Crunchafi’s financial Data Extraction software normalizes, validates, and enriches data from your client’s ERP or accounting system, allowing for deep financial analysis instantly.
Instant financial data
Automate data extraction from your client’s ERP to reduce errors, simplify data requests, and speed up engagements.
Purpose-built Excel workbooks
Get pre-formatted workbooks with trial balances, GLs, and more. Spend less time formatting and more time analyzing.
Enriched, visualized data
Uncover trends and impress clients with real-time data visualizations for AR/AP agings, cash flow, ratios, and more.
Global security standards
Connect securely with read-only ERP access. No sensitive data pulled unless manually entered in GL notes.
Let Crunchafi automate financial data extraction for simplified accounting analysis.
Crunchafi’s Data Extraction software connects directly to your client’s ERP, automating financial data extraction, eliminating manual errors, simplifying data requests, and shortening the timeline for each engagement.
Our Data Extraction software delivers client data in a pre-built workbook so you can focus on data analysis, not formatting. Includes Monthly Trial Balance, Income Statement, General Ledger transactions, and more.
Easily spot trends, uncover anomalies, and impress clients with real-time data visualizations. Reports include AR and AP Agings, Cash Flow analysis, Variance analysis, Monthly financial ratios, and Accuracy and completeness checks.
Crunchafi implements a secure, temporary, read-only connection to your clients' ERP. The data is only accessible to the requesting accounting firm. Sensitive information is never extracted unless manually entered in GL notes.
Let Crunchafi automate financial data extraction for simplified accounting analysis.
Crunchafi’s Data Extraction software connects directly to your client’s ERP, automating financial data extraction, eliminating manual errors, simplifying data requests, and shortening the timeline for each engagement.
Our Data Extraction software delivers client data in a pre-built workbook so you can focus on data analysis, not formatting. Includes Monthly Trial Balance, Income Statement, General Ledger transactions, and more.
Easily spot trends, uncover anomalies, and impress clients with real-time data visualizations. Reports include AR and AP Agings, Cash Flow analysis, Variance analysis, Monthly financial ratios, and Accuracy and completeness checks.
Crunchafi implements a secure, temporary, read-only connection to your clients' ERP. The data is only accessible to the requesting accounting firm. Sensitive information is never extracted unless manually entered in GL notes.
Send a URL to your client to instantly connect their accounting system.
Let Crunchafi’s Data Extraction software extract, normalize, and analyze the client’s data in seconds.
Retrieve the data as a ready-to-use Excel workbook formatted consistently across clients.
Here’s why accounting and financial professionals choose Crunchafi’s financial Data Extraction software.
“Crunchafi’s Data Extraction software has allowed us to significantly reduce deal preparation time and request list size. The ability to export all usable data from a variety of ERP systems into one, easy-to-digest Excel file has sped up our diligence process and eliminated certain mundane tasks for our teams.”
Coleman S.
Manager of Transaction Services, RiveronHelpful resources on all things accounting and finances.
Quick answers to your questions about our suite of accounting and financial solutions.
The product connects directly to a client’s accounting system or ERP via APIs, extracting the financial data in one fell swoop via a temporary, read-only connection. The data is standardized, validated, enriched, and delivered in a single pre-built Excel workbook.
Connections can be made with QuickBooks Desktop, QuickBooks Online, Oracle NetSuite, Xero, Sage Intacct, MYOB, and Microsoft Dynamics 365 Business Central (Beta).
Only the financial data required for analysis is extracted, such as Financial Statements, AR/AP transactions, Trial Balances, Chart of Accounts, and General Ledger entries. Sensitive information, like customer or employee personal details, is never pulled unless manually entered into General Ledger notes.
Only the requesting accounting firm can access the extracted data. A copy can be shared with you upon request for review. No other parties will have access unless you grant permission.
Data is securely hosted on Microsoft Azure in the United States, protected by encryption and industry-standard security measures.
See how Crunchafi’s automated Data Extraction software can
simplify audits, boost accuracy, and help your team deliver more
strategic insights.