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Financial File Conversion for Professionals

Leverage the power and versatility of our Pro and Plus level converters to serve the financial accounting needs of your clients, save yourself time and make more money for your own business.

“I use MoneyThumb to help my clients with their financial and tax needs.”

- MoneyThumb Customer

Update your financial records fast and easy

When you need to enter expenses, but all you have are paper bank statements or a file format that doesn’t import, we’ve got your solution.

Migrate Financial Records to Cloud Accounting

We make cloud platform migrations simple. Whether to or from QuickBooks Online, Xero, MoneyDance or others, MoneyThumb converters give you freedom of choice.

Consolidate All of Your Financial Records

MoneyThumb converters empower you to move transactions from one accounting platform to another, piecemeal or whole. Combine sources for tax preparation or archiving.

QuickBooks Pro Advisors

We have a suite of products just for you

Boost your business by serving clients more effectively and efficiently. Our Pro level converters come with advanced PDF features and tools for converting bank statements and financial file formats, such as batch pdf processing, document profiles and account selection within a PDF.

see our QuickBooks solutions

Key Product Features

Intelligent Document Recognition (IDR)

Recognizes 95% of U.S. bank statements, through intelligent document recognition algorithms. Unlike template-dependent processes, our software doesn’t need to be told upfront what bank statement format is being used.

Pinpoint OCR

Proprietary optical character recognition algorithms review questionable fields, look for patterns to self-correct and flag questionable transactions. Employ the power of the only OCR software developed specifically for bank statements.

Automatic Reconciliation

Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement. If everything checks out, the statement is identified as reconciled, saving you time and manual review.

Payee Cleanup

Auto-assisted cleanup of transaction payee names helps keep transactions correctly categorized and consistent, saving you further review and correction time.

Become a Moneythumb Pro Affiliate

Becoming a MoneyThumb affiliate offers exciting benefits for you and your business, simply by offering our financial file conversion products to your customers and prospects, with no cost to you, no strings attached.

Enjoy special benefits when you share the power of Moneythumb’s financial file converters with your clients.

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