhere. Monday.com has no white-labeling, no custom domain, and no custom SMTP, so guests see Monday.com branding on every screen.
Invoicing and billing: Plutio includes a drag-and-drop invoice builder, subscription management, and payment collection through Stripe, PayPal, and ACH. Monday.com has no invoicing at all, so you need QuickBooks or FreshBooks ($25-50/month extra).
Project management: Both have visual boards, Gantt charts, and automations. Monday.com offers 30+ column types and 200+ integrations for enterprise workflows. Plutio has 5 views and connects projects directly to proposals, invoices, and client portals.
Time tracking: Plutio tracks hours on tasks with one-click timers and generates invoices directly from time logs. Monday.com has time tracking on Pro tier only ($16/user/month), with no connection to invoicing.
Client visibility: Plutio clients log into a branded portal at your domain to see tasks, files, messages, and invoices. Monday.com requires clients to be added as guests where they see Monday.com boards with Monday.com branding.
Client communication: Plutio has a unified inbox that syncs your email accounts, sorts messages by client, and lets your team share one inbox. Monday.com has comments on items but no email integration and no unified inbox.

The bottom line: Monday.com covers internal operations with a highly customizable work OS, spreadsheet-style boards, and enterprise integrations. Plutio handles paying clients with proposals, invoicing, time tracking, and branded client portals in one platform without adding PandaDoc and QuickBooks.

Project and task management

Both tools have visual boards. The question is what happens when a project involves a paying client who needs to see progress, pay invoices, and feel like they have a dedicated workspace.

Monday.com

Customizable boards with 30+ column types. Monday.com lets you build boards for almost any workflow with text, numbers, status, date, timeline, and formula columns. Timeline and Gantt views are available on Pro tier. Automations run based on status changes, and dashboard widgets pull data from multiple boards.

Monday.com covers internal team coordination and complex workflows across departments. The platform is built for enterprise-scale operations.

Customizable boards with 30+ column types
Timeline and Gantt on Pro tier
200+ integrations
Dashboard widgets
Status-based automations

Plutio

Five ways to see your work. Kanban boards show tasks moving through stages, good for seeing what's in progress at a glance. Gantt charts map timelines across weeks or months with dependencies visible. List view for quick triage. Table view for filtering and bulk actions. Calendar view puts deadlines in context.

Within each task, you can create unlimited subtasks (each with its own assignee and due date), set dependencies so task B waits for task A, attach files, track time, have threaded conversations, and add custom fields. Save any project as a template so client onboarding takes minutes, not hours.

5 views: Kanban, Gantt, List, Table, Calendar
Subtasks with unlimited nesting levels
Task dependencies with visual links
Recurring tasks (daily, weekly, monthly, custom)
Project templates with auto-task creation
Custom fields, statuses, and priorities
Time estimates and actual time per task
File attachments on tasks

Time tracking and billing

A client questions an invoice line item. Can you show them exactly what that time was spent on? When time connects to tasks and invoices, billing disputes disappear.

Monday.com

Pro tier only, no invoice connection. Monday.com has a time tracking column available on Pro tier ($16/user/month). You can log hours against items. Monday.com has no invoicing, no billable rate support, and no client-facing time reports.

Time data stays within Monday.com with no way to convert hours to invoices automatically.

Time tracking column on Pro tier
Pro tier required ($16/user/month)
No connection to invoicing
No billable rate support
No client-facing time reports

Plutio

Track time, invoice from it, get paid. Start a timer when you begin a task. Stop it when you're done. Time logs attach to the specific task so you have a detailed record of what was worked on and when. Set different hourly rates per task type, per project, or per client.

When it's time to bill, generate an invoice directly from your time logs. The invoice itemizes what was worked on, how long it took, and what the rate was. Clients see exactly what they're paying for; you spend zero time on spreadsheet admin.

One-click timer on any task
Manual entry and timer options
Task-level AND project-level tracking
Billable vs non-billable separation
Custom rates per task, project, or client
Time reports by client, project, team
One-click invoice from time logs
Team timesheet approval workflow

Client visibility and communication

'Hey, just checking in on the project status?' When clients can see progress in one place, they stop asking. When clients can see progress in their own client portal, they stop emailing you for updates.

Monday.com

Guest access to boards. You can invite clients as guests. They see Monday.com boards with Monday.com branding. There is no dedicated client portal, no custom domain, and limited control over what clients see.

Monday.com has no dedicated client portal, no custom domain, no white-labeling, and limited visibility control. Clients see your internal tool, not a professional client workspace.

Guest access to boards
Guests see Monday.com branding
No dedicated client portal
No custom domain
Limited visibility control
No deliverable approvals

Plutio

Your own branded client portal. Each client gets a login to your platform, at your domain (clients.youragency.com), with your logo, in your colors. They see their projects, tasks, files, messages, and invoices in one place. They know what's in progress, what's waiting on them, and what's coming next.

