Moxo
Run workflows with humans and AI agents
About Moxo
Moxo is a process orchestration platform for operations teams that combines AI agents, human approvals, and branded external portals in one workflow. Teams describe a process in plain language, Moxo turns it into a running flow, and clients, vendors, and staff act on their steps through portals without separate logins. It is used for client onboarding, service delivery, account management, and vendor workflows in regulated industries such as banking, wealth management, and healthcare.
Pros & Cons
Pros
- Combines workflow orchestration, AI agents, client portals, file sharing, and e-signatures in one platform
- External clients and vendors can act on their steps without creating accounts
- Enterprise-grade security and compliance (SOC 2 Type II, GDPR, SAML SSO, full audit trail)
- Proven with large regulated customers such as Scotiabank, FIS, and Emirates NBD
- Unlimited seats on every plan, so cost does not scale with headcount
- Founded by WebEx co-founder Subrah Iyar, with a long track record in client collaboration software
Cons
- No public pricing page; the moxo.com/pricing URL now redirects to the homepage and plans are quoted by sales
- Last published entry price ($5,000/year) is steep for small teams and freelancers
- Pricing and usage allowances changed several times in 2026, which makes budgeting harder
- Reviewers report that setup and onboarding feel heavy at first
- APIs, webhooks, and advanced AI features are gated to custom-quoted tiers
Key Features
Flow builder and assistant
Describe a process in plain language and the flow assistant drafts, edits, and explains the running workflow, including branches, exceptions, and escalations.
Agent Foundry
Build multi-agent systems without code, ground agents in your institutional knowledge, or bring your own agents to handle preparation, chasing, routing, and monitoring.
Human-in-the-loop approvals
Approvals, exceptions, and sign-offs are routed to people with full context, while agents escalate any decision that needs human judgment.
Branded portals
Spin up separate branded portals for clients, vendors, and teams, built from modules, with an AI support agent configured per portal.
No-login external participation
External stakeholders can complete their steps in a flow without accounts, setup, or email threads.
Insights
Ask plain-language questions about live operations to see what is stuck, who is overloaded, and where exceptions repeat.
Integrations and APIs
Flows can start from a CRM, pull from an ERP, and write back to document systems; triggers, webhooks, and REST APIs are available on higher tiers.
Audit trail
Every flow records who approved what, when, and what they saw, for compliance and audit requests.
Enterprise security
SOC 2 Type II, GDPR, SAML SSO, role-based access, and data encryption, with agents acting only within set permissions.
Pricing
- Unlimited seats
- Annual billing only
- Usage-based flow allowance (100 flows/year as of Sept 2026)
- Dollar-based AI allowance
- Branded portals
- Unlimited seats
- Higher flow and AI allowances
- Triggers, webhooks, and REST APIs
- AI agents and audit logs
- Unlimited seats
- Custom usage limits
- Enterprise security and SSO
- Dedicated support and onboarding
Best For
Client onboarding
Banks, accounting firms, and agencies run KYC, document collection, and approvals through a branded portal with agents chasing missing items.
Professional service delivery
Firms coordinate multi-step engagements across internal staff and clients, with each decision recorded in an audit trail.
Vendor onboarding and management
Operations teams collect vendor documents, route approvals, and track compliance in a dedicated vendor portal.
Wealth and financial services engagement
Wealth managers deliver personalized, compliant client interactions with secure messaging, file exchange, and e-signatures.
Order fulfillment and implementations
Teams orchestrate handoffs between sales, implementation, and customers, with AI agents monitoring for stalls and exceptions.
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