MoneyThumb
Main Menu
Navigation
  • Who We Serve

      MCAs

      Analyze bank statements and other financial documents into an instant scorecard to determine an applicant’s credit worthiness and get to an approval in minutes, not days.

      Small Business Lenders

      Evaluate financial documents and get an underwriting scorecard instantly with our automated document processing and fraud analysis tool. Get to Yes or No faster than your competition.

      Mortgage Lenders

      Ideal for bank statement and asset-based loans and other non-QM loans, PDF Insights and Thumbprint can save time and money while mitigating risk.

      Accounting Professionals

      Convert PDF bank and credit card statements or other accounting file formats into QBO, OFX, CSV for import into accounting systems or other assessment.

      Small Business Owners

      Get your financials up to date by effortlessly and accurately extracting transactions from bank and credit card PDF statements into suitable formats (QBO, QFX, QFX, QIF, CSV) for import into your accounting software.

      Individuals

      Convert or migrate financial transaction data to or from personal finance apps. Reads PDF bank and credit card statements, Mint, Quicken Export File, QIF and CSV files.
  • Products

      PDF Insights

      Enables banks and fintechs to read and analyze financial documents in seconds to determine a loan applicant’s credit worthiness.

      Thumbprint®

      Instantly evaluates and scores the authenticity of PDF financial documents giving you a fraud score so you can make more confident lending decisions.

      Server API

      Provides access to PDF Insights and Thumbprint through a REST API for seamless integration with your CRM.

      QuickBooks Converters

      Convert virtually any file type into the QBO format for quick and easy import into QuickBooks Desktop or QuickBooks Online.

      Other Accounting Converters

      Convert financial transactions into leading accounting systems such as Xero, FreshBooks, Sage, Wave, Zoho, YNAB, and others.

      Converters for Spreadsheets

      Our converters bring transactional data into spreadsheets from PDF, OFX, QBO, QFX, or QIF.
  • Help Center

      Learning Center

      Everything you need to know to make the most of your MoneyThumb products – from tutorials to a glossary of terms and other resources – all at your fingertips.

      Tutorials and Guides

      Get access to clear step-by-step instructions with screenshots for each of the products that we offer. Leverage the power of your MoneyThumb product.

      FAQs

      Have a question on one of our products? Check out our comprehensive FAQs page and find the answers you need to make the most of your MoneyThumb tool.

      My Account

      Once you become a MoneyThumb customer, you can access and manage your products using your unique username and password.

      Resend My License

      If you need your license code resent, no problem! Send us a request using our request form and we’ll resend it to you.

      Contact Support

      Can’t find the answers you need on our website? You can reach out to our expert support team and get fast answers to your product questions.
  • Company

      About MoneyThumb

      MoneyThumb has been a leader in financial document conversion services since 2015. Learn about our journey and what makes us tick.

      Our Leadership Team

      We’re a hard-working and fun-loving group, and we’re passionate about helping our clients become more efficient and productive. Meet the people behind MoneyThumb.

      Affiliate Program

      Become a MoneyThumb affiliate partner and get access to one of the industry’s best affiliate programs. Earn commission while introducing your clients to a great product.

      Blog

      Your resource for a curated collection of informative articles for accounting and bookkeeping professionals, lenders, and small businesses.

      Contact Us

      Need to get in touch? Fill out our form and our sales or support team will reach out.

      Submit a Review

      We love hearing from our customers. If you’ve had a positive experience with a MoneyThumb product or with our customer service team, please write us a review.
  • Login
Search
Close this search box.

All Products


Filters
Grid
List
Show

Not finding the product you are looking for? Use our product recommender below!

Product Recommender Wizard

Use the selectors below to find the MoneyThumb Financial File Converter for your accounting or personal finance needs!

  • For more on PDF types see here

  • Not ready to purchase just yet? Take a test drive! 2 CONVERT Trial versions will write up to 10 transactions.

    pdf2csv CONVERT Trial Version
    pdf to csv - get pdf into csv
    Windows | Mac | Java
    ______________

    Lender analysis, MoneyThumb Online

    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.
    • 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
    Each account on each monthly statement counts as one conversion. Unused conversions roll over when your subscription renews. Auto-Refill automatically renews whenever you reach 1% of the purchased conversions or 5 conversions remaining.
    Select options
    Lender analysis, MoneyThumb Online

    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.
    • 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
    Each account on each monthly statement counts as one conversion. Unused conversions carry over to the next month. Auto-Refill automatically renews whenever you reach 2% of the purchased conversions or 5 conversions remaining.
    Select options
    2ofx convert pro
    Convert Into Xero, Sage, Kashoo, Zoho, YNAB, MoneyDance & Others, PDF+

