Crunchafi gives CAS teams a firm-wide view of every client's growth, risk, and advisory opportunity, built on standardized data from the systems your clients already run.
Dependable connections to the systems your clients actually run including ERPs, payroll, CRM, point-of-sale, and operational systems. Crunchafi pulls scattered client data into one place, mapped to a common model so every client's numbers mean the same thing.
See across your whole client book to spot growth, risk, and the clients who may be ready for more.
Benchmark clients against their industry peers, so you can answer the question every owner asks "am I normal?"
Standardized reporting across every client, with data health scoring that shows where incoming data is solid and where it needs review.
Access and manage lease data and see lease obligations without manual calculations or spreadsheet errors.
Automate financial data retrieval from your client’s accounting systems to receive structured reports for faster, more accurate analysis.
Discover how Cherry Bekaert gained speed and a competitive advantage by creating a predictable process with Crunchafi Data Extraction.
