Assembly vs Moxie

Assembly

• Accounting, legal and consulting firms that want one portal for client files, contracts and payments
• Agencies that want a white-label client experience on their own domain
• Firms that want custom client tools without hiring developers

Moxie

• Solo freelancers who want clients, projects and invoices in one app
• Small creative agencies of up to five people
• Freelancers who track time and bill expenses back to clients

Assembly

• Build credits past the monthly allowance cost $0.60 each, extra apps $5 a month each, and Starter cannot add internal users.
• Payments carry fees on every plan: cards 2.9% + $0.30 and ACH 1%, plus a store fee from 2.0% on Free to 0.7% on Advanced and extra on invoices and subscriptions.
• API access, Zapier, Make, custom domains and removing the Assembly badge start at Professional; HIPAA with a BAA and enforced MFA at Advanced.
• There is no native mobile app; clients use the portal in a mobile browser, and the desktop apps are for Mac and Windows only.

Moxie

• The accounting is basic income and expense tracking; Moxie suggests QuickBooks to finish the books, and that sync needs Pro.
• There is no free plan; Teams covers at most five team members, though project collaborators are unlimited.
• The Communicator phone line works in the US, Canada and the UK only, and needs Pro or Teams.
• The mobile app is listed in the App Store and Google Play under the name Hectic.

Assembly

Branded client portal

Clients sign in on your domain to message the team, share files, sign contracts, fill in intake forms, see tasks and pay, without a separate login per tool.

CRM for clients and companies

Contacts and companies live in one CRM that feeds the portal and every app; Professional adds multi-company contacts and an automation builder.

30+ ready-made apps

Install apps for onboarding, proposals, payments, document collection and project tracking from the library, then adjust them to fit.

AI app builder

Describe an app, approve the plan and Assembly builds it into the workspace with sign-in, permissions and branding in place. Builds use monthly credits.

Billing and payments

Send invoices, run recurring subscriptions and sell productized services from a storefront, with card and ACH payments collected in the portal.

Messaging and team inbox

Client conversations land in a shared team inbox, with desktop apps for Mac and Windows that deliver messages and notifications.

Moxie

Invoices and payments

Turn tracked time and expenses into invoices, with recurring invoices, reminders and late fees. Clients pay by card, PayPal or ACH through Stripe or PayPal.

Income and expense tracking

Connect a bank or card through Plaid so expenses fill in, attach receipts and bill costs back to clients. Pro syncs with QuickBooks.

Proposals and contracts

Send proposals, quotes and contracts to clients from templates, on every plan.

Projects and time tracking

Plan deliverables, track time on the web or phone, and add project collaborators, unlimited from Pro.

Client portal and inbox

A client portal, white-labeled from Pro, plus a combined calendar and inbox that connects Google, iCal and Outlook.

Scheduling, forms and pipeline

Meeting schedulers, a form builder and a sales pipeline for leads are included from Starter.

Assembly

• Free$0

  For your first clients: 5 active contacts, 1 internal user, 3 apps and 75 build credits a month.

• Starter$29

  per month for 1 user, billed annually ($49 billed monthly)

  For solo owners: 50 active contacts, 5 apps, 200 build credits a month, add-on credits and email support.

• Professional$99

  per month for up to 3 users, billed annually ($139 billed monthly)

  500 active contacts, custom domains, API, Zapier and Make, the automation builder and no Assembly badge. Extra users $29 a month billed annually.

• Advanced$499

  per month for up to 5 users, billed annually ($599 billed monthly)

  Unlimited active contacts, audit log, client access permissions, enforced MFA, HIPAA with a BAA and call support. Extra users $59 a month billed annually.

• Enterprise$2,000

  per month and up

  Unlimited users and contacts, custom build credits, custom SSO, a sandbox workspace and a dedicated success manager, through sales.

Moxie

• Starter$10

  per month, billed annually ($12 billed monthly)

  $120 a year. Clients, projects, invoicing and payments, proposals and contracts, time tracking, pipeline, basic accounting, forms and scheduling.

• Pro$20

  per month, billed annually ($25 billed monthly)

  $240 a year. Adds a custom domain, white-label client portal, ticketing, automations, a phone line, API and Zapier access and QuickBooks sync.

• Teams$32

  per month for up to 5 members, billed annually ($40 billed monthly)

  $385 a year. Everything in Pro for up to five team members, with one more phone line and access levels for an accountant or partner.

Assembly

• Annual discount

  Lower prices with yearly billing

  Starter is $29 a month billed annually against $49 monthly, Professional $99 against $139 and Advanced $499 against $599.

Moxie

• Annual discount

  Save up to 20% with annual billing

  Paying yearly costs $120 for Starter, $240 for Pro and $385 for Teams, against $12, $25 and $40 a month billed monthly.

• By country

  Scholarships by location or need

  Moxie offers location-based scholarships to freelancers in countries the World Bank rates low or lower-middle income, and need-based help elsewhere on request.