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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 MoxiBalance?

MoxiBalance revolutionizes the way you handle agent reporting, making the management of January 30 tasks a breeze. With the 2023 introduction of more rigorous 1099 reporting regulations from the IRS, it’s an ideal time to permanently tackle your compliance hurdles. Eliminate the frantic rush at the end of the month when preparing reports for agents, as they can easily access their cap status and commission details anytime they need. Brokerages benefit as well, with the ability to manage payments directly through a user-friendly portal. You can print checks or oversee direct deposits seamlessly within the same efficient workflow. Our customizable closing and reporting templates adeptly manage both fixed and variable costs, simplifying routine billing and payouts while also accommodating unique one-time receipts effortlessly. Furthermore, MoxiBalance facilitates the direct collection of earnest or escrow funds from clients, ensuring these funds remain separate from regular transactions, thus simplifying their return at closing. In an environment where brokerages grapple with competitive splits, capping, and fee structures, the associated manual workload on administrative teams can be significant. Thanks to our templates, you can set up personalized payouts without the hassle of complex calculations, significantly boosting efficiency and accuracy in your operations. Discover how MoxiBalance can transform your agent reporting and payment workflows, alleviating stress while enhancing overall productivity. Embrace this innovative solution to streamline your processes and elevate your brokerage's performance to new heights.

Media

Media

Integrations Supported

QuickBooks Online
Activepieces
Axis LMS
Docusign
Google Cloud Platform
Stripe
dotloop

Integrations Supported

QuickBooks Online
Activepieces
Axis LMS
Docusign
Google Cloud Platform
Stripe
dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Moxie

Date Founded

2020

Company Location

United States

Company Website

www.withmoxie.com

Company Facts

Organization Name

Moxiworks

Date Founded

2010

Company Location

United States

Company Website

moxiworks.com/back-office/

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Freelance Management

Anonymous Talent Search
Chat / Messaging
Consolidated Billing & Invoicing
Contract Management
Custom Payments
Internship Management
Job Posting / Job Board
Payment Management
Portfolio Screening
Progress / Time Tracking
Project Management
Talent Matching Algorithm
Talent Vetting
Task Management

Categories and Features

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