Put an agent on your MX financial data
QX pulls accounts, balances and transactions from every connected institution—so your team gets answers, alerts and reports without ever digging through raw data.
Stop hand-stitching reports, hunting balances, and reconciling transactions across institutions. Hand it to an agent.
All accounts, one answer
Agents pull live balances, holdings and transactions from every connected institution and turn the mess into a single, clean picture you can actually act on.
Transactions that explain themselves
Each transaction gets categorized, tagged and matched against budgets and goals automatically—so anomalies, overspend and trends surface before anyone has to ask.
Eyes on every account, always
Agents watch members, balances and statements around the clock—flagging low balances, failed connections or risky activity to the right person the moment they happen.
MX Technologies
Real workflows, built for your team
Chain MX Technologies with the rest of your stack to automate financial operations end-to-end. Trigger workflows on specific events, on a schedule, or on demand.
Operations: Onboard new users and verify accounts
New customer signs up
Triggered in HubSpot
Create user & connect institution
in MX Technologies
Verify accounts and owners
Agent step
Read account balances
in MX Technologies
Notify ops on failures
Alert via Slack
QX agents can list accounts, read balances, pull transactions, manage members—and a lot more
+ 25 more actions
About MX Technologies
MX Technologies is a leading financial data platform used by thousands of banks, credit unions and fintechs to connect, clean and enrich consumer financial data. Its API aggregates accounts, transactions and balances from tens of thousands of institutions—making it a foundational layer for any product or workflow that depends on accurate, categorized financial data.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See MX Technologies working inside your stack
Want an AI co-worker that turns MX data into reports, alerts and answers automatically? Book a demo call to discuss your use cases, or get started for free.
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