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Moxie vs HoneyBook: Complete Comparison (2026)

Moxie vs HoneyBook: which one actually handles freelance work after the contract is signed?

Both platforms help freelancers and service businesses manage client intake: proposals, contracts, invoicing, and some level of automation. But they take very different approaches to pricing, and both leave a gap between signing a client and delivering the work, so project management, detailed time tracking, and white-labeled portals still require other tools.

Moxie charges a flat rate starting at $12/month and packs time tracking, expense tracking, and basic accounting into every plan. For solo freelancers on a budget, the feature count per dollar is high, but teams are capped at 5 members, the interface feels dated compared to newer platforms, and integrations are limited to a handful of apps.

HoneyBook uses Smart Files to combine proposals, contracts, and payments into one scrollable document that clients can sign and pay from their phone. The mobile app mirrors the desktop experience and the AI-powered automation covers intake sequences, but pricing starts at $29/month, client-facing documents show HoneyBook branding instead of yours, and payments require a US or Canadian bank account.

Plutio does everything Moxie and HoneyBook do, plus Kanban boards, task-level time tracking that flows into invoices, white-labeled client portals on a custom domain, and no geographic restrictions. If you need intake and project delivery in one connected workflow... check out Plutio and skip the comparison.

Last updated February 2026

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Quick comparison (TLDR)

Moxie is a flat-rate platform starting at $12/month that bundles proposals, contracts, invoicing, time tracking, and basic accounting. Solo freelancers get time tracking, accounting, and invoicing included at the entry level. But the interface has a learning curve, team size caps at 5 members, and the integration ecosystem is small.

HoneyBook focuses on making the booking experience fast and professional through Smart Files where clients sign, pay, and book in one document. The AI-powered automation covers intake sequences, and the mobile app mirrors the desktop for on-location use. But pricing starts higher at $29/month, client documents show HoneyBook's branding, and payment processing requires a US or Canadian bank account.

Key differences at a glance

  • Pricing: Moxie starts at $12/month flat. HoneyBook starts at $29/month (annual). For solo freelancers on a budget, Moxie costs less than half of HoneyBook's entry point.
  • Client intake: HoneyBook's Smart Files combine proposals, contracts, and payments into one scrollable document. Moxie handles each step separately, which means more clicks for the client.
  • Time tracking: Moxie has a built-in timer on every plan that connects to invoicing. HoneyBook added basic time tracking recently with a stopwatch on mobile and manual entry, but tracking stays at the project level only.
  • Automation: HoneyBook's Automations 2.0 uses AI to suggest workflow improvements and handles conditional branching. Moxie has basic workflow automation but without AI assistance or visual builders.
  • Mobile experience: HoneyBook's mobile app mirrors the desktop experience and handles bookings, invoicing, and pipeline management. Moxie's mobile app covers the basics but has fewer features than the desktop version.
  • Geographic availability: Moxie works globally with Stripe payments. HoneyBook requires a US or Canadian bank account, so freelancers outside North America cannot use it for payment processing.

The verdict? Moxie has flat-rate pricing, built-in accounting, and global availability, but caps teams at 5 and has a dated interface. HoneyBook has Smart Files and AI automation, but costs more, requires a US/Canadian bank account, and shows HoneyBook branding on all documents. If you need one platform that handles intake, project delivery, task-level time tracking, and white-labeled portals without geographic limits, Plutio covers everything for $19/month.

Tired of switching between apps?

There's a better option

Kanban boards, task-level time tracking, white-labeled client portals, and global payment processing. All in one platform for $19/month.

No credit card required

Plutio - Your entire business, one login away

Setup and daily experience

First impressions matter. How long until the platform feels familiar, and what does the day-to-day workflow actually look like once everything is configured?

Moxie

More features, more setup time. Moxie packs a lot into one interface: CRM, proposals, contracts, invoicing, time tracking, expenses, and accounting. Getting all of those features configured takes several days for most users. The dashboard can feel crowded at first, and the interface design has not been updated as recently as competitors. Once everything is set up, daily tasks like invoicing and time logging are straightforward, but the initial learning period is steeper than a platform like HoneyBook that does fewer things but with fewer configuration steps per feature.


  • All core features from day one
  • CRM, invoicing, time tracking, and accounting built in
  • Steeper learning curve
  • Interface feels dated
  • Setup takes several days

VS

HoneyBook

Faster setup, but fewer features behind the surface. HoneyBook gets most users booking clients within a day or two. The dashboard shows leads, follow-ups, and payments in a single view. Smart Files use templates that handle proposals, contracts, and invoicing without much configuration. The design is modern and the workflow is straightforward for someone who primarily needs client intake. The trade-off is less depth: once you need project management, advanced reporting, or built-in accounting, HoneyBook does not offer those tools.


  • Ready in 1-2 days
  • Dashboard with leads, follow-ups, and payments
  • Mobile app mirrors desktop features
  • Limited feature depth beyond intake
  • No built-in accounting

Booking and client intake

A lead fills out the contact form. What happens next? Can the platform take them from inquiry to signed contract to first payment without manual steps in between?

Moxie

Separate steps for proposals, contracts, and payments. Moxie handles each stage of the intake process as individual documents. A proposal goes out, then a separate contract, then an invoice. Each step works, but clients interact with multiple documents rather than a single experience. The upside is that each document gets its own formatting and terms. The downside is more friction for the client and more manual orchestration for the freelancer, especially without strong workflow automation to connect the stages.


