Klient PSA vs Moxo: Complete Comparison (2026)
An in-depth comparison of Klient PSA and Moxo to help you choose the right tool for your business.
Last updated: November 2026
Klient PSA
6.8/10
Klient PSA is a professional services automation app built natively on Salesforce. It covers projects, resources, time, billing and revenue recognition for services firms.
Moxo
6.2/10
Moxo is a client-facing workflow and portal platform that runs approvals, onboarding and service processes across internal teams, clients and partners, with AI agents.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.8/10 | 6.2/10 |
| Analytics | 7/10 | 7/10 |
| Cost | 5/10 | 2/10 |
| Customization | 8/10 | 7/10 |
| Ease of Use | 6/10 | 6/10 |
| Integration | 7/10 | 7/10 |
| Scalability | 7/10 | 8/10 |
| Security | 8/10 | 9/10 |
| Support | 7/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $39/user/mo Klient PSA | Contact for pricing |
| Estimated cost for 10 users | $390/mo Klient PSA | Contact for pricing |
| Features | ||
| Scheduling | Not listed | |
| Client collaboration | ||
| App integrations | ||
| Task lists | Not listed | |
| Gantt charts | Not listed | |
| Task management | ||
| Time tracking | Not listed | |
| Workflow automation | ||
| Dashboards | ||
| Collaboration tools | Not listed | |
| Reporting | ||
| Team messaging | Not listed | |
| File sharing | Not listed | |
| Knowledge base | Not listed | |
Klient PSA vs Moxo cost by team size
| Team size | Klient PSA | Moxo |
|---|---|---|
| 1 user | $39/moKlient PSA | Contact for pricing |
| 5 users | $195/moKlient PSA | Contact for pricing |
| 10 users | $390/moKlient PSA | Contact for pricing |
| 25 users | $975/moKlient PSA | Contact for pricing |
| 50 users | $1,950/moKlient PSA | Contact for pricing |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose Klient PSA
- Higher Cost score (5/10 vs 2/10)
- Higher Customization score (8/10 vs 7/10)
Why choose Moxo
- Higher Scalability score (8/10 vs 7/10)
- Higher Security score (9/10 vs 8/10)
- Better fit for enterprise (8/10 vs 6/10)
Pros & Cons
Klient PSA
Pros
- It runs natively in Salesforce, so project, resource and billing data sit next to CRM opportunities and use the existing Salesforce permissions.
- Reviewers say time tracking, project profitability and forecasting work well together in one system.
- The base edition includes the Salesforce Platform license and connectors for QuickBooks, Xero and AccountingSeed.
- Klient lists SOC 2 Type 2 compliance, and its agents inherit Salesforce's Einstein Trust Layer.
- Enterprise includes a branded client portal with approvals and five community users per internal user.
Cons
- It only makes sense for firms already on Salesforce.
- Reviewers mention a steep learning curve and thin documentation.
- Some users call the project management weaker than in dedicated PM tools, and one finds revenue recognition weaker than competitors'.
- Jira Sync, the Sage Intacct connector, AI agents and guided onboarding are all extra costs, and guided onboarding can reach $18,000.
- Reviewers say there is no customizable PDF generation for proposals.
Moxo
Pros
- Combines messaging, file sharing, e-signatures, approvals and workflows in one branded client portal, which Capterra reviewers describe as polished.
- External participants sign in by magic link with no account or download.
- Strong compliance and deployment options: SOC 2 Type II, GDPR, SAML SSO and cloud, private cloud or on-premises hosting.
- Built-in SLA dashboards, cycle-time reporting and a granular audit log suit regulated processes.
- G2 reviewers rate it 4.5 out of 5 and often praise its ease of use and support.
Cons
- The entry tier costs $5,000 a year, is billed annually only, and Moxo's own pricing page shows no prices.
- Workflow automation, API access and AI agents moved to the custom-quoted Scale plan in 2026.
- Lacks classic project management views such as Gantt charts, Kanban boards and time tracking.
- Some users find flow creation complicated and describe a learning curve.
- Some Capterra reviews report billing disputes and poor customer service.
Not sold on either?
Frequently Asked Questions
Klient PSA scores higher on our AI Software criteria: 6.8/10 against 6.2/10 for Moxo. The largest gap is in Cost: 5/10 for Klient PSA and 2/10 for Moxo.
No, neither Klient PSA nor Moxo lists a free plan.
Moxo is the better fit for enterprise: we rate it 8/10 for them, against 6/10 for Klient PSA.