Clients can approve deliverables directly in the portal. They can upload files for your review. They can message you with questions that stay attached to the right project.

Custom domain (yourcompany.com)
White-label branding (remove Plutio)
Custom CSS for full styling control
Tasks, files, deadlines visible to clients
In-app messaging tied to projects
Deliverable approval workflow
File uploads from clients
Invoice and payment history

Client communication and inbox

A client emails you a project change. Your associate asks about the deliverables. A partner sends updated timelines. Without a central place, you check three apps and still miss something urgent.

Monday.com

Updates and comments on items. Monday.com has an updates section on each item where team members can leave comments. You can @mention teammates and attach files. Email notifications go out when updates are added.

However, there is no unified inbox, no email integration, and no way to see all client communications in one place.

Updates section on items
@mentions for team members
Email notifications
No unified inbox
No email integration
No client email threading
No embeddable live chat

Plutio

All your client conversations in one place. When a client emails you, that message shows up in their thread alongside every other conversation you have had with them: project updates, file shares, payment confirmations. Your whole team sees the same inbox, so when you are away and a client sends an urgent message, your assistant can handle it. You can reply from your regular email and it syncs back. If you want to chat internally about a client, create a team channel. Need to capture leads from your website? Embed live chat.

Multi-email integration (connect all accounts)
Shared team inbox (everyone sees client emails)
Auto-sort emails into client 1:1 threads
Project conversations stay with the project
Team channels for internal discussions
Direct messages between teammates
@mentions pull people into conversations
Embeddable live chat for your website

Automation and workflows

A lead fills out your inquiry form. Does that automatically create a project, assign onboarding tasks, and schedule a follow-up? Or do you copy the details into three different tools?

Monday.com

Automation within boards. Monday.com automations handle complex workflows within the project management scope. Status changes run actions. Formulas calculate values. Custom automations can be complex with multiple conditions.

However, automation cannot create proposals or invoices because those features do not exist in Monday.com.

Status-based automation
Notifications on changes
Custom automation recipes
Cannot create proposals
Cannot create invoices
No billing automation

Plutio

Automation that spans your entire business. When a lead fills out your inquiry form, Plutio can automatically create a project, populate it from a template, send a proposal, schedule a follow-up task, and notify your team, all without you touching anything. When a proposal is signed, the project moves to active, the first invoice is scheduled, and onboarding tasks are assigned.

Automations work across all modules, not just tasks. A completed task can automatically create an invoice. A paid invoice can move a project status. A form submission can update your CRM.

Visual drag-and-drop builder
Start on project status change
Start on task completion
Start on payment received
Start on form submission
Start on date or deadline
Conditional logic branching
Webhook integrations

Team and agency scaling

You hire your first contractor. Can they see their assigned tasks without accessing client financials? When permissions work, growth does not mean chaos.

Monday.com

Board-level permissions. Monday.com has viewer, member, and admin roles. You can restrict board access. Enterprise tier adds more granular controls.

However, Monday.com is priced per seat, which adds up quickly as teams grow. The minimum is 3 seats on paid plans.

Board-level permissions
Viewer, member, admin roles
Enterprise permissions on higher tier
Priced per seat (minimum 3)
Costs scale quickly with team size
No client-specific access controls

Plutio

Granular permissions for growing teams. Control who sees what at project, task, or document level. Add contractors who see only their assigned tasks. Add team members who manage projects but not financials. Add clients who see only their client portal. Scales from solo to agency without changing tools.

Multi-workspace support means agencies can run multiple brands or client bases from the same account with proper separation.

Custom role creation with granular permissions
Per-project and per-task access control
Contractor access (assigned tasks only)
Client access (client portal permissions)
Internal notes hidden from clients
Multi-workspace for agencies
Team workload and capacity views
Timesheet approval workflow

White-label branding and customization

Your clients should see YOUR brand everywhere. Not your software vendor's logo. When clients log in, book meetings, receive invoices, and check progress, every touchpoint should reinforce your brand.

Monday.com

No white-labeling. Monday.com has no custom domain support, no white-labeling, no custom SMTP, no branded login pages, and guests see Monday.com branding everywhere.

Monday.com is built for internal teams, not for presenting a branded experience to clients.

No custom domain support
No white-labeling
Cannot remove Monday.com branding
No custom SMTP
No branded login pages
Guests see Monday.com everywhere

Plutio

Your clients see your brand everywhere. When a client logs in, they go to yourcompany.com, not some third-party URL. The login page has your logo and colors. The interface matches your brand. Emails come from you@yourcompany.com because you connect your own email server. If you want to embed the entire client workspace into your own website, you can. You can even write custom CSS if you need exact control.

Custom domain (clients see yourcompany.com)
Full white-label (remove all Plutio branding)
Custom interface theme (your brand colors everywhere)
Branded login and signup pages
Custom SMTP (emails from your domain)
Full workspace embedding into your site
Custom CSS for complete styling control
Custom logo throughout the platform

Invoicing, billing, and subscriptions

Getting paid is more than sending invoices. It's recurring subscriptions, payment plans, transaction tracking, and branded documents that look like they came from your business.

