Moneytree

Moneytree

Moneytree Software
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About

Crunchafi Data Extraction automates the collection and standardization of client financial data, turning manual, time-consuming tasks into instant, actionable insights. With secure, read-only API connections to leading ERP and accounting systems, it extracts and normalizes data across trial balances, general ledgers, and financial statements in seconds. The software delivers pre-formatted Excel workbooks, eliminating the need for manual setup and ensuring consistent outputs across all clients. Built-in data enrichment and visualization tools help uncover trends, anomalies, and performance insights instantly. Designed to save CPA firms hours per engagement, it streamlines audits, financial due diligence, and client reporting with accuracy and speed. Compliant with global security standards, Crunchafi ensures data integrity, privacy, and confidence in every engagement.

About

Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CPA firms, auditors, and finance professionals seeking automated, secure, and standardized data extraction for faster audits, financial due diligence, and client reporting

Audience

Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1981 per year
2 packages available: Essential and Elite
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Crunchafi
Founded: 2016
United States
www.crunchafi.com/products/data-extraction

Company Information

Moneytree Software
Founded: 1981
United States
www.moneytree.com

Alternatives

Alternatives

Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
eMoney

eMoney

eMoney Advisor
Equisoft/plan

Equisoft/plan

Equisoft
Collatio

Collatio

Scry AI
MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Microsoft Dynamics 365
NetSuite
QuickBooks Online
Redtail CRM
Riskalyze
Sage Intacct
Salesforce
Wealthbox
Xero

Integrations

Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Microsoft Dynamics 365
NetSuite
QuickBooks Online
Redtail CRM
Riskalyze
Sage Intacct
Salesforce
Wealthbox
Xero
Claim Crunchafi Data Extraction and update features and information
Claim Crunchafi Data Extraction and update features and information
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