Crunchafi Data Extraction
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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CashTrax
A fully automated reconciliation solution that will automate and standardize your account reconciliation process to generate real-time and accurate financial statements. Summarized view of real-time data, reconciliations with relevant statuses, breaks by age, interfaces, notifications and reminders. Customer-specific templates, matching rules, files interfaces and effective break management for performing automated reconciliations. Effectively manage reconciliation process between custodian accounts and internal accounting systems, funds and legal entities. Leaders can continuously monitor and evaluate performance to drive further process optimization by leveraging a combination of data. Process standardization, embedded internal controls, real-time reporting and dashboards, accounting and finance.
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Cortical.io
Cortical.io delivers AI-based Natural Language Understanding (NLU) solutions like Contract Intelligence and Message Intelligence which enable enterprises to more effectively search, extract, annotate and analyze key information from any kind of unstructured text.
Cortical.io artificial intelligence-based solutions can be quickly trained unsupervised in the specialized vocabulary of any business domain and can function across multiple languages. They have been implemented at multiple Fortune 500 businesses, covering a wide spectrum of use cases,
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Lexion
Lexion is a powerfully simple contract management platform that helps every team do more business, faster, by streamlining and centralizing the contracting process in a system that works the way you do. Manage all your end-to-end dealmaking operations from one centralized dashboard, with simple email-driven intake and workflows any team can use instantly, intuitive no-code automation to streamline processes and workflows, and industry-leading, practical AI that can read contracts to automatically track key terms, generate reports, and more.
We built Lexion at Microsoft co-founder Paul Allen’s artificial intelligence research institute (AI2). With a top-notch and experienced team from Microsoft, Facebook, Google, and Amazon, we built a company that CB Insights ranked the #1 most promising AI legal tech startup in the world two years in a row, and which top AI investors (including A16Z, Sequoia, and Goldman Sachs) voted one of the top 40 Intelligent Applications to watch in 2022.
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