Say goodbye to chasing down approvals

Describe your approvals process. Moxo builds and runs it.

Two sides of one process

You orchestrate

Design the workflow, assign owners, and track every onboarding from one place. See what's complete, what's waiting, and what needs your attention.

Stakeholders act

Every participant sees one clear action and the context to complete it. They step in, do their part, and the process moves forward — from any device.

From description to execution in minutes

Map out your workflow with actions, routing, logic, and participants. Moxo structures the entire process so every step is accounted for — from intake to completion.

Onboarding spans your team, the client, legal, compliance, vendors — and none of them use the same tools. Moxo brings every participant into the process at exactly the right moment, with exactly the context they need to act. No app to download, no training, no chasing.

AI agents prepare actions before your team touches them, review submitted documents for completeness, and follow up with stakeholders who haven't responded — so humans only step in when their judgment is needed.

See Moxo in action

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Webware integrated Moxo to amplify digital marketing success

ChenMed enhanced patient engagement for senior care with Moxo

Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales

Scotiabank delivers personalized service throughout the wealth customer journey with Moxo

Zeta Global leverages Moxo to streamline onboarding and implementation

CD Baby uses Moxo to streamline music distribution for independent artists

Parents as Teachers simplifies content delivery for affiliates and parent educators

Procore streamlines customer onboarding workflows with Moxo

FIS integrated Moxo to redefine the digital banking experience

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Kobayashi Group

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Parents as Teachers

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From scattered coordination
to intelligent orchestration

See how Moxo powers faster approvals

AI that works inside your process

Moxo's AI reviews submissions, validates inputs, and nudges the right people — keeping work moving without the constant back-and-forth.

Your systems stay in the loop

Moxo syncs with your tools so completed steps automatically trigger what comes next — no manual handoffs between systems.

Keep everyone in their swim lanes

Track progress at a glance. Moxo provides a shared source of truth with visibility into what’s done, what’s next, and who’s responsible.

Enterprise-grade controls

Business leaders can’t risk compliance gaps. Moxo delivers comprehensive audit logs, flexible deployment options, SSO/SAML, encryption, and more.