Monday.com

Not supported. Monday.com has no invoice builder, no payment collection, no subscription management, no recurring invoices, so you need a separate invoicing tool. For invoicing, you need a separate tool like QuickBooks ($25-35/month) or FreshBooks ($15-50/month).

Each additional tool means another login, another monthly bill, and manual data entry between systems.

No invoice builder
No payment collection
No subscription management
No recurring invoices
Requires separate invoicing tool
$25-50/month additional cost

Plutio

Billing that works like you are running a real business. You open the invoice builder and drag elements where you want them. Logo here, line items there, payment terms at the bottom. The result looks like something you designed, not a template you filled in. When you have retainer clients, you set up subscriptions that charge them automatically every month. When someone needs to pay in installments, you split the invoice and schedule the charges. All your payment processors connect: Stripe, Square, PayPal, bank transfers.

Drag-and-drop invoice builder (visual design)
Subscription management (auto-billing)
Recurring invoices on schedule
Payment plans with installments
Multiple gateways: Stripe, Square, PayPal, ACH
Full transaction history and tracking
Fully branded invoice design
One-click invoice from time logs

Proposals and contracts

Your proposal is the first document a potential client sees. When they open it, do they see modern interactive pricing? Or a static quote?

Monday.com

Not supported. Monday.com has no proposal builder, no contracts, no e-signatures, no interactive pricing, and no proposal analytics. You need a separate proposal tool like PandaDoc ($35/month) or Proposify ($29/month) for client proposals.

Each tool adds monthly cost and creates manual handoffs between systems.

No proposal builder
No contracts
No e-signatures
No interactive pricing
No proposal analytics
Requires separate proposal tool

Plutio

Proposals that close deals. You drag in sections, add interactive pricing tables where clients pick packages or add-ons, and send something that looks like you built a custom app for them. When they accept, the proposal converts into a project automatically with tasks from your template. Contracts attach to the same flow with e-signatures and full audit trails. You see exactly when someone opened your proposal, what they clicked, and how long they looked at each section.

Drag-and-drop proposal builder
Interactive pricing tables
Package and add-on selection
Auto-convert to project on approval
E-signatures with audit trail
Real-time view tracking
Proposal templates
Proposal-to-invoice automation

Running a client project: Monday.com vs Plutio

A potential client books a discovery call through your scheduling link. What happens next?

With Monday.com, here is how it usually goes:

After the call, you open PandaDoc to create a proposal
You copy the scope details from your notes
Client signs the proposal in PandaDoc
You open Monday.com and create a new board
You add tasks based on the scope you already wrote once
You open QuickBooks to set up the retainer invoice
Client asks where to see project progress
You add them as a guest to the Monday.com board
They see Monday.com branding, not yours

With Plutio, here is how it works:

After the call, you send a proposal with interactive pricing
Client selects their package and signs
A project is created automatically with tasks from the scope
The retainer invoice is attached to the same project
Client gets access to a fully branded portal with your domain
They see their tasks, files, and project timeline in one place
Intake forms collect brand assets before work begins

No switching tools. No recreating what was already agreed. No monthly bills to PandaDoc and QuickBooks.

Monday.com covers internal team coordination with customizable boards. Plutio handles client work from proposal to payment with branded portals clients actually use.

Where Plutio wins (the proof)

These are verifiable differences, not opinions.

1. Client billing: Plutio has it, Monday.com does not

Monday.com: No invoicing, no proposal builder, no contracts, no payment processing. You need PandaDoc ($35/month) for proposals and QuickBooks ($30/month) for invoicing.

Plutio: Drag-and-drop proposal builder, contracts with e-signatures, visual invoice builder, subscription billing, and payment processing through Stripe, PayPal, and ACH.

The proof: Monday.com's official features page lists no invoicing or billing features. You can verify this yourself.

2. Client portals: Your brand vs Monday.com branding

Monday.com: Guests see standard Monday.com boards with Monday.com branding. No custom domain. No white-labeling.

Plutio: Clients log into a client portal at yourcompany.com with your logo, colors, and branding. They see tasks, files, messages, and invoices in one place.

The proof: G2 reviews consistently mention Monday.com is designed for internal teams, not client-facing work.

3. Time to invoice: One click vs three tools

Monday.com: Track time on Pro tier ($16/user/month), but time data stays in Monday.com. You manually copy hours into a separate invoicing app.

Plutio: Track time on tasks, then generate invoices directly from time logs with one click. The invoice itemizes exactly what was worked on.

The proof: Try billing a client from Monday.com without opening another tool. You cannot.

