# Moxo vs Rocketlane

**Leader by vioscaleAI score:** Rocketlane

| Attribute | Moxo | Rocketlane |
|---|---|---|
| **vioscaleAI score** | 53.6 (54% (medium)) | 64.5 (53% (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}]` | `[{"answer":"A comprehensive SaaS solution that helps service-delivery organizations manage projects, resources, and client relationships from engagement through completion, with built-in tools for time tracking, approvals, budgeting, and partner collaboration. It is indexed under Customer Onboarding.","source":"https://stage.rocketlane.com/pricing","question":"What is Rocketlane?","confidence":0.6},{"answer":"Rocketlane offers a free tier, so you can start without paying. Paid plans start at $49 per user 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://stage.rocketlane.com/pricing","question":"Is Rocketlane free?","confidence":0.6},{"answer":"We have confirmed browser-based access to Rocketlane. 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://stage.rocketlane.com/pricing","question":"What platforms does Rocketlane support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Rocketlane, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://stage.rocketlane.com/pricing","question":"Can Rocketlane be self-hosted?","confidence":0.6},{"answer":"We have confirmed 11 integrations for Rocketlane, including Zapier, Hubspot, Jira, Slack, Salesforce, Workato, Snowflake and Google Meet, plus 3 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://stage.rocketlane.com/pricing","question":"What does Rocketlane integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, ISO 27001, HIPAA and GDPR for Rocketlane. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Rocketlane not holding them. Always confirm compliance directly before you rely on it.","source":"https://stage.rocketlane.com/pricing","question":"What security certifications does Rocketlane have?","confidence":0.6},{"answer":"Rocketlane is available worldwide. Its primary market is the United States.","source":"https://stage.rocketlane.com/pricing","question":"Where is Rocketlane available?","confidence":0.75}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | 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. | A unified platform combining project management, financial operations, and customer collaboration for service delivery teams, with built-in AI agents to automate workflows and documentation. |
| features.capabilities | `{"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}` | `{"iso_27001":true,"soc2_type_ii":true,"pricing_model":"per_internal_user_monthly","deployment_model":"cloud_managed_saas","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}` |
| integrations.count | 5 | 13 |
| integrations.list | `[{"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"}]` | `[{"name":"Zapier"},{"name":"Hubspot"},{"name":"Jira"},{"name":"Slack"},{"name":"Salesforce"},{"name":"Workato"},{"name":"Snowflake"},{"name":"Google Meet","native":true,"category":"meetings"},{"name":"Microsoft Teams","native":true,"category":"meetings"},{"name":"Zoom","native":true,"category":"meetings"},{"name":"Gong","native":true,"category":"sales"},{"name":"Google Calendar","native":true,"category":"calendar","direction":"outbound"},{"name":"Outlook Calendar","native":true,"category":"calendar","direction":"outbound"}]` |
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"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"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Standard","summary":"$49/user/month billed annually (minimum 5 users)","features":["Branded Customer Portal with magic link access","Unlimited projects and customer members","Project management (Gantt, List, Kanban views)","Time tracking and timesheets","Custom automations (200 runs/user/month)","Integrations: Slack, Jira, Salesforce, HubSpot, Zapier, Google Calendar, Outlook Calendar","Mobile app","Partner portal and governance","Document collaboration","CSAT reporting"],"minSeats":5,"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"For expanding organizations needing in-depth capabilities and integration for scaling","contactSales":false},{"free":false,"name":"Premium","summary":"$69/user/month plus Standard features","features":["All Standard features","Resource management and planning","Project budgeting and financial tracking","Revenue recognition and invoicing","Expense management","Custom automations (500 runs/user/month)","Workato integration","Snowflake integration"],"components":[{"kind":"per_unit","unit":"seat","amount":69,"period":"month","currency":"USD"}],"description":"For teams requiring tailored workflows and comprehensive reporting","contactSales":true},{"free":false,"name":"Enterprise","summary":"Custom pricing","features":["All Premium features","Unlimited custom automations","Multi-language support","Multiple currency support","Custom reports and dashboards","SAML and advanced security","Two-factor authentication for customers","Skills matrix and resource availability","Role-based access controls"],"description":"For large enterprises requiring fully customizable delivery operations","contactSales":true}],"addOns":[{"name":"AI Fills","components":[{"kind":"per_unit","unit":"user","amount":29,"period":"month","currency":"USD"}]}],"summary":"From $49/user/month billed annually; free trial available","currency":"USD","freeTier":false,"sourceUrl":"https://stage.rocketlane.com/pricing","retrievedAt":"2026-09-24T12:36:10.218Z","startingPrice":{"unit":"seat","amount":49,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | high | mid |
| pricing.starting_price | `{"amount":5000,"currency":"USD"}` | `{"amount":49,"currency":"USD"}` |
| pricing.transparent | yes | yes |
| security.certifications | - | `[{"name":"SOC 2 Type II","status":"active"},{"name":"ISO 27001","status":"active"},{"name":"ISO 42001","status":"active"},{"name":"ISO 27701","status":"active"},{"name":"Cyber Essentials","status":"active"}]` |
| security.gdpr | yes | yes |
| security.hipaa | - | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | https://www.moxo.com/blog/ai-automation-onboarding-compliance | - |

## Capabilities (Customer Onboarding)

| Capability | Moxo | Rocketlane |
|---|:--:|:--:|
| **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 | Per internal user monthly |

*Source: vioscaleAI. Generated 2026-10-16T17:47:43.572Z. "-" = undocumented, not absent.*