Why choose Moxie over Bonsai?
There are lots of apps that want to be your “all-in-one.” Moxie's goal is to give freelancers better software that does what you need without getting in your way.
Choose Moxie over Bonsai for workflows that work for you.
Customizable automated workflows
Freelancing looks different for everyone. While Bonsai is limited by structure, Moxie is flexible by design––allowing you to manage multiple clients, projects, deadlines, and workflows, however you see fit.
Built for client collaboration
In Bonsai, collaboration can be hard to coordinate. With Moxie's all-inclusive global platform, you can invite clients directly into your workflow to talk, exchange files, sign documents, make payments, and more––all in one shared space.
Full-feature mobile experience
Freelancing is all about freedom. Unlike Bonsai, which is best experienced on desktop, Moxie is the same whether you’re on the computer or on your phone––allowing you to embrace life outside the office.
Built for freelancers, contractors, and solopreneurs
Small business-ing is different from freelancing. While Moxie can serve small businesses, our platform was specifically designed to streamline and improve the way freelancers work. It’s not overly complicated––it’s wonderfully simple.
Live your best #bosslesslife
Features that make sense
Could we add more stuff? Yeah! Do freelancers need more stuff to do? No. We listen to freelancers and follow the data on our feedback page to make updates that matter to the most people.
Priority support
Got a question? We’re here to answer as soon as humanly possible. Help from real humans for every human who uses Moxie.
Everything included
No gimmicks or coupons or add ons. One app for everything. One price that includes it all.
- Freelancers, solopreneurs, small agencies who want to run their business (just with a tool that makes it easier)
- Creating your custom workflow and putting your projects through it
- Your custom branding on all client-facing work
Bonsai
$32/mo Professional
$52/mo for Business
- Small businesses or agencies who need to get organized
- Managing a check-list of things to do
- Really lovely tree motifs
World-class human support for all
Our support team is with you every step of the way to help you do what you love, so you can love what you do.
Better, enterprise-quality software
Moxie gives you a strong and flexible foundation, supported by talented engineers. It does what you need it to without getting in your way. It’s just… better.
It was easy when you were only working with a handful of clients. Now you’ve got multiple stakeholders, dedicated billing contacts, and their dogs’ birthdays. And where did that mailing address for tax forms run off to? If thinking about this makes you sweat, we’ve got you.
What you can do:
Client health snapshot (what you’ve done and what you’ve been paid)
Single source of truth - addresses, agreements, invoices, and pet’s names
Levels of access for full collaborators or folks who just process invoices
Customizable fields for all your favorite data points.
Whether you log and check off every task to feel the satisfaction or think in terms of big deliverables, Moxie’s system has just-right flexibility integrated with a full suite of tools—from agreements to invoices. We don’t judge how you organize things, just help you stay sane.
What you can do:
Your choice: high-level projects and/or tasks and granular subtasks
Billing options (hourly, recurring, fixed rate, or a combo)
Controlled access based on how you work with clients and teammates
One project to rule them all: files, notes, and tasks in one centralized place
Tracking expenses was never a part of the freelance dream, but it only takes one painful tax season of corralling receipts to reinforce the necessity of tracking revenue, expenses, and write-offs. Moxie's freelance invoicing software keeps you on top of the money flowing in and out (and vendors too!) with a profit and loss report that does the math for you.
What you can do:
Organized expenses tied to clients and categories
Click-to-invoice reimbursable expenses
Vendor tracking for the people you work with most
Integrations including Plaid and QuickBooks,
You found the right client. They requested a proposal. Should you panic? No, because with Moxie, you’ve got our proposal templates, as well as any you create. Save all your packages, prices, and language around why clients should hire you, add your contract legalese, and voila!
What you can do:
Full onboarding experience with welcome content, questionnaires, and meeting schedulers built-in (optional, but awesome)
Legal terms vetted by our attorney and designed to protect you
Seamless integration with our freelance client portal for invoicing, payment processing, and project management
E-signatures or simple accept buttons - whatever you need!
