# Moxo vs Taskray

**Leader by vioscaleAI score:** Moxo

| Attribute | Moxo | Taskray |
|---|---|---|
| **vioscaleAI score** | 53.6 (54% (medium)) | 46.6 (8% (low)) |
| 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 project management tool that integrates natively within Salesforce, allowing teams to manage client and internal projects, track time, create reusable templates, and share dashboards with stakeholders. It is indexed under Customer Onboarding.","source":"https://www.taskray.com","question":"What is Taskray?","confidence":0.6},{"answer":"We have confirmed browser-based access to Taskray. 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.taskray.com","question":"What platforms does Taskray support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Taskray, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.taskray.com","question":"Can Taskray be self-hosted?","confidence":0.6},{"answer":"We have confirmed 6 integrations for Taskray, including Formstack, FilePulse 360, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Revenue Cloud and Salesforce Experience Cloud. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.taskray.com","question":"What does Taskray integrate with?","confidence":0.6}]` |
| 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 project management tool that integrates natively within Salesforce, allowing teams to manage client and internal projects, track time, create reusable templates, and share dashboards with stakeholders. |
| 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}` | `{"deployment_model":"crm_native_embedded","external_client_facing_portal_ui":true,"native_time_tracking_billable_hours":true}` |
| integrations.count | 5 | 6 |
| 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":"Formstack"},{"name":"FilePulse 360"},{"name":"Salesforce Sales Cloud"},{"name":"Salesforce Service Cloud"},{"name":"Salesforce Revenue Cloud"},{"name":"Salesforce Experience Cloud"},{"name":"Salesforce","native":true,"category":"crm","direction":"bidirectional"}]` |
| market.availability | `{"primaryMarkets":[],"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"]}` | - |
| pricing.free_tier | no | - |
| pricing.model | commercial | commercial |
| pricing.price_level | high | - |
| pricing.starting_price | `{"amount":5000,"currency":"USD"}` | - |
| pricing.transparent | yes | - |
| security.gdpr | yes | - |
| security.soc2 | yes | - |
| security.trust_center | https://www.moxo.com/blog/ai-automation-onboarding-compliance | - |

## Capabilities (Customer Onboarding)

| Capability | Moxo | Taskray |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | Cloud managed saas | CRM native embedded |
| 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 2026-10-16T01:45:43.671Z. "-" = undocumented, not absent.*