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Taskip vs Moxie

Taskip vs Moxie: Built for Freelancers or Built for Agencies?

A 5-person team pays $29/month on Taskip vs $40/month on Moxie (maximum 5 users). That same $29/month plan covers up to 10 users on Taskip, scaling further to 25 users ($59/mo) and unlimited ($89/mo).

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TL;DR — Quick Verdict

Moxie is built for freelancers who prioritize accounting and bookkeeping. Taskip is built for agencies and service businesses that need CRM, AI, projects, invoicing, and client management in one platform.

Scales Past 5 Users: Up to unlimited (Moxie caps at 5)

AI Task Recommendations: Plus document summaries

Support Ticketing: With a unified inbox

Free Forever Plan: Moxie: 14-day trial only

Where Taskip Wins

  • Built for Growing Teams
  • Free Forever Plan
  • AI Task Recommendations & Support Ticketing
  • Payment Gateways & Self-Service Catalog

Where Moxie Wins

  • Built-In Accounting & Bookkeeping

Key Differences

A side-by-side breakdown of where Taskip and Moxie actually differ.

Where They DifferTaskipMoxieWinner
Built for Growing Teams
  • Freelancer $12/mo (1 user)
  • Startup Team $29/mo (up to 10 users)
  • Growing Agency $59/mo (up to 25 users)
  • Agency Pro $89/mo (unlimited)
  • Starter $12/mo (1 user)
  • Pro $25/mo (1 user + unlimited collaborators)
  • Teams $40/mo (up to 5 members)
  • No higher tier
Taskip Wins
Free Forever Plan
  • Forever free plan
  • Quotations & invoicing
  • Meeting scheduler
  • Forms
  • No free plan
  • 14-day trial only
  • Must pay to continue
  • Workspace locks after trial
Taskip Wins
AI Task Recommendations & Support Ticketing
  • AI task recommendations
  • Cross-document summarization
  • In-app AI agent
  • Ticket management, prioritization, unified inbox
  • AI email drafting & rewriting
  • Email summaries (TL;DR)
  • Business Q&A
  • Client requests & ticketing (no unified inbox)
Taskip Wins
Payment Gateways & Self-Service Catalog
  • 6 payment gateways
  • Self-service catalog
  • 100+ integrations
  • Unlimited users
  • 2 payment gateways (Stripe, PayPal)
  • No service catalog
  • Zapier, Make, Webhooks (Pro+)
  • 5-user max
Taskip Wins
Built-In Accounting & Bookkeeping
  • Basic expense tracking
  • Invoicing
  • Financial reports
  • No QuickBooks/Plaid sync
  • Full bookkeeping suite
  • Expense categories & vendor tracking
  • Profit & loss reports
  • QuickBooks & Plaid sync
Moxie Wins
Core Business Features
  • CRM & sales pipeline
  • Project management
  • Invoicing & payments
  • Proposals & contracts/e-sign
  • Time tracking
  • Client portal
  • Service catalog
  • Client management
  • Sales pipeline
  • Project management
  • Invoicing & payments
  • Proposals & contracts/e-sign
  • Time tracking
  • Client portal
  • Meeting scheduler
Tie

Detailed Feature Comparison

FeatureTaskipMoxieWinner
Pricing
Entry Price$12/mo (Freelancer)$12/mo, $10/mo billed annually (Starter) Tie
Free Plan Taskip
Free Trial✓ (All premium features for 7 days)14 days Moxie
CRM & Sales
Sales Pipeline Tie
Client & Contact Management Tie
AI & Automation
AI Assistant Tie
AI Email Writing / Drafting Tie
AI Task Recommendations Taskip
AI SummarizationDocument summarizationEmail summarization Tie
AI Business Analytics / Q&A✓ Daily/weekly/monthly summaries, NL Q&A Moxie
Workflow Automation Tie
Project Management
Task Management Tie
Subtasks Tie
Time Tracking Tie
Client Portal & Selling
Client Portal Tie
Service Catalog & Self-Checkout Taskip
Proposals Tie
Contracts & E-Sign Tie
Meeting Scheduler Tie
Billing & Payments
Invoicing (One-Time & Recurring) Tie
Payment Gateways62 (Stripe, PayPal) Taskip
Reimbursable Expense Invoicing Moxie
Accounting Suite (P&L, QuickBooks, Plaid)✗ Basic financial reports only Moxie
Support & Communication
Support Ticketing✓ Unified inbox + prioritization✓ Client requests only (no unified inbox) Taskip
Business Phone Line✓ Communicator, from Pro plan up Moxie
Platform & Localization
Mobile App (iOS & Android) Tie
Multi-Language Support (15+ languages) Taskip
Native Integrations100+Zapier, Make, Webhooks, Public API (Pro+ only) Taskip

