MoneyViz

Spec sheet

What it does

MoneyViz is an Italian online service that imports trading and crypto activity and prepares Italian tax-return data.Read 15 Oct 2026 · moneyviz.it

Purpose

MoneyViz calculates Italian tax reporting for cryptocurrency and online trading investments.Read 8 Oct 2026 · moneyviz.it

API

MoneyViz markets one unified API for crypto, DeFi and traditional finance data and tax enrichment.Read 15 Oct 2026 · moneyviz.it

Integrations

The homepage advertises 260 supported broker, exchange and blockchain integrations, including Binance, Coinbase, eToro, Interactive Brokers, Kraken, Crypto.com, MetaMask and Ledger.Read 15 Oct 2026 · moneyviz.it

Support

The VIP plan includes priority support and a 20-minute video consultation, while Servito includes MoneyViz data verification.Read 8 Oct 2026 · moneyviz.it

Headquarters

Turin, ItalyRead 28 Sep 2026 · moneyviz.it

Founded

2020Read 28 Sep 2026 · moneyviz.it

Company

The company identifies itself as Moneyviz S.r.l. and lists its address in Turin, Italy.Read 8 Oct 2026 · moneyviz.it

AI and data storage

MoneyViz says AI chat data is processed by Mistral AI in Paris and that documents and transaction data are stored in Hetzner Object Storage in Helsinki with AES-256 encryption.Read 8 Oct 2026 · moneyviz.it

API features

The API example supports mixed wallet, exchange and broker portfolios and enrichment fields for holdings, DeFi, risk, tax and traditional finance.Read 15 Oct 2026 · moneyviz.it

API pricing

API pricing is described as custom and based on calls, reports, wallets, revenue share or annual on-premise licensing.Read 15 Oct 2026 · moneyviz.it

Billing limit

Plans have no automatic renewal, and the pricing page says downloadable data is available within 12 months of purchase.Read 8 Oct 2026 · moneyviz.it

Changelog activity

MoneyViz reports 3,656 updates across 24 weeks, including 1,791 fixes, 824 features, 480 improvements and 10 security updates.Read 15 Oct 2026 · moneyviz.it

Company location and founding

LinkedIn lists headquarters in Torino, Italy, and a 2020 founding year.Read 15 Oct 2026 · linkedin.com

Company size

LinkedIn lists Moneyviz as a privately held financial-services company with 2–10 employees.Read 15 Oct 2026 · linkedin.com

Currency conversion

Foreign-currency holdings are converted automatically each day using current available exchange quotations.Read 15 Oct 2026 · moneyviz.it

Data import

Transactions can be imported by file, API keys or public address, depending on the broker, exchange or blockchain.Read 8 Oct 2026 · moneyviz.it

Documentation and support

The FAQ lists 46 guides covering integrations, reports, tax rules, pricing, wallets and troubleshooting, with content revised on 10 October 2026.Read 15 Oct 2026 · moneyviz.it

Enterprise deployment

MoneyViz advertises whitelabel branding, embeddable React components, PDF reports with a customer logo and on-premise licensing with data residency and SLA support.Read 15 Oct 2026 · moneyviz.it

Extended guarantee

The extended guarantee costs €199 per fiscal year and covers sanctions up to €500 plus a 30-minute telephone support session.Read 15 Oct 2026 · moneyviz.it

Founders

Finmoderna identifies Vincenzo Pone and Gabriele Del Mese as the people who created Moneyviz.Read 15 Oct 2026 · finmoderna.it

Free trial

The pricing page advertises a 14-day free trial without entering a credit card.Read 8 Oct 2026 · moneyviz.it

Guarantee

The standard guarantee costs €99 per fiscal year and covers verification, reimbursement of sanctions up to the amount paid and standard chat support.Read 15 Oct 2026 · moneyviz.it

Import methods

Accounts can be connected through files, API keys or public blockchain addresses, depending on the broker, exchange or chain.Read 15 Oct 2026 · moneyviz.it

