Clearmargin vs Moxie
Moxie is a friendly freelancer all-in-one with a workflow assistant. Clearmargin covers the same ground and adds a financial-data AI, recipe costing, and Schedule C tax prep.
Pricing and feature data scraped directly from Moxie’s site — last verified April 17, 2026.
Pricing, side by side
Best monthly rate (paid annually). Both products show the same way: lowest publicly advertised annual price.
Clearmargin
- Get Found$19/moor $23/mo billed monthlyWebsite + inquiry form + CRM. For people who need a website that actually captures leads.
- Get Paid$19/moor $23/mo billed monthlyProposals, invoices, expenses, taxes, AI. The full business platform minus the website.
- Everything$34/moor $42/mo billed monthlyGet Found + Get Paid. Custom Domain & SEO ($9/mo value) included. Save $13/mo vs buying separately.
Unlimited clients on every plan. 14-day free trial, no credit card.
Moxie
- Starter$10/moor $12/mo billed monthly
- Pro$20/moor $25/mo billed monthlyAdds custom domain, white-label portal, workflow automation
- Teams$32/moor $40/mo billed monthlyFor small agencies
Both have AI. Different jobs.
Here is what Moxie's AI does well, and where Clearmargin's assistant fits in.
Clearmargin AI
Click it. Ask it. Both work.
Every workflow has two ways in: a clean UI to click through, and an assistant to ask. Draft a proposal, scan a receipt, look up profit on a project — same data, same result. Use whichever is most natural for you.
- Ask anything: "How profitable was the Smith wedding?", "Show overdue invoices over $1k" — answers come from your own data
- Snap a receipt with your phone, forward an invoice from your inbox, or drop in a PDF — the assistant reads it and queues a categorized expense for you to approve
- Send a questionnaire, then one-click draft a proposal from the response
- The assistant can act anywhere in the app — drafting invoices, finding clients, looking up files, suggesting next steps
- Optional onboarding helper: describe your business in plain English, get a configured workspace
- Real-time web search for market rates and pricing benchmarks when you need them
Safety rail: The assistant drafts and proposes; it never sends, deletes, or charges. Every action waits for your click — so you can move fast without worrying about a runaway agent.
Moxie AI
Moxie Assistant is a small-business AI helper included on all plans. Helps with workflow suggestions and content drafting.
- Moxie Assistant on all plans
- Workflow suggestions
- Content drafting
Where it shines: Workflow help and content drafting integrated into the freelancer surface.
Moxie’s gap: Not a financial-data Q&A assistant; doesn't read snapped or forwarded-in receipts and file them.
Feature comparison
Every cell verified against Moxie’s public pricing & feature pages.
| Feature | Clearmargin | Moxie |
|---|---|---|
| Proposals | ||
| Contracts & e-signatures | ||
| Invoicing | ||
| Recurring billing | ||
| Payment schedules | ||
| ACH payments | ||
| Time tracking | ||
| Rate cascading | ||
| Minimum billable hours | ||
| Expense tracking | ||
| Receipt capture | ||
| Mileage tracking | ||
| Recipe / BOM costing | ||
| Per-client profitability | ||
| Schedule C tax exports | ||
| Quarterly estimated tax | ||
| Inquiry form | ||
| Pipeline / kanban | ||
| Client questionnaires | ||
| CRM messaging & timeline | ||
| Client portal | ||
| Meeting scheduler | ||
| Calendar sync | ||
| AI assistant | ||
| Receipt & document scanning | ||
| Workflow automation | via Zapier | Pro+ |
| REST API | ||
| Webhooks | ||
| Zapier | ||
| Unlimited clients |
The honest take
Where each tool genuinely wins. No spin.
Where Clearmargin wins
- Built-in mileage tracking and Schedule C exports
- Rate cascading, minimum billable hours, and recipe / BOM costing
- Public REST API and HMAC-signed webhooks
- AI that answers financial questions from your own data — not just a workflow helper
Where Moxie wins
- Friendly, opinionated UX built for solo freelancers
- Workflow automation included on Pro tier
- Moxie Assistant on the entry plan
- Generous annual pricing — Starter $10/mo annual
Frequently asked questions
How is Clearmargin different from Moxie?+
Moxie is a friendly all-in-one for solo freelancers with the Moxie Assistant included. Clearmargin covers similar ground for client management and project flow — and goes further on the financial side: per-client profitability with cost-side detail, recipe / BOM costing, mileage tracking, Schedule C tax exports, and an assistant that answers financial questions from your data and turns snapped receipts into filed expenses.
Does Moxie have AI like Clearmargin?+
Moxie includes the Moxie Assistant on every plan — it helps with workflow suggestions and content drafting. Clearmargin's assistant goes further: create invoices and expenses by asking, draft proposals from questionnaire responses, snap or forward in receipts to have them categorized and filed, and ask plain-English financial questions like “how profitable was the Smith wedding?” to get real answers from your own data.
Is Moxie cheaper than Clearmargin?+
Moxie Starter is $10/month annual ($16 monthly). Clearmargin Get Paid is $19/month billed annually ($23 monthly) with no client cap and no feature gating between plans. Workflow automation on Moxie requires the Pro tier ($20/month annual / $32 monthly). Clearmargin includes Zapier, n8n, Make, and HMAC-signed webhook automation on every plan.
Does Clearmargin have a client portal like Moxie?+
Yes. Clearmargin includes a branded client portal with zero-friction access — clients see proposals, invoices, contracts, and questionnaires via one link, no passwords, no accounts. Moxie's white-label portal is gated to the Pro tier.
Can I migrate from Moxie to Clearmargin?+
Yes. CSV import for clients and contacts. Proposal, contract, and form templates can be rebuilt with the merge-field system, and the AI assistant can help draft from your existing Moxie content.