Moxo, Inc. Unclaimed

Streamline and automate workflows with Moxo's orchestration platform for enhanced collaboration and governance.

Empower users to seamlessly engage in complex processes directly from your app with Moxo's Embeddables.

Streamline your workflows by integrating with existing business systems and automating data exchanges.

Enterprise-grade protection and compliance solutions trusted by global leaders in various sectors.

Streamline operations by building customized AI agents that enhance workflow efficiency and collaboration.

Capabilities to design, automate, and orchestrate end-to-end business processes using drag-and-drop builders, AI agents, and integrated data extraction.

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.

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.

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.

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.

Moxo

Moxo is an enterprise orchestration platform that unifies services into a single branded portal, enabling real-time collaboration, end-to-end workflow orchestration, and governance across distributed teams. It supports templated playbooks, no-code workflow design, and secure data management to accelerate onboarding, account management, and document handling across industries. Moxo AI automates operations for professional services by handling preparation, validation, client onboarding, contract review, and follow-up, turning engagements into structured workflows while coordinating with clients, teams, and vendors to accelerate delivery.

• Enhances Client Experience
  Centralized portals allow users to access all necessary information, creating a seamless experience.
• Improves Throughput
  Streamlines processes to ensure smooth transitions and timely project completion.
• Ensures Data Protection
  Provides robust security measures to safeguard data and maintain compliance.
• Facilitates Quick Adjustments
  Empowers users to make instant changes to workflows, adapting to business needs.
• Enhances Team Interaction
  Fosters immediate communication for better coordination and responsiveness.
• Simplifies Operations
  Reduces complexity by integrating multiple services into a single interface.
• Streamline Client Registration
  Simplifies the entire client onboarding process by automating registrations, ensuring a faster setup and better client experiences.
• Fast-Track New Hire Setup
  Improves the onboarding process for new employees, simplifying integration into the company.
• Enhances Process Clarity
  Offers clear guidelines and expectations for each step of the workflow.
• Accelerate Contract Approvals
  Improves the efficiency of contract review processes by automating routing and approvals.
• Faster Deliverable Reviews
  Accelerates the approval process for deliverables, ensuring timely sign-offs with AI assistance.
• Automate KYC Checks
  Streamlines compliance processes by automating Know Your Customer verifications efficiently.
• Streamline Order Fulfillment
  Increases efficiency in order fulfillment by automating workflows across teams and suppliers.
• Accelerate Patient Intake
  Improves the patient experience by automating the intake process, reducing wait times.
• Ensure Security Compliance
  Simplifies and automates security assessments to maintain compliance standards.
• Prepare for SOC 2 Audits
  Streamlines the generation of SOC 2 evidence, making audit preparation easier.
• Streamlined Vendor Integration
  Enhances the vendor onboarding process by ensuring a smoother, automated experience.
• Streamlined Due Diligence
  Facilitates smoother due diligence by automating necessary workflows, increasing accuracy and speed.
• Ensure Audit Preparedness
  Prepares organizations for external audits with streamlined processes and documentation.
• Simplified Loan Processing
  Enhances the loan application process by automating data collection and routing.
• Faster PO Processing
  Streamlines procurement processes by automating purchase order management.
• Quicken Authorization Processes
  Enhances efficiency in regulatory approvals by automating prior authorization workflows.
• Facilitated Scope Changes
  Streamlines the process of requesting and approving scope changes to keep projects on track.
• Simplified Offboarding
  Ensures a smooth transition of departing employees by automating offboarding procedures.
• Facilitated Product Trials
  Enhances user experience by allowing prospective clients to engage with the product through guided trials.
• Streamline Project Execution
  Facilitates easier execution of projects by automating implementation tasks.
• Simplified Renewal Process
  Automates the management of renewals for improved efficiency and tracking.

Embeddables

Embeddables lets you embed Moxo functionalities into your own apps and websites via SDKs and APIs to provide secure messaging, scheduling, document sharing, eSignatures, and approvals within your branded interface.

