Moxo

Spec sheet

Product

Moxo describes itself as an AI-native business process orchestration platform.Read 8 Oct 2026 · moxo.com

Audience

Moxo says it is trusted by enterprises in financial services, healthcare, and government sectors.Read 8 Oct 2026 · moxo.com

Deployment

Moxo lists private cloud, multi-tenant, and on-premises deployment options.Read 8 Oct 2026 · moxo.com

Integrations

Moxo supports custom integrations using webhooks, Moxo APIs, or tools such as Zapier.Read 8 Oct 2026 · moxo.com

Security

Moxo says data is encrypted in transit and at rest and that it is SOC 2 Type II and SOC 3 certified.Read 8 Oct 2026 · moxo.com

Privacy

Moxo says it has implemented tools and controls to enable GDPR compliance.Read 8 Oct 2026 · moxo.com

Support

The Scale plan includes a customer success manager, and the Enterprise plan includes a forward deployed engineer.Read 8 Oct 2026 · moxo.com

Headquarters

2261 Market St., Suite 97451, San Francisco, CA 94114, USARead 28 Sep 2026 · moxo.com

AI agents

Agent Foundry lets teams design agents or bring their own, working alongside the team under its supervision.Read 8 Oct 2026 · moxo.com

Audit trail

Moxo describes its audit trail as supporting more than seven years of records.Read 8 Oct 2026 · moxo.com

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.Read 8 Oct 2026 · support.moxo.com

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.Read 8 Oct 2026 · moxo.com

Portals

Moxo provides clients, vendors, and teams with separate portals where flow participants can take action without logins.Read 8 Oct 2026 · moxo.com

Workflows

Moxo workflows support branches, exceptions, and escalations with human control.Read 8 Oct 2026 · moxo.com

Plans and prices

Every Moxo plan and price →

Where Specifiction places it

• Deal Desk Software#19 of 417.8
• Client Management software#14 of 277.6
• Portal Software#17 of 287.6
• Client Portal Software#12 of 177.7
• Customer Portal Software#22 of 317.7
• Legal Client Portal Software#31 of 427.5
• Client Intake Software#22 of 277.5
• Workflow Tracking#19 of 237.8