When Monday.com might still work

No tool fits every workflow. Monday.com might still work if:

You run internal operations, not client work. Monday.com covers managing sales pipelines, marketing campaigns, HR workflows, and cross-department projects. If your work is internal, Monday.com is built for that.
You need enterprise-scale customization. Monday.com has 30+ column types, 200+ integrations, and custom apps. If your workflows are complex and internal-facing, that flexibility matters.
You already use Monday.com company-wide. If your organization standardized on Monday.com and you need to stay within that ecosystem, adding separate tools may be your only option.
You need compliance and audit features. Monday.com Enterprise includes SOC 2 Type II certification, HIPAA compliance, audit logs, and single sign-on that large organizations require.

But if you work with clients who need to see progress, pay invoices, and feel like they have a dedicated workspace, Plutio fits better.

Why they switched: real outcomes

What happens when Monday.com users switch to Plutio?

West 7th Design Studio reduced client support requests by 90% after switching. Clients got one branded portal to see progress instead of emailing for every update. They stopped managing work across Monday.com, PandaDoc, and QuickBooks because everything connected in one place.

YazMarketing increased their sales pipeline by 80% after moving to Plutio. Proposals flowed directly into projects without recreating scope in a separate tool. The time they saved on admin went into actual client work.

These results come from eliminating tool switching. When you stop copying data between Monday.com, PandaDoc, QuickBooks, and Toggl, you remove hours of weekly admin. When clients can check their own portal for updates, they stop emailing you.

Final verdict

Monday.com and Plutio are built for different audiences. Both are highly rated: Plutio holds a 4.4/5 on G2 while Monday.com scores an notable 4.7/5 from over 10,000 reviews.

Monday.com has built a work operating system for enterprises. The visual boards, 200+ integrations, and customization depth make it built for internal teams managing internal work. Sales teams, marketing departments, HR teams, and operations managers use Monday.com to coordinate complex workflows.

The limitations appear when you work with paying clients. Monday.com has no proposals, no contracts, no invoicing, and no white-labeled client portals. For client-facing work, you add PandaDoc ($35/month), QuickBooks ($30/month), and potentially Toggl ($10/month). The total is $75/month in additional subscriptions plus the context switching between four separate tools every time you onboard a client.

Plutio handles proposals, contracts, project management, time tracking, invoicing, and client portals in one platform. The proposal becomes the project. The time logs become the invoice. Clients see progress in a branded portal instead of asking for updates.

The bottom line: Monday.com covers internal operations when client-facing features are not needed. Plutio handles paying clients with proposals, invoicing, time tracking, and branded client portals in one platform instead of juggling Monday.com with PandaDoc, QuickBooks, and Toggl.

How to switch from Monday.com to Plutio

Switching from Monday.com to Plutio means combining your tool stack while keeping your project structure.

Step 1: Export your Monday.com boards
Download your boards as XLS or CSV files from Monday.com. Include task names, statuses, assignees, and due dates.

Step 2: Import into Plutio
Upload the files to Plutio. Map columns like Task Name, Status, Assignee, and Due Date to Plutio fields. Your project structure transfers over.

Step 3: Set up your client workflows
Create proposal templates with your pricing. Set up invoice templates with your branding. Configure your client portal with your custom domain.

Step 4: Cancel your additional subscriptions
Once your proposals, invoicing, and time tracking are set up in Plutio, you can cancel PandaDoc, QuickBooks, Toggl, and any other tools you were using to fill Monday.com's gaps.

Research & Sources

Every comparison and price point on this page is backed by direct research conducted in January 2026. We verify data across official product pages, user reviews, and third-party analysis to ensure accuracy.

Pricing verification sources

Plutio: Official pricing, GetApp reviews
Monday.com: Official pricing, G2 reviews

Verification methodology

We consult official product documentation
We verify with multiple third-party sources (G2, GetApp, TrustRadius)
We cross-reference with video demonstrations and user reviews
We update pricing monthly based on current published rates

If you find any inaccuracies, please let us know so we can investigate and update immediately.

Plutio vs Monday.com: full feature comparison for 2026

Project management, time tracking, client portals, proposals, invoicing, and automation compared side by side

