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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

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

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

Organizations needing a solution to manage and improve their financial planning operations

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

$139.95 per month
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

RightCapital
United States
www.rightcapital.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Collatio

Collatio

Scry AI
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

Addepar
Agility
Altruist
AssetMark
Betterment
Bridge
Envestnet | Tamarac
Fidelity
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Orion
Pulse
QuickBooks Online
Sage Intacct
TD Ameritrade
Wealthbox
Xero

Integrations

Addepar
Agility
Altruist
AssetMark
Betterment
Bridge
Envestnet | Tamarac
Fidelity
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Orion
Pulse
QuickBooks Online
Sage Intacct
TD Ameritrade
Wealthbox
Xero
Claim Crunchafi Data Extraction and update features and information
Claim Crunchafi Data Extraction and update features and information
Claim RightCapital and update features and information
Claim RightCapital and update features and information