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Moxo

moxo.com

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Spec score 6.7 #21 of 27 in Client Management software

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
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.Read 11 Nov 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

Where Specifiction places it

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