Independent editorial assessment

Finmoderna published a Moneyviz review scoring it 4.9 and described its purpose as simplifying tax reporting for investments held through foreign platforms.Read 15 Oct 2026 · finmoderna.it

Instrument recognition

The product says it automatically recognizes more than 90,000 stocks, ETFs, cryptocurrencies, funds and CFDs.Read 15 Oct 2026 · moneyviz.it

Limit: calculation concerns

Trustpilot reviewers reported suspected calculation errors and difficulty getting support to explain them.Read 15 Oct 2026 · it.trustpilot.com

Limit: configuration friction

A Reddit user reported that MoneyViz initially required CSV files despite configured APIs and failed on empty years, although a later update allowed the import to complete.Read 15 Oct 2026 · reddit.com

Limit: import problems

A Trustpilot reviewer reported that some uploaded files were not recognized and required technical assistance.Read 15 Oct 2026 · it.trustpilot.com

Limit: paid results

The same Reddit user said no calculations were visible before purchase, making evaluation of results difficult without paying.Read 15 Oct 2026 · reddit.com

Limit: reported accounting error

An Altroconsumo complaint alleged that broker commissions were converted twice, producing incorrect figures and unresolved discrepancies in a prefilled return.Read 15 Oct 2026 · altroconsumo.it

Limit: support delays

Trustpilot reviews report slow chat responses, sometimes taking several days or weeks, and generic automated replies.Read 15 Oct 2026 · it.trustpilot.com

Market data

Daily valuations use data from providers including CoinMarketCap, CoinGecko, CoinRanking, Bitquery, Uniswap and Covalent.Read 15 Oct 2026 · moneyviz.it

Open-source status

The API page says a free open-source core is planned for Q4 2026, while premium enterprise functionality would remain annual-license software.Read 15 Oct 2026 · moneyviz.it

Payment security

Payments are processed by Stripe, and MoneyViz says it does not handle or store customers' credit card data.Read 8 Oct 2026 · moneyviz.it

Praise: platform usability

Trustpilot’s summary says many reviewers describe the platform as clear, intuitive and efficient for completing tax work.Read 15 Oct 2026 · it.trustpilot.com

Praise: staff expertise

Trustpilot’s review summary says customers often praise staff competence and willingness to guide users through tax filing.Read 15 Oct 2026 · it.trustpilot.com

Rating on Trustpilot

3.8 out of 5 from 287 reviews.Read 15 Oct 2026 · it.trustpilot.com

SDKs

The API page shows a JavaScript package named @moneyviz/sdk and says terminal SDKs are available for Node.js, Python and PHP.Read 15 Oct 2026 · moneyviz.it

Self-Service responsibility

MoneyViz states that Self Service includes no calculation guarantee and leaves verification of instructions, account composition and anomalies to the customer.Read 15 Oct 2026 · moneyviz.it

Supported DeFi

The API page lists tracking for liquidity pools, staking, borrowing and yield across more than 80 DeFi protocols.Read 15 Oct 2026 · moneyviz.it

Tax calculation

The service says it calculates taxes automatically within 12 to 24 hours using the nature of the instruments in the account.Read 15 Oct 2026 · moneyviz.it

Tax forms

MoneyViz produces prefilled Italian return sections RW, RM, RT and RL and can provide a PDF for an accountant.Read 15 Oct 2026 · moneyviz.it

Tax outputs

It generates prefilled Italian tax forms including the Redditi PF schedules RW, RM, RT and RL.Read 8 Oct 2026 · moneyviz.it

Transaction capacity

MoneyViz says it can handle up to 100,000 total transactions subject to technical feasibility review.Read 8 Oct 2026 · moneyviz.it

Valuations

The product calculates instrument values daily using the latest available data from providers including CoinMarketCap, CoinGecko, CoinRanking, Bitquery, Uniswap and Covalent.Read 8 Oct 2026 · moneyviz.it

Plans and prices

Every MoneyViz plan and price →

Where Specifiction places it

• Crypto Tax Software#5 of 218.5