Easy, intelligent approvals workflows

Tired of chasing sign-offs across email threads? Moxo’s AI-powered approval software automates every step, from request to review to approval.

Stop chasing approvals.
Let AI do the work.

Manual follow-ups. Missing documents. Endless back-and-forth. Moxo replaces the chaos with human-centric workflows that move approvals forward, with no manual coordination required.

See how Moxo powers faster approvals from start to finish

Secure messaging

Approve securely, without email ping-pong

Upload, comment, and approve in one place. Moxo keeps everything organized with version control, audit trails, and automated reminders to ensure nothing gets missed. Approval flows guide every step for faster sign offs and fewer errors.

No more chasing — the workflow moves itself forward

Approvals are automatically routed to the right people, with real-time notifications, escalation paths, and AI working behind the scenes to drive efficiency and accuracy. Customize multi-level approval chains with ease, and integrate seamlessly with your ERP, CRM, or payment systems.

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Build once, use forever

Turn successful processes into reusable templates with one click. Build step-by-step approval chains with task assignments and role-based access for both internal and external stakeholders. Transparent flows keep everyone aligned and ensure progress without bottlenecks.

See Moxo's approval workflows 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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Why choose Moxo?

The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market.



95%

decrease in email clutter



81%

reduction in drop-offs



54%

reduction in process length



75%

increase in AM capacity

The better way to manage approvals