We’ve built MoneyThumb into NextLevel MCA to analyze bank statements for our broker clients. It’s accurate, gives us much more data than basic parsing, and the API was easy to integrate. It handles ou... See more
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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.... See more
1st conversions with money thumb did not work properly. Support tried to help, though had pbms fixed only to import 3 accounts into quicken, and when manually tried correct errors, caused other acco... See more
Company replied
I've used other, similar products. MoneyThumb's 2qbo Convert Pro with PDF+ is not only far less expensive but conspicuously more accurate, faster, and doesn't bog down other running programs. You don'... See more
Company details
- Software Company
- also in
- Accountant
- Alternative Financial Service
- Business to Business Service
- Financial Institution
- Software Vendor
About MoneyThumb
Written by the company
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.
Contact info
533 2nd Street, Suite 227, 92024, Encintas, United States
- 844-533-5022
- emery@moneythumb.com
- www.moneythumb.com
3.4
Average
91 reviews
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This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 48 hours
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We’ve built MoneyThumb into NextLevel…
We’ve built MoneyThumb into NextLevel MCA to analyze bank statements for our broker clients. It’s accurate, gives us much more data than basic parsing, and the API was easy to integrate. It handles our volume without problems. There are no contracts, and the team adjusts pricing as you grow, which is rare.
November 12, 2026
Unprompted review
Reply from MoneyThumb
Hi Abraham,
Thank you for your review. It’s great to hear the API integration went smoothly for NextLevel MCA and that the platform is working well.
If there’s anything else that would help your team or your brokers, please reach out. We’re always glad to help.
— The MoneyThumb Team
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Support is no help at all
Support is no help at all, and my product did not download correctly. In fact, it was corrupt, and it locked up my file explorer somehow. I have spent HOURS trying to get this fixed. I finally found the corrupt file and repaired it, but I still cannot open windows explorer, WTH? No support on this issue at all.
June 24, 2026
Unprompted review
Reply from MoneyThumb
Hello Kay, it's unfortunate you experienced these issues, but it's important that we clarify a few points.
Based on our Customer Service team’s review of your support ticket, the issue you reported was a Windows File Explorer issue, not a MoneyThumb software issue. MoneyThumb does not control Windows File Explorer, and our software does not have the ability to lock up or resolve Windows operating systems.
Our support team recommended working with your local IT support to diagnose your Windows environment as it was completely unrelated to our software.
We're always happy to assist with questions related to our software and file conversions, but we're not able to troubleshoot operating system issues that fall outside our application.
We wish you the best in getting your computer fully resolved.
~MoneyThumb
Horrible from start to finish
Horrible from start to finish. Don at customer service sold me on their amazing customer service, being a family company etc, and gladly accepted my payment. After that once I was having a bunch of problems with the program, I could not get in touch with him again. He mis-managed my expectations from the very beginning, and was never transparent in his communications. Ultimately I just had to fire them because I couldn't even get in touch with them knowing I was working on an urgent case.
May 14, 2026
Unprompted review
Reply from MoneyThumb
Hi Steven, While we disagree with your characterization of the situation, we appreciate the opportunity to respond.
Our team spent significant time assisting you through both email and live phone support, including reviewing statements, explaining product functionality, troubleshooting reconciliation issues, and escalating edge-case credit card processing concerns to our development team. Throughout our conversations, we were transparent that the requested fix required development work and could not be completed within the short timeframe you requested.
Once you requested cancellation, we canceled your account within 15 minutes and promptly issued a full refund.
We strive to provide responsive and professional support to all customers and wish you the best in finding a solution that meets your specific needs.
~MoneyThumb
I found their pricing deceptive
I found their pricing deceptive. All of these statements for a year were on one PDF file and they required me to purchase more credits t process. I reached out for support, received a canned response. Within a few minutes of the purchase, I requested my money back. Never heard of from them again. I originally had a subscription for my time to renew expired, the pricing went up 5x. I found better more reliable software for much less.
February 4, 2026
Reply from MoneyThumb
Thank you for your feedback. We’re sorry this experience was frustrating.
After reviewing your account, we see our support team replied to your inquiry to better understand the issue about only being able to process one account, as we’re often able to quickly resolve file or conversion questions. We did not receive a follow-up response and apologize if there was any miscommunication regarding your refund request.
Our pricing is based on the number of accounts within each monthly statement, even if multiple statements are combined into one PDF, as outlined in our FAQs. We’d appreciate the opportunity to make this right. Please contact our support team directly so we can review your case and resolve it promptly.
~MoneyThumb
Was not able to convert to the file…
Was not able to convert to the file that I was looking for.
January 27, 2026
Reply from MoneyThumb
Hi Makoto. Thank you for your feedback. We're sorry to hear you had trouble converting your files. Our support team is happy to help troubleshoot and get this resolved for you. Our team is able to resolve the majority of conversion issues we're alerted about. Please reach out to us at https://www.moneythumb.com/contact/ with a few details about the files you were trying to convert, and we’ll take a look right away.
