AI for Accounting Practices

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Moxo

Client-facing workflow and portal platform that collects documents, tracks deadlines and sends follow-ups for accounting firm engagements.

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What the AI doesMoxo AI handles preparation, validation and follow-up; Moxo Orchestrator assistant reviews documents, flags missing information, sends reminders and answers routine questions; Agent Foundry for AI agents
Who it servesAll practices
Starting priceQuote-based
Pricing modelQuote-based
Free trialYes
Best fitMid-size firm
CategoryClient Communication, Portals & AI Receptionists
Also fitsDocument Collection, OCR & Data Entry
Works withZapier
SOC 2Stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Moxo is listed as a fit for mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place. It also fits the Document Collection, OCR & Data Entry category.

What it costs

Moxo is priced by quote, so the demo is where you get a number tailored to your firm. There is a free trial.

Good to know

Moxo is a client-facing workflow platform that takes over the coordination around an engagement — document collection, deadline tracking, reminders and approvals — while your staff keep the advisory work; clients act through a secure link without creating an account, and every response is kept as an audit-ready record. Moxo AI prepares, validates and follows up, the Orchestrator assistant reviews documents and flags missing information, and Agent Foundry builds custom agents. Pricing is by quote with a free trial on request; SOC 2 Type II is posted. Built for firms generally rather than tax or bookkeeping specifically.

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