• Secure User Data
  Implement advanced security protocols that protect user data, ensuring compliance with industry regulations.
• Customize User Experience
  Utilize Moxo's SDKs and APIs to effortlessly integrate its functionalities into your existing applications, providing a cohesive branded experience.
• Ensure Compliance
  Maintain comprehensive audit trails that enhance accountability and comply with regulatory standards by tracking every user interaction.
• Enhance In-App Communication
  Enable users to communicate securely within your application, improving interactions and reducing friction.
• Streamline Approval Processes
  Allow users to manage and complete approvals directly within your application, eliminating the need for external links and improving user experience.
• Facilitate Document Transactions
  Enable users to send and receive documents securely within your app, improving workflow efficiency and user satisfaction.
• Simplify Signature Processes
  Allow users to sign documents electronically within your app, speeding up the workflow and reducing paper usage.
• Enhance System Connectivity
  Integrate Moxo’s functionalities with your existing ERP and CRM systems, providing a seamless user experience across platforms.
• Integrate Scheduling and Meetings
  Facilitate real-time meetings without leaving your platform, enhancing collaboration and communication.

Integrations

Integrations describe how Moxo connects to existing business systems, enabling cross-system workflow actions and automatic data synchronization across ERP, CRM, PSA, and document management tools.

• Automates Workflow Triggers
  Facilitates automatic triggering of workflows across different systems, enhancing operational efficiency by ensuring processes are aligned and sequentially managed.
• Enhances CRM Usability
  Integrates seamlessly with CRM platforms, providing timely access to customer data during workflows, enhancing client interactions and decision-making.
• Optimizes ERP Functionality
  Integrates with ERP systems to trigger essential actions and synchronize business-critical data, ensuring that operational data remains current and actionable.
• Ensures Data Consistency
  Automatically synchronizes data to maintain consistency across systems, reducing manual errors and ensuring reliable access to up-to-date information.
• Enhances Automation Capabilities
  Automatically triggers actions in third-party applications based on specific Moxo events, streamlining operations and minimizing manual input.
• Ensures Timely Data Updates
  Facilitates the automatic updating of systems of record, ensuring that data is current and decisions are based on accurate information, enhancing the execution of processes.
• Streamlines Document Handling
  Connects document management solutions to provide easy access to documents needed in workflows, optimizing the efficiency of document retrieval and storage.
• Facilitates Tailored Solutions
  Utilizes webhooks and APIs for developing unique integrations, allowing organizations to meet specific workflow needs without compromising existing systems.

Security

Security describes encryption, access controls, audit trails, and deployment options to protect sensitive data and ensure regulatory compliance.

• Ensure Accountability And Transparency
  Provides a detailed record of actions taken within the system, crucial for compliance and assessing operational integrity.
• Protect Sensitive Information
  Utilizes best-in-class encryption protocols to secure sensitive data, ensuring confidentiality and compliance.
• Build Trust And Confidence
  Achieving SOC 2 Type II certification verifies adherence to recognized security standards, fostering trust among clients and partners.
• Manage User Permissions Effectively
  Role-based access ensures that only authorized users can view or modify sensitive information, enhancing security protocols.
• Ensure User Privacy
  Implements robust measures to protect user data and complies with stringent privacy regulations, going beyond basic legal requirements.
• Safeguard Against Unauthorized Access
  Combines data encryption, network protection, and physical security measures to mitigate risks of unauthorized access.
• Choose Preferred Hosting Model
  Flexibility to select deployment models ensures compatibility with existing systems and meets organizational requirements.

Agent Foundry

Agent Foundry allows organizations to build and manage AI-driven agents tailored to specific operations. These agents enhance workflow efficiency by collaborating with human teams, learning from real processes to continuously improve performance. They are designed using organizational playbooks and policies, ensuring they align closely with operational needs.

• Design Custom Agents
  Agents can be built based on existing processes and knowledge, ensuring they operate seamlessly within your organizational context.
• Enhance Agent Intelligence
  As agents run tasks, they gain insights and become better equipped to handle future challenges, providing greater operational efficacy.
• Integrate Multiple Agents
  Enable complex workflows by connecting various agents without extensive coding, enhancing overall process integration.
• Retain Operational Knowledge
  Every action taken by the agents is logged and stored, contributing to a thorough understanding of organizational processes that can inform future actions.
• Add Oversight Layers
  Supervisory agents ensure that high-stakes decisions are verified and checked, improving reliability and reducing errors.