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.
MoneyThumb (moneythumb.com) has 90 customer reviews on Five Star Index, with an average rating of 3.5 out of 5.
Also known as
moneythumb.com
Website
moneythumb.com
Category
Internet & Software
Location
Encintas, California
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 56% of reviews.
Latest
Most recent review: June 2026.
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Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
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MoneyThumb has been a huge saving point for my company. Many clients do not send register information and we have to rely on the bank statement. This program gives us the ability to take the older statements (and the new) and import them for a variety of clients without logging into their banking portals. Plus it has a 'payee cleanup' feature to help remove the long descriptions on statements!
Response from MoneyThumbJul 13, 2023
Hi Peggy, thank you for such a detailed review, which we are sure that other accounting professionals will find valuable. We are so glad that MoneyThumb is a time-saver for you and that you're enjoying the payee cleanup function. We appreciate having you as a client!
JS
Julie S.
Moneythumb has saved me countless hours…
Moneythumb has saved me countless hours by solving the problem of getting PDF information converted to QBO upload.
Response from MoneyThumbJul 4, 2023
Hi Julie - thank you so much for your positive review. We are glad to hear that MoneyThumb saves you many hours of work. That's definitely one of our main objectives. We appreciate having you as a customer.
CP
Charlene P.
My vote for number one worst customer service experience!
If there was zero, I would’ve picked that. I asked for a refund because the files that I converted directly into Quick books aren’t in my QuickBooks, and after hours of trying to get them from money thumb, went to bed at 2 AM having done nothing. I received a response as if I was making it up because they saw that I used my conversion. I didn’t dispute that, they are not in my QuickBooks and when I click on them, I can’t get them so it was a waste of money. The automated “we don’t give any money back response” is unacceptable for every situation and I’m getting sick of it at large. Not once was I asked if anybody could help me find the documents, I was repeatedly accused of, I guess keeping the documents and trying to get my money back, I don’t know? Ultimately I was told that they are blocking me from their system because they don’t wanna communicate with me. Customer service from a 12 year old perspective. Zero emotional intelligence, zero concern for the customer.Rather than to try to de-escalate the situation, I was told that they don’t want to deal with me, they’ve canceled my subscription for me and blocked me from their system! So here’s a fact, if you have a problem, and you think that a refund would be a resolution, you can expect a hard no, we don’t really need you or your business, have no concern whether or not you got your moneys worth out of our product and we have absolutely no interest in helping you use the product. That’s a big risk for your hard earned money.
Response from MoneyThumbJun 29, 2023
Hi Charlene,
We reviewed your situation at length and have concluded that there is no basis for a refund given that all of the conversions that you purchased were used and converted perfectly. With thousands of QuickBooks customers and millions of conversions successfully processed, we have not run into a situation where the documents disappeared. It's unfortunate that you are not able to locate the documents in QuickBooks and perhaps this is something to address with them.
We wish you the best.
JS
Joanne S.
MoneyThumb is easy to use
MoneyThumb is easy to use, does what I need it to, and customer support is very responsive and effective.
Response from MoneyThumbJun 18, 2023
Hi Joanne - thank you for your positive feedback. Excellent customer service is something that our team strives for. We appreciate your taking the time to submit a review and we will be sure to share your feedback with our customer support team.
AA
aa
Their software works great.
Their software works great.
Response from MoneyThumbMay 23, 2023
Hi Robert,
Thank you for sharing your feedback. We are so glad to hear that our file converter is working well for you. We appreciate having you as a client.
DL
Doug L.
Great company and product
Great company and product. Saves me an incredible amount of time importing transactions into QuickBooks Online.
Response from MoneyThumbMay 4, 2023
Hi Doug - thank you for taking the time to write us a review. We're so glad that our file converters are saving you time importing your transactions to QB Online! We appreciate your feedback.
AN
Ann
Horrible customer service
Horrible customer service, unwilling to assist or cooperate with technical support, and threatening to take away access to our PAID Licenses because of "License violation" when we are clearly explaining the that it is in fact, all on the cloud, which run on multiple machines. "Amanda M." ("Customer Service MANAGER" this is laughable) get training on customer service please or you will lose all your customers. This lady was unapologetically rude, and definitely not looking towards the future to retaining customers. Thanks.
Response from MoneyThumbApr 24, 2023
Hi Ann,
We're sorry that you feel that we were unwilling to cooperate. Our customer service team explained that your license allows for a certain number of users and in your case, the number of users has been in excess of what's allowable per the licensing agreement. It is important for us to maintain good relationships with our customers and we do hope that you reconsider the recommendation that we provided, that our MoneyThumb Online option may better suit your needs. We welcome the opportunity to discuss this further if you'd like to reach back out to our customer service team.
ZP
zubair P.
It's good for US banks but interface…
It's good for US banks but interface could be easier especially when you have multiple months in one document
Response from MoneyThumbApr 11, 2023
Hello Zubair,
We appreciate your feedback. Upon review of your account, we've determined that there are a couple of different options that may help. A member of our customer service team will be in touch with you to discuss.
You can also reach out to us at https://www.moneythumb.com/contact/ at any time.
Thank you.
