Plutio Pal
Just ask… and it’s done
Finally an AI that knows and understands your business. Whether you want to create a contract, chase an invoice or schedule a meeting - all you need to do is ask… and watch Plutio Pal get it done.
No credit card required
Why Plutio Pal?
No more unpaid admin work you now have an AI for that.
Plutio transforms how you run your business. Now you can just ask your business AI for what you need. No more clicking through endless menus and workflows.
Ask anything
Get AI insights, answers or reports on your business. No clicks. Just clarity on demand.
Find anything
Instantly find any file, message or decision - no more digital hide and seek.
Create anything
Generate proposals, invoices, tasks or docs in seconds - just ask an watch it happen.
Track time
Start timers or log hours with a prompt - then put it on an invoice with another.
Schedule
Book meetings without the back-and-forth - Plutio Pal handles it all for you.
Here's the problem
Tired of explaining yourself to AI?
You've probably tried ChatGPT, Claude or other AI assistants. And they all have the same problem… Despite the billion dollar marketing - they just don’t get you or your business.
Give generic responses
That don't match your specific business context
Waste hours
Explaining the same clients, projects and processes over and over
Can’t access
your actual business data, files or history
Create more work
instead of eliminating it - so you become the AI's assistant
What if your AI already knew everything about your business?
The Plutio difference
Plutio Pal already knows what you’re trying to do
Unlike generic AI assistants, Plutio Pal is connected to your entire Plutio workspace. It understands your clients, knows your project history and can reference every file, conversation and decision you've ever made
No setup required
starts working immediately
Complete business context
knows your clients, projects and history
Natural conversations
no need to explain basic business details
Instant access
to all your data, files and communications
Find anything instantly
Remember spending 20 minutes looking for that one client comment from three months ago? Those days are over.
Just ask Plutio Pal:
"Find John's feedback from the March project"
"Show me the contract we signed with Acme Corp last quarter"
"Where did Sarah approve those design changes?"
"What was the final decision on the logo revisions?"
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No more digging through:
Endless email threads
Buried project comments
Lost file attachments
Forgotten chat messages
Get actionable business intelligence instantly
Stop wasting hours creating reports. Just ask Plutio Pal any question about your business and get instant, accurate answers.
Ask questions like:
"How's my cash flow this month?"
"Which client is most profitable?"
"How many hours did we spend on design work last quarter?"
"What's my average project completion time?"
"Which services generate the most revenue?"
Plutio Pal analyzes:
Invoice data and payment patterns
Project timesheets and profitability
Client interactions and satisfaction
Team productivity and utilization
Financial trends and opportunities
Your document wizard
Create everything you need in seconds
Stop wasting unpaid hours on repetitive paperwork. Plutio Pal generates professional, branded documents in seconds.
Proposals
with project breakdowns and pricing
Contracts
with your standard terms and conditions
Invoices
from timesheets or project milestones
Tasks and projects
from client conversations
Meeting agendas
and follow-up notes
Your meeting magician
Schedule like magic
End the painful back-and-forth of scheduling meetings. Plutio Pal handles the entire process automatically. Here's what Plutio Pal does:
scans
Scans everyone's calendar availability
Handles
Handles multiple time zones automatically
Finds
Finds the optimal meeting slot for all participants
Sends
Sends clear invitations with all the details
Coming Soon
Handles confirmation follow-ups automatically
Your built-in COO
Think of Plutio Pal as your Chief Operating Officer - handling daily operations so you can focus on growth.
Daily operations handled:
Create
Create and assign tasks based on conversations
Track time
Track time and manage timesheets automatically
Convert
Convert timesheets to invoices instantly
Generate
Generate team progress reports
Coming Soon:
Prioritize the team’s daily tasks for maximum productivity
Ask Plutio Pal:
"Create tasks from yesterday's client meeting"
"Generate this week's team report"
"Convert John's timesheet to an invoice"
"What should the team focus on today?"
Plutio Pal vs Other AI Tools
Secure
Your data is fully private and secure
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Enterprise-grade security
Your data is encrypted, private and never used for AI training
Privacy guaranteed
We never access, read or share your business information
Compliance ready
GDPR compliant with SOC 2 certification in progress
Your data stays yours
Complete ownership and control of all your business information
Ready to try an AI that actually gets your business?
Stop explaining your business to AI assistants. Start working with the one that already knows what you want.
No credit card required
More features
Everything you need to build a seamless client experience
From time tracking and tasks to contracts and custom project dashboards, Plutio brings it all together in one seamless, fully brandable platform.
Widget library
Add tasks, charts, timers, messages and more - customize each view to fit your client.
Full design control
Match your or your client’s branding with fonts, colors and custom CSS.
Multiple pages & tabs
Create multiple dashboards for each client or project, organized with tabbed navigation.
Powerful API
Bring in data from external platforms and automate the flow of information.
Access control
Give each user a tailored view - control what they can see, do, edit or interact with.
Frequently Asked Questions
What is Plutio Pal
A built in AI assistant, tarstenarsotarsntoa
What makes Plutio Pal different from ChatGPT or Claude?
Plutio Pal has complete context. It can reference your business data - clients, projects, files, conversations, invoices and more. It understands your business without you having to explain anything.
How does it access my business data?
Plutio Pal is built directly into your Plutio workspace, giving it secure access to all your business information while maintaining complete privacy and security.
Is my information secure and private?
Absolutely. Your data is never used to train AI models, never shared with third parties and protected with enterprise-grade security. Plutio Pal only works within your private workspace.
What can't it do yet?
Plutio Pal is continuously evolving. Currently, it excels at finding information, creating documents, scheduling meetings and providing business insights. Advanced features like automatic meeting confirmations and task prioritization are coming soon.
How do I get started?
If you're already using Plutio, Plutio Pal is available with the XYZ addon - just start asking questions. New to Plutio? Start your free trial and Plutio Pal will be ready to help from day one.
The all-in-one solution
See everything Plutio can offer
Supercharge Your Business
All The Tools You Need In One Intuitive App
The intuitive all-in-one solution to manage and collaborate on projects, share files, build forms, create proposals, get paid, and automate your workflow.
No credit card required