Financials

Where the money is,
was, and is going.

Invoicing, expense tracking, recurring services, contractor bills, and the reports that tie them together — every dollar connected to the work that earned it.

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What this is

One ledger, drawn from the work itself.

Financials covers the money side of the studio — what is coming in, what is going out, and the reports that explain both. Invoices tie back to projects. Expenses tie back to clients. Contractor bills tie back to assignments. Recurring services run on the schedule you set.

The reports synthesize all of it — revenue by client, margin by project, AR aging, period comparisons — drawn from the same studio data the rest of the system runs on. When a number changes, it changes everywhere it should.

Run the numbers from the same workspace the work runs on.

Invoicing

Professional invoices, built into the work.

Branded under your studio name. Stripe payments built in. Pay link the client can use without an account. Status visible — sent, viewed, paid, overdue. Reminders go out without you writing them.

Open an invoice. It pulls the line items from the signed estimate. Send it. Stripe handles the payment. Status flips to paid the moment it clears.

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Expenses & Services

The money out, and the money on schedule.

Expenses tie to the client or the project they belong to, with receipts attached and markup applied per your rules. Services handle the retainers, the recurring engagements, the monthly subscriptions — Plero generates the invoices on schedule and tracks renewals.

Set the Volta retainer at $8,000/month. Plero generates the invoice on the first, tracks the renewal, and flags it 30 days out.

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Reports

The answers, not just the data.

Revenue by client. Margin by project. AR aging — who owes you and for how long. Period comparisons. Year-end totals, collected and paid out. Pulled from the same data that the invoices and bills come from, so the numbers always match what the work actually did.

How did Q1 compare to last year? Revenue, margin, contractor spend — one read, plain English.

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Contractor bills & 1099

The other side of the ledger.

Contractors submit bills against their assignments. Bills that match cleanly get approved in one pass. Bills that don't match get flagged before they hit the books. At year-end, 1099 reporting rolls up contractors paid more than $600, flags missing W-9s, and exports a file your accountant can hand to the IRS.

Approve the clean bills from this week. Flag the ones that don't match scope. Year-end takes a click.

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And Chloe

Ask her the operating questions, get the answer in plain English.

Who owes you, and for how long. How Q1 compared to last year. Which clients drove the margin and which ate it. Chloe reads from the same data your reports are built on.

See how Chloe works
On every Plero tier

Financials starts on Launch, deepens up the ladder.

The invoicing baseline is open on every tier. Advanced reporting unlocks on Scale. Bills + 1099 reporting on Ultra, where the contractor side of the ledger is in play.

Launch$29/mo annual

Invoicing with Stripe, expenses, services, basic financial reports. The Financials baseline every tier shares.

Open
ScaleRecommended$59/mo annual

Everything in Launch, plus advanced reporting — period comparisons, revenue by client and project, margin analysis.

Open
Ultra$99/mo annual

Everything in Scale, plus contractor bills, 1099 reporting, and the full Talent OS financial loop.

Open
The rest of Plero

The money flows from the work itself.

Operations holds the work. New Business holds the deals. Financials is what those two become — the receipts, the reports, the truth-source for the studio's numbers.

Operations

Where the invoiced work lives.

Projects, clients, contracts — the details every invoice pulls from. The work side of the same workspace.

See Operations
See Operations
New Business

Where the revenue starts.

Pipeline tracks the deals. Estimates write the bid. Signed estimates become the lines you invoice against.

See New Business
See New Business
Chloe

Ask her the money questions.

AR aging, period comparisons, 1099 prep. She reads from the same data your reports are built on.

Meet Chloe
Meet Chloe
Private beta — 2026

Run the numbers from the same workspace the work runs through.

Founding creative teams are joining now. A short engagement to import your past invoices, your expense history, your contractor payment history — and start running the financial side from inside Plero.

Request founding accessSee pricing