Moxo is unclaimed —

Moxo

Describe your process. Moxo builds and runs it.·moxtra.com

Moxo is a human-AI business process orchestration platform that runs structured processes — such as client onboarding, lending, claims, compliance, and vendor management — across internal teams, external clients and vendors, and AI agents. AI agents are assigned to roles and steps within defined permissions and are supervised, handling preparation, review, routing, and follow-up, while humans remain accountable for approvals and decisions. Every process completes with full visibility and an auditable record.

What it's for

Client onboardingLoan and account openingsVendor due diligenceContract renewalsCompliance approvalsCross-functional project sign-offsInternal escalationsEmployee onboarding and HR processesBanking app integrations (embedded loan application steps)Supplier portals (vendor onboarding, PO approvals)Wealth management app workflowsCustomer onboarding and support escalations embedded in technology platforms

Features 15

Agent Foundry (build, test, and supervise AI agents with knowledge bases, skills, and versioning)
AI automation steps (extract, summarize, translate, transcribe, generate content)
AI flow builder (create workflows through natural conversation, diagrams, or voice)
Audit log with granular decision tracing
Branded portals with magic-link access (no accounts or downloads for external participants)
Due dates with automated escalation (notify, auto-extend, reassign, skip, escalate)
Enterprise security (SAML SSO, role-based access control, KMS-encrypted storage)
Flow designer with 36 step types (human actions, controls, AI and system automations)
Flow monitoring with AI-generated status summaries and needs-attention alerts
Human action steps (approvals, e-signatures, reviews, form fills, data collection, decisions, acknowledgements, time bookings)
Native integrations (Slack, Microsoft Teams, Salesforce, HubSpot, DocuSign, Stripe, QuickBooks, Zapier)
Reporting and SLA dashboards (Pulse Score, cycle time, throughput, conversational analytics)
REST API, webhooks, MCP server, and SDKs for embedding (iOS, Android, JavaScript, React Native, Cordova)
Supervisor agents (review other agents' work and escalate to humans)
Template gallery (client onboarding, lending, claims, compliance, HR, vendor management)

At a glance

free tierfree trialself-hostableAPI

TypeWeb app

DeploymentHybrid

PlatformsWeb

LanguagesEnglish, Spanish, German, French, Chinese, Japanese, Dutch

Forbusiness operations teams, professional services, financial services, healthcare, legal, accounting, marketing, technology, logistics, manufacturing, real estate

CompanyMoxo Inc

Integrations

SlackMicrosoft TeamsSalesforceHubSpotDocuSignStripeQuickBooksZapier

Complianceself-reported

SOC 2 Type IISOC 3GDPRCloud Security Alliance

Pricing

Plans include monthly AI credit and flow allowances that differ between monthly and annual billing terms (e.g., Free: 2 flows/500 credits per month vs 24 flows/6,000 credits per year). Enterprise plan is custom/quote-based, requiring a demo booking.

FreeFree

Workflow builder, AI Copilot, Branching, Loops, Triggers, Milestones, Flow template gallery, Approvals, Forms, Acknowledgements, Decisions, Questionnaires, To-dos, eSignatures, File requests, Agent Foundry, Review Agent, Prepare Agent, Advise Agent, Extract, Write, Custom prompt, Transcribe (basic), Magic links, Email notifications, Third party integrations, In-app support

2 flows/mo · 500 AI credits/mo (monthly billing) or 24 flows/year · 6,000 AI credits/year (annual billing)

Business$99/mo

Annual price stated as $960/year; monthly price stated as $99/mo billed monthly.

10 flows/mo · 1,000 AI credits/mo (monthly billing) or 120 flows/year · 12,000 AI credits/year, $960/year (annual billing)

Pro$499/mo

Everything in Business, Subflows, Business rules, Scheduled flows, Payments, Checklists, Supervisor Agents, Advanced agent capabilities, Summarize, Translate, Transcribe (advanced), Portals, SMS notifications, Custom domain, Webhooks, REST APIs, Connect via MCP, SAML SSO, Audit log, Reporting dashboard, AI Reporting Agent, Customer success manager

500 flows/year · 50,000 AI credits/year; monthly plan billed at $499/mo commit annually, annual plan $4,800/year

EnterpriseQuote

Quote-based; requires booking a demo/contacting sales.

Custom flows · Custom AI credits