A direct client is simple. Agency-routed work is not. The agency may be the bill-to while the brand is the actual work. Most tools flatten that difference.
Plero keeps the bill-to, end client, project, invoice, and revenue picture connected so year-end totals tell the truth.
Two kinds of clients inside one clean system.
Launch includes the client, project, invoice, portal, report, and Chloe baseline. Scale opens larger bidding and deeper analysis. Ultra is there when hiring help becomes normal.
Direct/agency client tracking, projects, contracts, invoices, reports, and Chloe.
OpenAdds Pipeline and AI-assisted estimates for larger scopes and recurring agency work.
OpenAdds Talent OS when you start hiring collaborators and managing 1099s.
OpenSpecific answers for this kind of work, so the page is useful before anyone joins the waitlist.
Yes. Plero supports CSV/XLSX migration with mapping, validation, and review before import. Freelancers can start with the data that matters most: clients, agency relationships, projects, invoices, contracts, and contractors if you hire help.
Chloe can answer questions from your actual client and invoice history: who still owes you, which agency pays slowly, what work came through a brand, or what should go into a draft estimate. She is useful because direct work and agency-routed work stay distinct in Plero.
Yes. Plero has MCP support for compatible AI clients such as Claude, ChatGPT, Cursor, and Codex. If you already think through work in one of those tools, MCP gives you a path to use Plero context there while keeping your business data organized in Plero.
Launch is intentionally focused for solo operators: clients, projects, contracts, invoices, reports, and Chloe without forcing a team workflow you do not need. Scale and Ultra are there only if larger bids or collaborators become normal.
Founding freelancers are joining with real direct work, agency work, rate cards, and year-end questions already in motion.