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.

Small Business Lenders

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.

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.

PDF Insights

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

Thumbprint^®

Verify the authenticity of your documents upfront and in seconds, saving time and money where applicant and financial data are used for decision-making.

Server API

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

Get transaction data into accounting apps instantly by converting any file format, pulling data from print statements, and utilize advanced features instantly.

Converters for Spreadsheets

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

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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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Free Financial Stuff

In the Spirit of Giving: Free Stuff For MoneyThumb Readers

December 12, 2017 /Posted byDenise Grier / 0

Free Financial Stuff

Since Christmas is less than two weeks away the spirit of giving has captured the hearts of the team at the Rules of Thumb blog. We have done a couple of hours of research to bring you what we feel are some of the most valuable free things for those in the financial niche; accountants, bookkeepers, CPAs, and people interested in personal finance. In other words, our reader base!

We made sure to include something for everyone, and hope you enjoy these free things and share this post with your peers.

Free Stuff for Money Thumb Readers

The Advisor's Guide to Proving Value to Your Clients-Free Download

Tax Year 2017 Desk Reference Guide

53+ Free Image Sources for Your Website, Blog and Social Media

RobinHood Invest in Stocks for Free

Free eBooks at Project Gutenberg

Free Classes

Free Resume Help

Free Retirement Planning

And last but certainly not least, attend this free webinar on Dec. 20, 2017, How Technology Has Helped CPAs Evolve Into Trusted Advisors

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Denise Grier

Denise Grier is a freelance writer, pro blogger, SEO and WordPress expert.

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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

In the Spirit of Giving: Free Stuff For MoneyThumb Readers

Free Stuff for Money Thumb Readers

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