Who We Serve

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.

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^®

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

Insights API

Provides access to PDF Insights through an Open API for seamless integration with your CRM.

QuickBooks Converters

Convert most file types 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.
Help Center

Learning Center

Everything you need to know to make the most of your MoneyThumb products – from tutorials to a glossary of terms and other resources – all at your fingertips.

Tutorial and Guides

Get access to clear step-by-step instructions with screenshots for each of the products that we offer. Leverage the power of your MoneyThumb product.

FAQs

Have a question on one of our products? Check out our comprehensive FAQs page and find the answers you need to make the most of your MoneyThumb tool.

My Account

Once you become a MoneyThumb customer, you can access and manage your products using your unique username and password.

Resend My License

If you need your license code resent, no problem! Send us a request using our request form and we’ll resend it to you.

Contact Support

Can’t find the answers you need on our website? You can reach out to our expert support team and get fast answers to your product questions.
Company

About Us

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

Our Leadership Team

We’re a hard-working and fun-loving group, and we’re passionate about helping our clients become more efficient and productive. Meet the people behind MoneyThumb.

Partner with MoneyThumb

Whether you’re a CRM or B2B finance platform, we’re looking for innovative strategic partners that can help shape the future of loan underwriting.

Blog and News

Your resource for a curated collection of informative articles for accounting and bookkeeping professionals, lenders, and small businesses.

Contact Us

Need to get in touch? Email us directly or fill out our form. Our sales or support team will reach out.

Join Our Team

Join us to collaborate with talented teammates in an environment that values your work and your life outside of work.

Optimizing Your Small Business E-Commerce Website for AI Search

Search isn’t just about rankings anymore. AI-driven systems now read, interpret, and summarize content before users even visit a website. That means your small...

February 24, 2026

Read the Blog

Professional OCR (Optical Character Recognition) Technology for Financial Document Extraction: A Tutorial

Professional OCR (Optical Character Recognition) technology for financial document extraction is used to convert bank statements, invoices, receipts, tax forms, and other financial records...

February 17, 2026

Read the Blog

The Top 5 Ways Busy Accountants Stay Sane During Tax Season

Busy accountants stay sane during tax season by setting clear work boundaries, simplifying their workload, protecting their energy, using practical tools, and leaning on...

February 10, 2026

Read the Blog

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

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