Moxie
- Company typePrivate
- Founded2019
- HeadquartersBoulder, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
Moxie firmographics
Firmographics- Name
- Moxie
- Website
- https://withmoxie.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Moxie is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Markets served
Moxie business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Plans: All-inclusive subscription-based pricing with tiered plans. The platform offers an annual discount compared to monthly billing. Features include client management, project management, invoicing, time tracking, contracts, and more.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | All-inclusive subscription with no upsells |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels11 records
Moxie product offering
Product offeringCore offering
Moxie provides an all-in-one cloud-based SaaS platform that consolidates client management, project management, invoicing, time tracking, proposals and contracts, accounting, calendar, sales pipeline, forms, a client portal, an AI-powered assistant, and a virtual phone system for individual freelancers and solopreneurs. The platform manages the full client lifecycle from prospect to paid invoice and is delivered through a web application and native iOS/Android mobile apps on a tiered subscription basis.
Product overview
Moxie is an all-in-one freelance business management software platform (formerly known as Hectic) that combines multiple tools into a unified system. The platform comprises 15 core product modules: Client Management, Project Management, Accounting, Proposals & Contracts, Calendar, Invoicing, Time Tracking, Collaborators, Meeting Scheduler, Client Portal, Communicator, Forms, Sales Pipeline, Moxie Assistant (AI), and Mobile App. These modules work together seamlessly, allowing freelancers to manage the complete client lifecycle from lead qualification through invoicing and payment. Moxie also offers specialized versions for different freelancer segments including Fractionals, Solopreneurs, Creative Professionals, Coaches & Consultants, Digital Marketers, Graphic Designers, Web Developers, and Virtual Assistants. The platform differentiates itself from competitors like Bonsai, Dubsado, and HoneyBook through its customizable workflows, built-in client collaboration features, and full-featured mobile experience.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Management Freelance CRM module that manages client health snapshots, addresses, agreements, invoices, and customizable fields with different levels of access for collaborators.
- Project Management Flexible project management with tasks, subtasks, deliverables, billing options (hourly, recurring, fixed rate), and controlled access for clients and teammates.
- Accounting Freelance bookkeeping with organized expenses, click-to-invoice reimbursable expenses, vendor tracking, and profit and loss reports with Plaid and QuickBooks integrations.
- Proposals & Contracts Proposal templates with customizable packages, prices, and legally vetted contract terms. Includes e-signatures, seamless onboarding experience, and integration with client portal.
- Calendar Calendar view combining business activities including agreements, deadlines, meetings, and time tracked. Integrates with Google Calendar, iCal, and Outlook.
- Invoicing Invoice creation with automatic recurring invoices, automatic payment processing, online payments via Stripe and PayPal, connected reimbursable expenses, and automatic reminders. Supports 81+ currencies.
- Time Tracking Time tracking by client, project, or task with real-time tracking, manual entry, notes, and integration with invoicing for seamless billing.
- Collaborators Team management with unlimited collaborators on projects, customized access for accountants, VAs, and agencies, and shared project management with task assignment.
- Meeting Scheduler Scheduling tool with unlimited meeting types, availability links, integrations with Zoom, Google Meet, and Sessions, embedded forms, integrated payment, and customizable reminders.
- Client Portal Branded client hub with magic link access (no login required), customizable design, project visibility controls, proactive payment nudges, and approval workflows.
- Communicator Universal inbox and virtual work phone combining emails, texts, and voicemails in one place. Business phone line with answering service and forwarding (US, Canada, UK only).
- Forms Form builder for lead qualification with embed capabilities, conditional form paths, field mapping for onboarding, and file upload support.
- Sales Pipeline CRM-style sales pipeline to track project leads through custom stages with workflow automations for onboarding, scheduling, reviews, and follow-ups.
- Moxie Assistant AI-powered assistant for email summarization, invoice creation, business summary generation, and workflow streamlining.
- Mobile App iOS and Android mobile application for working from anywhere with full feature access (App ID: com.hecticapp.mobile, branded as Hectic on app stores).
Quantifiable outcome
- Users report billing $1,000 more per month due to easier client communication and invoicing
- +1 more outcomes
Companies that use Moxie
Customer profileNamed customers5 records
Segments8 records
Ideal customer profiles3 records
Moxie technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability4 records
Feature6 records
Moxie partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- StripecorePayment processing integration enabling online payments for invoices. Clients can pay via credit or debit card, PayPal, or bank transfer in 81+ currencies.