  • Proposals with line items
  • E-signature on contracts
  • Invoicing from same platform
  • Documents sent separately
  • More client-facing steps
  • Basic workflow automation

VS

HoneyBook

Smart Files combine everything into one client experience. HoneyBook's main differentiator is Smart Files, which put proposals, contracts, and payment into a single scrollable document. Clients see one link, scroll through the details, sign at the bottom, and pay immediately. For event-based businesses and creatives who need fast turnaround on bookings, this single-document approach eliminates the back-and-forth of separate proposal and contract emails. The limitation is that Smart File templates are not as customizable as dedicated proposal tools.


  • One document for proposal, contract, and payment
  • Client signs and pays in one flow
  • AI-powered automation for follow-ups
  • Smart File templates have limited customization
  • Fixed layouts for proposals

Time tracking and hourly billing

Consultants, coaches, and agencies bill by the hour for at least part of their services. Can the platform track time and turn those hours into invoices without copying numbers between apps?

Moxie

Built-in timer on every plan from $12/month. Moxie has time tracking on all plans, including the cheapest tier. The timer runs against projects, hours are logged, and tracked time can be converted into invoices. For freelancers who mix fixed-price and hourly work, having time tracking built into the same platform as invoicing removes one app from the stack. The limitation: tracking happens at the project level only, not per task, so there is no way to show clients exactly which deliverable consumed which hours.


  • Time tracking on all plans
  • Timer and manual entry
  • Convert tracked time to invoices
  • Project-level tracking only
  • No task-level granularity

VS

HoneyBook

Basic stopwatch added recently. HoneyBook added time tracking with a stopwatch on mobile and manual entry on desktop. Hours get logged against projects and can generate invoices from time logs. But like Moxie, tracking stays at the project level. There is no breakdown by task, no rate customization per work type, and no time reports by category. For consultants who bill 20-40 hours per week and need to show clients a detailed breakdown, both platforms leave a gap that tools like Plutio's task-level time tracking fill by connecting hours directly to specific deliverables.


  • Stopwatch on mobile
  • Manual time entry on desktop
  • Invoice from time logs
  • Project-level tracking only
  • No rate customization per task
  • No detailed time reports

Automation and workflows

Manual follow-ups eat hours every week. Can the platform automate intake sequences, payment reminders, and client communication without constant attention?

Moxie

Basic automation without visual builders. Moxie has workflow automation that handles follow-ups and reminders. The automation covers common triggers like new inquiry received or invoice overdue. But there is no visual workflow builder, no conditional branching, and no AI-powered suggestions. For freelancers who want simple email reminders and follow-up sequences, Moxie covers the basics. For anyone building multi-step intake flows with conditional logic, the automation falls short.


  • Email follow-up automation
  • Invoice reminders
  • No visual workflow builder
  • No conditional branching
  • No AI-assisted automation

VS

HoneyBook

AI-powered Automations 2.0 with conditional logic. HoneyBook's Automations 2.0 uses AI to suggest workflow improvements and supports conditional branching where different actions trigger based on client responses. The visual builder makes it easier to map out multi-step intake sequences. HoneyBook has years of automation development behind it, with community templates and shared workflows that new users can import. The limitation: automation focuses on client intake only, not on project delivery, so there is no way to automate task creation or time tracking after the booking.


  • AI-powered workflow suggestions
  • Conditional branching
  • Visual automation builder
  • Community workflow templates
  • Intake automation only
  • No project delivery automation

Project management

The contract is signed. Now there are weeks of deliverables, deadlines, and revisions. Can the platform manage the actual work, or does a separate project management tool join the stack?

Moxie

Task lists with basic assignments. Moxie has task management within projects. Tasks have due dates, can be assigned to team members, and show in a list view with an overdue items dashboard. For solo freelancers running 2-3 simple projects, task lists are enough. For anyone managing multi-phase projects with dependencies between deliverables, the task lists do not show how work connects or what happens when one task slips. A separate tool like Trello or Asana typically fills the gap.


  • Task lists with due dates
  • Team task assignments
  • Overdue task dashboard
  • No Kanban boards
  • No Gantt charts or timelines
  • No task dependencies

VS

HoneyBook

Flat checklists tied to projects. HoneyBook gives task checklists with due dates and team assignments. The project management is similar in depth to Moxie: functional for simple task tracking, but missing visual workflows. There are no Kanban boards, no timeline views, and no way to see cross-project workload. For a one-week photo shoot, checklists work. For a 3-month brand identity project with multiple milestones and client approvals, most users open dedicated project management tools alongside HoneyBook.


  • Task checklists with due dates
  • Team task assignments
  • No Kanban boards
  • No Gantt charts or timelines
  • No task dependencies
  • No cross-project workload view

Client portal and branding

When clients check their project status, view documents, or pay invoices, whose brand greets them? For premium services, the brand experience is part of the value delivered.

Moxie

Client portal with Moxie's branding. Moxie has a client-facing portal where clients view proposals, contracts, invoices, and project updates. The portal carries Moxie's branding with no custom domain option. For freelancers positioning as premium or agency-level services, having clients interact with a third-party branded portal works against the professional image. The portal functionality itself is useful for keeping clients in the loop on project status.


