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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Confluence Technologies specializes in data-driven solutions for investment management, offering a comprehensive suite of products that enhance efficiency, control, and transparency. With a client base spanning more than 40 countries and including leading asset managers and service providers, Confluence supports regulatory compliance, risk analytics, performance measurement, and investor communications. The company’s innovative platforms enable organizations to manage complex data workflows, monitor investments, and meet evolving regulatory demands seamlessly. Confluence also offers ESG solutions and private fund reporting, positioning itself as a trusted partner for sophisticated investment management needs.

Description

Crunchafi Data Extraction is a powerful automation tool that enables accounting and audit teams to retrieve, standardize, and analyze client financial data in minutes. By connecting directly to client ERPs via a secure, read-only API, it instantly pulls validated data for trial balances, income statements, and general ledger transactions. The platform delivers a pre-built Excel workbook, saving teams hours of manual formatting while ensuring consistency across engagements. Advanced enrichment features automatically calculate financial ratios, AR/AP agings, and cash flow trends, allowing firms to identify risks and opportunities faster. With real-time visualizations and completeness checks, teams can quickly uncover anomalies and present data-backed insights to clients. Crunchafi maintains enterprise-grade data protection—sensitive information is never extracted unless manually entered, ensuring full confidentiality. Whether used for audits, CAS, or transaction services, the software simplifies every step of financial analysis. Trusted by top CPA firms, Crunchafi turns raw client data into reliable, decision-ready intelligence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azeon
Menturi
Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Serval
Wired Relations
Xero

Integrations

Azeon
Menturi
Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Serval
Wired Relations
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Confluence Technologies

Founded

1991

Country

United States

Website

www.confluence.com

Vendor Details

Company Name

Crunchafi

Founded

2016

Country

United States

Website

www.crunchafi.com/products/data-extraction

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Alternatives

Alternatives

Collatio Reviews

Collatio

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