<img alt="" src="https://secure.hall3hook.com/198371.png" style="display:none;">
Skip to main content
Sign In
Request a demo
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.

Hero Image2x - Solutions for CAS
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.

Request a demo
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.

Request a demo
Icon - Cash Flow Product - Color Way I

Cash Flow software

Real-time, automated cash flow forecasting that helps CAS teams make data-driven business recommendations with confidence.

Get started
Case study

Perry & Associates Transforms GASB Compliance into Award-Winning Results with Crunchafi

Perry and Associates

When GASB 87 and 96 loomed on the horizon, Perry & Associates needed a scalable solution. Learn how Crunchafi provided the efficiency and accuracy they needed, leading to significant time savings and award-winning financial reporting.

Read case study
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 Cash Flow software has been an integral tool to building out our advisory program.”

Kimberly Campbell

Director of Accounting, Innovative Accounting Solutions

“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.

Request a demo

FAQs

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

Contact us
Do Crunchafi’s Lease Accounting, Data Extraction, and Cash Flow 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, extracting data, or analyzing cash flow. 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.
  • Our Cash Flow software uses bank-level 256-bit SSL and TLS cryptographic protocols.