Thank you for giving us the opportunity to resolve this for you.
~MoneyThumb
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Reply from MoneyThumb
Hi JM, we are always thrilled when we hear from our customers that MoneyThumb is saving them a lot of time. We are also pleased that you've been happy with our support team. They are truly best-in-class. Thank you for taking a moment to submit a review. We appreciate your feedback.
~MoneyThumb
Great product. Easy to use.
We have been using Moneythumb for 3 months now and the system is saving us hours of labor. Great working with Don and his team. Highly recommend Moneythumb.
December 24, 2025
Unprompted review
Reply from MoneyThumb
Hi George - thank you for sharing your feedback with us. We are so pleased to hear that MoneyThumb has been working well for you and is saving you a lot of time. Thank you for your kind words about Don too. We are truly grateful for him and our other team members for always putting our customers first.
~The MoneyThumb Team
These guys are amazing
These guys are amazing! Nothing but great things to comment on Don & the team at Money Thumb!
November 13, 2025
Unprompted review
Reply from MoneyThumb
Hi Bryan - thank you so much for your kind words. We agree that Don and the entire sales and support teams are amazing. They all love what they do because they they get to work with wonderful clients like you.
~The MoneyThumb Team
Easy to Use, Great ROI
From our experience, MoneyThumb was easy to use from the onset of our account setup. The resource provides an excellent ROI, as it saves us substantial time for a very reasonable cost. The few times that we've had questions regarding the conversion of documents, customer service was always quick to respond, assist, correct, and explain. We recommend MoneyThumb to other members of our industry on a regular basis due to how well it performs.
November 12, 2025
Unprompted review
Reply from MoneyThumb
Thank you for such a thoughtful review, Ashley! We’re so glad to hear that MoneyThumb has been easy to use and has delivered a strong ROI for your team. We will share your kind words with our customer service team too. We truly appreciate you recommending us to others in the industry. It means a lot to our entire team.
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What a great product
What a great product, changed our underwriting process completely and their support staff is top-notch. Attends to problems immediately and super responsive.
November 11, 2025
Unprompted review
Reply from MoneyThumb
Hi SZ - Thank you so much for taking the time to share this! We’re thrilled to hear MoneyThumb has made such a positive impact on your underwriting process. Our team takes a lot of pride in being responsive and helpful, so it means a lot to know that’s coming through. We truly appreciate your partnership and look forward to continuing to support your success!
~ The MoneyThumb Team
All Conversions Failed
1st conversions with money thumb did not work properly. Support tried to help, though had pbms fixed only to import 3 accounts into quicken, and when manually tried correct errors, caused other accounts to blow up. Paid for 63 extra conversions, but conversions failed. Support offered to do the conversions and did, but turns out a month of transactions were missing. Then support complained they were taxed too much and told me to fix stuff myself manually and later to go find someone else's software to do the job because I complained too much.
September 9, 2025
Unprompted review
Reply from MoneyThumb
Hi Philip - We’re sorry this experience didn’t meet your expectations. For transparency, our support team invested substantial time working with you across many email exchanges, reconversions, and troubleshooting steps.
When you reported duplicate transactions, we confirmed they were Quicken transfer entries, not MoneyThumb conversion errors — something you later acknowledged to us. To help further, we reorganized nearly four years of your PDFs by year, reconverted three accounts multiple times (including with optional settings you later requested), and provided both QFX and CSV formats to help you simplify the reconciliations.
When you reported missing transactions, we verified they were present in the converted files and we even went a step further and researched Quicken-specific fixes for you. Our customer service manager worked directly with you to help resolve your challenges and she remained professional and patient throughout. Any feelings that we were “taxed too much” was clearly misunderstood as we are always eager and happy to provide outstanding support to our customers. Ultimately, many of the issues stemmed from Quicken’s handling of imports, which is outside of MoneyThumb’s control.
We remain confident in both our product and the professionalism of our support team and we welcome the opportunity to work with you in the future.
My purpose was to convert a .cvs file…
My purpose was to convert a .cvs file to a Quicken gfx file or a .qfi file. I loaded the .cvs file into the program and it would not let me convert without making changes to the data column headings. It is very confusing and there are no instructions. With only 5 conversions per month allowed, I wasted 2 on trial and error... I have since canceled my subscription.
(Also, no fault of MoneyThumb, but Quicken only allows a few months to be downloaded, so not very useful if you need to keep the historical records for a longer period.)
July 31, 2025
Unprompted review
Reply from MoneyThumb
Hello Moflt - we are sorry to hear that you experienced some challenges converting your .csv file to the Quicken format. We are not able to find your email address in our system, nor the name you used here. If you would please contact our support team (https://www.moneythumb.com/contact/), and send the file that you were having issues with, we can take a look. It's likely something that we can easily help you rectify. We would appreciate the opportunity to correct this for you.
Sincerely,
MoneyThumb Support
Easy to Convert Bank & Credit Card Stmts & upload to Xero
The product is flawless in converting bank and credit card statements by our CPAs in Manila and import the results into Xero to prepare monthly bookkeeping for our US Clients.
August 1, 2025
Unprompted review
Reply from MoneyThumb
Thank you so much for the great review! We're thrilled to hear that our tools are helping your CPA team in Manila seamlessly convert statements to Xero and streamline bookkeeping for your US clients.
We appreciate your support. Thanks again for your review.
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Reply from MoneyThumb
Hi Jose - thank you for taking the time to review MoneyThumb. We are so glad to hear that you're finding the product helpful. We value you as a client and truly appreciate your feedback.
The MoneyThumb team
response time from customer service
June 24, 2025
Reply from MoneyThumb
Hi Jesus,
Thank you for your feedback. After reviewing your account, we found that you submitted three separate tickets for the same issue within a 9-minute window. To prevent confusion and ensure efficient service, our support team follows a standard procedure of merging or closing duplicate tickets so that our team isn’t working on the same issue in parallel.
Your original ticket was responded to within 19 minutes—well within our typical response window and much faster than most SLAs. However, it appears you may not have seen our reply, as we never received a response from you. If that’s the case, we’re happy to resend the communication and provide timestamped records to clarify.
We take customer service very seriously and pride ourselves on fast, helpful support. Based on the facts, we believe the 1-star review is unfounded. We’d greatly appreciate if you would remove your review as it does not accurately reflect what happened. Please don’t hesitate to reach out at https://www.moneythumb.com/contact/ if you would like to walk through the timeline.
Sincerely,
The MoneyThumb Team
Great customer service and support
Customer service before and during my subscription has been great! People are kind and knowledgeable and quickly responded to my questions and pleas for help. The software worked perfectly and was very easy to run. Definitely recommend them to anyone needing files converted to QBO files
May 5, 2025
Unprompted review
Reply from MoneyThumb
Thank you so much for the kind words! We’re thrilled to hear that your experience with our customer support—and the software itself—has been such a positive one. It's great to know that everything ran smoothly and that we could be there to help when you needed it. We truly appreciate your recommendation and look forward to continuing to support your file conversion needs! We will share your feedback with our support team.
I purchased the conversion software to…
I purchased the conversion software to convert a qfx to a qbo file. The program does not recognize the file. I've reached out to Customer Support 2x in the past 10 days with zero response. I've called their offices. The message referred me to contact them via their website. Which is zero response. I urge anyone considering doing business with the company to research other companies and look elsewhere.
May 6, 2025
Unprompted review
Reply from MoneyThumb
Hi Kevin - We’re sorry to hear about your experience. At MoneyThumb, top-notch customer service is one of our core values, and we pride ourselves on fast, reliable support.
We searched our records and couldn’t find any support tickets or messages from you, nor a purchase matching the product you mentioned with your name or email address. It’s possible there was a technical issue or a mismatch in contact info.
Please reach out to us directly at support@moneythumb.com with your order details and the email address you used to purchase the software so we can look into this right away. We’re here to help and would appreciate the chance to make it right.
Sincerely,
The MoneyThumb team
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This program saved me hours of labor
This program saved me hours of labor. The .csv files from the bank were not downloading for 6 mos. It was not discovered til tax time, but MoneyThumb converted the transactions with minimal clean up (compared to the only other options!) So GREATFUL!!!!
March 11, 2025
Unprompted review
Reply from MoneyThumb
Hello Georgetown Massage, LLC - thank you for taking the time to write us a review. We are so glad to hear that MoneyThumb was able to convert the bank transactions for you, saving you countless hours of time. Glad to have you as a client!
excellent customer service
The representatives were super efficient. I would definitely recommend this service.
January 23, 2025
Reply from MoneyThumb
Hello Sr Mary - Thank you so much for your wonderful review! We truly appreciate you taking the time out of your busy schedule to share your thoughts with us. Your feedback has been shared with our customer service team, and it serves as a heartfelt affirmation of our commitment to ensuring our clients' satisfaction. We're thrilled to have you as a valued customer at MoneyThumb. Thank you once again for your kind words and for choosing us!
Years of satisfaction!
I've been using Moneythumb products many years including versions for Quickbooks and now Quicken. The products work very well and have saved me hundreds of hours of work and made it possible for me to meet aggressive deadlines with 100% accuracy. Their support is very timely, professional, and helped me find solutions that work.
December 13, 2024
Unprompted review
Reply from MoneyThumb
Hi Bill - Thank you so much for your glowing review and for being a loyal customer over the years! We're thrilled to hear that our products have consistently met your needs and we're glad our support team has been able to assist you effectively. We look forward to continuing to serve you with the same dedication and quality you've come to expect from us. Thanks again.
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