Moxo (formerly Moxtra) — enterprise client-interaction workflows for regulated industries,from $99/mo (payments & API from $499/mo annual). Here's how it compares to ClientLoop, honestly.
Best for: Mid-size and enterprise firms running repeatable regulated workflows.
Free · Pro £19/mo flat
Moxo charges enterprise prices for enterprise workflows. If your “workflow” is really request → client uploads → review → approved, ClientLoop does exactly that — custom domain and API included at £19/month, with a client-side preview built in.
Moxo is built for structured, repeatable regulated processes — onboarding, KYC, compliance — with SSO/SAML and audit logs behind them, and it rates 4.5/5 on G2 with ease of use singled out. If you are a mid-size or enterprise firm running genuine multi-step workflows, that is what you are paying for.
Moxo meters what it calls flows — two a month on Free, ten on Business at $99/mo — and puts custom domain, client portals and API access on Pro, which is a $499/month annual commitment, around $4,800 a year. If your workflow is really request, upload, review, approve, that is a lot of platform to buy for one path through it.
| Plan | Price | Notes |
|---|---|---|
| Free | $0 | 2 flows/mo |
| Business | $99/mo | 10 flows/mo |
| Pro | $499/mo | annual commitment — payments, custom domain, API live here |
| Enterprise | custom |
| Plan | Price | Notes |
|---|---|---|
| Free | £0 | 5 clients, unlimited requests |
| Pro | £19/mo flat | unlimited clients, custom domain, API |
Moxo prices verified on moxo.com in July 2026 — always check their pricing page for current figures.
Sourced from public G2, Capterra and Reddit reviews, July 2026.
Client access: Moxo — Magic links (no client passwords). ClientLoop — magic links, never passwords.
A flow is one instance of a Moxo workflow. The free tier allows two a month and the Business tier at $99/mo allows ten, so a firm sending even a handful of document requests a week will hit the ceiling quickly. ClientLoop’s Pro plan does not meter requests.
On Moxo, custom domain, client portals and API access all begin on the Pro tier at $499/month on an annual commitment — roughly $4,800 a year. On ClientLoop, a custom domain and the API are included in the £19/month Pro plan.
Not on Moxo — the lack of a client-side preview is the single most requested item in its G2 reviews, with around 39 mentions. It is worth testing on any portal you are considering, because it is how you catch a confusing request before a client does.
No. Moxo uses magic-link client access and so does ClientLoop, so neither asks your client to create an account. On this specific point the two are equivalent.
Free for your first 5 clients. Your brand on it in five minutes.
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