What Moxo does

Moxo Inc. (DBA Moxo, previously Moxtra Inc.) is a Cupertino-based enterprise software company that sells an AI Orchestration Platform for Business Operations, targeting organizations that run multi-party processes spanning internal teams, external clients, vendors, and partners. The platform's architectural premise is to separate judgment work — approvals, exceptions, and risk decisions that humans must own — from coordination work — routing, validation, tracking, and follow-up — that AI agents execute, with a focus on processes where multiple humans (often 5–20+) are involved across organizational boundaries.

The core product consists of the Moxo AI Orchestration Platform plus a catalog of workflow modules for Customer Onboarding, Account Management, Order Fulfillment, Vendor Onboarding, Franchise Management, Training, Implementation, and Financial Services workflows. Underlying capabilities include AI agents for document preparation and intelligent nudging, predictive analytics for at-risk implementations, anomaly detection for bottlenecks, a drag-and-drop workflow builder, role-based access controls with 7+ year audit trails, and SDKs across iOS, Android, JavaScript, React Native, and Cordova that enable embeddable deployment inside partner applications. The platform integrates with Salesforce, Jira, ERPs, document management systems, and transaction systems via APIs and pre-built connectors.

Moxo monetizes via quote-based annual enterprise subscriptions augmented by a free trial/sandbox funnel, with distribution through direct enterprise sales and a PartnerStack-powered program spanning flagship consulting partners (Wipro, TCS, Genpact, Unisys) and technology partners (FIS, Virtusa, Intellect). Named customers include Citibank, Scotiabank, BNP Paribas, Emirates NBD, FIS, Savills, Procore, Palmetto, ChenMed, and Zeta Global, with a heavy concentration in financial services and a February 2026 launch of an AI-as-a-Service model broadening the commercial offering. Compliance posture is enterprise-grade (SOC 2 Type II, SOC 3, GDPR, CCPA/CPRA, EU-U.S./Swiss-U.S./UK Data Privacy Frameworks).

Name

Moxo

Legal name

Moxo Inc.

Website

https://moxo.com

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

Moxo sells an AI orchestration platform that automates multi-party business workflows across internal teams, clients, and partners for enterprise customers in financial services, real estate, healthcare, and technology, separating human judgment work from AI coordination.

Ownership category

akta.pro rank

Product category

Workflow Orchestration Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Employee Experience (DEX) & IT Experience Management (ITXM) Platforms (HDAEALAL)

akta.pro secondary industries

Enterprise Foundation Model Integration & APIs (Connectors, Governance, Deployment) (HDAAACAO), Enterprise Application Lifecycle Management (ALM) Platforms (HDAEAKAJ), Digital Experience Monitoring & Management (DEX/DEM, AIOps for EUC) (BPAEAIAF)

Keywords

• Workflow orchestration platform
• AI business process automation
• Client onboarding software
• Multi-party workflow management
• Enterprise SaaS orchestration

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. Platform Subscription: SaaS-based AI orchestration platform with subscription pricing. The platform offers free trial access for evaluation, with paid tiers for production use. Pricing appears to be quote-based for enterprise deployments.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

Moxo sells an AI Orchestration Platform for Business Operations that orchestrates multi-party business processes by separating human judgment work from AI coordination work. The platform enables enterprises to build, run, and audit workflows spanning internal teams, external clients, vendors, and partners, with pre-built integrations, embeddable SDKs, and role-based access controls for regulated industries.

Product overview

Moxo is an AI Orchestration Platform for Business Operations, consisting of a core unified platform (Moxo AI Orchestration Platform) with multiple specialized workflow modules. The platform separates work into judgment calls that humans handle and coordination that AI agents manage. Key workflow modules include Customer Onboarding, Account Management, Financial Services Workflows, Professional Service Delivery, Order Fulfillment, Vendor Onboarding, Training Workflows, Franchise Management, and Implementation Workflows. The platform also includes Embeddables (SDK capabilities) and a Partner Program. Moxo AI powers the orchestration engine, enabling AI agents to prepare documents, validate inputs, route steps, and send intelligent nudges.

Differentiator

Problem solved

Functional benefit

Products and services

• Moxo AI Orchestration Platform An AI-powered SaaS platform that orchestrates multi-party business processes by separating human judgment decisions from AI-driven coordination work. Targets enterprise customers across financial services, professional services, accounting, healthcare, real estate, energy, manufacturing, and logistics. Provides workflow templates for client onboarding, KYC verification, loan applications, prior authorization, vendor onboarding, SOC 2 evidence, and external audits.
• Moxo Embeddables An SDK product that allows Moxo's workspace, workflow, and collaboration capabilities to be embedded inside third-party enterprise applications, including mobile SDKs for iOS, Android, JavaScript, React Native, and Cordova. Targeted at technology partners and enterprise software vendors seeking to extend their applications with workflow orchestration.

