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retirement plan Individual Small Business Professional Lender Financial File Conversion for Small Business Effortlessly extract transactions from bank and credit card PDF statements, or move transactions from one accounting platform to another with speed, ease and reliability. “I use MoneyThumb for my personal and business financials and taxes.” - MoneyThumb Customer

Slide Update your financial records fast and easy When you need to enter expenses, but all you have are paper bank statements or a file format that doesn’t import, we’ve got your solution. tax advice financial planners Slide Migrate Financial Records to Cloud Accounting We make cloud platform migrations simple. Whether to or from QuickBooks Online, Xero, MoneyDance or others, Moneythumb converters give you freedom of choice. Slide Consolidate All of Your Financial Records Moneythumb converters empower you to move transactions from one accounting platform to another, piecemeal or whole. Combine sources for tax preparation or archiving. tax season

Quicken and QuickBooks users rejoice! There is a better way.

Moving transactions in and out of Quicken and QuickBooks can still be a challenge with some kinds of financial formats and statement types. MoneyThumb converters make it easy. Especially with PDF bank statements.

Converters for QuickBooks
Converters for Quicken

See our Quicken solutions

Cloud accounting? We've got you covered too!

One of the biggest headaches in migrating to a cloud accounting app is preserving the financial records you’ve already developed. MoneyThumb converters help make process smooth and worry-free.

Converters for Other Accounting Software

See our cloud accounting solutions

Key Product Features

Intelligent Document Recognition (IDR)

Recognizes 95% of U.S. bank statements, through intelligent document recognition algorithms. Unlike template-dependent processes, our software doesn’t need to be told upfront what bank statement format is being used.

Pinpoint OCR

Proprietary optical character recognition algorithms review questionable fields, look for patterns to self-correct and flag questionable transactions. Employ the power of the only OCR software developed specifically for bank statements.

Automatic Reconciliation

Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement. If everything checks out, the statement is identified as reconciled, saving you time and manual review.

Payee Cleanup

Auto-assisted cleanup of transaction payee names helps keep transactions correctly categorized and consistent, saving you further review and correction time.

Why Choose MoneyThumb?

The leader in bank statement conversion

Backed by responsive customer support

Thousands of satisfied customers

Pricing options to fit your needs

Works with hundreds of banks including:

see the full list of proven banks

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