MoneyThumb Converts Your PDF Data into QuickBooks
Effortlessly extract transactions from bank and credit card PDF statements, or move transactions from one accounting platform to another with speed, ease and reliability.
“I use MoneyThumb for my personal financials and to make taxes easier.”
- MoneyThumb Customer
Intelligent Document Recognition
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.
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.
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.
Auto-assisted cleanup of transaction payee names helps keep transactions correctly categorized and consistent, saving you further review and correction time.
Get Transaction Data into QuickBooks
Convert any file format
Convert virtually any file format into the .qbo format for import into QuickBooks Desktop or QuickBooks Online
Pull Data from Print Statements
Bring your QuickBooks financial records up to date with the only PDF file converter that utilizes intelligent document recognition technology specialized for bank statements
Save Time with Advanced Features
Advanced PDF features let you process multiple statements at once, save multiple profiles and target accounts within a statement
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.
Powerful collection of financial file converters for QuickBooks advisors and pro users to extract transactions from PDF statements and other source formats into .qbo format for QuickBooks Desktop or QuickBooks Online.
Convert transactions from PDF, CSV, QIF, Excel or even other .qbo files.
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 QuickBooks 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 .qbo to CSV and use Excel or other spreadsheet for data cleansing before import into QuickBooks.
Moving transactions in and out of Quicken and QuickBooks can still be a challenge with some kinds of financial formats and statement types. MoneyThumb converters make it easy. Especially with PDF bank statements.
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