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Use the selectors below to find the MoneyThumb Financial File Converter for your accounting or personal finance needs!
MoneyThumb Online • PDF Insights
As low as $0.67 per statement 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
As low as $1.35 per statement 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.
Select options
- 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
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.
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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
MoneyThumb Online for Quicken
As low as $24.95 for 5 statement conversions per month
Cloud Application Imports financial transactions into Quicken.
Save 33% and get all your conversions up-front when you purchase a yearly subscription! Notes: Conversions are valid for the life of the subscription. Unused conversions roll over when your subscription renews.
Each account on each monthly statement counts as one conversion. Reconverting the same file only counts as one conversion.
Select options
- Quickly extract transactions from bank and credit card PDF statements into Quicken.
- The only PDF converter with OCR/IDR technology built for bank statements.
- Auto balance reconciliation and assisted payee cleanup.
MoneyThumb Online for QuickBooks
As low as $24.95 for 5 statement conversions per month
Cloud Application Imports financial transactions into QuickBooks
Save 33% and get all your conversions up-front when you purchase a yearly subscription! Notes: Conversions are valid for the life of the subscription. Unused conversions roll over when your subscription renews.
Each account on each monthly statement counts as one conversion. Reconverting the same file only counts as one conversion.
Select options
- 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.
Convert Into Xero, Sage, Kashoo, Zoho, YNAB, MoneyDance & Others, MoneyThumb Online, MoneyThumb Online Financial converters
MoneyThumb Online for Accounting
As low as $24.95 for 5 statement conversions per month
Cloud Application Imports financial transactions into your accounting software.
Notes: Conversions are valid for the life of the subscription. Unused conversions roll over when your subscription renews.
Each account on each monthly statement counts as one conversion. Reconverting the same file only counts as one conversion.
Select options
- Quickly extract transactions from bank and credit card PDF statements.
- Create either standard OFX files, or QIF files for import into your accounting software.
- The only PDF converter with OCR/IDR technology built for bank statements.
- Auto balance reconciliation and assisted payee cleanup.
Save 33% and get all your conversions up-front when you purchase a yearly subscription!
Notes: Conversions are valid for the life of the subscription. Unused conversions roll over when your subscription renews.
Each account on each monthly statement counts as one conversion. Reconverting the same file only counts as one conversion.
Convert Into Spreadsheets, Financial Converters, MoneyThumb Online, MoneyThumb Online Financial converters, Spreadsheet Essentials
MoneyThumb Online for Spreadsheets
As low as $24.95 for 5 statement conversions per month
Cloud Application converts financial transactions from PDF into your spreadsheet
Save 33% and get all your conversions up-front when you purchase a yearly subscription! Notes: Conversions are valid for the life of the subscription. Unused conversions roll over when your subscription renews.
Each account on each monthly statement counts as one conversion. Reconverting the same file only counts as one conversion.
Select options
- Quickly extract transactions from bank and credit card PDF statements into the CSV or Excel formats.
- The only PDF converter with OCR/IDR technology built for bank statements.
- Auto balance reconciliation and assisted payee cleanup.
2qfx Convert Pro
$549.95 – $599.95
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.
2xls Convert Pro
$549.95 – $599.95
Extract transactions from scanned or native PDF bank statements for Microsoft Excel or other spreadsheets.
Select options
- Creates native Excel files (.xlsx) or CSV files that are readable by any spreadsheet program.
- Optional PDF+ license lets you also extract transactions from scanned PDF statements.
- 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
Convert into Quicken, Convert Into Xero, Sage, Kashoo, Zoho, YNAB, MoneyDance & Others, Quicken Essentials
qfx2qif Convert
$49.95QFX to QIF - easily get qfx into qif!
Extracts transactions from QFX files and converts them into QIF format for import into Quicken.- Friendly Interface: Simple-to-use screens guide you through tasks
- One Step Conversions: Just a click of the button converts QFX files
- Smart Algorithms: Auto checks formats & bypasses non-relevant errors
- Worldwide Settings: U.S. & European date formats plus global currencies
- Data Security: Runs on desktop without direct access to financial accounts
csv2qfx Convert
$49.95Easily get CSV into QFX!
Extracts transactions from CSV files and converts them into QFX format for import into Quicken.- Friendly Interface: Simple-to-use screens guide you through tasks.
- One Step Conversions: Just a click of the button converts CSV files.
- Smart Algorithms: Auto checks formats & bypasses non-relevant errors.
- Worldwide Settings: U.S. & European date formats plus global currencies.
- Data Security: Runs on desktop without direct access to financial accounts.
qbo2qfx Convert
$49.95QBO to QFX - easily get qbo into qfx!
Extracts transactions from QBO files and converts them into QFX format for import into Quicken.- Friendly Interface: Simple-to-use screens guide you through tasks
- One Step Conversions: Just a click of the button converts QBO files
- Smart Algorithms: Auto checks formats & bypasses non-relevant errors
- Worldwide Settings: U.S. & European date formats plus global currencies
- Data Security: Runs on desktop without direct access to financial accounts
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