  • Client portal for documents and invoices
  • Project status updates
  • Moxie branding on portal
  • No custom domain
  • No white-labeling

VS

HoneyBook

Client portal with HoneyBook's branding. HoneyBook portals let clients see milestones, tasks, files, and invoices. The portal shows HoneyBook's branding, and client-facing URLs use honeybook.com instead of the freelancer's domain. There is no custom domain or white-labeling option on any plan. For businesses where the brand experience matters, clients seeing "HoneyBook" on every document and portal page works against a fully branded service. Platforms like Plutio allow custom domains with complete brand removal so clients see only the freelancer's business.


  • Client milestones and task visibility
  • File and invoice access
  • HoneyBook branding visible
  • No custom domain
  • No white-labeling option

Invoicing and payments

Work gets done, and the invoice needs to go out. Can the platform handle different billing models, payment processing, and follow-ups without extra apps?

Moxie

Invoicing with built-in accounting on every plan. Moxie handles invoicing from the same platform as its expense tracking and profit-per-project reporting. Invoices can be created from time logs or fixed-price projects. Clients pay through Stripe, and Moxie charges no additional transaction fees beyond Stripe's standard rates. The built-in accounting tracks income, expenses, and margins per project without needing QuickBooks or a separate tool. Recurring invoicing exists but is basic, and there is no auto-charge for retainer clients.


  • Invoicing on every plan
  • Create invoices from time logs
  • Built-in expense and profit tracking
  • No platform transaction fees
  • Basic recurring invoicing
  • Stripe only for payments

VS

HoneyBook

Invoicing tied to Smart Files with multiple payment options. HoneyBook handles invoicing through the same Smart File system used for proposals and contracts. Clients can pay by credit card, ACH, or bank transfer. Auto-reminders follow up on unpaid invoices. The limitation: HoneyBook requires a US or Canadian bank account for payment processing, so international freelancers cannot use it. There is no built-in expense tracking or profit-per-project reporting, so many HoneyBook users pair it with QuickBooks or Wave for the accounting side.


  • Multiple payment methods (card, ACH, bank)
  • Auto-reminders for unpaid invoices
  • Invoicing from Smart Files
  • US/Canada bank account required
  • No built-in accounting
  • No expense tracking

Skip the comparison?

Get intake, projects, and billing in one app

Moxie and HoneyBook handle intake. Plutio handles the entire workflow: proposals, Kanban boards, task-level time tracking, invoicing, and white-labeled client portals.

No credit card required

Plutio - Your entire business, one login away

Moxie vs HoneyBook vs Plutio: full feature comparison

See how all three tools compare on project management, time tracking, invoicing, automation, and client portals

PRICING

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Starting price

$19/month (Core plan)

$12/month (Starter, $10/month annual)

$36/month (Starter, $29/month annual)

Free plan

No free plan (14-day trial available)

No free plan (14-day trial)

No free plan (7-day trial)

Trial period

14-day free trial

14-day free trial

7-day trial + 60-day money-back guarantee

PROJECT MANAGEMENT

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Manage projects and tasks

Fully flexible project and task setup you can shape to your workflow

Projects with Table, Kanban, and Timeline views

Projects with task lists and pipeline

Project roles and permissions

Control exactly who can view or edit each part of a project

4 project access levels (full, read-only, overview, hidden)

5 team roles with project access control

Multiple task boards

Unlimited boards to run parallel workflows in the same project

Single board per project

You cannot use task boards

Embeddable project boards

Live project boards embedded into client portals or websites

No embeddable project boards

You cannot embed project views

Sharable project boards

Read-only public links for sharing progress without risk

Client portal access only (no public links)

You can share projects via the client portal only

Project stages and milestones

Define custom project lifecycles for different types of work

Custom task statuses (no formal milestones)

You can use pipeline stages, but they are predefined

Connected proposals, contracts, and invoices

Everything related stays connected to the project automatically

Proposals auto-convert to contracts and projects

Integrated via Smart Files

Custom project data fields

Track, sort, filter, and report on custom project data

Custom fields on CRM objects (limited on tasks)

Basic custom fields

Kanban boards

Drag-and-drop tasks across customizable columns

Kanban board view included

You cannot view tasks in a kanban board

Table view

Bulk-edit tasks like a spreadsheet

Table view included

You cannot view tasks in a table

List view

Clean task lists with clear hierarchy

No dedicated list view (table view used instead)

You can view projects in a list

Calendar view

See tasks and deadlines on a calendar

Homebase calendar with task dates

You can see bookings on a calendar

Gantt view

Plan work visually with task order and dependencies

Timeline view functions as Gantt chart

You cannot view work on a gantt chart

Subtasks

Break work down into multiple nested levels

Subtasks as checkboxes (single level, not nested)

You cannot split tasks into subtasks

Email to task

Turn emails into tasks without manual copying

No email-to-task conversion

Not supported (email sync only)

Task comments

Keep discussions tied directly to each task

Comments and @mentions on tasks

You cannot comment on tasks

Task attachments

Store files directly on the task they belong to

File attachments (50 MB limit per file)

