TB Works

TB Works

TB Works 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

Both the Desktop and Cloud Versions of EZ Trial Balance are a complete trial balance solution to include trial balance import; chart of accounts; assigning types, sub-types, groups, and sub-groups; recording journal entries, cash receipts, and cash disbursements; general ledger; trial balance; working trial balance; and various reports. Remember when trial balance software was easy to use and affordable? Examples: Workpapers Plus and ATB. We all loved ATB! EZ Trial Balance was designed specifically for that reason! Straight forward trial balance software that gets the job done! Easy client set-up and workflow without all the “bells and whistles” that accountants don’t need or should pay for. Trying EZ Trial Balance is easy! Just download the free demo of our desktop version, or take our cloud version for a spin with our 7 day free trial period. No credit card or payment information is necessary!

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

Accounting software for companies

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$299 per user per year
Free Version Not Supported
Free Trial 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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

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

Company Information

TB Works Software
Founded: 1999
United States
www.tbworkssoftware.com

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Categories

Data Extraction Supported

Categories

Accounting Supported
General Ledger Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

Microsoft Dynamics 365 Supported
NetSuite Supported
QuickBooks Online Supported
Sage Intacct Supported
Xero Supported

Integrations

Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
Xero Not Supported
Claim Crunchafi Data Extraction and update features and information
Claim Crunchafi Data Extraction and update features and information
Claim TB Works and update features and information
Claim TB Works and update features and information