---
title: "Moxo | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/moxo
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Moxo

Website: https://moxo.com/  
Stages covered: 1 of 8 (Onboard)  
Founded: 2012 in Cupertino, United States  
Headquarters: Palo Alto, United States  
G2 rating: 4.5 (194 reviews)

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

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.

## What it's used for

- Customer onboarding
- Implementations
- Account management
- Vendor onboarding
- Professional service delivery
- Order fulfillment
- Franchise management
- Training

## Who it suits

- 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.)

## 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.

## 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

## What it says it delivers

The vendor's own words, from its website (quoted data):

> 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.

## Pricing

Free trial: Free trial

## Who uses it

- FIS
- Savills
- Palmetto
- Emirates NBD
- Webware
- ChenMed
- Kobayashi Group
- Scotiabank
- Zeta Global
- CD Baby
- Parents as Teachers
- Procore
- BNP Paribas
- Citibank

Named on moxo.com.

## Use cases on its website

- [Customer onboarding](https://www.moxo.com/customers)

## Customer stories on its website

- [Peninsula Visa: Peninsula Visa cut processing time by 93%, from days to hours](https://www.moxo.com/customers/peninsula-visa)
- [Flex Racing: How FLEX Racing scaled operations to handle 150% more orders with Moxo](https://www.moxo.com/customers/flex-racing)
- [Finrego: How Finrego slashed onboarding time 75% with Moxo](https://www.moxo.com/customers/finrego)
- [Global Dental Relief: How Global Dental Relief cut volunteer preparation time by 80% with Moxo](https://www.moxo.com/customers/global-dental-relief)

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

## Security and compliance

- SOC 2 Type II
- GDPR
- SAML SSO

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Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/moxo