When was that invoice paid? How many projects do you have for March? Wasn’t there a meeting tomorrow? Answer: Moxie’s freelance scheduling software, commonly known as a "calendar." You can view a quick day-by-day view of your business, including when your agreement was sent or signed, if you’ve got a task due, and what time you’ve worked. One place. All the things. Long exhale.
What you can do:
Integrations with Google, iCal, and Outlook (listed last because it sucks)
Follow your agreements money with sent and signed dates
One click adds time from your meetings to your timesheet. Boom.
Why is it easy to forget to send invoices? It's probably because creating them is such a chore. Rather, it used to be. With Moxie, it’s a cinch to add time tracked, do all the math, and email it to the right person. Recurring invoices and payment plans connected to projects are easy to use. Deb in Accounting is going to love it.
What you can do:
Automatic recurring invoices (or not)
Automatic payment on due date (or not)
Connected reimbursable expenses
Online payments (Stripe and PayPal)
Add details about time tracked as needed
Automatic reminders. Who has time to remember a reminder?
Whether you charge hourly or not, it’s wise to track your time. It’s a pain, we realize, but at least Moxie lets you do it by client, project, or task. Later, you can use those insights to make informed decisions to recalibrate your prices and services. And if clients want those detailed reports and insights, you can quickly bless their micromanaging hearts.
What you can do:
Add notes
Track time in real time
Add time manually when you forget
Assign time to clients and projects
Integrate with invoicing
Solopreneur doesn’t mean you always work alone. Bring your favorite freelancer or agency team along with you. Update to the Teams plan if you need to add your accountant and virtual assistant. Get super granular with the permissions and access. Tag people when you have questions or need feedback. Shower one another with emojis (or not).
What you can do:
Unlimited collaborators (projects only)
Customized access for teammates (e.g., accountant, VA, agency)
Share and track all project management details in one place
Assign tasks for clear communication
In case you didn’t have a corporate job (lucky you), your sales pipeline in Moxie is where you track all your project leads through various stages. You can also use workflow automations to check in with potential clients, onboard them, and otherwise make your life easier.
What you can do:
Every prospect and opportunity and their details contained
Custom pipeline stages based on your personal workflow
Automations for your onboarding, scheduling, reviews, and everything in between
Prioritize your leads when one looks sweeter than another
Cut out the back and forth by sending one link with your availability already set. Your client, bookkeeper, or date (we won’t judge) can pick a day and time that works. You can create as many meeting types as you like and integrate with Zoom, Google Meet, and Sessions.
What you can do:
Unlimited meeting types (e.g., 15-minute speed dating round)
Embedded forms for gathering details and context for the meeting
Integrated payment (your time literally became money)
Customizable reminders
Block out time before and/or after meetings
Clients are lost. It’s not their fault that you’re better at most everything. That’s why they hired you. You can make your life easier by giving them a single home where everything lives: projects, invoices, agreements, and any other custom pages. Customize the portal’s design to match your brand. Breathe a sigh of relief.
What you can do:
Connect all of Moxie’s tools or restrict what clients can see
Add custom pages and links outside of Moxie too
Grant full project collaboration or hide a project all together
Proactive nudges when invoices are due or agreements need to be signed
Get approvals with one click
US, Canada, and UK only. Keep your email and phone number to yourself by routing all the communications from Moxie contacts to a work-focused inbox. This dedicated freelance CRM helps to declutter your regular inbox and reinforces boundaries, too. Set business hours and close shop when it’s time.
What you can do:
Business phone line with answering service and forwarding
Known contact syncing - keep the spam out and only your clients in
Searchability just like your favorite email provider
Set “in office” hours get your life back
You're an efficient human. The questions you ask before every projects stay the same and give you all the info you could ever need.... when they actually get answered. Put it in a form. Force someone to answer all the questions. Keep a record in Moxie and celebrate the simplicity.
What you can do:
Embed a form on your website
Conditional form paths
Map fields for use throughout your onboarding process
Add file uploads, dates, and more to as many forms as you like