Integrate MX Technologies with CodeWords for Financial Data Automation
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How it works?
Aggregate financial accounts
Connect users to their bank accounts, credit cards, loans, and investment accounts through MX's secure aggregation technology, providing a comprehensive view of financial positions within your application without manual data entry.
Verify account ownership
Confirm user ownership of bank accounts for payment processing, loan applications, or identity verification purposes using MX's instant account verification capabilities, reducing fraud risk and streamlining onboarding processes.
Categorize transactions automatically
Apply intelligent categorization to transaction data from connected accounts, organizing spending into meaningful categories that enable budgeting, expense tracking, and financial insights without manual classification efforts from users.
Generate financial insights
Deliver personalized recommendations, spending alerts, and savings opportunities based on transaction patterns and account balances, helping users make better financial decisions through data-driven guidance and timely notifications.
Monitor account balances
Track real-time account balances across multiple financial institutions, enabling features like low balance alerts, cash flow forecasting, and overdraft prevention that help users maintain better control over their finances.
Enrich transaction data
Enhance raw transaction information with merchant names, logos, locations, and categories, creating more intuitive and user-friendly financial experiences that make it easier to understand spending patterns and account activity.
Calculate net worth
Compute total net worth by aggregating assets and liabilities across all connected accounts, providing users with a clear financial snapshot that tracks wealth changes over time and supports long-term financial planning.
Support budget management
Enable users to create and track budgets by comparing spending against goals in real-time, sending alerts when categories exceed limits and providing insights that help maintain financial discipline and achieve savings objectives.
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Build
Personal finance management apps
Build comprehensive financial wellness applications that aggregate accounts, categorize spending, and deliver personalized insights, helping users understand their financial health and make informed decisions about saving, spending, and investing.
“You can’t do this anywhere else.”
Your stack,
connected.
