Moxie

Moxie is an all-in-one business management platform designed to help freelancers and small agencies run their work with greater ease. It serves creative professionals, coaches and consultants, digital marketers, graphic designers, web developers, virtual assistants, and other independent businesses. Rather than relying on separate tools, users can manage client relationships, projects, tasks, proposals, contracts, scheduling, and finances in one connected workspace.

Moxie’s features include customizable client records, project and task management, time tracking, invoicing, expense tracking, vendor management, and profit and loss reporting. Freelancers can create proposals and contracts using templates, collect electronic signatures or approvals, and guide new clients through onboarding with forms, questionnaires, and meeting scheduling. A client portal supports communication, payments, invoices, and project collaboration, while calendar integrations help users keep business activity organized. The platform also offers recurring invoices, payment plans, online payments through Stripe and PayPal, and integrations with Plaid and QuickBooks. Mobile access and collaborator tools support working across locations and with teammates.