Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.
API Access
Has API
API Access
Has API
Integrations
Addepar
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Interactive Brokers
Microsoft Dynamics 365
Integrations
Addepar
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Interactive Brokers
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$139.95 per month
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
Crunchafi
Founded
2016
Country
United States
Website
www.crunchafi.com/products/data-extraction
Vendor Details
Company Name
RightCapital
Country
United States
Website
www.rightcapital.com
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