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MoneyThumb
Converts PDF and scanned bank and credit-card statements into QBO, QFX, CSV and Excel files for QuickBooks or Xero import, online or on the desktop.
| What the AI does | Machine Learning that corrects and flags questionable transactions; 'Analyze data with the speed, power, and accuracy of AI'; PinPoint OCR/IDR built for bank statements |
|---|---|
| Who it serves | Bookkeeping practices, Small CPA firms, Solo practitioners |
| Starting price | $24.95/mo (5 conversions/mo); Pro for accountants $99.95/mo (60 conversions) or $799.95/yr (800) |
| Pricing model | Subscription (conversion bundles) |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Document Collection, OCR & Data Entry |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero, Excel, Quicken, Sage, Wave, FreshBooks, Zoho Books |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
MoneyThumb is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, small CPA firms and solo practitioners on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping.
What it costs
MoneyThumb starts at $24.95/mo (5 conversions/mo); Pro for accountants $99.95/mo (60 conversions) or $799.95/yr (800), subscription (conversion bundles). There is a free trial.
Good to know
MoneyThumb converts PDF and scanned bank and card statements into QBO, QFX, CSV and Excel files for QuickBooks, Xero and most other ledgers, online or on the desktop. The Pro tier is the one labeled for accountants and bookkeepers: $99.95/mo for 60 conversions or $799.95/yr for 800, with unused conversions rolling over at renewal; Individual starts at $24.95/mo for five. Machine learning flags questionable transactions and the automatic reconciliation checks your totals against the statement summary. SOC 2 Type II is posted.
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