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.... Voir plus
L'entreprise a répondu
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Lisez les avis des autres
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... Voir plus
L'entreprise a répondu
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'... Voir plus
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 s... Voir plus
L'entreprise a répondu
À propos de l'entreprise
- Entreprise de logiciels
- Comptable
- Service de finances alternatives
- Services aux entreprises
- Institution financière
- Fournisseur de logiciels
À propos de MoneyThumb
Écrit par l'entreprise
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.
Coordonnées de contact
533 2nd Street, Suite 227, 92024, Encintas, Etats-Unis
- 844-533-5022
- emery@moneythumb.com
- www.moneythumb.com
3,6
Moyen
88 avis
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai de 48 heures
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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.
4 février 2026
Réponse de 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.
27 janvier 2026
Réponse de 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
Réponse de 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.
24 décembre 2025
Avis spontané
Réponse de 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!
13 novembre 2025
Avis spontané
Réponse de 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.
12 novembre 2025
Avis spontané
Réponse de 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.
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.
11 novembre 2025
Avis spontané
Réponse de 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.
9 septembre 2025
Avis spontané
Réponse de 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.)
31 juillet 2025
Avis spontané
Réponse de 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.
1 août 2025
Avis spontané
Réponse de 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.
Réponse de 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
24 juin 2025
Réponse de 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
5 mai 2025
Avis spontané
Réponse de 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.
6 mai 2025
Avis spontané
Réponse de 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
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!!!!
11 mars 2025
Avis spontané
Réponse de 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.
23 janvier 2025
Réponse de 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.
13 décembre 2024
Avis spontané
Réponse de 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.
I save an incredible amount of time.
I tried to convert pdf statements to excel in Adobe Pro. It was brutal. So much clean up it took me 2 hours to do one statement.
With MoneyThumb I converted 13 statements (perfectly) in under 7 minutes. Amazing.
2 octobre 2024
Avis spontané
Réponse de MoneyThumb
Thank you for your review, Connie, and for highlighting specifically how MoneyThumb helped you. We appreciate your taking the time to provide your feedback.
The product had issues ingestting my…
The product had issues ingestting my statements. The support was quick but there must have been functionality gaps. They refunded my money without me asking which I appreciated.
18 avril 2024
Réponse de MoneyThumb
Hi Mark - Thank you for the feedback; glad our support team was responsive.
Product worked as advertised
Product worked as advertised. Very easy to use. Customer service was very helpful when I had questions. Will be using this again!
31 décembre 2023
Avis spontané
Réponse de MoneyThumb
Hi John - we are so glad that you took the time to share your experience with MoneyThumb. We take pride in our ease of use and excellent customer service and the ability to help our clients save time. Thank you for being a valued client.
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