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MoneyThumb converts messy financial documents and transaction data into structured, decision-ready intelligence. We act as a financial normalization and risk-intelligence layer between raw documents and underwriting.

Who It's For

We're the data layer between raw financial records and underwriting systems.

Our customers are:

  • Small business lenders, funders, and creditors
  • Banks and CDFIs
  • Fintechs and embedded finance platforms

Capabilities

The MoneyThumb platform transforms unstructured financial inputs into:

  • Clean cash flow data.
  • Checks for fraud on PDFs.
  • Analyzes signals and trends.
  • Delivers a standardized pre-underwriting eligibility decision.

In a single API call, you can:

  • Parse bank statements and other financial documents.
  • Ingest raw transaction and asset data from third parties.
  • Tag transactions across 75+ categories (true revenue, MCA payments, NSFs, transfers, payroll, and more).
  • Run Thumbprint fraud detection on bank statements using our patented methodology.
  • Generate a customizable underwriting scorecard.
  • Receive a prequalification decision against your custom rule set.

Prequalify is in beta. If you want to access it, please contact MoneyThumb Support.

Before You Start

You'll need:

  • A MoneyThumb account with API access. Sign in here.
  • Your username and password or a license key.
  • The product you're licensed for.
  • A bank statement PDF for testing.

Contact us at salesteam@moneythumb.com to get started with a trial account.

Setting Up Your First API Call

Go here to get you started: