MoneyThumb

533 2nd Street, Suite 227, 92024, Encintas, United States
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3.50
Based on 20 Reviews

5

60.00%

4

0.00%

3

5.00%

2

0.00%

1

35.00%
About MoneyThumb

MoneyThumb simplifies your lending and financial accounting through easy-to-use financial file converting and analysis tools. Our products move transaction data from where you have it to where you need it, helping speed up financial decision-making with more accuracy. PDF Insights: Enables banks and lenders to read and analyze financial documents in seconds to determine a loan applicant’s creditworthiness. Thumbprint®: Helps banks and lenders instantly evaluates and scores the authenticity of PDF financial documents giving you a fraud score so you can make more confident lending decisions. Accounting File Converters: Helps accounting professionals and small businesses convert virtually any file type into the QBO, QFX, OFX, or other formats for quick and easy import into your accounting system.

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Andrews
GB

Saved me an unthinkable amount of time I'm a freelance photographer and I hate finances. I hate finance software. I hate paying a hundred bucks for software that turns one kind of text file into another kind of text file. I hate organizing bank statements and logging my expenses. I don’t know what kind of wizards there are at MoneyThumb, but PDF2CSV is straight voodoo. I’m a degenerate who lapsed on filing taxes from a couple years ago and I only had bank statement PDF's. I tried some cheaper, crappier programs to turn them into CSV’s with no luck. I was apprehensive about buying the program, but after seeing how accurately and quickly the demo converted the documents, I bought it and have since used it for three years worth of statements. It has saved me an unthinkable amount of time over thousands of transactions. I have never reviewed a software company to throw gratitude at a product, but I just wanted to say thank you for such an productive piece of software.

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Prakash Patel
GB

Two Issues with what I purchased… Two Issues with what I purchased pdf2csv converter software I bought. (1) It did not work for some of the image-based pdf bank statements and I had to buy another annual subscription PDF+ (2) It is a good UI Desktop version. But, does not allow users to invoke from a common prompt with arguments to run it inside another excel based programs.

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GURINDER JHAJ
CA

Issues resolved in a very timely manner Issues resolved in a very timely manner Every time I send any issue including issues that need extraction of data from new format, the response has been remarkable.

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Gordon H
GB

Their QfxToQbo software does NOT work… Their QfxToQbo software does NOT work as advertised. If the bank you are using does not pay for a QID with QuickBooks (such as US Bank), you will NOT be able to upload the QBO file that is created. Instead, you will get the following error: YOU are trying to upload the web connect file with an account type that QuickBooks does not support. Please contact your Financial Institution for details.

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GLEN P
GB

Moneythumb CSV2QBO for $59.95 didn't… Moneythumb CSV2QBO for $59.95 didn't offer any additional features for me than imported a plain CSV file. The website was misleading. You can find a trial version to see if it will work before spending time & money.

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