PRICING Collapse	Plutio 198/199	Monday.com 77/199
Starting price	$19/month (Core plan)	$9/user/month (Basic, 3 user min)
Free plan	No free plan (14-day trial available)	Free plan for up to 2 users
Trial period	14-day free trial	Free trial available
PROJECT MANAGEMENT Collapse	Plutio 198/199	Monday.com 77/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Highly flexible project structures
Project roles and permissions	Control exactly who can view or edit each part of a project	You can control access at board and item level
Multiple task boards	Unlimited boards to run parallel workflows in the same project	You can create unlimited boards
Embeddable project boards	Live project boards embedded into client portals or websites	Boards can be embedded
Sharable project boards	Read-only public links for sharing progress without risk	Boards can be shared publicly with limits
Project stages and milestones	Define custom project lifecycles for different types of work	You can define custom statuses and milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals, contracts, and invoices are not supported
Custom project data fields	Track, sort, filter, and report on custom project data	Custom columns on boards
Kanban boards	Drag-and-drop tasks across customizable columns	Boards can be viewed in Kanban style
Table view	Bulk-edit tasks like a spreadsheet	Boards default to table view
List view	Clean task lists with clear hierarchy	Items can be viewed as lists
Calendar view	See tasks and deadlines on a calendar	Calendar view is supported
Gantt view	Plan work visually with task order and dependencies	Gantt view is supported on higher plans
Subtasks	Break work down into multiple nested levels	Subitems are supported
Email to task	Turn emails into tasks without manual copying	Included
Task comments	Keep discussions tied directly to each task	You can comment on items
Task attachments	Store files directly on the task they belong to	Files can be attached to items
Task priorities	Define priority levels that fit your workflow	Priority columns are supported
Task labels & color coding	Use unlimited labels to visually organize tasks	Status and label columns are supported
Multiple task assignees	Assign tasks to one or multiple teammates	Multiple assignees are supported
Task templates	Reuse task-level structures across projects	Board and item templates are supported
Task permissions	Control access at the individual task level	Permissions depend on board setup
Task dependencies	Prevent work from starting out of order	Dependencies are supported
Recurring tasks	Automate repeating work with flexible schedules	Recurring items are supported
Custom task data fields	Add task-level fields for tracking custom details	Custom columns on boards
TIME TRACKING Collapse	Plutio 198/199	Monday.com 77/199
Time tracking system	Easily track time using timers or manual entries	Time tracking column (Pro and Enterprise plans only, $19/seat/month)
Task-level tracking	Log time directly against tasks and subtasks	You can track time per item
Project-level tracking	See time spent per project and per client	Project time requires rollups
Billable time tracking	Clearly separate billable and non-billable time	Billable logic is not supported
Billable time invoicing	Turn tracked time into invoices without extra steps	Invoices are not supported
Timesheet reports	View detailed time reports by task, project, or client	Time tracking add-on required
Team timesheets	See how each team member tracks their time	Team views require dashboards
PROPOSALS Collapse	Plutio 198/199	Monday.com 77/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Monday.com is for project management only
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Proposals are not supported
Reusable proposal templates	Reuse proven proposal layouts across clients	Proposals are not supported
Real-time proposal analytics	See exactly when proposals are opened and reviewed	Proposals are not supported
Live messenger on proposals	Answer questions directly while clients review proposals	Proposals are not supported
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Not supported
Convert proposal to invoice	Create invoices directly from approved proposals	Invoices are not supported
Packages and add-ons	Offer upsells and add-ons directly inside proposals	Proposal pricing is not supported
Interactive pricing tables	Let clients choose options before approving	Not supported
Dynamic data and variables	Auto-fill proposal content with client and project data	Not supported
Expiration dates	Automatically expire proposals after a set date	Not supported
PDF Export	Download as branded PDFs	Included
Reusable content blocks	Create reusable proposal sections you can reuse on demand	Not supported
Legally binding e-signatures	Collect secure electronic signatures on proposals	Monday.com has no e-signatures
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Proposals are not supported
CONTRACTS Collapse	Plutio 198/199	Monday.com 77/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Monday.com does not handle contracts
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Form view is supported
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures are not supported
Multi-signature / signees	Collect signatures from multiple people on the same contract	Contracts are not supported
Reusable contract templates	Reuse contract structures to create new agreements faster	Contracts are not supported
Auto-reminders automation	Automatically follow up until contracts are signed	Contract reminders are not supported
Dynamic data/variables	Auto-fill contract content with client and project data	Contracts are not supported
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Automations apply to items, not payments
View notifications	See when contracts are opened and reviewed	Payment notifications are not supported
PDF download with signature certificate	Download signed contracts with official proof of signature	Contracts are not supported
Custom signer data fields	Collect structured signer information during signing	Contracts are not supported
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Contracts are not supported
INVOICES & PAYMENTS Collapse	Plutio 198/199	Monday.com 77/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Monday.com does not handle billing
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Invoices are not supported
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Invoices are not supported
