# Moxo review (2026): pricing, features, pros and cons Source: https://bestclientportals.com/tools/moxo. Checked 2026-11-08. A process platform with branded client portals and AI agents for multi-step, multi-party client workflows. - Starting price: Contact sales - Pricing grows: quote-based - Free plan: no - Unlimited team users: no - White label: Your logo, colors and voice; embeddable SDKs - AI: AI agents and an AI concierge in the client portal - Best for: Larger or regulated firms orchestrating multi-step client processes ## Overview Moxo is a process orchestration platform with branded client portals and AI agents. It was formerly called Moxtra and is based in Palo Alto, according to its site. Rather than a general portal for ongoing requests, Moxo models client work as structured, multi-step processes, such as account opening, client onboarding, document collection or vendor due diligence, that move between your team, the client and other parties. It's sold through demos to mid-size and enterprise teams. Setup is led by Moxo, including forward-deployed engineers, rather than self-serve. The industries it names include banking, wealth management, technology platforms and supplier management, along with compliance-heavy industries in general. That puts it in a different category from most tools here. It competes on process control, compliance and the ability to embed workflows in your own apps, not on quick setup or low prices. If your client work looks like a checklist that has to be completed in order, by several people, with an audit trail, Moxo is designed for that. ## Key features ### Flow Builder and playbooks Moxo's Flow Builder and template playbooks let you design processes with steps for your team, the client and outside parties. Steps can be human actions such as approvals, e-signatures, reviews, time bookings, decisions, acknowledgements and file uploads. Template playbooks give you a starting point for common processes instead of designing each one from scratch, and Moxo provides both client portals and internal portals for your team. ### Intelligent Alerts Moxo sends nudges and reminders to keep processes moving, which it calls Intelligent Alerts. That's real built-in follow-up, tied to the steps you defined. On follow-up, that puts Moxo ahead of most portals here. The difference from a request-based tool is that reminders follow steps you've designed in advance rather than an open-ended conversation. ### AI agents and orchestration Moxo includes an agent builder, pre-built operations agents, multi-agent and supervisory agents, and bring-your-own agents from OpenAI or Anthropic. An AI orchestrator suggests next steps, summarizes context, routes work and pre-fills tasks, and preparer, reviewer and advisor agents work across steps. ### AI concierge in the client portal Clients get an AI concierge inside the portal to help them through their part of a process. They can ask it about status and next steps at any hour instead of emailing your staff. Portals carry your logo, colors and voice. ### Embeddable SDKs SDKs and APIs for iOS, Android, JavaScript, React Native and Cordova let you embed Moxo's workflows inside your own web and mobile apps, for example inside a banking app. ### Reporting and governance Reporting and SLA visibility show where processes stand. Your team sees every client, stalled steps and due dates in one view. For firms that promise clients a turnaround time, SLA visibility shows where a process is at risk before the deadline passes. Moxo lists role-based access, activity trails, retention controls, SOC 2 Type II and SAML SSO, with deployment in Moxo's cloud, your own cloud or on premises. ### Integrations Native integrations include Salesforce, HubSpot, DocuSign, Stripe, QuickBooks, Slack, Microsoft Teams and Zapier, plus a REST API and webhooks. Moxo also describes integrations and automations with CRMs, ERPs and document management systems. ## What it's like for your clients Clients see a guided process in a portal that carries your branding: which step they're on, what's needed from them and what comes next. Their part might be uploading documents, approving something, signing, booking a time or acknowledging a policy. An AI concierge is there to answer questions, and Intelligent Alerts remind them when a step is waiting. For a regulated onboarding with several parties, that structure helps clients know exactly what to do. Clients get in with a magic link. Moxo's client portal page says there are no accounts, no passwords and nothing to download: clients open one secure link on any device. From there they can upload documents, answer forms and document requests, sign, approve, schedule meetings, join video calls, send secure messages, pay invoices and complete identity checks. The page doesn't mention a separate client mobile app (the SDKs are for embedding in your own apps), and Moxo doesn't say whether portals can run on a custom domain, so