Moxo
Workflow automation platform combining AI agents with human oversight for business operations
- Also known as
- moxo
Available worldwide · Popular in: US, GB
What is Moxo?
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.
Moxo pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
Starter
For firms getting started with secure, external-facing workflows
- Secure client portal
- Branded Magic Link access
Growth
For growing firms ready to scale with automation and advanced integrations
- SAML SSO
- Management dashboards
Enterprise
Contact salesFor firms needing full flexibility, compliance, and developer control
- API/SDK access
- Enterprise deployment options
- Webhook integrations
- Dedicated technical account support
Add-ons
- Client-facing dashboards
- White-labeled mobile app
What Moxo does
The capabilities that matter for customer onboarding, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- 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
Platform & deployment
Independently observed- iOS
- Web
- Android
- Cloud / SaaS
- On-premise
- Self-hosted
Integrations (1)
Independently observed- Slack
Moxo alternatives
Other customer onboarding we track, ranked by the same independent score.
- DockAI-powered collaboration platform enabling sales and revenue teams to work with customers through shared workspaces and guided workflowsmedium · 56%
- RocketlaneA unified platform for managing professional services delivery, from projects to profitabilitylow · 43%
- ArrowsAI-assisted collaborative workspace for managing customer sales and onboarding workflows directly within HubSpot and Salesforcelow · 43%
- GuideCXlow · 6%
- TaskrayAI-powered project management built directly into Salesforcelow · 3%
Compare Moxo
Side by side against other customer onboarding, attribute by attribute, with a source on every value.
The Vioscale score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Moxo, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Capabilities | 87 | 0.05 | 4.2 | ✓ |
| Security posture | 45 | 0.07 | 3.3 | ✓ |
| Integrations | 9 | 0.04 | 0.4 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
| Reliability | 0 | 0.07 | 0.0 | - |
| Pricing transparency | 0 | 0.08 | 0.0 | ✓ |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Soc2 type ii: Yes · Pricing model: per_internal_user_monthly · Deployment model: cloud_managed_saas · Time to value ttv delay metrics: Yes · External client facing portal ui: Yes · Automated task dependency handoffs: Yes | mediumsource · 2026-08-25 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 1 | mediumsource · 2026-08-25 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | HqCountry: US · PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-08-25 · 75% |