Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

Plexii is a desktop workspace designed for both Mac and Windows that emphasizes a local-first approach centered around the concept of "one task, one desk." Each individual task is facilitated by its own limitless canvas, seamlessly integrating notes, tables, documents, spreadsheets, files, browser windows, timers, and diagrams into one cohesive space. Desks are organized within rooms, allowing users to close one and easily return later with everything intact. Additionally, Plexii features an office suite capable of opening and exporting .docx, .xlsx, and .pptx files, and includes tools for chat, email, and a time-blocking calendar. The built-in assistant can respond to queries regarding your documents and notes, providing citations and suggesting changes through easily reviewable cards. Supporting offline functionality and the use of your own Anthropic key, Plexii's free personal plan offers up to three desks, 100 monthly AI credits on Claude Haiku, and synchronization across three devices. For those who need more features, the Pro plan is available at $12 per user each month or $120 for an annual subscription, making it a versatile choice for individuals seeking enhanced productivity tools. With its user-friendly design and comprehensive features, Plexii stands out as an innovative solution for managing tasks efficiently.

Description

Sombra transforms a client meeting into a comprehensive file note ready for advisers, which then informs ongoing work, creating a dynamic client record that highlights relationships requiring focus and ensures relevant follow-up actions are contextualized. Specifically tailored for Australian financial advice firms and compliant with AFSL regulations, it enhances team capabilities rather than diminishing them. Sombra offers suggestions, organizes information, and sets priorities, allowing advisers to review, approve, and make informed decisions. In addition, a continually expanding array of specialized AI teams operates alongside, with tools like Regulatory Watch available in real time. Hosted in Australia, your information is never utilized for training AI models, ensuring data privacy. Start off with three complimentary file notes without needing to provide any payment details. This innovative approach not only streamlines client management but also fosters stronger adviser-client relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Anthropic Yes 
Claude Code Yes 
Fastmail Yes 
Gmail Yes 
Google Calendar Yes 
Microsoft Outlook Yes 
Model Context Protocol (MCP) Yes 
Ollama Yes 
OpenAI Yes 
Pexels Yes 
Yahoo! Mail Yes 
Zoho Mail Yes 
iCloud Yes 
remove.bg Yes 

Integrations

Anthropic No 
Claude Code No 
Fastmail No 
Gmail No 
Google Calendar No 
Microsoft Outlook No 
Model Context Protocol (MCP) No 
Ollama No 
OpenAI No 
Pexels No 
Yahoo! Mail No 
Zoho Mail No 
iCloud No 
remove.bg No 

Pricing Details

$0
The personal plan is free. Pro costs $12/user/month or $120/user/year. Pro+ costs $25/user/month or $250/user/year. Team costs $15/seat/month or $150/seat/year, and guests are free. Enterprise pricing is custom and billed annually.
Free Trial Yes 
Free Version Yes 

Pricing Details

$49 AUD/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PlexiDesk

Website

plexiidesk.com

Vendor Details

Company Name

Sombra

Founded

2023

Country

Australia

Website

getsombra.com

Product Features

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

Product Features

Note-Taking

Categories / Organization No 
Clip From Web No 
Document Scanning No 
Formatting / Markdown No 
Handwriting No 
Hyperlinking No 
Image Insertion No 
List/Checklist Creation No 
Printing No 
Search No 
Sharing / Collaboration No 
Syncing No 
Templates No 
Voice Notes No 

Alternatives

Alternatives

Kimiko Reviews

Kimiko

Inovia AI Solutions
Claude Haiku 5.5 Reviews

Claude Haiku 5.5

Anthropic
5.0 out of 5 stars
NoteLedge Reviews

NoteLedge

Kdan Mobile
Kilonotes Reviews

Kilonotes

Hefei Stack Top Information Technology