Moxo
2261 Market St., Suite 97451, San Francisco, CA 94114, USA
What it is
Moxo is an AI-native business process orchestration platform for organizations managing requests, work, files, and operational flows. Its workflows support branches, exceptions, escalations, and human control. Agent Foundry lets teams design agents or bring their own, with agents operating alongside staff under supervision. Separate portals for clients, vendors, and teams allow participants to act without logins. Users can ask operational questions in plain language, monitor flows that are on time or at risk, adjust running flows, and trace decisions. Custom integrations can use webhooks, Moxo APIs, or Zapier. Listed direct data-sync integrations include Salesforce, HubSpot, Microsoft Dynamics, Zoho, Wealthbox, Redtail, Filevine, Global Relay, Smarsh, Xero, and Follow Up Boss. Moxo lists private cloud, multi-tenant, and on-premises deployment. It says data is encrypted in transit and at rest and that it is SOC 2 Type II and SOC 3 certified. Pricing is available on request, with no free plan. As of 11 November 2026, Moxo's website does not publish prices or a plan table; pricing is available on request.
For and against
For
- Supports workflow branches, exceptions, and escalations
- Separate portals allow actions without logins
- Plain-language operational questions and flow tracking
- Custom integrations through webhooks, APIs, or Zapier
- Private cloud, multi-tenant, and on-premises options
Against
- No free plan
- Pricing is available on request
- Plan limits are not published
- No public plan table
The verdict
Moxo combines orchestrated workflows, supervised AI agents, portals, integrations, and operational visibility in one paid platform. Its starting cost and lack of a free plan matter for organizations evaluating adoption.
Who it suits
Moxo suits enterprises in financial services, healthcare, and government that need controlled business workflows, portals, integrations, and audit records. It also fits teams seeking agent supervision and multiple deployment choices.
On the record
- AI agents
- Agent Foundry lets teams design agents or bring their own, working alongside the team under its supervision.moxo.com · read 8 Oct 2026
- Audience
- Moxo says it is trusted by enterprises in financial services, healthcare, and government sectors.moxo.com · read 8 Oct 2026
- Audit trail
- Moxo describes its audit trail as supporting more than seven years of records.moxo.com · read 8 Oct 2026
- Connected systems
- Moxo lists Salesforce, HubSpot, Microsoft Dynamics, Zoho, Wealthbox, Redtail, Filevine, Global Relay, Smarsh, Xero, and Follow Up Boss among its direct data-sync integrations.support.moxo.com · read 8 Oct 2026
- Deployment
- Moxo lists private cloud, multi-tenant, and on-premises deployment options.moxo.com · read 8 Oct 2026
- Insights
- Moxo lets users ask operational questions in plain language, track flows that are on time or at risk, adjust running flows, and trace decisions.moxo.com · read 8 Oct 2026
- Integrations
- Moxo supports custom integrations using webhooks, Moxo APIs, or tools such as Zapier.moxo.com · read 8 Oct 2026
- Portals
- Moxo provides clients, vendors, and teams with separate portals where flow participants can take action without logins.moxo.com · read 8 Oct 2026
- Privacy
- Moxo says it has implemented tools and controls to enable GDPR compliance.moxo.com · read 8 Oct 2026
- Product
- Moxo describes itself as an AI-native business process orchestration platform.moxo.com · read 8 Oct 2026
- Security
- Moxo says data is encrypted in transit and at rest and that it is SOC 2 Type II and SOC 3 certified.moxo.com · read 8 Oct 2026
- Support
- Moxo says its forward-deployed engineers work with a customer's operations, IT and compliance teams to map the work, configure workflows and agents, and prepare the team to run and expand it.moxo.com · read 11 Nov 2026
- Workflows
- Moxo workflows support branches, exceptions, and escalations with human control.moxo.com · read 8 Oct 2026
