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What is Moxie?

Moxie is an all-encompassing business management platform specifically designed for freelancers, offering a wide range of tools aimed at improving client relations, overseeing projects, managing finances, handling contracts, tracking time, and invoicing. The platform boasts features such as customizable client health snapshots, effective project organization that includes tasks and deliverables, expense tracking, and simple invoicing, all of which are intended to streamline complex business operations. Additionally, Moxie integrates effortlessly with popular services like Google, QuickBooks, and Stripe to ensure a smooth workflow, while also providing automated recurring invoices, electronic signature capabilities for contracts, and a calendar for important dates and meetings. Beyond these functionalities, freelancers can log their project hours, manage proposals efficiently, and utilize a client portal that promotes easy communication. Ultimately, Moxie aims to help freelancers save valuable time, reduce administrative burdens, and improve their overall workflow through an intuitive, centralized business management system, allowing them to dedicate more energy to their creative projects. This platform not only enhances productivity but also fosters a sense of control over various business aspects, making it a vital tool for freelancers striving for success.

What is Clearmargin?

Freelancers and small teams often contend with a complex balancing act rather than just a simple billing challenge, utilizing various tools to manage their work. They may find themselves using one app for proposals, another to track hours, a spreadsheet for expenses, a different program for invoicing, and perhaps QuickBooks due to a recommendation, leading to a fragmented workflow. As a result, critical tasks can be forgotten; invoices may be sent out late, hours might go unrecorded, and expenses can be overlooked, leading to unforeseen financial losses. This mental burden of juggling so many elements can be quite exhausting and counterproductive. Clearmargin addresses these challenges by integrating all the essential tools for effective financial management into a single platform, encompassing proposals, time tracking, expense management, invoicing, and payment processing. Users can effortlessly create professional proposals that clearly define the scope, timeline, and pricing. Time tracking is made easy with a quick-entry feature or a running timer option. Expenses can be logged and attributed to specific projects, while shared costs, such as software subscriptions, can be seamlessly distributed among clients. When it's time to bill, users can generate invoices from project data with a single click, and payments can be processed directly through these invoices via Stripe Connect, accepting various methods like credit cards or ACH while enjoying standard processing rates. This integrated solution not only alleviates the administrative load but also boosts overall productivity, empowering freelancers and small teams to concentrate on their primary tasks without the incessant anxiety of managing financial details. Additionally, by streamlining these processes, Clearmargin fosters a more organized and stress-free work environment, ultimately leading to better outcomes for the business.

Media

Media

Integrations Supported

QuickBooks Online
Stripe
Activepieces
Axis LMS
ElectroNeek
Google Cloud Platform

Integrations Supported

QuickBooks Online
Stripe
Discord
Google Calendar
Microsoft 365
Slack
Telegram
Zapier
n8n

API Availability

API Availability

Has API

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

$14.99/mo
$14.99/mo for solo plan.
$34.99/mo for teams (includes 5 seats)
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Moxie

Date Founded

2020

Company Location

United States

Company Website

www.withmoxie.com

Company Facts

Organization Name

Clearmargin

Date Founded

2026

Company Location

United States

Company Website

www.clearmargin.app

Categories and Features

Business Management

Not specified

Freelance Management

Not specified

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Project Billing
Recurring/Subscription Billing
Tax Calculator

Popular Alternatives

Popular Alternatives

MOXIS Reviews & Ratings

MOXIS

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