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Starting at: $24.95 for 5 conversions
Cloud Application Gets Financial Data from PDFs into Online Apps/Quicken
Purchase On-Demand Conversions
Extract transactions from bank and credit card PDF statements into QIF format for import into online apps such as Xero and MoneyDance or Windows versions of Quicken. The only PDF file converter with OCR technology specialized for bank statements.
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- Convert transactions from scanned or native PDF bank statements into QIF format for import into apps such as Xero, MoneyDance, Kashoo, Zoho, YNAB, AceMoney or Windows versions of Quicken.
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time.
- Friendly screens guide you through tasks, smart algorithms auto-check formats/bypass non-relevant errors and worldwide settings offer U.S. & European date formats plus major global currencies.
Starting at: $24.95 for 5 conversions
Purchase On-Demand Conversions
Extract transactions from bank and credit card PDF statements into OFX format to quickly bring financial records in online apps like Xero, Freshbooks and others up to date.
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- Convert transactions from scanned or native PDF bank statements into industry standard OFX format.
- Automatic balance reconciliation ensures data conversion accuracy.
- The only PDF file converter with OCR technology specialized for bank statements.
Starting at: $24.95 for 5 conversions
Cloud Application Gets Financial Data from PDFs into Spreadsheets
Purchase On-Demand Conversions
Extract transactions from bank and credit card PDF statements into CSV format for import into spreadsheets like Excel or Google Sheets. The only PDF file converter with OCR technology specialized for bank statements.
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- Convert transactions from scanned or native PDF bank statements into CSV format for import into spreadsheets like Excel or Google Sheets
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time.
- Friendly screens guide you through tasks, smart algorithms auto-check formats/bypass non-relevant errors and worldwide settings offer U.S. & European date formats plus major global currencies.
MoneyThumb Online • PDF Insights
Starting at: $0.67 per conversion
PDF Insights is our enterprise level pdf converter for large volume transactions. Convert PDF bank statements, credit card statements, brokerage statements and tax forms into the format you need for ingestion into downstream systems.
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- Automatically processes bank statements
- Utilizes IDR (intelligent document recognition) to automatically categorize up to 99% of U.S. bank statement variations
- Instantly pulls key insights and calculations to help underwriters
- Handles PDF's downloaded from the bank as well as scanned documents
- Outputs captured data in a standardized format for automatic ingestion in other systems
- Automatic reconciliation compares transaction totals to summary information on the statement for fraud detection
MoneyThumb Online • PDF Insights with Thumbprint
Starting at: $1.68 per conversion
Enterprise level application for underwriters combining PDF Insights to analyze PDF statements with PDF Thumbprint to verify the authenticity of the submitted PDF statement. Convert PDF bank statements, credit card statements, brokerage statements and tax forms into our underwriter's database to create a scorecard for each loan application.
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- Automatically processes bank statements
- Utilizes IDR (intelligent document recognition) to automatically categorize up to 99% of U.S. bank statement variations
- Instantly pulls key insights and calculations to help underwriters
- Handles PDF's downloaded from the bank as well as scanned documents
- Outputs captured data in a standardized format for automatic ingestion in other systems
- Automatic reconciliation compares transaction totals to summary information on the statement
- Reports the PDF Thumbprint score which indicates the likelihood that the PDF statement has been altered
$149.95 – $349.95
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.
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- 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
Starting at: $24.95 for 5 conversions
Cloud Application Gets Financial Data from PDFs into Quicken
Purchase On-Demand Conversions
Extract transactions from bank and credit card PDF statements into QFX format and quickly bring your Quicken financial records up to date. The only PDF file converter with OCR technology specialized for bank statements.
Select options
- Convert transactions from scanned or native PDF bank statements into QFX format for import into Quicken Desktop or Quicken Online.
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time.
- Friendly screens guide you through tasks, smart algorithms auto-check formats/bypass non-relevant errors and worldwide settings offer U.S. & European date formats plus major global currencies.
MoneyThumb Online for QuickBooks
Starting at: $24.95 for 5 conversions per month
Cloud Application Imports financial transactions into QuickBooks
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- Quickly extract transactions from bank and credit card PDF statements into QuickBooks Desktop and QuickBooks Online.
- The only PDF converter with OCR/IDR technology built for bank statements.
- Auto balance reconciliation and assisted payee cleanup.
Save 50% and get all your conversions up-front with a yearly subscription!
Note: Unused conversions roll over when your subscription renews. Each account on each monthly statement counts as one conversion.
$79.95 – $149.95
Extract transactions from scanned or native PDF bank statements into the .QFX format for import into Quicken.
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- Optional PDF+ license lets you also extract transactions from scanned PDF statements into .QFX
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time
- Friendly screens guide you through tasks, smart algorithms auto-check formats/bypass non-relevant errors
- Worldwide settings offer U.S. & European date formats plus major global currencies
$79.95 – $149.95
Select options
Extract transactions from scanned or native PDF bank statements into the .OFX format for import into cloud accounting apps.
- Optional PDF+ license lets you also extract transactions from scanned PDF statements into .OFX
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time
- Friendly screens guide you through tasks, smart algorithms auto-check formats/bypass non-relevant errors
- Worldwide settings offer U.S. & European date formats plus major global currencies
$149.95 – $349.95
Powerful collection of financial file converters for pro users to extract transactions from PDF statements and other source formats into Quicken.
Select options
- Convert transactions from PDF, CSV, QIF, Excel or native QFX files into either the QIF or QFX 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 Quicken 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 to CSV and use Excel or other spreadsheet for data cleansing before import into Quicken.
$149.95 – $249.95
Extract transactions from scanned or native PDF bank statements into the .CSV format for import into spreadsheets such as Microsoft Excel.
Select options
- Optional PDF+ license lets you also extract transactions from scanned PDF statements into .CSV
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time
- Friendly screens guide you through tasks, smart algorithms auto-check formats/bypass non-relevant errors
- Worldwide settings offer U.S. & European date formats plus major global currencies
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