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What is Crunchafi Data Extraction?

Crunchafi Data Extraction revolutionizes how CPA firms and financial professionals handle client data collection and analysis. Instead of chasing spreadsheets or waiting for client exports, teams can connect directly to any major ERP or accounting platform through Crunchafi’s secure, temporary, read-only integration. In seconds, the system extracts, validates, and normalizes financial data—covering trial balances, general ledger details, income statements, and more—without altering the client’s environment. The result is a fully formatted, standardized Excel workbook, designed for instant analysis and consistent reporting across all clients. Its data enrichment engine adds layers of intelligence, producing ready-to-use visualizations for cash flow, AR/AP agings, and performance ratios. Auditors and analysts can quickly identify discrepancies, trends, and risks, dramatically reducing the time spent preparing client deliverables. The software supports firm-wide consistency, scalability, and collaboration across multiple engagements. With built-in privacy controls and compliance with global security standards, data access remains restricted, transparent, and protected. Crunchafi’s intuitive interface and automation tools make it simple for teams to move from raw extraction to insight within minutes. Purpose-built for accounting professionals, it transforms financial data into clarity, speed, and strategic advantage.

What is Asset-Map?

We integrate design thinking principles with personal finance to present a thorough and understandable overview of a client's financial circumstances. Asset-Map, a well-regarded financial technology company based in Philadelphia, PA, has earned the confidence of over a million users who engage with the platform alongside their advisors to enhance financial clarity. Additionally, we have successfully visualized more than $1.4 trillion in financial assets through Asset-Map. The reports produced by our platform arrange a household's financial data in an engaging visual format, allowing advisors to provide their insights in real time. Our interactive Target-Maps assist in identifying essential financial goals for households and effectively tracking their progress. Furthermore, advisors can effortlessly search through their entire practice, ensuring they pay attention to households that need support more efficiently than ever before. Take this chance to book a demo today and join the ranks of numerous financial advisors who are equipping their clients to grasp their entire financial situation for better decision-making. In doing so, you will not only elevate your advisory practice but also significantly improve the financial health of the clients you assist. This is a pivotal moment to embrace technology that can transform how financial advice is delivered and understood.

Media

Media

Integrations Supported

Microsoft Dynamics 365
MoneyGuide
NetSuite
Nitrogen
Orion
QuickBooks Online
Redtail CRM
Riskalyze
Sage Intacct
SmartOffice
Wealthbox
Xero

Integrations Supported

Microsoft Dynamics 365
MoneyGuide
NetSuite
Nitrogen
Orion
QuickBooks Online
Redtail CRM
Riskalyze
Sage Intacct
SmartOffice
Wealthbox
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$94 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Crunchafi

Date Founded

2016

Company Location

United States

Company Website

www.crunchafi.com/products/data-extraction

Company Facts

Organization Name

Asset-Map

Date Founded

2008

Company Location

United States

Company Website

www.asset-map.com

Categories and Features

Data Extraction

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

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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