- PayPalcorePayment processing integration as an alternative to Stripe for online invoice payments.
- PlaidcoreFinancial data integration for expense tracking and accounting features.
- QuickBookscoreAccounting integration for transferring profit & loss reports and financial data to QuickBooks.
- ZoomcoreVideo meeting integration with the meeting scheduler feature for scheduling and conducting meetings.
- Google MeetcoreVideo meeting integration with the meeting scheduler feature for scheduling and conducting meetings.
- SessionscoreVideo meeting platform integration with the meeting scheduler for conducting meetings.
- Google CalendarcoreCalendar integration for syncing with Moxie's calendar feature.
- iCalcoreCalendar integration for syncing with Moxie's calendar feature.
- OutlookcoreCalendar integration for syncing with Moxie's calendar feature.
- Freelancers UnionminorPartnership badge displayed on website; organization representing and supporting freelancers.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Moxie competitors and assessment
Company assessmentDirect peers
- Harvest: Time tracking and invoicing platform for freelancers and small teams. Competes with Moxie on two core modules (time tracking and invoicing) and is often part of the freelancer's existing tool stack.
- Dubsado: Business management software for creative entrepreneurs with proposals, contracts, invoicing, and client workflows. Moxie explicitly positions against Dubsado in the freelancer/creative SMB category via a comparison page.
- 17hats: All-in-one business management platform targeting solo entrepreneurs and small studios with invoicing, contracts, workflows, and client portals. Overlapping freelancer-targeted feature set with Moxie.
- Plutio: All-in-one business management platform for freelancers and agencies offering projects, invoices, proposals, time tracking, and CRM. Directly comparable to Moxie's all-in-one freelancer positioning.
- HoneyBook: Clientflow and business management platform for independent service businesses and creatives. Moxie competes directly against HoneyBook on invoicing, contracts, proposals, and client portal functionality.
- Bonsai: All-in-one freelance business management platform offering invoicing, contracts, proposals, time tracking, and accounting. Moxie publishes a dedicated Moxie vs Bonsai comparison page, indicating direct head-to-head competition in the same freelancer SMB segment.
Broad incumbents
- FreshBooks: Accounting and invoicing platform for freelancers and small service businesses. Broader incumbent with deeper accounting functionality but a narrower overall business management scope than Moxie's all-in-one play.
- Wave: Free accounting, invoicing, and receipt scanning software for freelancers and small businesses. Competes on the invoicing and accounting modules of Moxie's suite but with a narrower focus.
- QuickBooks Self-Employed: Bookkeeping and tax-focused product for freelancers and self-employed individuals from Intuit. Established incumbent with category-leading brand recognition, though narrower in scope than Moxie's full business management suite.
- AND CO: Business tools for freelancers including contracts, invoicing, and time tracking, distributed through Fiverr. Distribution-backed incumbent that overlaps with Moxie's freelancer all-in-one positioning.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Moxie social profiles
Digital presenceMoxie financial estimates
Financial estimateRevenue estimate
Valuation estimate
Moxie leadership team
Management profileNumber of profiles
Profiles2 records
Moxie funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Moxie M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Moxie
What does Moxie do?
Moxie provides an all-in-one cloud-based SaaS platform that consolidates client management, project management, invoicing, time tracking, proposals and contracts, accounting, calendar, sales pipeline, forms, a client portal, an AI-powered assistant, and a virtual phone system for individual freelancers and solopreneurs. The platform manages the full client lifecycle from prospect to paid invoice and is delivered through a web application and native iOS/Android mobile apps on a tiered subscription basis.
Is Moxie a public or private company?
Moxie is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Moxie founded?
Moxie was founded in 2019. It employs 11 to 50 people.
Where is Moxie based?
Moxie is headquartered in Boulder, United States, in the North America region.
How does Moxie make money?
One revenue line is on record: subscription Plans.
Who are Moxie's main competitors?
Direct peers on record are Harvest, Dubsado, 17hats, Plutio, HoneyBook and Bonsai. Broad incumbents are FreshBooks, Wave, QuickBooks Self-Employed and AND CO.
Does Moxie have an API?
No public API is recorded for Moxie.