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Client Advisory Services

Deliver high-value financial insights faster

Crunchafi’s software for client advisory services delivers actionable business insights that help clients navigate complex financial decisions.

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Problem

Manual processes holding back your CAS growth?

Automate your advisory services and quickly gain client insights without worrying
about accuracy, data security, ease of use, or budget constraints.

Solution

Spend more time driving
client success

Crunchafi automates data collection and standardization, giving CAS teams more time to interpret data and enhance client satisfaction.

Understand data

Transform raw data into standardized, structured reports for easy interpretation.

Meaningful insights

Quickly give clients clear, actionable insights into their financial decisions.

Spend more time driving client success
Relevant products

How Crunchafi helps

Icon - Lease Accounting Product - Color Way II

Lease Accounting software

Access and manage lease data and see lease obligations without manual calculations or spreadsheet errors.

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Icon - Data Extraction Product - Color Way II

Data Extraction software

Automate financial data retrieval from your client’s accounting systems to receive structured reports for faster, more accurate analysis.

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Case study

Cherry Bekaert Standardized Processes for Swift Insights & Rapid Growth

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Discover how Cherry Bekaert gained speed and a competitive advantage by creating a predictable process with Crunchafi Data Extraction.

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Testimonials

What we’ve heard

Here’s why accounting and financial professionals choose Crunchafi.

“The ability to extract data from systems unlocks potential for standardization that will help our firm grow rapidly."

Dixie McCurley

Partner, Cherry Bekaert

“Crunchafi’s Lease Accounting software minimized the time it takes to run lease calculations on a monthly basis. We’re a construction company that used to track our leases on an Excel spreadsheet. It quickly became quite a task to maintain the data. LeaseCrunch has made it much easier to accurately report on a monthly basis.”

David M.

Senior Accountant/Analyst

Ready to streamline
your CAS processes?

Help your CAS team make smarter financial decisions for your clients, without the manual work.

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FAQs

Quick answers to your questions about our suite of accounting and financial solutions.

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Do Crunchafi’s Lease Accounting and Data Extraction products work together?

While the products can be used together, each is optimized to deliver valuable insights on their own, whether you're managing leases or extracting data. However, each product is purchased separately.

Is my financial data secure?

With Crunchafi, your financial data is always secure.

  • Our Data Extraction software is SOC 2 Type II compliant.
  • Our Lease Accounting software is SOC 1 Type II and SOC 2 Type II compliant.