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Data-Driven Money Management


MoneyDesktop is a data-driven money management tool that securely integrates into digital banking products and enables users to take control of their finances. Budgeting, account aggregation, auto-categorization, and debt management are just a few of the tools that increase user loyalty and drive profitable growth.


Easy Integration

With MoneyDesktop, integration is simple. You can be up and running in as little as 30 days.


Award-winning UI/UX

MX has won dozens of industry accolades and awards, including Best of Show at Finovate six times running — more than any other company to date.


Account Aggregation

MoneyDesktop gathers basic financial information from all of a user's accounts and organizes it into one place.


Feature List

Give your account holders an upgrade.

The Basics

  • Accounts (Internal + External)
  • Transactions (Cleansed + Categorized)
  • Spending Pie
  • Bubble Budgets
  • Cash Flow

And much more...

  • Goals
  • Spending Over Time
  • Net Worth
  • Debt Management
  • Alerts

Enable Account Holders to Take Control

MoneyDesktop by MX puts a user’s data on center stage, molding it into a cohesive, intelligible, and interactive visualization. As a result, users engage more often and more deeply with your digital banking products — bringing greater user loyalty and commitment. You can then leverage user data to create hyper-personalized offers and directly gain additional market share.

Download the MoneyDesktop PDF