Moxo
Moxo is an AI-native platform for orchestrating business processes, with workflows that handle branches, exceptions and escalations while keeping people invo…
What Moxo is
Moxo is an AI-native platform for orchestrating business processes, with workflows that handle branches, exceptions and escalations while keeping people involved. Teams can design agents with Agent Foundry or bring their own, with agents working under team supervision. Separate portals for clients, vendors and teams let participants take action without logging in. Users can ask operational questions in plain language, monitor flows that are on time or at risk, adjust active flows and trace decisions. Custom integrations can use webhooks, Moxo APIs or tools such as Zapier. Listed direct data-sync connections include Salesforce, HubSpot, Microsoft Dynamics, Zoho, Wealthbox, Redtail, Filevine, Global Relay, Smarsh, Xero and Follow Up Boss. Deployment options include private cloud, multi-tenant and on-premises. Moxo 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; there is no free plan. As of 11 November 2026, Moxo's website does not publish prices or a plan table; pricing is available on request.
Good
- Workflows support branches, exceptions and escalations.
- Portals let participants act without logins.
- Users can track flows that are on time or at risk.
- Offers private cloud, multi-tenant and on-premises deployment.
Watch out
- No free plan is listed.
- Pricing is available on request.
- No public plan table.
Who it suits
Moxo may suit organizations coordinating processes across teams, clients or vendors, particularly enterprises in financial services, healthcare and government. Its deployment options and integrations are relevant to teams with specific infrastructure or connected-system needs.
Verdict
Moxo combines supervised AI agents, workflow controls and participant portals with several deployment choices. Request a quote before choosing it: as of 11 November 2026, Moxo's website does not publish prices or a plan table.
The facts
Each one read from Moxo's own pages, with the date it was checked.
What it does
- AI agents
- Agent Foundry lets teams design agents or bring their own, working alongside the team under its supervision.checked 8 Oct 2026
- Audience
- Moxo says it is trusted by enterprises in financial services, healthcare, and government sectors.checked 8 Oct 2026
- Audit trail
- Moxo describes its audit trail as supporting more than seven years of records.checked 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.checked 8 Oct 2026
- Deployment
- Moxo lists private cloud, multi-tenant, and on-premises deployment options.checked 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.checked 8 Oct 2026
- Integrations
- Moxo supports custom integrations using webhooks, Moxo APIs, or tools such as Zapier.checked 8 Oct 2026
- Portals
- Moxo provides clients, vendors, and teams with separate portals where flow participants can take action without logins.checked 8 Oct 2026
- Privacy
- Moxo says it has implemented tools and controls to enable GDPR compliance.checked 8 Oct 2026
- Product
- Moxo describes itself as an AI-native business process orchestration platform.checked 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.checked 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.checked 11 Nov 2026
- Workflows
- Moxo workflows support branches, exceptions, and escalations with human control.checked 8 Oct 2026
The company
- Headquarters
- 2261 Market St., Suite 97451, San Francisco, CA 94114, USAchecked 28 Sep 2026
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