Compare BillGrid vs Moxie
Give clients shared work, agreements and invoices in one private place. BillGrid Pro includes the portal for $10 a month; Moxie’s white-label portal starts on Pro at $25/month. Compare the tools included with each.
No card neededFree for three active clients and three documents a monthPro from $10/month
Why choose BillGrid over Moxie?
Keep the agreed work, who can act on the bill and what the client owes easy to follow.
On Pro and Team, choose invoices and payments, selected projects or all shared work for each client contact. The accounts team and project lead can have different views. Documents emailed to a contact remain visible to that recipient.
On Team, View billing lets a teammate check the figures for clients they can reach. Sending invoices and recording payments remain with people who have Manage billing access.
Split the project total into 2 to 12 named parts. Keep the amount due now, later dates and remaining balance on one invoice; let the client pay now or pay ahead.
The price, in perspective
Choose the features and volume you need. See the relevant plans side by side.
BillGrid is free for three active clients and three documents a month, with unlimited projects on every plan. Pro, with unlimited clients and invoices, is $10 a month.
Explore BillGrid plansUS list prices, billed monthly. Introductory offers excluded.
Prices checked .
Count invoices, estimates and contracts you issue. They share BillGrid Free’s monthly allowance.
Client portal without vendor branding starts selected: both requirements are paired. Turn it off to compare Moxie Starter. Moxie Pro also includes custom-domain, ticketing and phone features beyond this portal comparison.
A client portal without vendor branding is included with BillGrid Pro at $10 a month; Moxie Pro costs $25/month. Moxie Starter is $12/month without the portal.
The choices, on screen
Real BillGrid controls with illustrative client work. See the access, payment and allowance decisions before you move.
Client portal on Pro and Team
At Northwind Traders, Avery sees invoices and payments. Dana sees the Spring catalog project. Choose the scope for each contact, with documents emailed to them still available to that recipient.
Your client signs in with an email code or passkey. Internal tasks, recorded time and private notes stay inside your business.
Team access on Team
Jo Lin can reach Fern & Field and Northbeam Coffee, with View billing selected. On Team, that lets Jo review their figures without sending invoices, changing billing rates or recording a payment. The chosen billing level applies across the clients Jo can reach.
Deposits and dated installments
This $4,800 project has a $1,200 deposit and two $1,800 payments for design approval and final handover. After the deposit, $3,600 remains. Each part has its own date; the client can pay what is due, pay ahead or choose another amount.
Retainers on Pro and Team
On Pro and Team, keep settled retainer periods, capped unused-hours carry-over and a choice on extra billing together. Here, $3,000 includes 20 hours; November has 14 left, and October’s extra 2.5 hours await a $375 decision.
Bring the next client into BillGrid.Add the client, agree the work and review the first invoice. Pro adds automated billing; Team adds staff billing-access controls.
Start your next client projectThe subscription and the fit
Moxie Starter is $12/month and already includes projects, time, proposals, contracts and invoicing. BillGrid Pro is $10 a month with unlimited clients, projects and invoices. Compare the work you need, rather than assuming those basics require Moxie Pro.
Three people are $25 on Team a month on BillGrid. Choose their clients and billing levels. Moxie’s project collaborators can work on assigned projects and track their time; full or restricted workspace members require Teams. Count the kind of access each person needs.
Moxie offers appointment booking, capacity planning, a connected inbox, business phone features and visual workflows. Those may replace other subscriptions you use. BillGrid focuses on client work and billing; include the cost of any specialist tools you would keep.
Side by side
Moxie’s current Starter, Pro and Teams subscriptions; BillGrid’s current public plans.
| Feature | BillGrid Free, $10 a month (Pro), $25 (Team) | Moxie Starter $12/month; Pro $25/month; Teams $40/month |
|---|---|---|
| Client work and billing | ||
| Client portal | Pro, $10 and up: shared projects, approvals, invoices, files and conversations; individual contact scopes | Pro and Teams White-label portal, custom domain, client requests and ticketing |
| Staff billing access | Team chosen clients and Work only, View billing or Manage billing; one billing level per teammate | Teams Restricted feature and client access; the Invoices feature includes creation and sending |
| Staged payments | 2 to 12 named, dated parts on one invoice | Ordered invoices triggered by dates or milestones; eligible saved-method collection |
| Packages and agreements | Estimate packages and extras; standalone or attached agreement with email-verified signing | Agreement packages with offerings, add-ons, signing, payment choices and project creation |
| Project time and costs | Recorded hours at saved rates, milestones and billable expenses reviewed for an invoice | Project time, fixed-price charges, retainer periods, per-item deliverables and expenses |
| Included-hours retainer workflow | Pro, $10 and up: settled periods, capped carry-over and a choice to invoice extra hours or leave them off | Retainer-based project pricing and eligible period charges; compare the allowance controls you use |
| Recurring invoices | Weekly to yearly; review-first on Free, automatic sending on Pro and Team; optional client-authorized saved-card autopay on Pro and Team for eligible invoices | Recurring schedules with fresh billable content, draft or automatic delivery and eligible automatic payments |
| Automatic reminders | Pro, $10 and up: ready schedules or custom steps before and after the due date; pause one invoice | Invoice reminders configured with issue and due terms |
| Automatic late fees | Pro, $10 and up: a percentage, a flat fee or both; once or repeating; optional cap | One-time or monthly percentage late fees |
