The PBC list that chases itself. Clients upload through one magic link, agents verify every item on arrival, and your team reviews instead of reminding.
Design, run, measure, and improve in the same system
Every list is live state: received, verified, stale, blocked. Supervisor agents chase with specifics so seniors walk into fieldwork complete.
Agents verify what lands against your audit platform through REST steps, webhooks, and MCP. Client boundaries hold centrally per engagement.
Only verified items reach preparers and reviewers. Questions and exceptions route with context attached.
One secure magic link shows exactly what is outstanding, what is in review, and what is done. No login, no status calls.
Each request leaves a trace: asked, received, verified, and accepted, with dates. Rollforward reuses it all next year.
Ask what is outstanding by client and which engagements lag. Answers come from live flows, in plain language.
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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.
