Crunchafi Data ExtractionCrunchafi
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eMoneyeMoney Advisor
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Related Products
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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.
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About
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CPA firms, auditors, and finance professionals seeking automated, secure, and standardized data extraction for faster audits, financial due diligence, and client reporting
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Audience
Financial advisors that need a CRM solution to improve and manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCrunchafi
Founded: 2016
United States
www.crunchafi.com/products/data-extraction
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Company InformationeMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
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Alternatives |
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Categories |
Categories |
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Investment Management Features
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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Integrations
CoinTracker
Microsoft Dynamics 365
MoneyGuide
Morningstar Advisor Workstation
NetSuite
Nitrogen
Plus & Minus
QuickBooks Online
Sage Intacct
SmartOffice
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Integrations
CoinTracker
Microsoft Dynamics 365
MoneyGuide
Morningstar Advisor Workstation
NetSuite
Nitrogen
Plus & Minus
QuickBooks Online
Sage Intacct
SmartOffice
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