Elise JohanssonNeeds review
Matching agent recommends
Process automation for the whole process.
Moxo runs each step with rules, AI agents, and integrations, and brings in a person where judgment is needed.
Agents read documents, check data against your policies, draft responses, and review submissions, so document-heavy steps move as fast as the rest of the process.
Give an agent its own browser to work in the portals and legacy screens your team logs into by hand. Teach it a task once and it follows those steps on every run, and a person takes over when a site needs a sign-in.
Rules route each case down the right path based on its data, and independent steps run side by side.
When a case falls outside the rules, it goes to a named person with the full context attached. Once they decide, the run picks up where it left off.
AI agents run steps inside the process, and your people decide how far they go. Set what each agent can do on its own, send its work to a reviewer, and see every action in the audit trail.
Update a process and apply the change to every run already underway, so a new policy or step takes effect today across thousands of live cases.
Sanctions screeningWaitingInsurance checkWaitingBank verificationWaitingElise JohanssonNeeds a decisionForward-deployed engineers work inside your environment, alongside your operations, IT, and compliance teams. They map how the work really runs, then solve the integration, data, and governance questions as they come up.
Describe a process in plain language and the AI builder drafts it: steps, roles, forms, and rules. Your team refines it, and the first process goes live in weeks.
Run thousands of processes at once across teams, regions, and business units. Each new process launches faster than the last, on the same foundation.
Engineering teams extend Moxo through the API, SDK, MCP server, and webhooks, so every process fits the systems and tools you already run.
Amari BrooksForward-deployed engineer
SalesforceConnecting
DocuSignConnecting
SlackConnecting| Moxo | RPA bots | Business process automation tools | |
|---|---|---|---|
| What it automates | Whole processes: rules-based steps, document and review work by AI agents, and handoffs between people and systems. | Single repetitive tasks, by copying a person’s clicks and keystrokes on a screen. | Rules-based workflows that route tasks and data between teams and systems. |
| Documents and unstructured data | AI agents read, extract, and check documents against your policies. | Needs structured inputs, or a separate document processing tool. | Captures data through forms, with documents reviewed by people. |
| Judgment calls | Agents review the case and decide within the limits you set, then pass the rest to a person. | Follows a fixed script and has no way to weigh a case. | Routes every decision to a person’s queue. |
| Agents as part of the team | An agent can be assigned a step like a person can: one prepares the work, another or a person reviews it. | Bots run tasks outside the process, with no role in it. | Steps are assigned to people or to fixed system actions. |
| Bring your own agents | Use agents built on any platform as steps in the same process, alongside Moxo’s. | Runs only the bots built in its own tool. | Usually limited to the AI features the vendor ships. |
| Exceptions | Go to a named person with the context attached, and the run continues once they decide. | The bot stops, and someone fixes the case and reruns it. | Handled when a rule was written for them in advance. |
| Portals and legacy systems | An agent works the website in its own browser, following a task you taught it once. | Screen scripts that need updating when the screen changes. | Needs a connector or a custom integration. |
| Improving over time | Self-learning agents pick up each correction a person makes and apply it to the next case. | Does the same thing until someone reprograms it. | Improves when someone redesigns the workflow. |
| Building and changing a process | Describe the process in plain language to build it. Changes apply to new runs and to runs already underway. | Developers record, script, and retest each bot. | Model the workflow in a designer. Changes usually apply to new runs only. |
| Oversight and audit trail | People set what each agent can do on its own, and every step by a person, an agent, or a system is recorded in one trail. | Runs unattended, with bot logs kept apart from the rest of the process. | Approval steps and history for the work inside the tool. |
Each one runs with people, agents, and systems in one flow.
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.
Process automation uses software to run the repeatable steps of a business process, such as routing requests, collecting documents, updating records, and sending reminders. Moxo automates those steps with rules, AI agents, and integrations, and sends approvals and exceptions to the right person, so the whole process runs in one tracked flow.
Robotic process automation (RPA) automates a single task by copying the clicks and keystrokes a person makes on a screen. Business process automation (BPA) automates a whole process across teams and systems. Moxo is business process automation with AI agents, and its agents can also work in portals and legacy screens, the job RPA bots usually do.
Agentic process automation uses AI agents to carry out steps that need reading and reasoning, such as reviewing a document or checking data against a policy. RPA follows a fixed script and stops when the input changes. In Moxo, agents handle those steps inside a governed process, and people review the decisions that matter.
Start with one process where bots break often or people handle the exceptions by hand. Rebuild it in Moxo: keep the rules, give the document and review steps to AI agents, and route exceptions to a named person. For portals and legacy screens, a Moxo agent works in its own browser. Then move the next process.
Intelligent process automation (IPA) combines workflow automation with AI, so a process can handle documents, unstructured data, and decisions as well as rules-based steps. Moxo is an intelligent process automation platform: AI agents read, check, and draft inside each process, rules route the work, and people approve what needs judgment.
Digital process automation (DPA) automates end-to-end business processes across departments and systems, including the steps customers and partners take. Moxo is a digital process automation platform where operations teams build processes in plain language, AI agents and automations run the steps, and every action is recorded.
The best process automation software for business operations automates whole processes, handles documents and exceptions with AI, keeps people on approvals, connects to your existing systems, and records every step for audit. Moxo is built for operations teams on all of these, and developers can extend it through the API, SDK, MCP server, and webhooks.
Common examples are client onboarding, vendor onboarding, invoice approvals, contract review, loan origination, and claims handling. In Moxo, each one runs as a single process: forms and integrations collect the data, AI agents review the documents, rules route the work, and people approve the decisions.
Teams look beyond Power Automate and ServiceNow when a process crosses departments, depends on document review, or includes approvals outside IT. Moxo runs those processes with rules, AI agents, and people in one flow, and connects to the systems you already run through integrations and APIs.
Yes. Operations teams build and change processes in Moxo with no code needed: describe the process in plain language or upload an SOP, and the AI builder drafts the steps, roles, forms, and rules. Developers can extend any process through the API, SDK, MCP server, and webhooks.
.webp)
