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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$139.95 per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

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

Data Extraction Supported

Categories

Integrations

Addepar Not Supported
Agility Not Supported
Altruist Not Supported
AssetMark Not Supported
Envestnet | Tamarac Not Supported
Fidelity Not Supported
Interactive Brokers Not Supported
Microsoft Dynamics 365 Supported
Morningstar Advisor Workstation Not Supported
N7 Nitrogen Not Supported
NetSuite Supported
NetX360 Not Supported
Orion Not Supported
Pulse Not Supported
QuickBooks Online Supported
Sage Intacct Supported
SmartOffice Not Supported
TD Ameritrade Not Supported
Wealthbox Not Supported
Xero Supported

Integrations

Addepar Supported
Agility Supported
Altruist Supported
AssetMark Supported
Envestnet | Tamarac Supported
Fidelity Supported
Interactive Brokers Supported
Microsoft Dynamics 365 Not Supported
Morningstar Advisor Workstation Supported
N7 Nitrogen Supported
NetSuite Not Supported
NetX360 Supported
Orion Supported
Pulse Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
SmartOffice Supported
TD Ameritrade Supported
Wealthbox Supported
Xero Not Supported
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