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      MCAs

      Analyze bank statements and other financial documents into an instant scorecard to determine an applicant’s credit worthiness and get to an approval in minutes, not days.

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      Evaluate financial documents and get an underwriting scorecard instantly with our automated document processing and fraud analysis tool. Get to Yes or No faster than your competition.

      Mortgage Lenders

      Ideal for bank statement and asset-based loans and other non-QM loans, PDF Insights and Thumbprint can save time and money while mitigating risk.

      Accounting Professionals

      Convert PDF bank and credit card statements or other accounting file formats into QBO, OFX, CSV for import into accounting systems or other assessment.

      Small Business Owners

      Get your financials up to date by effortlessly and accurately extracting transactions from bank and credit card PDF statements into suitable formats (QBO, QFX, QFX, QIF, CSV) for import into your accounting software.

      Individuals

      Convert or migrate financial transaction data to or from personal finance apps. Reads PDF bank and credit card statements, Mint, Quicken Export File, QIF and CSV files.
  • Products

      PDF Insights

      Enables banks and fintechs to read and analyze financial documents in seconds to determine a loan applicant’s credit worthiness.

      Thumbprint®

      Instantly evaluates and scores the authenticity of PDF financial documents giving you a fraud score so you can make more confident lending decisions.

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      Provides access to PDF Insights and Thumbprint through a REST API for seamless integration with your CRM.

      QuickBooks Converters

      Convert virtually any file type into the QBO format for quick and easy import into QuickBooks Desktop or QuickBooks Online.

      Other Accounting Converters

      Convert financial transactions into leading accounting systems such as Xero, FreshBooks, Sage, Wave, Zoho, YNAB, and others.

      Converters for Spreadsheets

      Our converters bring transactional data into spreadsheets from PDF, OFX, QBO, QFX, or QIF.
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      About MoneyThumb

      MoneyThumb has been a leader in financial document conversion services since 2015. Learn about our journey and what makes us tick.

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We are MoneyThumb

MoneyThumb simplifies your financial accounting through easy-to-use financial file converting and analysis tools.

Our products move transaction data from where you have it to where you need it, helping to maximize financial decision making.

Ralph Mayer

President and Founder

Ralph Mayer, president and CEO of MoneyThumb launched the company in 2015 to address the problem of automatically reading PDF bank statements to generate intelligent data. The first products were for accountants and bookkeepers, and that has broadened to include business lenders, mortgage lenders, and banks. 

Prior to MoneyThumb, Mr. Mayer was an active angel investor, advising and mentoring startups, leading deals, and serving on boards.  He was Chairman of Airsis Inc., a startup company funded by Tech Coast Angels that was successfully sold.  He was on the Board of Directors of the Angel Capital Association, a national angel group organization, Chairman of the Tech Coast Angels Board of Governors, and President of San Diego Tech Coast Angels.  He is currently Chairman Emeritus of Tech Coast Angels.

More About Ralph

Previously he was an executive in the software industry, primarily with Computer-Aided Design (CAD) software and enterprise applications for Product Lifecycle Management (PLM).

Mr. Mayer was CEO of Multistat Inc. a software startup funded by Tech Coast Angels.  Multistat had innovative software for the optimization of complex engineering designs such as aircraft, turbines, and automobiles. Prior to Multistat, he led the product marketing and software development efforts at Division, Inc. a San Diego and UK-based company, which as a result of his efforts, was sold to a $1B enterprise software company. Mr. Mayer founded Adra Systems, Inc., a startup that developed and marketed CAD workstations and software.

Mr. Mayer holds a Master of Science degree from M.I.T. and a Bachelors of Science and Architecture degree from McGill University in Montreal. Mr. Mayer is also a published author.

Connect with Ralph on LinkedIn

Ryan Campbell

VP of Sales and Marketing

Ryan Campbell, MoneyThumb’s VP of Sales and Marketing, is no stranger to cutting-edge fintech. He’s been with MoneyThumb since 2017 and plays an integral role in leading our Sales and Marketing teams and the ongoing business development strategy at MoneyThumb.

