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MOXO.COM

Moxo is a workflow orchestration platform for operations teams that combines human approvals with AI agents, customer-facing portals, integrations, and auditability to run complex business processes.

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8
USE CASES
1 / 8
STAGES COVERED
14
NAMED CUSTOMERS
2012
FOUNDED
THE CLIMB · WHERE MOXO HELPS
  1. 01 Sign-up SEE VENDORS →
  2. 02 Onboard COVERED →
  3. 03 Activate SEE VENDORS →
  4. 04 Adopt SEE VENDORS →
  5. 05 Support SEE VENDORS →
  6. 06 Expand SEE VENDORS →
  7. 07 Renew SEE VENDORS →
  8. 08 Advocate SEE VENDORS →
01 · USES

What it's used for

Customer onboardingImplementationsAccount managementVendor onboardingProfessional service deliveryOrder fulfillmentFranchise managementTraining
02 · ICP

Who it suits (ICP)

  • Operations teams running complex business processes across internal teams, customers, and systems.
  • Complex, regulated industries such as financial services, healthcare, logistics, manufacturing, real estate, and professional services.

Buyers: Operations teams (Primary teams running and improving business processes.), IT teams (Teams involved in integration, deployment, and governance.), Compliance teams (Teams concerned with permissions, auditability, and enterprise controls.)

03 · HOW IT WORKS

How it works

Moxo turns a described process into a running flow, lets stakeholders act without logins or setup, routes each step to the right human, AI agent, or system with context, and lets teams manage and trace live processes with data.

04 · FEATURES

Key features

  • Workflow orchestration across teams, systems, and AI agents with governance built in
  • AI agents that prepare and carry out work inside processes
  • Branded portals for teams, customers, or partners
  • Cloud, customer cloud, or on-premises deployment
  • Plain-language flow building and editing
  • Multi-agent systems without writing code
  • Portal-specific AI support
  • Live-data process insights
  • Audit trail for every decision
05 · VALUE

What it says it delivers

  • Humans stay accountable for every critical decision while AI agents handle the heavy lifting.
  • Agents act only within set permissions and every action is on the record.
  • Every completed workflow teaches the next one where things stall and what to fix.
  • Every step in a Moxo process is timed and recorded so impact is easy to quantify.

In the vendor's own words, from its website.

06 · PRICING

Pricing

Not recorded yet

Free trial
07 · COMPANY

About the company

HEADQUARTERSPalo Alto, United States
FOUNDED2012 in Cupertino, United States
G2 RATING4.5 (194 reviews) checked 5 Nov 2026 G2 page
08 · CUSTOMERS

Who uses it

FISSavillsPalmettoEmirates NBDWebwareChenMedKobayashi GroupScotiabankZeta GlobalCD BabyParents as TeachersProcoreBNP ParibasCitibank

Named on moxo.com.

09 · USE CASES

Use cases on its website

10 · CASE STUDIES

Customer stories on its website

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

11 · SECURITY

Security and compliance

  • ✓ SOC 2 Type II
  • ✓ GDPR
  • ✓ SAML SSO
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BEFORE YOU BUY

Is it the kit, or the map?

The Post-Sales Reset looks at how your customers move from signed deal to renewal, and finds the few changes that matter most.

EXPLORE THE POST-SALES RESET ↗

Work at Moxo, or spotted something wrong? SUGGEST AN EDIT →

Chris Sparshott
WHO RUNS IT

Chris Sparshott

CUSTOMER SUCCESS, SUPPORT AND RENEWALS LEADER · SUCCESSBYCS

Not sure which leg of the climb is the problem? Kit helps, but the path matters more. The Post-Sales Reset finds where your customers are getting stuck and what to fix first.

Explore the Post-Sales Reset ↗ VIEW LINKEDIN PROFILE ↗ DIRECTORY@SUCCESSBYCS.COM →