    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.
    Select options
    MoneyThumb Online for QuickBooks
    Convert Into QuickBooks, MoneyThumb Online, MoneyThumb Online Financial converters

    MoneyThumb Online for Quicken

    As low as $24.95 for 5 statement conversions per month
    Cloud Application Imports financial transactions into Quicken.
    • 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.
    Select some basic information about your file, including the type of statement, language, and date format, then the process works in seconds and seamlessly integrates into your workflow converting your scanned or native statements directly 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
    MoneyThumb Online for QuickBooks
    Convert Into QuickBooks, MoneyThumb Online, MoneyThumb Online Financial converters

    MoneyThumb Online for QuickBooks

    As low as $24.95 for 5 statement conversions per month
    Cloud Application Imports financial transactions into QuickBooks
    • 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.
    Select some basic information about your file, including the type of statement, language, and date format, then the process works in seconds and seamlessly integrates into your workflow converting your scanned or native statements directly into QuickBooks Online or into the .qbo format for import into either QuickBooks Desktop or Online.
    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
    MoneyThumb Online for QuickBooks
    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.
    • 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.
    Select some basic information about your file, including the type of statement, language, and date format, then the process works in seconds and seamlessly integrates into your workflow converting your scanned or native statements directly into the .ofx format for import into almost any accounting software.

    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
    MoneyThumb Online for QuickBooks
    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
    • 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.
    Select some basic information about your file, including the type of statement, language, and date format, then the process works in seconds and seamlessly integrates into your workflow converting your scanned or native statements directly into Excel, Numbers, Google Sheets or any program that opens CSV files.
    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
    2qfx Convert Pro
    Convert into Quicken, PDF+

    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.
    • 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.
    To renew or upgrade to PDF+ click here.
    Select options
    Convert Into Spreadsheets, PDF+

    2xls Convert Pro

    $549.95 – $599.95
    Extract transactions from scanned or native PDF bank statements for Microsoft Excel or other spreadsheets.
    • 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
    To renew or upgrade to PDF+ click here.
    Select options
    qfx2qif Convert Software Box
    Convert into Quicken, Convert Into Xero, Sage, Kashoo, Zoho, YNAB, MoneyDance & Others, Quicken Essentials

    qfx2qif Convert

    $49.95

    QFX 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
    Select options
    csv2qfx Convert
    Convert into Quicken, Quicken Essentials

    csv2qfx Convert

    $49.95

    Easily 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.
    Select options
    qbo2qfx Convert
    Convert into Quicken, Quicken Essentials

    qbo2qfx Convert

    $49.95

    QBO 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
    Select options
    • 1
    • 2
    • 3
    • next

    Products
    • Converters for QuickBooks
    • Converters for Accounting
    • Converters for Spreadsheets
    • Converters for Quicken
    • Trial Version Downloads
    • PDF+ AddOn
    Solutions
    • For Lenders
    • For Accounting Professionals, Small Business and
      Home Users
    Support
    • FAQ
    • Support Portal
    • Tutorials & Guides
    • Installation Tips
    • Resend My License
    Company
    • Contact Us
    • Jobs
    • Affiliate Benefits Program
    • Blog
    • Legal Policies
    Facebook Twitter Linkedin Youtube

    © Copyright 2023 MoneyThumb | All Rights Reserved

    We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
    Cookie SettingsRead Our Privacy PolicyAccept All
    Manage consent

    Privacy Overview

    This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
    Necessary
    Always Enabled
    Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
    CookieDurationDescription
    cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
    cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
    cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
    cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
    cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
    viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
    Functional
    Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
    Performance
    Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
    Analytics
    Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
    Advertisement
    Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
    Others
    Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
    SAVE & ACCEPT
    Multi-User Licenses

    Do you have more than one person in your office who needs a license?

    MoneyThumb converters are licensed to individual users.  Multiple users will need a multi-user license.

    Take advantage of our volume pricing for multiple users.  Select your quantity and the discount will automatically be applied at checkout.

    # of Licenses Discount
    2 20%
    (That’s 40% off the second seat!)
    5 25%
    10 30%
    50 35%
    100+ Contact Us
    Payee Cleanup

    Under construction

    PinPoint OCR

    Under Construction

    License Options

    2qfx Convert Pro+ license options:

    • Pro+ – Lifetime license with 1 year of PDF+
      (Currently Windows only)
    • Pro – Lifetime license, without PDF+
    • Express – 50-day Express License, including PDF+
      (Currently Windows only)

    See Compare PDF Convert Editions for details