Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
MoxiBalance fully streamlines your agent reporting process, ensuring that January 30 is effortlessly managed. With 2023 introducing stringent 1099 reporting requirements from the IRS, now is the perfect moment to permanently resolve your compliance challenges. Say goodbye to the last-minute rush at month-end when preparing reports for agents. Whether it's cap status or commission details, agents can conveniently access their information at any time, while brokerages can manage payments directly through the dedicated portal. You can easily print checks or manage direct deposits within the same streamlined workflow. Our closing and reporting templates effectively address both fixed and variable costs, facilitating routine billing and payouts as well as handling unique, one-time receipts with ease. Additionally, MoxiBalance can directly collect earnest or escrow funds from consumers, ensuring that these funds are kept separate from daily transactions, making it simple to return that money at the closing stage. As many brokerages are navigating competitive splits, capping, and fee arrangements, this often translates to a considerable amount of manual effort for administrative staff. Our templates enable you to implement customized payouts without the need for tedious calculations, enhancing efficiency and accuracy in your operations. Experience the transformative power of MoxiBalance as it takes the stress out of agent reporting and payment processes.
Description
Moxie serves as a comprehensive business management solution tailored for freelancers, providing an extensive array of tools that enhance client management, project oversight, accounting, contracts, time tracking, and invoicing. It includes features such as customizable snapshots of client health, efficient project organization encompassing both tasks and deliverables, expense monitoring, and straightforward invoicing, all of which help simplify intricate business processes. Furthermore, Moxie seamlessly integrates with platforms like Google, QuickBooks, and Stripe to facilitate smooth operational flow, while also offering automated recurring invoices, electronic signatures for contracts, and a calendar for managing crucial dates and meetings. In addition to these features, the platform enables freelancers to log time dedicated to projects, handle proposals effectively, and provide a client portal that fosters effortless communication. Ultimately, Moxie aspires to assist freelancers in saving time, alleviating administrative pressures, and enhancing their overall workflow through a user-friendly, centralized system for business management, thus empowering them to focus more on their creative endeavors.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Activepieces
No
Axis LMS
No
Docusign
Yes
Google Cloud Platform
No
Stripe
No
dotloop
Yes
Integrations
QuickBooks Online
Yes
Activepieces
Yes
Axis LMS
Yes
Docusign
No
Google Cloud Platform
Yes
Stripe
Yes
dotloop
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Moxiworks
Founded
2010
Country
United States
Website
moxiworks.com/back-office/
Vendor Details
Company Name
Moxie
Founded
2020
Country
United States
Website
www.withmoxie.com
Product Features
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Freelance Management
Anonymous Talent Search
No
Chat / Messaging
No
Consolidated Billing & Invoicing
No
Contract Management
No
Custom Payments
No
Internship Management
No
Job Posting / Job Board
No
Payment Management
No
Portfolio Screening
No
Progress / Time Tracking
No
Project Management
No
Talent Matching Algorithm
No
Talent Vetting
No
Task Management
No