Describe your onboarding process. Moxo builds it.

Type how you onboard. Moxo builds the flow and puts AI agents to work — reviewing forms, following up, and routing decisions to the right people.

Two sides of one onboarding 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

Clients, partners, and teams see one clear action and the context to complete it. They step in, do their part, and the process moves forward.

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.

For teams tired of chasing
tasks and waiting on others 

See how organizations run onboarding with Moxo

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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Built for how onboarding actually works

AI as your onboarding assistant

Moxo’s AI reviews forms, checks for missing documents, and nudges the right people to keep the process moving without constant hand holding.

Integrations that trigger next steps

Moxo syncs with your entire stack so completed steps automatically trigger what comes next — no gaps 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.