Moxie

Find providers, understand connection patterns, and know which settings area owns each integration.

Understand Apps & integrations

Connect and manage Google, Microsoft, iCloud, CalDAV, Zoom, calendar visibility, and conflict checks.

Manage calendar and meeting integrations

Use Plaid for expense transactions and QuickBooks Online for operational record synchronization.

Connect bank and accounting data

Enable no-code automation platforms and manage their API credentials safely.

Connect Zapier, Make, and Pabbly

Create dedicated API credentials and deliver selected Moxie events to secure HTTPS endpoints.

Use Custom API and event webhooks

Connect payment providers and choose the online payment methods offered on eligible invoices.

Connect Stripe or PayPal for client payments

Maintain backwards-compatible Stripe subscriptions while using Moxie recurring invoices for new billing.

Manage legacy Stripe subscriptions

Geoff Mina

Connect external services and use Moxie APIs and webhooks.

Integrations & developer tools

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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