MX, ready to run.
The MX integration adds consented account data to a case. Floowed reads the accounts, balances and categorized transactions MX returns, checks them against your rules, and lays out the evidence for the person who decides.
What it does.
What Floowed reads from MX
- Accounts and balances the customer connected
- Transactions, cleaned and categorized by MX
- Account and routing details for verification
- Account owner information, for matching to the case
What it writes back
- A request to the customer to connect an account when data is missing
- The account data, attached to the case as evidence
- A flag when ownership, balances or income patterns fall outside your rules
MX's cleaned and categorized transactions make income and spending checks easier to read than raw bank descriptions. Treat account ownership matches as evidence and keep a person on any case where the name on the account differs from the applicant. Access runs under your own agreement with MX.
How it connects.
- 1
Connect MX
Using its API, under your own agreement. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with MX?
Yes. Floowed uses MX's API under your own agreement, after the customer consents to connecting their account.
What can Floowed do in MX?
It asks the customer to connect an account, reads balances, categorized transactions and owner details, and checks them against your rules for a person to review.
Is my MX data secure?
Floowed only gets the access it needs in MX, never stores a password, and logs every read and write with the reason. Results are evidence a person can review, and access runs under your own agreement with the provider.
What does the MX integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with MX. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.