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.

Insights API

Provides access to PDF Insights through an Open API for seamless integration with your CRM.

QuickBooks Converters

Convert most file types 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? Email us directly or fill out our form. 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.

Conferences We're Attending

See Us in Person

Upcoming (2026)

July 30, 2026

25 11th Ave, New York, NY 10011660 12th Ave Floor 6, New York, NY 10019

Where the Industry’s Best Connect Off the Clock.

September 15th – 16th, 2026

415 5th Avenue Btw. 37th and 38th Streets New York, NY 10016

Brokers Expo New York City is excited to host our upcoming event at Center 415, a premier, full-service venue located in the heart of Midtown Manhattan. Where you’ll learn latest on key policy developments and hear directly from the policymakers who are shaping the future of the industry.

October 16-19, 2026

660 12th Ave Floor 6, New York, NY 10019

NAMB National 2026 is where independent mortgage professionals go to chart new territory, sharpen their edge, and forge the connections that move careers and communities forward.

October 18-21, 2026

3150 Paradise Rd, Las Vegas, NV 89109

From breaking news to cutting-edge AI, the Money20/20 show floor is where the future comes to life. It’s where industry leaders, media, tech enthusiasts and the leaders in fintech converge to explore the most anticipated breakthroughs of the year.

October 19 – 21, 2026

3708 Las Vegas Blvd S, Las Vegas, NV 89109

Broker Fair is a leading event for commercial finance brokers that brings together funders, lenders, and service providers to share insights, build partnerships, and stay ahead of industry trends.

October 20-23, 2026

555 Canal St, New Orleans, LA 70130

The annual OFN Conference is one of the largest, most anticipated gatherings for community development financial institutions (CDFIs). Each year, thousands of practitioners, investors, policymakers, researchers, students, and more convene to learn, collaborate, and celebrate the work CDFIs do to expand economic opportunity.

November 2-4, 2026

6677 Sea Harbor Dr, Orlando, FL 32821

CLBA is dedicated to building a thriving community where commercial loan brokers, lenders, and industry professionals come together to expand their expertise, network, and drive success.

Past (2026)

January 28-29, 2026

1320 S Dixie Hwy, Coral Gables, FL 33146

Biz2XFrontiers is a fintech-focused conference that brings together lenders, banks, fintechs, and technology providers to explore innovation, automation, and the future of small business and commercial lending.

January 22, 2026

828 Traction Ave, Los Angeles, CA 90013

FinTech Connect brings fintech leaders, innovators, and solution providers together to explore emerging technologies, industry challenges, and the future of financial services in a casual setting with a cool vibe.

February 12, 2026

4441 Collins Ave, Miami Beach, FL 33140

DeBanked Connect Miami is a premier alternative finance conference focused on small business lending, fintech innovation, and networking with top funders and brokers from across the industry.

March 4-6, 2026

1 Seminole Way, Davie, FL 33314

Funders Forum + Brokers Expo is a conference and expo that unites funders, brokers, and fintech providers for education, networking, and business growth opportunities.

March 30-April 1, 2026

3950 S Las Vegas Blvd, Las Vegas, NV 89119

FinTech Meetup is a high-impact networking and deal-making event designed to connect fintech companies, banks, investors, and technology partners in a collaborative and speed-networking environment.

June 1, 2026