Moxo
Moxo turns approvals and document workflows into AI-guided flows that automate client, vendor, and internal processes without logins.
About Moxo
Moxo is a workflow automation platform that transforms routine approvals and document handling into AI-guided processes. Instead of relying on email chains and scattered PDFs, teams design visual flows that branch based on real-time decisions, with built-in steps for approvals, forms, and eSignatures. This approach reduces manual handoffs and keeps every participant aligned on the same structured path.
The platform's Agent Foundry lets organizations configure specialized AI agents such as Review, Prepare, Advise, and Supervisor that operate inside flows. These agents validate inputs, route work to the right people, and assemble documents or responses before they reach a human reviewer. The result is faster turnaround on requests that would otherwise stall in back-and-forth messaging.
External collaboration is simplified through client, vendor, and internal portals accessed via magic links or SMS. Participants can review, sign, and submit information without creating accounts, which lowers friction for one-off engagements and high-volume transactions alike. Every action is captured for visibility, while role-based access controls and SAML SSO help teams enforce governance.
Plain-language insights, dashboards, and an AI Reporting Agent surface trends across completed flows, and detailed audit logs support compliance reviews. Moxo is best suited for organizations that need to coordinate structured work across departments and outside partners while maintaining a clear record of who did what and why.
Features
- Flow Builder and Human Steps: Visual workflows with branching and templates plus actions like approvals, forms, and eSignatures.
- Agent Foundry and AI Agents: Configure Review, Prepare, Advise, and Supervisor agents that validate, route, and prepare work inside flows.
- Portals and Magic Links: Client, vendor, and internal portals reached via magic links or SMS so participants act without logins.
- Insights, Reporting, and Governance: Plain language insights, dashboards, AI Reporting Agent, audit logs, SAML SSO, and role-based access controls.
Cons
Moxo Pricing Plans
Free
$0 per month
Business
$99 per month
Pro
$499 per month
Enterprise
Custom