Get Transaction Data into Accounting Apps
Convert any file format
Pull Data from Print Statements
Save Time with Advanced Features
We help you where the banks won't.
Getting historical transaction data from your bank into your accounting system can be a big problem. Most banks only supply it in PDF format, which can't be imported. Or they may offer printed statements by mail, which is even worse. Both outcomes require that you enter transactions into your accounting app by hand, line by line, eating up countless hours of time.
But we provide a better way!
Converting all the leading financial formats
Small business financial data can be spread across all kinds of cloud-based apps and online solutions. Migrating this data from one to the other, or from a desktop solution like QuickBooks, hasn’t been easy. Fortunately, Moneythumb converters can bring transactional data into your cloud accounting app from QBO, CSV, QFX or QIF - ensuring that your data can travel from wherever it is, to where you want it to be - in the cloud.
What is OFX?
OFX Open Financial Exchange was created by Microsoft, Intuit, and CheckFree as a standard format for sharing financial files online, downloading financial transactions, and importing financial data.
OFX is widely used and most accounting software natively imports .OFX files. Most financial institutions offer their current statements in .OFX, but historical statements are often only available in .PDF format.
Convert to Cloud Apps Directly Online!
Our cloud app moves bank data from PDFs into cloud accounting apps on-demand. Buy blocks of conversions and never download any software. Just upload your scanned or electronic pdf to convert into OFX format for easy import into your app.
PinPoint OCR Guides You to Reconciliation
Our PDF+ products include optical character recognition (OCR) for scanned statements. Self-corrective heuristics improve recognition of date/transaction amounts, and then attempt to reconcile the statement.
If it doesn’t reconcile, PinPoint OCR highlights which remaining transactions could contain problem characters, for easy clean-up.
Just like that, your statement is imported, and reconciled, ensuring pinpoint perfect conversion.
Choose the Right Product for your Needs
2ofx Convert Pro
$549.95 – $599.95
Powerful collection of financial file converters for Advisors or pro users to extract transactions from PDF statements and other source formats into online accounting apps like Xero, Freshbooks, Zoho, or Wave as well as desktop accounting applications.
- Convert transactions from PDF, CSV, QIF or Excel into the QIF or OFX formats.
- Optional PDF+ license lets you also extract transactions from scanned PDF statements. PDF+ is the only Optical Character Recognition (OCR) technology specialized for bank statements. And if there is a text recognition problem, PinPoint optimization either fixes it or indicates where to look.
- Advanced PDF features let you process multiple statements at once, save multiple profiles, determine which account within a PDF statement to convert and create user-specified text strings for account processing
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time and makes your accounting data more accurate.
- Smart algorithms auto-check formats/bypass non-relevant errors and worldwide settings offer U.S. & European date formats plus major global currencies
- Ability to convert files from PDF or QFX to CSV and use Excel or other spreadsheet for data cleansing before import into your cloud accounting app
To renew or upgrade to PDF+ click here.
Cloud Convert Essentials
Now you can convert bank statements directly online!
Our cloud app moves bank data from PDFs to OFX or QIF format on-demand. Buy blocks of conversions and never download any software. Just upload your scanned or electronic PDF to convert into the format which is read by your cloud accounting software.