Moxo

What Moxo does

Moxo is a Cupertino-based AI orchestration platform that enables organizations to design, orchestrate, and run multi-party business workflows involving both humans and AI agents. Founded in 2012, the company serves customers across 40 countries, with notable enterprise clients including Citi, Scotiabank, Emirates NBD, FIS, Global Payments, Savills, Procore, Zeta Global, ChenMed, and Palmetto. The platform's core technology separates human judgment calls (approvals, exceptions, risk decisions) from AI coordination work (routing, validating, tracking, following up), orchestrating 5-20+ participants across departments, partners, and clients per process. Workflow templates span KYC, loan applications, vendor onboarding, and other vertical-specific use cases primarily in financial services, real estate, healthcare, and professional services.

The product suite consists of the core Moxo platform (Flow Builder, workflow templates) and the Moxo AI submodule, which handles autonomous agent execution with human-in-the-loop oversight. The platform is co-founded and led by Subrah Iyar (CEO) and Stanley Huang (CTO), with additional leadership including Mark Allan (Product Management) and Balasubramanyam Mohan (Managing Director, India & Singapore). The company has 51-100 employees and has raised approximately $20M across funding rounds in 2013 and 2015, with Cisco and KDDI as strategic investors.

Moxo operates a hybrid SaaS go-to-market combining self-serve freemium signup with enterprise field sales, targeting both large enterprise accounts and the mid-market/SMB long tail. Pricing is freemium for entry-level use with custom enterprise contracts for larger deployments. The company holds G2 ratings of 4.3-4.7 and earned G2 Top Rated 2026 recognition, indicating strong third-party validation. Revenue mechanics are not publicly disclosed, but the enterprise logo quality and 12+ year operational history support a mature SaaS business with a mix of ACV-anchored enterprise contracts and volume-driven SMB revenue.

Name

Moxo

Legal name

Moxo Inc.

Website

https://moxtra.com

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

Moxo is a Cupertino-based AI orchestration platform that enables organizations to design, orchestrate, and run multi-party business workflows involving humans and AI agents, serving enterprise and mid-market customers across financial services, real estate, healthcare, and professional services in 40 countries.

Ownership category

akta.pro rank

Product category

Workflow Orchestration Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

IT Workflow Automation & Orchestration Platforms (HDAEALAF)

akta.pro secondary industry

Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)

Keywords

• AI orchestration platform
• Workflow automation software
• Client onboarding solutions
• Business process orchestration
• Multi-party collaboration tools

Headquarters

HQ city

Cupertino

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Moxo operates as a cloud-based SaaS platform offering subscription-based access to their AI orchestration and workflow automation capabilities. The platform provides both self-serve and enterprise deployment options.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Moxo provides an AI orchestration platform for business operations that automates workflows, coordinates human and AI tasks, and manages client-facing processes such as onboarding, service delivery, and ongoing engagements. The platform enables organizations to streamline multi-party interactions, integrate with existing systems, and apply AI agents to structured operational workflows.

Product overview

Moxo is a unified AI orchestration platform for business operations. The core platform, Moxo, provides workflow orchestration capabilities that coordinate humans, AI agents, and systems in multi-party processes. Moxo AI serves as the AI capability layer embedded within the platform, handling coordination, validation, and routing work. The platform supports various business processes including client onboarding, vendor management, compliance workflows, order fulfillment, and operational approvals across industries such as financial services, legal, healthcare, real estate, and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Moxo Platform Cloud-based AI orchestration platform for business operations, enabling organizations to design, automate, and manage multi-party workflows spanning client onboarding, service delivery, and operational collaboration.
• Moxo AI Agents AI agent capabilities embedded within the Moxo platform to autonomously coordinate tasks, interact with participants, and execute steps within structured business workflows.

Quantifiable outcome

• 40-93% improvement in onboarding speed for organizations deploying AI for customer onboarding
• +3 more outcomes

Named customers15 records

Segments9 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature6 records

Partnerships

One partnership is on record.

• Integration PartnerscoreTechnology or IntegrationMoxo maintains an integrations page (moxo.com/integrations) indicating partnerships with technology platforms for workflow integrations. The platform supports integrations with external platforms as part of connected workflows in multi-party orchestration scenarios.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• ServiceNow: ServiceNow is the dominant enterprise workflow/ESM platform with App Engine, IntegrationHub and a growing agentic AI layer (Now Assist). It competes with Moxo on multi-party workflow orchestration but at much larger scale and across broader IT, HR and customer service use cases.
• monday.com: monday.com offers Work OS-style work management and workflow automation with monday AI for process orchestration. It competes for the same operations and onboarding budgets as Moxo but spans broader project and work management.
• Zapier: Zapier is the dominant SMB integration/automation platform connecting thousands of SaaS apps. While primarily a system-to-system automation tool, it increasingly competes with Moxo for lightweight workflow automation use cases.
• Salesforce Flow / Experience Cloud: Salesforce ships Flow orchestration and Einstein/Agentforce AI agent capabilities inside its CRM and Experience Cloud. Many of the same multi-party client onboarding, KYC and account management workflows targeted by Moxo are also addressed through Salesforce Flow.

Direct peers

• Workato: Workato is an enterprise integration and workflow automation platform that orchestrates processes across SaaS apps, systems and humans. It targets the same multi-stakeholder business workflows (onboarding, approvals, compliance) as Moxo with a similar enterprise-led GTM.
• Nintex: Nintex offers process automation, document generation and workflow orchestration for enterprise customers, with deep emphasis on approvals and compliance workflows. It overlaps directly with Moxo's process automation and multi-party orchestration use cases.
• Pipefy: Pipefy is a no-code workflow automation platform with strong templates for onboarding, procurement, finance and IT requests. It competes head-to-head with Moxo in process automation and the no-code business user segment.
• Kissflow: Kissflow delivers low-code workflow and process automation aimed at business teams - covering approvals, onboarding and case management. It targets the same operational-led mid-market buyer as Moxo.
• Creatio: Creatio (formerly bpm'online) provides a no-code platform for process management and CRM with workflow automation and AI capabilities. It overlaps with Moxo's low-code process orchestration and multi-stakeholder workflow positioning.

Emerging players

• n8n: n8n is an open-source workflow automation tool with native AI agent capabilities that has gained traction among technical teams. It is an emerging alternative to platforms like Moxo for orchestrating multi-step business workflows involving AI.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds3 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moxo