You can share files, but not attach them to tasks

Task priorities

Define priority levels that fit your workflow

No native priority levels

You cannot set task priorities

Task labels & color coding

Use unlimited labels to visually organize tasks

No native labels or color coding

You cannot label or color-code tasks

Multiple task assignees

Assign tasks to one or multiple teammates

Single assignee per task only

You cannot assign tasks to multiple people

Task templates

Reuse task-level structures across projects

Project templates with tasks included

You cannot reuse task templates

Task permissions

Control access at the individual task level

4 access levels per project (not per task)

You cannot set permissions per task

Task dependencies

Prevent work from starting out of order

Basic task dependencies (limited configuration options)

You cannot link tasks together

Recurring tasks

Automate repeating work with flexible schedules

Daily, weekly, monthly, yearly recurring tasks

You cannot create recurring tasks

Custom task data fields

Add task-level fields for tracking custom details

Custom fields on CRM objects (limited on tasks)

Basic custom fields

TIME TRACKING

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Time tracking system

Easily track time using timers or manual entries

Start/stop timer and manual entry

Basic time tracking (manual entry on desktop, stopwatch on mobile)

Task-level tracking

Log time directly against tasks and subtasks

Track time by client, project, and task

Project-level only, no task-level tracking

Project-level tracking

See time spent per project and per client

Track time at project level

Time tracked at project level

Billable time tracking

Clearly separate billable and non-billable time

Billable and non-billable toggle on time entries

Billable time tracking available

Billable time invoicing

Turn tracked time into invoices without extra steps

Auto-populate invoices from tracked hours

Invoice from time logs (desktop only)

Timesheet reports

View detailed time reports by task, project, or client

Time views by project, client, and month (no exportable reports or filters)

Basic time logs per project

Team timesheets

See how each team member tracks their time

Team time logging (no approval workflow)

Team members can log time on shared projects

PROPOSALS

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Create and send proposals

Create proposals clients can review, approve, and sign in one flow

Drag-and-drop proposal builder

Smart files combine proposals and contracts

Drag-and-drop proposal builder

Create custom, branded proposals without layout limits or code

Drag-and-drop with templates

You can edit sections, not free drag-and-drop)

Reusable proposal templates

Reuse proven proposal layouts across clients

Pre-built professional templates

You can use proposal templates

Real-time proposal analytics

See exactly when proposals are opened and reviewed

No view tracking or engagement analytics

You can see when a proposal is viewed

Live messenger on proposals

Answer questions directly while clients review proposals

Client comments directly on proposals

You cannot chat inside proposals

Proposal flow automation

Move from proposal to contract, invoice, or booking automatically

Auto-convert to contract and project on approval

Complete Smart Files flow

Convert proposal to invoice

Create invoices directly from approved proposals

Auto-create invoice when agreement is signed

Accepted proposals create invoices

Packages and add-ons

Offer upsells and add-ons directly inside proposals

No interactive pricing tables or package selection

You can offer packages and add-ons

Interactive pricing tables

Let clients choose options before approving

No interactive pricing tables

Pricing updates dynamically

Dynamic data and variables

Auto-fill proposal content with client and project data

Basic merge fields (no dynamic data blocks)

You can use smart fields

Expiration dates

Automatically expire proposals after a set date

Expiration dates not confirmed in documentation

You can set proposal expiry

PDF Export

Download as branded PDFs

Contracts stored in client profile (no standalone PDF export documented)

You can download proposal PDFs

Reusable content blocks

Create reusable proposal sections you can reuse on demand

No reusable content blocks

You can reuse proposal sections

Legally binding e-signatures

Collect secure electronic signatures on proposals

E-signatures on proposals

Clients can sign online

Custom proposal data fields

Create custom proposal data you can sort, filter, and report on

Merge fields for client and project info (no sortable custom data)

Basic custom fields

CONTRACTS

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

Legally vetted contract templates

Smart files combine contracts and invoices

Drag-and-drop contract builder

Create fully custom contracts with flexible layouts, no code or formatting limits

Pre-built legal templates

You cannot visually build contracts

Legally binding e-signatures

Collect secure signatures with audit trails and signer verification

E-signatures on contracts with audit trail

Contracts support legal e-signatures

Multi-signature / signees

Collect signatures from multiple people on the same contract

Single signer per contract (no multi-party signing)

You can collect multiple signatures, with fixed roles

Reusable contract templates

Reuse contract structures to create new agreements faster

Pre-built legal templates

You can use contract templates

Auto-reminders automation

Automatically follow up until contracts are signed

Automatic follow-up reminders

You can send automatic reminders

Dynamic data/variables

Auto-fill contract content with client and project data

Merge fields for client data (no dynamic data blocks)

You can use smart fields in contracts

Contract automation triggers

Trigger automated workflows the moment a contract is signed

Signed contracts trigger project creation and invoice generation

Contracts can trigger workflows

View notifications

See when contracts are opened and reviewed

Real-time tracking (sent, viewed, paid, overdue)

You receive contract notifications

PDF download with signature certificate

Download signed contracts with official proof of signature

Signed contracts stored in client profile (no signature certificate)

You can download signed PDFs

Custom signer data fields

Collect structured signer information during signing

Standard signer fields (name and email only)

You cannot customize signer fields

Custom contract data fields

Create custom contract data you can sort, filter, and report on

Merge fields only (no sortable or filterable custom data)

