G2 Leader | 200+ reviews 4.5 stars

Run account opening with humans and AI agents

Your origination platform handles the straight-through path. Moxo runs what falls out of it: exception review, document chasing, and multi-signer business accounts.

An account opening flow in Moxo: AI agents chasing documents and verifying signers, bankers clearing exceptions, applicants joining by magic link

Agentic account opening, with banker control

Design, run, measure, and improve in the same system

Observability into every run

Every application is live state: policy checks done, documents in, exceptions cleared. Supervisor agents chase before an application goes stale.

A live runs console for account applications with one application flagged by a supervisor agent

Extensible into your stack

Agents read and write your origination platform and core through REST steps, webhooks, and MCP. Policies and approval limits hold centrally.

An agent card showing what the file assembly agent knows and the rules it enforces

Bankers where judgment lives

Exceptions, risk calls, and final approval route to named bankers with the file assembled. The chasing runs on its own.

An account opening flow handing off a flagged application to a banker

Signers act without portals

Applicants, owners, and signers submit documents through secure magic links. No portal accounts to create before they are customers.

A branded page where a business owner uploads formation documents

Every application on the record

Each application leaves a trace: what was collected, what was checked, who approved, and when. Ready for any exam.

A decision trace showing a flagged application approved by a banker

Measure what actually matters

Ask which applications are stuck and where applicants abandon. Answers come from live flows.

A reports chat answering which account applications are stuck in review

Leading ops teams run on Moxo

Security without compromise

Moxo is built for the trust requirements of serious operations. It includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more.