| Online payments | Cards, available Apple Pay or Google Pay, or eligible USD bank payments through your own Stripe account | Connected Stripe or PayPal; eligible Stripe cards, wallets and USD ACH |
| AI assistant | Pro, $10 and up: Claude or ChatGPT reads your account, drafts invoices, logs time and sends once you confirm | MCP reads and supported writes on active Pro and Teams; built-in Assistant access and add-on capacity are managed separately |
| Workspace and subscription | ||
| Appointment booking | Keep your booking tool; BillGrid focuses on project work and billing | Scheduling links, availability controls and eligible payments at booking |
| Visual workflow builder and business phone | Billing automations, without a general visual workflow builder or phone line | Pro and Teams Visual workflow automations and Communicator phone features; phone availability varies by country |
| Working on your phone | Use the workspace in your phone browser, with no app to install. BillGrid has no native mobile app | Native iOS and Android apps, plus the web workspace |
| Starting price | Free for three active clients and three documents a month; Pro $10 a month, or $8 a month billed yearly | Starter $12/month; paid annual subscriptions also available |
| Team capacity | Team includes three people for $25; $5 a month per additional person | Teams advertises up to five team members; Pro and Teams include unlimited project collaborators |
| Clients and issued documents | Unlimited on Pro and Team; three active clients and three documents a month on Free | No client or invoice-count cap listed on the public pricing page |
Switching
As the Moxie workspace owner, download the complete Excel workbook from Data import / export. Prepare the client and contact columns as CSV using BillGrid’s example, then review the recognized records before saving. Our guide shows how to prepare and review your CSV.
BillGrid shows what it found in the file, and what it skips, before anything is saved.
Check the client, work and balance. Connect Stripe if you want online payments, then send when you are ready.
This is a client/contact CSV move, not a connected Moxie migration. Invoices, payments, deposits, signed agreements, projects, tasks, automations, files and retainer history are not recreated. Keep those originals available and begin with the next agreed period of work.
Free supports three active clients. If your reviewed import would go over that allowance, choose Pro or Team before importing.
Questions
Both give clients a shared place for their work and billing. BillGrid Pro and Team include the individual contact scopes shown above and remove BillGrid branding. Moxie Pro adds a custom domain, portal page controls, ticketing and client requests. BillGrid does not offer equivalent custom-domain or portal-page-builder controls; choose the client experience you actually need.
Sometimes. Moxie collaborators work on assigned projects and track their own time without workspace-wide financial access. A full or restricted member uses a team-member license and requires Teams. BillGrid Team gives staff their selected clients and a separate Work only, View billing or Manage billing choice. Compare each person’s actual role, rather than treating every collaborator as a full workspace user.
Yes. Its agreement packages connect offerings, add-ons, payments and projects. Its project billing includes eligible retainer periods, time and costs. Moxie Pro and Teams also support a scoped MCP connection with reads and supported writes. BillGrid’s examples show its particular allowance, access and payment controls; those features are not claims that Moxie lacks the core workflow.
Moxie can hold later payment-plan invoices behind an unfinished milestone. BillGrid’s schedule instead keeps 2 to 12 parts on one invoice with dates you choose. Completing a project milestone does not trigger a BillGrid charge. Choose the structure that matches the client’s agreement.
Current monthly subscriptions for one to five total people, including you, who need workspace access beyond project-only collaboration. Five total people is a conservative scope; the model does not infer whether Moxie’s published five-member capacity excludes its owner, or price larger teams. Compare the actual offer in your Moxie account. Processor fees, Assistant or phone add-ons, annual discounts and separate specialist tools are excluded.
Client portal without vendor branding starts selected to match this page’s lead comparison. It pairs the portal and branding requirements; turn it off to compare Moxie Starter.
Count all issued invoices, estimates and contracts together for BillGrid Free’s monthly document allowance.
No. Prepare client and contact records from the Moxie workbook for new work in BillGrid. Keep earlier invoices, payments, agreements and signing records in your archive. Moxie lets its owner download the workspace export even when the subscription is inactive; that does not make the full workbook a supported BillGrid import.
Send an NDA or service agreement on its own, or attach a contract to your estimate so the scope and terms are approved together. Start from a template or use your own clauses. Your client verifies their email and types their name to sign; an authorized representative signs for your business. Keep the agreement and signing record with the client. On an unpaid account, first email that client an invoice or estimate. See the signing workflow and records.
Yes. Free is for one person and one business: three active clients and three documents a month (invoices, estimates and contracts together), unlimited projects, time and expenses, and card and bank payments. Reminders, late fees, automatic recurring invoices, files and integrations are on Pro, from $10 a month.
Yes. On Pro and Team, enable automatic payments and the required advance reminder. Your client confirms their identity and opts in when saving a card. Eligible invoices sent at least three days ahead charge on their due date. The client can skip an invoice or stop automatic payments. Payment schedules and saved-bank autopay are not included. See eligibility and controls.
Add the client, agree the work and review the first invoice. Pro adds automated billing; Team adds staff billing-access controls.
Free for three active clients and three documents a month. Pro and Team add unlimited clients and invoices.
Start your next client projectMoxie alternative Reviewed