Basic custom fields

INVOICES & PAYMENTS

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

Customizable invoice templates with online payments

Invoices with instant online payments

Fully branded invoices

Match invoices to your brand with custom logos, colors, and layout

Customizable templates

You can brand invoices

Drag and drop invoice builder

Create custom invoice layouts visually without formatting limits

Template-based editor (not drag-and-drop)

Fixed themes (non-customizable layouts)

Customizable line items

Edit pricing, quantities, descriptions, and structure freely

Custom descriptions, quantities, and pricing per line

You can edit line items

Item or invoice discounts

Apply discounts at the item or full invoice level

Basic discount support

You can apply discounts

Customizable taxes

Create tax rules that match your location and use case

Basic tax calculations (not full tax automation)

You can set tax rates

ACH payments

Accept bank transfers for lower-fee payments

Stripe, PayPal, and ACH

You can accept bank transfers

Stripe integration

Accept credit and debit cards instantly

Stripe integration included

You can accept payments via Stripe

Square integration

Collect in-person payments when needed

No Square integration

You cannot accept payments via Square

PayPal integration

Let clients pay using PayPal

PayPal integration included

You cannot accept payments via PayPal

Flexible partial payments

Collect deposits and split payments across milestones

Deposit requests (limited installment options)

You can accept partial payments

Payment plans

Break invoices into scheduled installments

Recurring invoices (no milestone-based installment schedules)

You can split invoices into payments

Automated recurring invoices

Automatically send invoices on a recurring schedule

Recurring invoices with custom frequency

You can schedule payments, not subscriptions

Subscription management

Manage ongoing client subscriptions and billing

Recurring invoices only (no subscription portal or client self-service)

You cannot manage subscriptions

Automated payment reminders

Follow up automatically until invoices are paid

Automatic follow-up reminders with late fees

Payment reminders send automatically

Reusable invoice templates

Reuse invoice layouts without rebuilding each time

Customizable templates

You can reuse invoice templates

Multiple currency support

Bill clients globally in their local currency

81+ currencies supported

You can use one account currency only

Invoice automation triggers

Trigger automated workflows when invoices are sent or paid

Pipeline stage triggers only (Pro plan)

Contracts can trigger workflows

View notifications

See when invoices are opened and paid

Real-time tracking (sent, viewed, paid, overdue)

You receive contract notifications

Built-in expense tracking

Track project-related costs alongside invoices

Expense tracking with receipt attachment and Plaid bank sync

You cannot track expenses

Invoice deposits

Collect upfront payments before work starts

Deposit requests available

You can request deposits

Auto-invoice billable time

Turn tracked time into invoices automatically

Auto-populate invoices from tracked hours

There is no time to convert

Custom invoice data fields

Create custom invoice data you can sort, filter, and report on

Basic custom fields on invoices

Basic custom fields

INBOX

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Centralized unified inbox

Manage email, chat, and messages from one shared inbox

Communicator with email, SMS, and phone in one view (Pro plan)

Messages and emails live in one inbox

Full email integration

Connect and manage all your email accounts in one place

Two-way email sync via Communicator (Pro plan)

You can sync your email

Embeddable live chat

Add real-time chat to your website and client portals

No embeddable live chat

You cannot add live chat to your site

Instant direct messages

Message teammates privately without leaving your workspace

Direct messages via Communicator

You cannot DM teammates

Contextual project conversations

Keep conversations tied directly to the project they belong to

Full conversation history in Communicator

Messages are tied to projects

Team channels

Create shared spaces for team-wide discussions

No team channel system

You cannot create team channels

Customized channels

Organize channels by team, topic, or workflow

No channel system

Channels are not supported

@mentions

Notify teammates instantly inside conversations

@mentions supported in task comments

You cannot mention teammates

Message read receipts

See when messages are read

Conversation history tracked (no read receipts)

You can see when clients read messages

File sharing in chat

Share files directly inside conversations

50 MB attachments or external links (no native file storage)

You can share files in messages

Shared email inbox

Collaborate on incoming emails as a team

No shared team email inbox

Team email is not shared

Inbox mobile app

Access and respond to messages on mobile

iOS and Android apps

Mobile inbox available

Email reply to inbox

Reply from your email client and keep conversations synced

Email replies sync to Communicator threads

Email replies sync to conversations

FILES

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Store and manage files

Keep all client and project files in one organized place

File attachments on tasks (50 MB limit, no file manager)

Files exist per project only

Advanced folder organization

Organize files by project, client, or structure you choose

Project-level organization (no complex hierarchy)

Fixed themes (non-customizable layouts)

Folder permissions

Control who can view or edit folders

4 project access levels apply to files

Fixed themes (non-customizable layouts)

People folders

Group files by person when needed

No person-based file organization

Fixed themes (non-customizable layouts)

Project folders

Keep files scoped to each project

Files organized within projects

Fixed themes (non-customizable layouts)

In-app previews

Preview files instantly without downloading

Basic file previews within tasks

Fixed themes (non-customizable layouts)

Custom file data fields

Capture file metadata you can sort and filter

No custom file metadata fields

You can add custom fields

Built-in documents

Create and edit documents directly inside Plutio

Proposal and contract documents only

Fixed themes (non-customizable layouts)

Comments on files and docs

Leave comments directly on files and documents

Comments and @mentions on tasks

Fixed themes (non-customizable layouts)

Bulk file actions

Move, tag, or manage many files at once

No bulk file operations

Fixed themes (non-customizable layouts)