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Invoices are not supported
Item or invoice discounts	Apply discounts at the item or full invoice level	Invoices are not supported
Customizable taxes	Create tax rules that match your location and use case	Invoices are not supported
ACH payments	Accept bank transfers for lower-fee payments	Payments are not supported
Stripe integration	Accept credit and debit cards instantly	Stripe works via third-party tools
Square integration	Collect in-person payments when needed	Payments are not supported
PayPal integration	Let clients pay using PayPal	Possible via integrations only
Flexible partial payments	Collect deposits and split payments across milestones	Payments are not supported
Payment plans	Break invoices into scheduled installments	Payments are not supported
Automated recurring invoices	Automatically send invoices on a recurring schedule	Invoices are not supported
Subscription management	Manage ongoing client subscriptions and billing	Subscriptions are not supported
Automated payment reminders	Follow up automatically until invoices are paid	Payments are not supported
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Invoices are not supported
Multiple currency support	Bill clients globally in their local currency	Board currency columns exist
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Automations apply to items, not payments
View notifications	See when invoices are opened and paid	Payment notifications are not supported
Built-in expense tracking	Track project-related costs alongside invoices	Expenses are not supported
Invoice deposits	Collect upfront payments before work starts	Invoices are not supported
Auto-invoice billable time	Turn tracked time into invoices automatically	Monday.com has no invoicing
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Invoices are not supported
INBOX Collapse	Plutio 198/199	Monday.com 77/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Updates inbox exists for board activity
Full email integration	Connect and manage all your email accounts in one place	Email-to-board is supported
Embeddable live chat	Add real-time chat to your website and client portals	Live chat is not supported
Instant direct messages	Message teammates privately without leaving your workspace	Direct messages are supported
Contextual project conversations	Keep conversations tied directly to the project they belong to	Comments stay tied to items
Team channels	Create shared spaces for team-wide discussions	Updates act like channels
Customized channels	Organize channels by team, topic, or workflow	Board updates can be organized
@mentions	Notify teammates instantly inside conversations	@mentions are supported
Message read receipts	See when messages are read	Seen indicators exist in updates
File sharing in chat	Share files directly inside conversations	Files can be shared in updates
Shared email inbox	Collaborate on incoming emails as a team	Not supported
Inbox mobile app	Access and respond to messages on mobile	Mobile app includes inbox
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies create board items
FILES Collapse	Plutio 198/199	Monday.com 77/199
Store and manage files	Keep all client and project files in one organized place	Files are item-based, not a file system
Advanced folder organization	Organize files by project, client, or structure you choose	3-level folder hierarchy within workspaces
Folder permissions	Control who can view or edit folders	Board-level permissions only
People folders	Group files by person when needed	Files are item-attached, not person-based
Project folders	Keep files scoped to each project	Files organize within board folders
In-app previews	Preview files instantly without downloading	Files Gallery preview view
Custom file data fields	Capture file metadata you can sort and filter	Custom form fields are supported
Built-in documents	Create and edit documents directly inside Plutio	WorkDocs for embedded editing
Comments on files and docs	Leave comments directly on files and documents	File annotation and comments
Bulk file actions	Move, tag, or manage many files at once	Bulk select in Files Column
Files search & filter	Find files quickly using search and filters	Search across boards and files
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive, Dropbox, Box, OneDrive
Secure sharing controls	Restrict access with permissions or passwords	Board-level sharing controls
File sharing links	Share files externally with controlled access	Board link sharing only
SCHEDULING Collapse	Plutio 198/199	Monday.com 77/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Monday.com does not have scheduling
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Booking pages are not supported
Advanced availability management	Define flexible availability rules applied automatically to bookings	Scheduling is not supported
Automatic buffer times	Add buffer time automatically between meetings	Scheduling is not supported
Multiple meeting types	Create unlimited booking types with different rules and setups	Scheduling is not supported
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Calendar sync is supported
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Scheduling is not supported
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Scheduling is not supported
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Automations apply to items, not payments
Smart meeting reminders	Send automatic reminders without manual follow-ups	Notifications exist, not bookings
Automatic timezone detection	Handle timezones automatically without manual adjustments	Timezone exists per account
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Monday.com has no scheduling
Custom booking forms	Build booking forms with full control over questions and layout	Booking forms are not supported
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Scheduling is not supported
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Monday.com has no scheduling
AUTOMATION Collapse	Plutio 198/199	Monday.com 77/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	AI-powered cross-board workflows
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Item-based automations are supported
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Recurring automations exist with limits
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step automations are supported
True/False branching	Create conditional paths instead of one-size-fits-all flows	Conditional logic is supported
