# GuideCX vs Moxo

**Leader by vioscaleAI score:** Moxo

| Attribute | GuideCX | Moxo |
|---|---|---|
| **vioscaleAI score** | 38.3 (41% (low)) | 53.6 (54% (medium)) |
| content.faq | - | `[{"answer":"A process orchestration platform that manages complex workflows involving multiple teams, systems, and participants by automating routing, validations, and approvals while keeping humans in control of key decisions It is indexed under Customer Onboarding.","source":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","question":"What is Moxo?","confidence":0.6},{"answer":"Moxo offers a free tier, so you can start without paying. Paid plans start at $99 per month. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","question":"Is Moxo free?","confidence":0.6},{"answer":"We have confirmed browser-based access to Moxo. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","question":"What platforms does Moxo support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Moxo, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","question":"Can Moxo be self-hosted?","confidence":0.6},{"answer":"We have confirmed 5 integrations for Moxo, including Slack, HubSpot, Salesforce, DocuSign and Stripe. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","question":"What does Moxo integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and GDPR for Moxo. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Moxo not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.moxo.com/blog/ai-automation-onboarding-compliance","question":"What security certifications does Moxo have?","confidence":0.7}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | Software for managing customer onboarding projects that provides coordinated visibility and communication between implementation teams and clients, using portal access and task automation to streamline the deployment process. | Moxo is a workflow orchestration platform that coordinates people, systems, data, and AI agents across end-to-end business processes with built-in governance, approval gates, and audit trails. |
| features.capabilities | `{"deployment_model":"cloud_managed_saas","time_to_value_ttv_delay_metrics":true,"external_client_facing_portal_ui":true,"native_time_tracking_billable_hours":true,"salesforce_hubspot_crm_creation_sync":true,"document_signature_and_approval_gates":true,"magic_link_passwordless_client_access":true}` | `{"soc2_type_ii":true,"pricing_model":"per_internal_user_monthly","deployment_model":"cloud_managed_saas","time_to_value_ttv_delay_metrics":true,"external_client_facing_portal_ui":true,"automated_task_dependency_handoffs":true,"native_time_tracking_billable_hours":true,"salesforce_hubspot_crm_creation_sync":true,"document_signature_and_approval_gates":true,"magic_link_passwordless_client_access":true}` |
| integrations.count | 8 | 5 |
| integrations.list | `[{"name":"Salesforce","native":true,"category":"crm","direction":"bidirectional"},{"name":"HubSpot","native":true,"category":"crm","direction":"bidirectional"},{"name":"Microsoft Dynamics","native":true,"category":"crm"},{"name":"Jira","native":true,"category":"ticketing","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat"},{"name":"NetSuite","native":true,"category":"erp","direction":"outbound"},{"name":"Gainsight","native":true,"category":"customer_success"},{"name":"Workato","native":true,"category":"integration_platform"}]` | `[{"name":"Slack"},{"name":"HubSpot","native":true,"category":"crm","direction":"bidirectional"},{"name":"Salesforce","native":true,"category":"crm","direction":"bidirectional"},{"name":"DocuSign","native":true,"category":"document_signature","direction":"bidirectional"},{"name":"Stripe","native":true,"category":"payments","direction":"outbound"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"quote","plans":[{"free":false,"name":"Small Teams","features":["Login-less access via email verification codes","Task and email automation","Internal and external messaging with email sync","Multiple project views (Gantt, List, Board)","Custom fields","Electronic sign-offs via email","Mobile-responsive design"],"description":"For small teams needing straightforward customer onboarding","contactSales":true},{"free":false,"name":"Premium","features":["All Small Teams features","Automated workflows with built-in iPaaS (Workato with 250k automation tasks)","CRM integrations (Salesforce, HubSpot, Microsoft Dynamics)","Ticketing system integration (Jira)","API access for custom data retrieval","SSO and SAML access management","AI project health scoring and mitigation recommendations","Time tracking with billing profiles and visibility controls"],"description":"For growing teams seeking automation and CRM integrations","contactSales":true},{"free":false,"name":"Advanced","features":["All Premium features","Advanced analytics and custom reporting","Dedicated onboarding support","Embedded portal integration on customer websites","AI-powered intelligent resource assignment and capacity planning","Advanced risk tracking and mitigation"],"description":"For enterprises requiring comprehensive control and analytics","contactSales":true}],"freeTier":false,"sourceUrl":"https://www.guidecx.com/products/pricing/","retrievedAt":"2026-10-06T22:25:07.589Z"}` | `{"type":"subscription","plans":[{"free":false,"name":"Team","summary":"$5,000/yr. 100 flows/yr, $100 AI credit/yr, unlimited seats","features":["Workflow builder","AI Copilot","Human actions","Approvals","Forms","To-dos","eSignatures","File requests","Checklists","Time booking","AI utilities (Summarize, Translate)","Magic links","Email notifications","SMS notifications","Third party integrations","In-app support","Reporting dashboard"],"commitment":"annual","components":[{"kind":"fixed","amount":5000,"period":"year","currency":"USD"}],"contactSales":false,"includedLimits":{"ai":"$100/yr","flows":"100/yr"}},{"free":false,"name":"Scale","summary":"Custom quote. Everything in Team plus advanced agents and enterprise features","features":["Subflows","Agent Foundry","Automation Agent","Review Agent","Advise Agent","Portals","Flow catalog","Messages","Quick links","Announcements","Custom domain","SAML SSO","Native CRM","Webhooks","REST APIs","Connect via MCP","AI Reporting Agent","Audit log","Customer success manager"],"contactSales":true},{"free":false,"name":"Enterprise","summary":"Custom pricing. Everything in Scale plus advanced customization and deployment support","features":["Data tables","Agentic workforce","Supervisor Agents","Advanced agent capabilities","Bring your own model/agent","Model selection","Agent self-improvement","Custom pages","Custom code","Moxo SDK (Embed)","Forward deployed engineer"],"contactSales":true}],"summary":"From $5,000/yr annual subscription","currency":"USD","freeTier":false,"sourceUrl":"https://www.moxo.com/pricing","retrievedAt":"2026-10-06T10:09:16.762Z","startingPrice":{"amount":5000,"period":"year","currency":"USD"},"billingPeriods":["year"]}` |
| pricing.free_tier | no | no |
| pricing.model | quote | commercial |
| pricing.price_level | unknown | high |
| pricing.starting_price | - | `{"amount":5000,"currency":"USD"}` |
| pricing.transparent | no | yes |
| security.certifications | `[{"name":"SOC 2","status":"active"}]` | - |
| security.gdpr | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | - | https://www.moxo.com/blog/ai-automation-onboarding-compliance |

## Capabilities (Customer Onboarding)

| Capability | GuideCX | Moxo |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | Cloud managed saas | Cloud managed saas |
| External client facing portal UI | ✓ | ✓ |
| Magic link passwordless client access | ✓ | ✓ |
| Automated task dependency handoffs | - | ✓ |
| Time to value ttv delay metrics | ✓ | ✓ |
| Native time tracking billable hours | ✓ | ✓ |
| Document signature and approval gates | ✓ | ✓ |
| Salesforce hubspot CRM creation sync | ✓ | ✓ |
| Slack ms teams client channel sync | - | - |
| Jira engineering escalation sync | - | - |
| SOC2 type ii | - | ✓ |
| ISO 27001 | - | - |
| Pricing model | - | Per internal user monthly |

*Source: vioscaleAI. Generated 2026-10-16T06:47:48.270Z. "-" = undocumented, not absent.*