Files search & filter

Find files quickly using search and filters

Search within project context

Fixed themes (non-customizable layouts)

External cloud sync

Sync files with Google Drive or Dropbox

No native cloud storage sync

Fixed themes (non-customizable layouts)

Secure sharing controls

Restrict access with permissions or passwords

4 project access levels control file visibility

Fixed themes (non-customizable layouts)

File sharing links

Share files externally with controlled access

Share via task attachments or external links only

Fixed themes (non-customizable layouts)

SCHEDULING

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Schedule meetings

Let clients book meetings directly without back-and-forth emails

Embeddable booking page with calendar sync

Scheduler with intake forms

Branded booking page

Build a fully branded, customizable booking system using a drag-and-drop editor

Customizable booking page with branding

Branding options are limited

Advanced availability management

Define flexible availability rules applied automatically to bookings

Custom availability windows with calendar blocking

You can control availability

Automatic buffer times

Add buffer time automatically between meetings

Configurable buffer between meetings

You can add buffer times

Multiple meeting types

Create unlimited booking types with different rules and setups

Multiple meeting types with unique settings

You can offer multiple session types

Calendar sync (Google/Outlook)

Two-way calendar sync that stays up to date automatically

Google, Outlook, iCloud, CalDAV

Fixed themes (non-customizable layouts)

Customizable booking confirmations

Fully customizable confirmation pages with no layout or branding limits

Automated confirmations and reminders

Confirmation customization is limited

Redirect after booking

Send bookers anywhere after scheduling, not just a fixed thank-you page

Customizable confirmation pages

You cannot redirect after booking

Booking automation triggers

Trigger automated workflows the moment a meeting is booked

Automated reminders and confirmations

Contracts can trigger workflows

Smart meeting reminders

Send automatic reminders without manual follow-ups

Automated meeting reminders

Meeting reminders send automatically

Automatic timezone detection

Handle timezones automatically without manual adjustments

Calendar sync handles timezones (no explicit detection documented)

Timezones adjust automatically

Paid appointments (Stripe/PayPal)

Collect payments during booking without extra steps

Require payment before meeting is booked

Fixed themes (non-customizable layouts)

Custom booking forms

Build booking forms with full control over questions and layout

Custom intake forms on meeting types

Booking forms are fixed

Minimum notice / daily booking limits

Set booking limits to control lead time and daily volume

Booking limits not confirmed in documentation

You can set booking limits

Rescheduling and cancellation controls

Define flexible rules for rescheduling and cancellations

Clients can reschedule or cancel bookings

Clients can reschedule or cancel

AUTOMATION

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Automated workflows builder

Build advanced workflows visually without code or rigid templates

Visual workflow builder (Pro plan only)

AI-powered workflow builder with branching

Trigger-based workflows

Start workflows from real events across projects, clients, and payments

Pipeline, form submission, and invoice triggers (Pro plan only)

You can automate actions with workflows

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

No independent time-based triggers

Workflows cannot repeat on a schedule

Multi-step workflows

Chain multiple actions into one continuous automation

Multi-step sequences with branching

Workflows can include multiple steps

True/False branching

Create conditional paths instead of one-size-fits-all flows

Decision widget with AND/OR logic

Branching exists, but options are limited

Delay-based actions

Add precise timing between steps, down to minutes or days

Wait For conditions only (no timed delays)

You can delay workflow steps

Create & update records

Create, update, or move records automatically across the system

Create projects, send invoices, send agreements

Creation actions are limited

Move & duplicate records

Reorganize work automatically without manual cleanup

Change pipeline stage only (no move/duplicate/archive)

Items cannot be duplicated automatically

Delete & archive records

Automatically archive or remove records based on rules

No auto-delete or archive rules

Items cannot be deleted via automation

API calls (webhooks)

Trigger or receive real-time events from external systems

Webhook events (Pro plan only)

You cannot use APIs or webhooks

Send emails

Send automated emails tied to real workflow events

Send email from templates with tokens

Workflows can send emails

Post comments

Add notes or comments automatically where work happens

No auto-comment action

You cannot post comments via automation

Complete automation logs

See exactly what ran, when, and why

No automation activity logs

You cannot view automation logs

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

Basic token replacement in emails and agreements

You can use smart fields

Cross-entity connections

Run workflows that span projects, tasks, proposals, invoices, and more

Pipeline-triggered only (limited cross-entity scope)

Forms, bookings, and payments trigger workflows

FORMS

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Create branded forms

Build fully branded forms that match your workflow and client experience

Unlimited form creation with templates

Questionnaires with limited styling

Drag-and-drop form builder

Design forms visually with full layout control, no code required

Form builder with reusable templates

You cannot visually build contracts

Reusable form templates

Reuse form structures without rebuilding from scratch

Reusable form templates

You cannot reuse form templates

Custom form data fields

Collect structured data you can sort, filter, and report on

Custom fields (text, select, radio, checkbox)

You can add custom fields

Smart conditional logic

Show or hide fields based on responses, not static forms

Conditional show/hide fields with AND/OR logic

Fields cannot change based on answers

Instant email notifications

Get notified immediately when forms are submitted

Auto-responses on submission

You can email on submission

Form automation triggers

Trigger automated workflows when a form is submitted

Form submissions can feed into automations (Pro plan)