Delay-based actions	Add precise timing between steps, down to minutes or days	Delays are supported
Create & update records	Create, update, or move records automatically across the system	Tasks and boards can be created automatically
Move & duplicate records	Reorganize work automatically without manual cleanup	Items can duplicate automatically
Delete & archive records	Automatically archive or remove records based on rules	Items can delete automatically
API calls (webhooks)	Trigger or receive real-time events from external systems	API and webhooks are supported
Send emails	Send automated emails tied to real workflow events	Emails can be sent via automations
Post comments	Add notes or comments automatically where work happens	Updates via automations
Complete automation logs	See exactly what ran, when, and why	Automation logs are supported
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Formula and column values can be reused
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Cross-board automations are supported
FORMS Collapse	Plutio 198/199	Monday.com 77/199
Create branded forms	Build fully branded forms that match your workflow and client experience	WorkForms with branding and conditional logic
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Form view is supported
Reusable form templates	Reuse form structures without rebuilding from scratch	Forms can be reused
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom form fields are supported
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional logic exists in forms
Instant email notifications	Get notified immediately when forms are submitted	Notifications can trigger on submit
Form automation triggers	Trigger automated workflows when a form is submitted	Automations apply to items, not payments
Embed forms	Embed forms anywhere without layout restrictions	Forms can be embedded
Advanced field preferences	Control required, hidden, and default field behavior	WorkForms conditional logic
Comprehensive field types	Collect text, files, dates, selections, and more	Many field types supported
Form signature field	Collect legally binding signatures directly inside forms	Signatures are not supported
File upload fields	Accept file uploads as part of form submissions	File uploads via WorkForms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Thank you screen only
CRM Collapse	Plutio 198/199	Monday.com 77/199
Manage clients and leads	Manage contacts and companies in one connected system	Contacts via boards, not native CRM
Full company management	Track organizations, not just individual contacts	Companies can be modeled manually
Custom contact data fields	Collect and manage structured contact data you define	Custom CRM fields are supported
Complete activity timeline	See every interaction with a client in one place	Activity is board-based
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Tags and status columns are supported
WIKI Collapse	Plutio 198/199	Monday.com 77/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	Docs are supported, not a wiki system
Beautiful rich text pages	Write structured, formatted content without complexity	Not supported
Unlimited nested pages	Build deep knowledge hierarchies without limits	Not supported
Granular page permissions	Control exactly who can view or edit each page	Not supported
DASHBOARDS Collapse	Plutio 198/199	Monday.com 77/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Custom dashboard widgets
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Paid ($)
Charts widget	Visualize data with customizable charts	Included
Metrics widget	Track key numbers without manual reporting	Included
Goals widget	Monitor progress toward defined goals	Paid ($)
Notes widget	Add contextual notes directly to dashboards	Included
Calendar widget	View upcoming events alongside work and metrics	Included
Financial widgets	Track revenue and expenses in the same view	No financial widgets in Monday
BRANDING Collapse	Plutio 198/199	Monday.com 77/199
White-label and branding	Run the entire platform under your brand	Monday.com branding always visible
Custom interface theme	Apply your brand colors across the system	Board colors can be customized
Stylesheet customization	Fine-tune styling beyond basic theming	Custom CSS is not supported
Custom login/signup pages	Use branded authentication pages instead of generic screens	Custom login pages are not supported
Email branding	Send all system emails with your branding	Email branding is limited
Custom brand fonts	Use your own fonts throughout the platform	Not supported
Custom brand logos	Replace all platform logos with your own	Paid ($)
Custom domain name	Run everything on your own domain	Not supported
Custom email SMTP	Send emails from your own email infrastructure	Not supported
Full workspace embedding	Embed Plutio directly into your website or product	Not supported
CUSTOMIZATION Collapse	Plutio 198/199	Monday.com 77/199
Flexible workspace setup	Shape the platform to match how your business works	Workspace only
Main menu editor	Add, remove, or reorder navigation items freely	Workspace structure can be adjusted
User-based menus	Show different navigation for different roles	Menus cannot change per user
Custom user roles	Create role types beyond preset permissions	Roles exist with limits
Advanced user permissions	Control access at a granular level	Advanced permissions are supported
SSO / OAuth	Support enterprise-grade single sign-on	Email & password login only
INTEGRATIONS Collapse	Plutio 198/199	Monday.com 77/199
Connect with other tools	Integrate with external systems without lock-in	200+ integrations plus marketplace
Zapier integration	Connect to thousands of apps without custom code	Zapier is supported
Make.com integration	Build advanced automation scenarios visually	Make is supported
Pabbly Connect	Connect services without usage-based limits	Possible via API
Full REST API access	Build custom integrations with full system access	REST API is supported
Incoming & outgoing webhooks	Send and receive real-time events	Webhooks are supported
PLATFORM Collapse	Plutio 198/199	Monday.com 77/199
Mobile apps	Access your business from native mobile apps	Full-featured mobile apps
iOS app	Full-featured iPhone app	iOS app is supported
Android app	Full-featured Android app	Android app is supported
Mac desktop app	Native macOS app for desktop workflows	Desktop app wraps the web version
Windows desktop app	Native Windows app for desktop workflows	Desktop app wraps the web version