Pricing at Scale

Team SizeTaskipMoxieSavings
Solo (1 user)Free, or $12/mo (Freelancer)$12/moFree plan only on Taskip
3 Users$29/mo (Startup Team)$40/mo monthlySave 28%
5 Users$29/mo (Startup Team)$40/mo monthlySave 28%
25 Users$59/mo (Growing Agency)Not availableTaskip only option
Unlimited$89/mo (Agency Pro)Not availableTaskip only option

Seamless Transition

Our dedicated team ensures a smooth migration with minimal disruption to your operations.

  • White-glove migration assistance
  • Complete data import from Moxie
  • Credit match for remaining subscription
  • Personalized onboarding session
Request Migration Support

What Agencies Say

Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.

Nurul Amin

Founder, Bitcommerz

The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. Everything feels well thought out, dependable, and genuinely reliable.

Aminul I.

CEO · Small Business

Frequently Asked Questions

What's the main difference between Taskip and Moxie?

Moxie is accounting-first software built for solo freelancers, with deep bookkeeping, QuickBooks/Plaid sync, and an optional business phone line. Taskip is a full agency operating system — CRM, AI, project management, support ticketing, and a service catalog built to scale from solo to unlimited team members.

Which platform offers better value as my team grows?

Taskip. A 5-person team costs $29/month on the Startup Team plan versus $40/month on Moxie’s Teams plan (or $32/month billed annually), and Moxie’s Teams plan is capped at 5 members with no way to add more. Taskip scales to 25 members (Growing Agency, $59/mo) and unlimited members (Agency Pro, $89/mo).

Does either platform offer a free plan?

Only Taskip offers a permanent Free Forever plan. Moxie provides a 14-day free trial with no ongoing free tier; the workspace locks once the trial ends.

Do both platforms have AI features?

Yes, both do. Moxie's AI ("Moxie Assistant") is included on every plan and handles email drafting and rewriting, email summaries, conversational project/invoice setup, and business Q&A. Taskip's AI adds task recommendations and broader document summarization across the platform via an in-app AI agent.

Which platform is better for accounting?

Moxie offers better accounting. It offers a full bookkeeping suite with expense categories, vendor tracking, profit-and-loss reports, and native QuickBooks and Plaid sync. Taskip covers invoicing, expense tracking, and financial reporting, but doesn't match Moxie's dedicated accounting depth.

What happens when my team grows past 5 people on Moxie?

Moxie's Teams plan caps out at 5 members with no larger team option published. Taskip scales from solo to unlimited users across Freelancer ($12/mo, 1 user), Startup Team ($29/mo, 10 users), Growing Agency ($59/mo, 25 users), and Agency Pro ($89/mo, unlimited users).

Can I migrate from Moxie to Taskip?

Yes, you can easily migrate from Moxie to Taskip. Taskip's team helps migrate your clients, projects, and data from Moxie, with workspace setup assistance and a personalized onboarding session.

Does Taskip charge per user like some competitors?

No, Taskip doesn't charge per user. Every Taskip plan includes a fixed number of users at a flat price, with Agency Pro including unlimited users for $89/month. Moxie's Teams plan is also flat up to 5 users, but offers no path beyond that cap.

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Features Where Taskip Wins vs Moxie