# Moxo vs Rocketlane

**Leader by Vioscale score:** Rocketlane

| Attribute | Moxo | Rocketlane |
|---|---|---|
| **Vioscale score** | 31.9 (42% (low)) | 63.3 (43% (low)) |
| deployment.options | `{"cloud":true,"on_prem":true,"self_hosted":true}` | `{"cloud":true}` |
| description.long | A cloud-based platform that automates complex business workflows using AI agents while maintaining human control and decision-making. It provides secure client portals, document management, and process orchestration across multiple teams and external parties. | Rocketlane combines project management, resource planning, and financial tracking with AI-powered automation to help professional services organizations execute client projects efficiently and profitably. |
| 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,"document_signature_and_approval_gates":true,"magic_link_passwordless_client_access":true}` | - |
| integrations.count | 1 | 7 |
| integrations.list | `[{"name":"Slack"}]` | `[{"name":"Zapier"},{"name":"Hubspot"},{"name":"Jira"},{"name":"Slack"},{"name":"Salesforce"},{"name":"Workato"},{"name":"Snowflake"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","GB"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Starter","features":["Secure client portal","Branded Magic Link access"],"description":"For firms getting started with secure, external-facing workflows","contactSales":false},{"free":false,"name":"Growth","features":["SAML SSO","Management dashboards"],"description":"For growing firms ready to scale with automation and advanced integrations","contactSales":false},{"free":false,"name":"Enterprise","features":["API/SDK access","Enterprise deployment options","Webhook integrations","Dedicated technical account support"],"description":"For firms needing full flexibility, compliance, and developer control","contactSales":true}],"addOns":[{"name":"Client-facing dashboards"},{"name":"White-labeled mobile app"}],"currency":"USD","freeTier":false,"sourceUrl":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","retrievedAt":"2026-08-25T08:26:11.905Z"}` | `{"type":"subscription","plans":[{"free":false,"name":"Standard","summary":"$49/user/month billed annually, minimum 5 seats","features":["Unlimited projects","Project Presentation","Customer Login via Magic Link","Customer Approvals and Collaboration","Actionable Emails","Built-in CSAT at Milestones","Project and Portfolio Management","Project Updates","All Tasks View (Gantt, List, Kanban)","SmartFill","Sprint Planning","Project and Document Templates","Dynamic Templates","Files and Document Management","Attachments","Spaces","Forms","Time Tracking","Timesheets","Timesheet Approvals","Calendar Integration for Timesheets","Custom Automations (200 Runs/User/Month)","CSAT Reports","Project Performance Report","People Performance Report","Task Collaboration","Document Collaboration","Mobile App","Project Collaboration","Partner/Contractor Collaboration","Partner Portal","Partner CSAT","Partner Governance","Zapier","Hubspot","Jira","Slack","Privacy and Sharing","Custom Domains","API"],"minSeats":5,"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"For expanding organizations needing more detailed capabilities and integration for scaling","contactSales":false},{"free":false,"name":"Premium","summary":"$69/user/month (Talk to sales)","features":["All Standard features","Key Events and Intervals","Time-off Management","Custom Automations (500 Runs/User/Month)","Project Budgeted Hours Alerts","Resource AI","Resource Planning","Auto-Allocation","Capacity Management","Utilization Tracking","Project Budgeting and Tracking","Project Budgeted Hours","Flexible Billing Options","Rate Cards","Margins and Profitability","Revenue Recognition","Invoicing","Expense Management","Project Profitability Report","Portfolio Report","Interval IQ Report","Operations Insights Report","Salesforce","Workato"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":69,"period":"month","currency":"USD"}],"description":"For teams desiring tailored workflows with comprehensive reporting capabilities","contactSales":true},{"free":false,"name":"Enterprise","summary":"$99/user/month","features":["All Premium features","Custom Automations (Unlimited)","Forms Automations","Custom Reports","Soft Allocations / Tentative Planning","Skills Matrix","Multiple Currency Support","Snowflake Integration","Role Based Access Controls","SAML","Branded Customer Portal","Mobile Access for Customers","Merge Templates","Project/Task Custom Status","Team Member Fields","Resource Availability","Approval Workflow","Project Level Bill Rate Overrides","Billing Schedules","Estimate vs Actuals","Governance Automation","Automated Internal and External Status Updates","Early Warning Systems","Escalation Matrix","Governance Forms","Partner Roles and Types","Project Visibility Options for Partners","Custom Email Domain"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Tailored for large enterprises requiring fully customizable, comprehensive delivery capabilities","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 (minimum 5 seats). Free trial available.","currency":"USD","freeTier":false,"sourceUrl":"https://stage.rocketlane.com/pricing","retrievedAt":"2026-08-18T21:40:32.634Z","startingPrice":{"unit":"seat","amount":49,"period":"month","currency":"USD"},"billingPeriods":["year"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | unknown | mid |
| pricing.starting_price | - | `{"amount":49,"currency":"USD"}` |
| pricing.transparent | no | yes |
| security.gdpr | yes | yes |
| security.hipaa | - | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## Capabilities (Customer Onboarding)

| Capability | Moxo | Rocketlane |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | 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: Vioscale. Generated 2026-09-01T16:08:01.244Z. "-" = undocumented, not absent.*