Moxo

Moxo is a human-AI workflow automation platform for business operations. It combines supervised AI agents, no-login portals for clients and vendors, and plain-language process insights, with enterprise security controls.

Moxo is a workflow automation platform aimed at business operations teams that need people, AI agents and existing systems to work through the same process. Instead of treating automation as a back-office script, it models a process as a flow with branches, exceptions and escalations, then assigns each step to a person, an agent or a connected system. The guiding idea on the site is that humans stay accountable for critical decisions while agents handle the repetitive heavy lifting. A central piece is Agent Foundry, where teams design the agents a process requires or bring their own. These agents operate alongside staff and under supervision, acting only within permissions the organization sets, with every action recorded. A second piece is portals: clients, vendors and internal teams each get their own entry point, and participants can act on a task without creating a login, going through setup or chasing email threads. That makes the product relevant to processes that cross company boundaries, such as vendor onboarding, customer onboarding, wealth customer engagement or property deals, all of which appear in the customer stories. Day to day, an operations lead describes a process, watches it run, and then uses the insights layer to ask questions about operations in plain language. The answers cover what is on time or at risk, let the user adjust flows that are already running, and trace each decision from start to finish. Moxo also says completed flows feed back into later ones by showing where work stalls and what to fix. Security is positioned as a core requirement, with SOC 2 Type II, GDPR, SAML SSO, an audit trail, data encryption and role-based access listed. Customers named include FIS, Procore, Scotiabank, Zeta Global, ChenMed and Savills, which points to regulated and enterprise-scale use. Among alternatives, Moxo sits between general workflow builders and client-portal software: it is less a lightweight task automator and more a governed operations layer for teams that need external parties and AI agents in the same process.