MoneyThumb Online • PDF Insights

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 carry over to the next month.
Auto-Refill automatically renews whenever you reach 1% of the purchased conversions or 5 conversions remaining.