Crunchafi + Fieldguide

Your client data,
delivered to the engagement.

Crunchafi Data Extraction now connects directly to Fieldguide.

Collect financial data straight from your client’s accounting system. Then send Fieldguide-ready workbooks into the exact requests where audit work begins, with confirmation that every file arrived. Your team spends less time collecting and moving data, and your clients spend less time fulfilling requests.

Built for audit teams.
Built for how your engagements run.

Every step is designed around how audit teams actually prepare for fieldwork.

Why Crunchafi
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One Connection. Standardized, Reconciled Data.

Clients authorize one secure, read-only connection to their accounting system. It replaces repeated requests for reports and exports. Crunchafi retrieves, standardizes and reconciles the data, so it’s ready before fieldwork starts.

 
Increase firm capacity

Fieldguide-Ready Workbooks, Out of the Box.

Trial balance, general ledger, AR, AP, revenue details, cash flow analysis, chart of accounts and a TB-GL completeness test. Choose the engagement, match each workbook to its Fieldguide request, rename files if needed, and send everything in one step.

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Less Wrangling.
More Time for Higher-Value Work.

Less time chasing, cleaning and moving files means more time on risk, analysis and judgment. Workbooks land in the engagement standardized and reconciled, so fieldwork starts with the data already in place.

What changes when you
add Crunchafi.

Without Crunchafi

Clients pull reports and exports by hand, one request at a time
Staff clean and reformat data before it's usable
Files get downloaded from one system and re-uploaded to another
No clear record of which file reached which request
Follow-ups when exports arrive incomplete or in the wrong format
Clients field repeated requests for the same reports

With Crunchafi

One read-only connection to the client's accounting system
Standardized, reconciled workbooks ready for Fieldguide
Workbooks sent straight to the right Fieldguide request in a few clicks
Per-file delivery confirmation and a full push history
Less time spent moving files between systems
A client experience that respects their time

Ready to skip the download, reformat, re-upload cycle?

You're one step away from connecting client data collection to your Fieldguide engagements. Crunchafi Data Extraction works alongside your existing Fieldguide environment, with no change to how you audit.

Get started today