Contracts can trigger workflows

Embed forms

Embed forms anywhere without layout restrictions

Embeddable on websites

You can embed forms

Advanced field preferences

Control required, hidden, and default field behavior

Basic field types only

Field behavior is fixed

Comprehensive field types

Collect text, files, dates, selections, and more

Text, select, radio, checkbox (no regex or conditional validation)

Field types are limited

Form signature field

Collect legally binding signatures directly inside forms

E-signatures via contract documents

Forms can include signatures

File upload fields

Accept file uploads as part of form submissions

File attachments (50 MB limit)

File uploads are limited

Redirect after submission

Send submitters to a custom next step, not a fixed thank-you page

Custom redirect after form submission

You cannot redirect after submit

CRM

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Manage clients and leads

Manage contacts and companies in one connected system

Client profiles with lifetime earnings and sales pipeline

Pipeline with AI lead prioritization

Full company management

Track organizations, not just individual contacts

Client records (no separate company entities)

Companies exist, but contacts come first

Custom contact data fields

Collect and manage structured contact data you define

Custom fields on CRM objects

You can add CRM fields

Complete activity timeline

See every interaction with a client in one place

Historical data per client (not a formal timeline)

You can see full activity history

Contacts labeling and grouping

Organize contacts flexibly without rigid pipelines

Prospect vs Client record types (no tags)

You can tag and segment contacts

WIKI

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Comprehensive knowledge base

Create an internal wiki for processes, docs, and guides

No wiki or knowledge base

You cannot create an internal wiki

Beautiful rich text pages

Write structured, formatted content without complexity

No rich text wiki pages

Not supported (requires integration)

Unlimited nested pages

Build deep knowledge hierarchies without limits

No nested documentation

Not supported (requires integration)

Granular page permissions

Control exactly who can view or edit each page

No wiki permissions

Not supported (requires integration)

DASHBOARDS

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Custom dashboards and pages

Build dashboards around what matters to you, not fixed metrics

Homebase dashboard (not fully customizable)

HoneyBook does not have custom dashboards

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

No drag-and-drop dashboard builder

Limited dashboard widgets

Charts widget

Visualize data with customizable charts

Basic pipeline and revenue charts

Basic charts only

Metrics widget

Track key numbers without manual reporting

Revenue and time metrics (no custom KPIs)

Basic metrics only

Goals widget

Monitor progress toward defined goals

No goal tracking

Not supported (requires integration)

Notes widget

Add contextual notes directly to dashboards

No notes widget on dashboard

Not supported (requires integration)

Calendar widget

View upcoming events alongside work and metrics

Calendar widget on homebase

Calendar on dashboard

Financial widgets

Track revenue and expenses in the same view

Basic financial overview

Revenue & invoice tracking

BRANDING

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

White-label and branding

Run the entire platform under your brand

White-label on Pro plan ($25/month) only

HoneyBook branding, not white-label

Custom interface theme

Apply your brand colors across the system

Logo, colors, fonts on client portal (Pro plan)

Color themes on Deliver+ (no Free plan theme customization)

Stylesheet customization

Fine-tune styling beyond basic theming

No custom CSS

You cannot apply custom CSS

Custom login/signup pages

Use branded authentication pages instead of generic screens

Branded portal welcome page (Pro plan)

Login pages cannot be customized

Email branding

Send all system emails with your branding

No custom SMTP

You can brand outgoing emails

Custom brand fonts

Use your own fonts throughout the platform

Custom fonts and logo on portal (Pro plan)

You cannot use custom fonts

Custom brand logos

Replace all platform logos with your own

Custom fonts and logo on portal (Pro plan)

You can add your logo

Custom domain name

Run everything on your own domain

Custom domain via CNAME (Pro plan only)

Not supported (requires integration)

Custom email SMTP

Send emails from your own email infrastructure

SMTP configuration for sending from your own email address

Not supported (requires integration)

Full workspace embedding

Embed Plutio directly into your website or product

No workspace embedding

Not supported (requires integration)

CUSTOMIZATION

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Flexible workspace setup

Shape the platform to match how your business works

Workspace configuration included

HoneyBook has fixed workspace

Main menu editor

Add, remove, or reorder navigation items freely

Toggleable portal modules (not full menu editor)

You cannot customize navigation

User-based menus

Show different navigation for different roles

No user-based menu customization

Menus are the same for all users

Custom user roles

Create role types beyond preset permissions

Fixed roles only (no custom role creation)

You cannot define custom roles

Advanced user permissions

Control access at a granular level

No granular per-task permissions

Permissions are not configurable

SSO / OAuth

Support enterprise-grade single sign-on

No SSO or OAuth

You cannot use SSO

INTEGRATIONS

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Connect with other tools

Integrate with external systems without lock-in

Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid

Zapier only

Zapier integration

Connect to thousands of apps without custom code

Zapier integration (Pro plan only)

You can connect HoneyBook to Zapier

Make.com integration

Build advanced automation scenarios visually

Make.com integration (Pro plan only)

You cannot connect via Make

Pabbly Connect

Connect services without usage-based limits

Pabbly Connect integration (Pro plan only)

You cannot connect via Pabbly

Full REST API access

Build custom integrations with full system access

Public API with 29 endpoints (Pro plan only)

You cannot access an API

Incoming & outgoing webhooks

Send and receive real-time events

Webhook events (Pro plan only)

You cannot use webhooks

PLATFORM

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Plutio

198/199

Moxie

85/199

HoneyBook

83/199

Mobile apps

Access your business from native mobile apps

iOS and Android apps

Full-featured iOS and Android apps

iOS app

Full-featured iPhone app

iOS app available

You can use HoneyBook on iOS

Android app

Full-featured Android app

Android app available

You can use HoneyBook on Android

Mac desktop app

Native macOS app for desktop workflows

No Mac desktop app

There is no desktop app

Windows desktop app

Native Windows app for desktop workflows

No Windows desktop app

There is no desktop app

Moxie vs HoneyBook FAQ

Is Moxie or HoneyBook better for freelancers?

Moxie has time tracking, accounting, and invoicing included from $12/month, but the interface takes days to configure and teams are capped at 5. HoneyBook has Smart Files and mobile access from $29/month, but requires a US/Canadian bank account, lacks accounting, and shows HoneyBook branding on all documents. Neither platform includes Kanban boards or task-level time tracking.

How much does Moxie cost vs HoneyBook?

Moxie Starter costs $12/month ($10 annual). HoneyBook Starter costs $29/month ($36 monthly). For full features, Moxie Teams is $40/month for up to 5 people, while HoneyBook Premium is $109/month for unlimited team members. Moxie costs less at every tier, but neither platform includes project management or white-labeled portals.

Does Moxie have better time tracking than HoneyBook?

Both have project-level time tracking. Moxie has it on all plans including the $12/month Starter, with a timer and invoice generation from logged hours. HoneyBook added time tracking more recently with a mobile stopwatch and manual entry. Neither offers task-level tracking where hours tie to specific deliverables.

Can I use HoneyBook outside the US?

HoneyBook's payment processing requires a US or Canadian bank account. Freelancers based outside North America cannot use HoneyBook for accepting payments. Moxie works globally through Stripe. If international payments are a requirement, HoneyBook is not an option.

Which has better automation, Moxie or HoneyBook?

HoneyBook's Automations 2.0 uses AI to suggest workflow improvements, supports conditional branching, and has a visual builder with community templates. Moxie has basic email follow-ups and invoice reminders but no visual builder, no AI assistance, and no conditional logic.

Can I white-label Moxie or HoneyBook?

Neither platform offers white-labeling. Moxie's client portal shows Moxie branding. HoneyBook's portal and documents show HoneyBook branding on honeybook.com URLs. If brand control matters, platforms like Plutio support custom domains and complete white-labeling.

Do Moxie and HoneyBook have project management?

Both have basic task lists with due dates and team assignments. Neither has Kanban boards, Gantt charts, or task dependencies for managing complex multi-month projects. Most users pair either platform with Trello or Asana for project delivery, or use all-in-one platforms that handle both intake and projects.

Which has a better mobile app?

HoneyBook's mobile app mirrors the desktop experience with bookings, invoicing, pipeline management, and client communication. Moxie's mobile app covers core features but has fewer capabilities than the desktop version. For on-location businesses, HoneyBook's mobile app handles more tasks, but the same US/Canadian bank account requirement applies on mobile.

Does Moxie have built-in accounting?

Yes. Moxie has expense tracking, income tracking, and profit-per-project reporting on all plans. HoneyBook does not have built-in accounting and most users pair it with QuickBooks or Wave. For solo freelancers who want to avoid a separate accounting tool, Moxie covers the basics without extra cost.

Can I migrate from Moxie to HoneyBook or vice versa?

Yes, but migration requires manual work. Neither platform has a direct import from the other. Client lists export as CSV, but contracts, proposals, and project data need to be recreated. Budget a weekend for migration and testing before going live with the new platform.

What if neither Moxie nor HoneyBook fits my workflow?

If both platforms leave gaps in project delivery, time tracking, or team collaboration, look at all-in-one platforms that cover the complete client lifecycle. Key features to look for: Kanban boards, task-level time tracking, white-labeled portals, and no geographic payment restrictions. Plutio is one example. The comparison table on this page shows how it stacks up.

Which has better customer support?

HoneyBook offers chat, email, and phone support on higher plans with a large community and knowledge base. Moxie has email support and an active user community, but response times vary. HoneyBook has more support channels, though higher-tier support (phone) requires the $109/month Premium plan.

Is HoneyBook worth the higher price?

HoneyBook costs 2-3x more than Moxie depending on the plan. The extra cost gets Smart Files for booking, AI-powered Automations 2.0, and a mobile app that mirrors the desktop. But HoneyBook still lacks accounting, expense tracking, white-labeling, and global payment processing, so the higher price does not fill those gaps.

Can Moxie or HoneyBook handle subscription billing?

Neither platform has automatic recurring charges for retainer clients. Both support recurring invoices sent on a schedule, but clients need to pay each invoice manually. For automatic monthly billing, look at platforms with built-in subscription billing or add Stripe subscriptions separately.

Which tool has more integrations?

HoneyBook has native integrations with QuickBooks, Google Calendar, Zoom, and Zapier for connecting to additional apps. Moxie has fewer native integrations and relies more on its own built-in tools. For workflows that depend on connecting multiple external tools, HoneyBook has more native connections, though neither has a large integration marketplace.

Tired of the multi-tool workflow?

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