Quantifiable outcome

• Processing time reduced by 50% for Peninsula Visa
• +5 more outcomes

Named customers20 records

Segments10 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability8 records

Feature6 records

Partnerships

Eight partnerships are on record, tiered core and flagship.

• VirtusacoreTechnology or IntegrationTechnology partner embedding Moxo capabilities into enterprise applications. Virtusa leverages Moxo's SDKs and APIs to extend process orchestration capabilities to their consulting clients.
• IntellectcoreTechnology or IntegrationTechnology partner integrating Moxo into Intellect's enterprise applications for process orchestration capabilities.
• WiproflagshipImplementation/ SI/ Consulting PartnerStrategic consulting partner reselling Moxo to digitally transform clients' business processes. Wipro provides implementation services and brings Moxo to enterprise customers globally.
• Tata Consultancy Services (TCS)flagshipImplementation/ SI/ Consulting PartnerMajor consulting partner selling and implementing Moxo for TCS clients. TCS leverages Moxo for digital transformation engagements.
• FISflagshipTechnology or IntegrationBoth a technology partner embedding Moxo capabilities and a customer using Moxo for digital banking experience. FIS integrated Moxo to redefine the digital banking experience.
• GenpactcoreImplementation/ SI/ Consulting PartnerConsulting partner reselling and implementing Moxo for process transformation engagements with enterprise clients.
• UnisyscoreImplementation/ SI/ Consulting PartnerConsulting partner offering Moxo implementations as part of their digital transformation services.
• Hitachi IntellectcoreTechnology or IntegrationHitachi Intellect (a joint venture) serves as technology partner integrating Moxo capabilities into enterprise solutions.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Camunda: Camunda is a process orchestration and business process management platform with strong developer tooling and a focus on end-to-end workflow automation. It is a direct peer to Moxo's orchestration engine, particularly for enterprises standardizing on BPMN-based process modeling.
• monday.com: monday.com is a work operating system for managing projects, workflows, and cross-team processes, with strong adoption in operations and RevOps personas. It overlaps directly with Moxo's workflow orchestration and multi-party collaboration use cases, but is positioned as a horizontal work management tool rather than a client-hub for external stakeholders.
• Asana: Asana is a work management platform for cross-functional project and process coordination, with growing emphasis on AI-assisted workflows and operations use cases. It is a direct peer to Moxo for multi-persona process orchestration, particularly for RevOps and operations personas.
• Pipefy: Pipefy is a no-code workflow and process automation platform for teams handling requests, approvals, and operational workflows. It is a direct peer to Moxo's process automation modules, with similar drag-and-drop workflow building and template-based design.
• Process Street: Process Street is a process management platform for recurring workflows, approvals, and checklists, with strong adoption in operations, HR, and customer onboarding use cases. It is a direct peer to Moxo for businesses standardizing client onboarding and operational SOPs.
• Kissflow: Kissflow is a low-code workflow and process automation platform with modules for operations, HR, procurement, and project management. It is a direct peer to Moxo in drag-and-drop workflow building aimed at operations leaders, though with less emphasis on multi-party external stakeholder workflows.

Broad incumbents

• Appian: Appian is a low-code automation and process management platform widely used in financial services, insurance, and government for case management and approvals. It is a broad incumbent competitor to Moxo in regulated industry workflow orchestration and AI-driven process automation.
• UiPath: UiPath is a leading RPA and automation platform that has expanded into process orchestration, document understanding, and AI agents. It competes with Moxo on workflow automation inside the enterprise, though its roots are in robot-driven task automation rather than multi-party stakeholder orchestration.
• ServiceNow: ServiceNow is the dominant enterprise workflow and service management platform, with the Now Platform covering IT, employee, customer, and creator workflows. It competes broadly with Moxo in process orchestration but is a horizontal generalist rather than a multi-party external stakeholder specialist.
• Pegasystems (Pega): Pega is a long-established BPM, CRM, and case management platform with deep penetration in banking, insurance, and healthcare. It competes with Moxo on multi-step, multi-party business processes in regulated industries, with a stronger legacy in on-premises and large-enterprise deployments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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