ask in a demo if that matters. For loose, ongoing work, the same structure can feel heavy. You can turn on service requests for a portal, alongside flows, AI chat and resources, but Moxo is designed around processes you define in advance, so an ad hoc request like 'can you change the homepage' fits less naturally than it does in a request-based portal. A client who just wants to send a quick message and get an answer isn't the use case Moxo optimizes for. For multi-party work, though, the payoff is real: everyone sees the same process, and nothing depends on one person remembering to send the next email. ## Strengths - Strong for repeatable, regulated, multi-party client processes - AI agents across workflow steps, including in the client portal - SDKs to embed workflows in your own apps; SOC 2 Type II and SSO ## Limitations - No public pricing; sold through demos - Sales-led setup rather than self-serve - Built for fixed processes more than an ongoing flow of requests ## Pricing Moxo doesn't publish pricing. Its pricing page redirects to the homepage, and no plan prices appear anywhere on its site. You get a price through a demo and a sales conversation. A trial is available on request, but its length isn't stated. That means we can't say what a 5-person team with 10 clients would pay, or how the cost changes for a 3-person or 15-person team. Expect a quote based on your use case and the processes you want to run. Questions worth asking in the demo: how the price scales with clients, internal users and processes; whether a custom domain is included; how long setup takes; and what the trial covers. Because setup is guided by Moxo's team, also plan for a sales process and an onboarding period before your first client uses it. For larger firms that's normal and often welcome. For a small agency comparing tools on a Friday afternoon, it's a reason to look elsewhere first. - Quote: custom (No public pricing) ## Who it's for A good fit if: - Larger or regulated firms in areas like banking and wealth management - Processes with several parties and a fixed sequence of steps - Teams that need SSO, audit trails, retention controls or on-premises deployment - Companies that want to embed client workflows in their own apps - Teams that want built-in reminders tied to defined process steps Look elsewhere if: - Small agencies and freelancers - Teams that want to compare prices before talking to sales - Ongoing, ad hoc request work rather than fixed processes - Teams that want to be live this week - Teams that only need a simple place to share files ## Alternatives - **Dora**: Dora is built for an ongoing flow of client requests, with an AI account manager that briefs and follows up and a public price of $10 per client. Pick it if your work doesn't fit a fixed process. - **Clinked**: Clinked is a secure white-label portal for document sharing with strict permissions, mobile apps and published prices. Pick it if your process is mainly exchanging sensitive documents. - **Assembly**: Assembly offers forms, document collection, contracts and billing in a branded portal, with HIPAA on Advanced. Pick it if you want structured intake at a public price without a sales-led setup. ## The verdict Moxo is built for a specific buyer: a larger or regulated firm that runs repeatable, multi-party client processes and needs control, compliance and embeddable workflows. On paper, its set of AI agents is one of the broadest here, and Intelligent Alerts give it built-in follow-up within the processes you define. For small teams with ongoing request work, it's likely more platform than they need, setup is sales-led, and the lack of public pricing makes it hard to compare with the rest of this list. If your client work is a defined process with several parties, book the demo. If it's a steady stream of requests, start with a request-based portal. ## Frequently asked questions ### How much does Moxo cost? Moxo doesn't publish pricing. You get a quote through a demo with its sales team. ### Do clients need an account to use Moxo? No. Moxo says clients use a magic link with no account, password or download, on any device. ### Does Moxo have a free plan? No free plan is listed. You can request a trial, but its length isn't stated. ### Does Moxo have AI? Yes. It includes an agent builder, pre-built and supervisory agents, bring-your-own agents from OpenAI or Anthropic, an AI orchestrator and an AI concierge in the client portal. ### Who is Moxo best for? Larger or regulated firms that orchestrate multi-step client processes with several parties, such as account opening, onboarding or document collection. ### Moxo vs Dora: which fits my team? Moxo suits structured, multi-party processes in larger firms and is priced by quote. Dora suits agencies and service teams with ongoing client requests, at $10 per client with unlimited seats, with an AI account manager that briefs and follows up. Official site: https://www.moxo.com