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

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

Getting historical transaction data from your bank into a spreadsheet can be a big problem. Most banks only supply it in PDF, which spreadsheets doesn’t import. Or they offer printed statements by mail, which is worse. Both outcomes require that you enter transactions by hand, line by line, eating up countless hours of time.

But we provide a better way!

Convert downloaded bank formats

Convert virtually any financial file format into the .CSV format for import into spreadsheets

Pull data from printed statements

Bring your financial records up to date with the only PDF file converter with document recognition technology specialized for bank statements.

Save time with advanced features

Advanced PDF features let you process multiple statements at once, save multiple profiles and target accounts within a statement.

We help you where the banks won’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

  • The only PDF converter with OCR/IDR technology built for bank statements.
  • Bring transactional data into spreadsheets from PDF bank, credit card, or brokerage statements.
  • Auto balance reconciliation and assisted payee cleanup.

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.

Desktop

Looking to run conversions locally?
Essential and Pro Converters
  • Licensed per user
  • Run Conversions Locally
  • Unlimited Support
Learn More
Monthly
Yearly

MoneyThumb Online for Spreadsheets

Save 33% with an Annual Plan!

MoneyThumb Online for Spreadsheets

Individual

Your time is Money
$ 24
95
Monthly
  • 5 Conversions/Month
  • Unlimited Users
  • Unlimited Support
  • $5.00 per conversion
Buy Now

Standard

Perfect for Small Businesses
$ 49
95
Monthly
  • 20 Conversions/Month
  • Unlimited Users
  • Unlimited Support
  • $2.50 per conversion
Buy Now
Popular

Pro

For Accountants and Bookkeepers
$ 99
95
Monthly
  • 60 Conversions/Month
  • Unlimited Users
  • Unlimited Support
  • $1.67 per conversion
Buy Now

Individual

Your time is Money
$ 199
95
Annually
  • Save 33% vs $24.95 monthly
  • 60 Conversions/Year
  • Unlimited Users
  • Unlimited Support
  • $3.33 per conversion
Buy Now

Standard

Perfect for Small Businesses
$ 399
95
Annually
  • Save 33% vs $49.95 monthly
  • 240 Conversions/Year
  • Unlimited Users
  • Unlimited Support
  • $1.67 per conversion
Buy Now
Popular

Pro

For Accountants and Bookkeepers
$ 799
95
Anually
  • Save 33% vs $99.95 monthly
  • 800 Conversions/Year
  • Unlimited Users
  • Unlimited Support
  • $1.00 per conversion
Buy Now

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
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