Ryan has leveraged his experience in corporate finance and operations to help launch several start-up companies and created a specialized task force at Dealstruck, which broke company records in just three months. In addition, Ryan’s team development acumen has consistently enabled him to exceed sales and revenue goals for the past 15 years.

Ryan is a frequent traveler and attends most major trade events, including Money20/20, Lendit, BrokerFair, and NACLB.

 

Connect with Ryan on LinkedIn or Schedule a PDF-Insights Demo here.

Company Milestones

2015 2018 2014 2017 2020 2012 From our initial product under the QIF Tools brand, our passion has been streamlining the workflow and precision of industry professionals. Product Launch NAME CHANGE SAAS Launched 2021 MoneyThumb’s proven data security track record is awarded SOC-2 Compliance Approval as our ongoing commitment to the highest security standards drives company innovation.25k Customers milestone Product Launch Our first PDF Converter was launched in 2014, saving thousands of hours for accountants in its first year alone. PDF CONVERTER We launched PDF Insights for banks and lending professionals.Our products were featured, for the first time, in the QuickBooks app store. In February 2015, we rebranded as MoneyThumb to highlight how our toolset can help your financial business grow. We brought our flagship product online, creating our second SaaS offering, MoneyThumb Online.10k Customers milestone. Product INNOVATION Thumbprint fraud detection was created to work alongside PDF Insights.We migrated our products to Amazon Web Services for enhanced scalability. Expanded Tools

Product Reviews

“pdf2qbo CONVERT -Essential for Accountants & Bookkeepers: Easy to use, fast at converting, easy to follow, saves hours of input time.”

-cnet reviews

QBKaccounting

“Conclusion, for less than $200, you cannot beat 2qbo Convert Pro. This is a great bang for the buck, tons of return on investment if you are spending too much time with data entry.”

Hector Garcia, CPA

INTUITIVE ACCOUNTANT

The real benefit of 2qbo Convert Pro is the efficiency and simplicity of its design. If your bank is in their list of banks for which they have created the conversion configuration settings, then you can take old PDF-file bank statements and have them imported into QuickBooks in no time. With this economical software, bank imports from PDF statements are ‘thumbs-up’!“

William Murphy, Senior Editor

“csv2qif CONVERT is very flexible, worked perfectly. Great price, easy to use.”

-cnet reviews

Customer Reviews

“Your support has been fantastic today! The total converted transactions will be over 3000 when I am done. I could not have done it without your product and support! Thank you!!!”

Julie P.

“This is an outstanding product with a very little learning curve. You have the ability to adjust and tweak what each column needs to be translated as with ease. I can convert and upload 1,000’s of line items accurate require very little time. If you are struggling to manually input statements from PDF into your financial program or you just want your bookkeeper to not charge you so many hours, this product is the solution.”

Ryan B.

“I had no idea that your software existed. It saved me SO much time preparing for taxes (because i missed several months of downloads from my credit card company) and it worked flawlessly. Thank you Thank you Thank you!!!”

Patrick F.

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Multi-User Licenses

Do you have more than one person in your office who needs a license?

MoneyThumb converters are licensed to individual users.  Multiple users will need a multi-user license.

Take advantage of our volume pricing for multiple users.  Select your quantity and the discount will automatically be applied at checkout.

# of Licenses Discount
2 20%
(That’s 40% off the second seat!)
5 25%
10 30%
50 35%
100+ Contact Us
License Options

2qfx Convert Pro+ license options:

  • Pro+ – Lifetime license with 1 year of PDF+
    (Currently Windows only)
  • Pro – Lifetime license, without PDF+
  • Express – 50-day Express License, including PDF+
    (Currently Windows only)

See Compare PDF Convert Editions for details