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Small Business Solutions

MX helps small business owners succeed by allowing them to view all their accounts in one place, use automated tax categorization, view intuitive cash flow analysis, and access award-winning budgets & spending tools.

Everything in a Single View

Business owners have enough challenges to overcome without having to remember all their various checking accounts, credit cards, and payments. Using our accounts widgets, small businesses can consolidate everything into a single view, allowing them to manage their finances in a matter of minutes.


Automated Tax Categorization

With automated tax categorization, business owners don’t have to worry about ensuring their spending is properly tagged and categorized. From office and capital expenses to deductible items and charitable giving, the MX categorization engine is second-to-none, just like your small business clients.


Cash Flow

Managing cash coming in versus planned expenses going out can be time consuming and emotionally draining. With MX, not only can your small business clients see historical trends, they will also be alerted of potential zero balance situations. Additionally, your financial institution can take note of the impending balance deficit and offer a timely SMB loan.


Budgets & Spending

Keeping an eye on budgets or spending isn’t just a task for your personal finances. It’s arguably even more important for a small business. Using our award-winning spending and budgets features, your small business clients will be thanking you for equipping them with the technology they need to plan for and stay on top of their monthly spend.


See How MX Differs