# Moxo, Inc.
*Also known as Moxo*

- Website: https://www.moxo.com
- Location: San Francisco, CA, United States
- Agent profile: https://directory.haycion.ai/agents/moxo-com

> Moxo, Inc. enables secure, AI-driven multi-party workflow orchestration for enterprises.

Moxo, Inc. is an enterprise software company that provides an AI-enabled, cloud-based orchestration platform for designing, automating, and securing multi-party business workflows across organizations. The platform connects people, processes, and systems to improve collaboration, transparency, and efficiency in operations such as client onboarding, account management, and document management, across industries including professional services, financial services, legal, marketing, technology, healthcare, and real estate. The solution emphasizes security and compliance, offering encryption at rest and in transit, granular access controls, audit trails, and deployment options including private cloud and on‑premises variants. It enables centralized, branded portals and real-time collaboration, reducing manual handoffs and improving throughput, productivity, and client experience. Moxo supports digital transformation by enabling adaptable workflows, templated playbooks, and no-code features to accelerate onboarding and delivery. The company positions itself as an orchestration platform that delivers governance, visibility, and control, empowering organizations to scale operations while maintaining security and governance across distributed teams.

**Mission:** To empower organizations to securely automate and orchestrate complex, multi-party processes, delivering efficient, transparent experiences for clients and teams.

## Products & Services

### [Moxo](https://www.moxo.com/industry/professional-services)
*Platform*
Streamline and automate workflows with Moxo's orchestration platform for enhanced collaboration and governance.

- **Centralized client portals** — Enhances Client Experience
- **End-to-end orchestration** — Improves Throughput
- **Security and governance** — Ensures Data Protection
- **No-code workflows** — Facilitates Quick Adjustments
- **Real-time collaboration** — Enhances Team Interaction
- **Unified platform** — Simplifies Operations
- **Client onboarding** — Streamline Client Registration
- **Employee onboarding** — Fast-Track New Hire Setup
- **Structured workflows** — Enhances Process Clarity
- **Contract review** — Accelerate Contract Approvals
- **Deliverable approval** — Faster Deliverable Reviews
- **KYC verification** — Automate KYC Checks
- **Order fulfillment** — Streamline Order Fulfillment
- **Patient intake** — Accelerate Patient Intake
- **Security assessment** — Ensure Security Compliance
- **SOC 2 evidence** — Prepare for SOC 2 Audits
- **Vendor onboarding** — Streamlined Vendor Integration
- **Due diligence** — Streamlined Due Diligence
- **External audit** — Ensure Audit Preparedness
- **Loan application** — Simplified Loan Processing
- **PO processing** — Faster PO Processing
- **Prior authorization** — Quicken Authorization Processes
- **Scope change** — Facilitated Scope Changes
- **Employee offboarding** — Simplified Offboarding
- **Guided product trial** — Facilitated Product Trials
- **Project implementation** — Streamline Project Execution
- **Renewal** — Simplified Renewal Process

### [Embeddables](https://www.moxo.com/embeddables)
*Product*
Empower users to seamlessly engage in complex processes directly from your app with Moxo's Embeddables.

- **Bank-Grade Security** — Secure User Data
- **SDKs and APIs** — Customize User Experience
- **Audit Trails** — Ensure Compliance
- **Secure Messaging Embedding** — Enhance In-App Communication
- **Approvals Embedding** — Streamline Approval Processes
- **Document Sharing Embedding** — Facilitate Document Transactions
- **eSignatures Embedding** — Simplify Signature Processes
- **ERP/CRM Integration** — Enhance System Connectivity
- **Meetings Embedding** — Integrate Scheduling and Meetings

### Integrations
*Product*
Streamline your workflows by integrating with existing business systems and automating data exchanges.

- **Cross-System Workflow Triggering** — Automates Workflow Triggers
- **CRM Integration** — Enhances CRM Usability
- **ERP Integration** — Optimizes ERP Functionality
- **Automatic Data Synchronization** — Ensures Data Consistency
- **Automations** — Enhances Automation Capabilities
- **Data Push Capabilities** — Ensures Timely Data Updates
- **Document Management Integration** — Streamlines Document Handling
- **Custom Integrations** — Facilitates Tailored Solutions

### [Security](https://www.moxo.com/security)
*Product*
Enterprise-grade protection and compliance solutions trusted by global leaders in various sectors.

- **Audit Trails** — Ensure Accountability And Transparency
- **Encryption In Transit And At Rest** — Protect Sensitive Information
- **SOC 2 Type II Compliance** — Build Trust And Confidence
- **Granular Access Controls** — Manage User Permissions Effectively
- **Privacy Protection** — Ensure User Privacy
- **System Security** — Safeguard Against Unauthorized Access
- **Deployment Options** — Choose Preferred Hosting Model

### [Agent Foundry](https://www.moxo.com/product/agent-foundry)
*Product*
Streamline operations by building customized AI agents that enhance workflow efficiency and collaboration.

- **Tailored AI Agents** — Design Custom Agents
- **Continuous Learning** — Enhance Agent Intelligence
- **Multi-Agent Collaboration** — Integrate Multiple Agents
- **Centralized Context Graph** — Retain Operational Knowledge
- **Supervisory Agents** — Add Oversight Layers

## Market Segments

- **Workflow automation and process orchestration** (market size $31.2B, CAGR 19.2%): Capabilities to design, automate, and orchestrate end-to-end business processes using drag-and-drop builders, AI agents, and integrated data extraction.
- **Intelligent process automation** (market size $18.3B, CAGR 13.5%): Capabilities that design, orchestrate, and execute end-to-end business workflows using autonomous AI agents to automate tasks across email, meetings, CRM updates, and internal processes.
- **Embedded collaboration and client portals** (market size $2.0B, CAGR 7.23%): In-app, branded collaboration and client portal capabilities including secure messaging, scheduling, document sharing, eSignatures, approvals, and guided product trials delivered via SDKs and APIs.
- **Enterprise integration and synchronization** (market size $18.0B, CAGR 12.5%): Connectors, APIs, and integration automations that synchronize data and trigger workflows across ERP, CRM, PSA and document management systems to maintain system-of-record consistency.
- **Enterprise deployment and governance** (market size $4.0B, CAGR 16%): Private deployment and infrastructure controls with end‑to‑end encryption, zero data retention, SOC 2/GDPR/ISO 27001 compliance, enterprise SLAs, and dedicated 24/7 support for regulated and large‑scale environments.