Try Plutio free

Plutio vs Monday.com FAQ: common questions answered

Is Plutio better than Monday.com?

Plutio is better for client-facing freelancers and agencies who need proposals, contracts, invoicing, and client portals. Monday.com is built for internal teams. If you work with paying clients, Plutio handles the full workflow. If you manage internal projects only, Monday.com is a capable choice.

Can Plutio replace Monday.com?

Yes. Plutio includes Kanban boards, Gantt charts, list views, table views, subtasks, dependencies, and project templates. Plutio adds proposals, contracts, invoicing, time tracking, and client portals that Monday.com lacks.

Does Monday.com have invoicing?

No. Monday.com requires an external tool like QuickBooks or FreshBooks for invoicing. Adding a separate invoicing tool costs $25-30/month and requires managing another system. Plutio includes invoicing with Stripe, PayPal, and ACH on all plans.

Does Monday.com have time tracking?

Yes, but only on Pro tier ($16/user/month minimum, 3 seat minimum). Time tracking in Monday.com is not connected to invoicing because Monday.com has no invoicing. Plutio includes time tracking on all plans with billable invoicing.

Can clients use Monday.com?

Clients can be added as guests. They see standard Monday.com boards with Monday.com branding. There is no dedicated client portal, no custom domain, and limited control over client visibility. Plutio has fully branded client portals with custom domains.

Which tool has better project views?

Both include visual project management. Monday.com has more column customization and 200+ integrations. Plutio has Kanban, Gantt, list, table, and calendar views plus proposals, invoicing, and client portals. For client-facing work, Plutio handles more in one place.

How much does Monday.com cost?

Monday.com Basic is $9/seat/month (3 seat minimum = $27/month). Pro with time tracking is $16/seat/month (3 seat minimum = $48/month). Add PandaDoc ($35) and QuickBooks ($30) for client-facing features. Total for a freelancer: $92-113/month. Plutio Core is $19/month with all features included.

Can I import Monday.com data to Plutio?

Yes. Export your Monday.com boards as XLS or CSV files. Upload to Plutio and map the fields. Task names, statuses, assignees, and due dates transfer over.

Does Plutio have automation like Monday.com?

Yes. Plutio has a visual automation builder that runs actions based on project status, task completion, form submissions, and client activity. Unlike Monday.com, Plutio automations can create proposals, send invoices, and update client portal actions because those features exist in Plutio.

Which tool is better for agencies?

Plutio is better for agencies that work with clients. Plutio has granular permissions, multi-workspace support, branded client portals, and the full proposal-to-invoice workflow. Monday.com is better for large internal teams with enterprise compliance needs.

Does Monday.com have client portals?

No. Monday.com has guest access where clients see standard boards with Monday.com branding. Plutio has fully white-labeled client portals with custom domains where clients see tasks, files, messages, and invoices in a branded workspace.

Why do freelancers switch from Monday.com to Plutio?

Most switch because they are tired of paying for and managing multiple tools. Monday.com requires PandaDoc for proposals, QuickBooks for invoicing, and often Toggl for time tracking. Plutio includes all of these in one platform, reducing monthly costs and eliminating context switching.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, QuickBooks, Slack, and more. Plutio also has a REST API for custom integrations. Native integrations include calendar sync, payment processors, and email services.

Does Plutio have a mobile app?

Yes. Plutio has native iOS and Android apps that let you manage projects, communicate with clients, track time, and send invoices from your phone. The mobile apps sync in real-time with the web platform.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required to start. You can explore proposals, contracts, invoicing, project management, and client portals before choosing a plan.

Is my data safe with Plutio?

Yes. Your data is private, encrypted, and never used to train AI models. Plutio uses industry-standard security practices including SSL encryption, regular backups, and GDPR compliance. You can export your data at any time.

Can I white-label Plutio with my own branding?

Yes. Plutio offers complete white-labeling including custom domains, branded login pages, your logo and colors throughout, custom email templates with your SMTP, and CSS customization. Clients see your brand, not Plutio.

How long has Plutio been around?

Plutio has been built and refined for over 10 years based on real freelancer and agency feedback. The platform is actively developed with regular updates and new features added based on user needs.

Does Plutio have a unified inbox?

Yes. Plutio has a unified inbox where you connect multiple email accounts and manage all client communication in one place. Client emails automatically sort into their conversation threads. Your team shares one inbox so no one misses urgent requests. Monday.com has no email integration.

Does Monday.com have proposals or contracts?

No. Monday.com is project management and work OS only. To send proposals and contracts, you need a separate tool like PandaDoc. Plutio includes proposals, contracts, and e-signatures connected to your projects and invoicing.

Can I import data from other tools into Plutio?

Yes. Plutio supports CSV imports for clients, projects, and invoices. You can migrate from Monday.com easily. Export your data and upload to Plutio. Our support team can help with complex migrations.

Find your all-in-one platform

Compare more alternatives

All the tools you'd normally juggle and pay for separately, now built into one intuitive platform, powered by Super Work AI - for a value that's hard to beat.

Plutio vs Asana

Compare task management, timelines, and project views.

Plutio vs Trello

Compare Kanban boards, project views, and team collaboration.

Plutio vs Basecamp

Compare project management, team communication, and client access.

Plutio vs HoneyBook

Compare client booking, CRM, and creative business tools.

Plutio vs Dubsado

Compare intake automation, project views, and client portals.

Plutio vs Bonsai

Compare freelance contracts, proposals, and tax tools.

Tired of adding PandaDoc and QuickBooks to Monday.com?

Manage clients and projects without the app stack

Start your 14-day trial and see how proposals connect to projects, time tracking feeds invoices, and clients see progress in their own branded portal.

No credit card required

Plutio - Your entire business, one login away

4.6/5 Rating

4.4/5 Rating

4.6/5 Rating

4.7/5 Rating