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.
14-day free trial · plans from £35/mo, flat per workspace
Moxo charges enterprise prices for enterprise workflows. If your “workflow” is really request → client uploads → review → approved, ClientLoop does exactly that — a custom domain from £35/month and the API from £69/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 |
|---|---|---|
| Essentials | £35/mo | 100 active clients, custom domain, reminders |
| Pro | £69/mo | unlimited clients, API & webhooks, AI document checks |
| Scale | £149/mo | 15 team members, 500 GB, 3,000 AI-checked pages a month |
| Enterprise | Custom | contact sales |
Moxo prices verified on moxo.com in July 2026 — always check their pricing page for current figures. ClientLoop prices exclude VAT and are per workspace, not per user, with unlimited requests on every plan. Essentials, Pro and Scale each start with a 14-day free trial. Annual billing is two months free; extra team seats are £10/month and +100 GB storage £12/month.
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 does not meter requests on any plan.
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 comes with Essentials at £35/month, and the API with Pro at £69/month.
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.
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