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Crunchafi Data Extraction + Wolters Kluwer

Streamline Audit Prep with Upload-Ready Data for CCH® Tools

Crunchafi Data Extraction simplifies audit fieldwork by extracting, structuring, and formatting client data into ready-to-use templates—purpose-built for CCH® ProSystem fx® Engagement, CCH® Axcess™ Engagement, and TeamMate™ Analytics.

Start your audits faster, reduce back-and-forth with clients, and deliver more efficient engagements using a single powerful tool.

Built for the CCH® Audit Suite

Make audit prep seamless with three streamlined use cases tailored for CCH workflows:

CCH® ProSystem fx® Engagement

Crunchafi Data Extraction extracts balances, account numbers, classifications for auto grouping, and more from your client's accounting system to upload into Engagement instantly for huge efficiency gains in your audits.

CCH® Axcess™

Upload data directly from your client's accounting system into CCH, including balances, account numbers, monthly balances, classifications, and more with Crunchafi Data Extraction.

TeamMate Analytics

Full General Ledger details from Strongbox enable deeper analytics in TeamMate, using pre-saved workflows to go beyond just journal testing.

  • Run saved tests in just a few clicks
  • Journal testing, AR agings, AP testing
  • Standard outputs every time for easy scaling and training

Make the PBC Request List Easier for Your Clients

Without Crunchafi Data Extraction
Without SB

 

With Crunchafi Data Extraction

With SB

 

Sheet you should know about

Helpful resources on all things accounting and finances.

Ready to see Crunchafi's Data Extraction for yourself?

See how Crunchafi’s automated Data Extraction software can
simplify audits, boost accuracy, and help your team deliver more
strategic insights.