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^®

Verify the authenticity of your documents upfront and in seconds, saving time and money where applicant and financial data are used for decision-making.

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

Get transaction data into accounting apps instantly by converting any file format, pulling data from print statements, and utilize advanced features instantly.

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.

Tutorial 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 Us

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.

Partner with MoneyThumb

Whether you’re a CRM or B2B finance platform, we’re looking for innovative strategic partners that can help shape the future of loan underwriting.

Blog and News

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.

Join Our Team

Join us to collaborate with talented teammates in an environment that values your work and your life outside of work.

Quickly extract transactions from bank and credit card
PDF statements into Spreadsheets

Importing bank data into spreadsheets is a pain; most banks offer PDF or mailed statements
which spreadsheets don’t import. Both require labor-intensive manual entry.

We provide a better way!

MoneyThumb Online for Spreadsheets

Save 33% with an Annual Plan!

*Conversions are valid for the life of the subscription. Unused conversions roll over when your subscription renews. Each monthly statement processed is considered a conversion, but reconverting the same file does not count as another conversion.

Monthly

Yearly

$24.95/monthly

5 Conversions/Month
Unlimited Support
That's $5.00 per conversion

$49.95/monthly

20 Conversions/Month
Unlimited Users
Unlimited Support
That's $2.50 per conversion

$99.95/monthly

60 Conversions/Month
Unlimited Users
Unlimited Support
Priority Support
That's $1.67 per conversion

$199.95/Annually

Save 33% vs $24.95 monthly
60 Conversions/Year
Unlimited Support
That's $3.33 per conversion

$399.95/Annually

Save 33% vs $49.95 monthly
240 Conversions/Year
Unlimited Users
Unlimited Support
That's $1.67 per conversion

$799.95/Annually

Save 33% vs $99.95 monthly
800 Conversions/Year
Auto-refill Option Available
Unlimited Users
Unlimited Support
Priority Support
That's $1.00 per conversion

Looking for Desktop Converters?

If online is not for you, try our Desktop Converter which offers 1000 conversions per quarter and operates from your desktop. This product is licensed per user.

Licensed per User

Run Conversions Locally

Unlimited Support

Essential and Pro Converters

Works with Banks A-Z

MoneyThumb works with most of the banks around the world whether in the States or intercontinental, in fact, we haven’t met a bank that doesn’t.

MoneyThumb Online for Spreadsheets is
designed for speed and flexibility.

We’ll convert your files to either the XLS format for direct import into Excel, or .csv format that can be read by any spreadsheet program.

Convert your scanned or native statements directly into a spreadsheet file format in just a few seconds!

Starting at: $24.95 for 5 conversions per month

Convert any
file format

The only PDF converter with OCR/IDR technology built for bank statements.

Pull data from
printed statements

Bring transactional data into QuickBooks from PDF, OFX, CSV, QFX or QIF formats.

Auto-Balance
in Seconds

Auto-balance, reconciliation and
assisted payee cleanup.

Save Time with
Advanced Features

Process multiple statements at once, save multiple profiles and target accounts within a statement.

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

Quickly extract transactions from bank and credit card PDF statements into Spreadsheets