Crunchafi Data Extraction

Crunchafi Data Extraction is a financial data extraction, normalization, and packaging solution designed for CPA firms and financial due diligence teams. The product connects to client accounting systems via temporary read-only APIs to extract financial statements, transaction records, and general ledgers, delivering normalized data in standardized Excel workbooks for Data Integration and accounting analysis.

Key Capabilities

• ERP API Connections: Connects directly via read-only APIs to accounting and ERP systems, including QuickBooks Desktop, QuickBooks Online, Oracle NetSuite, Xero, Sage Intacct, MYOB, and Microsoft Dynamics 365 Business Central (Beta). Firm users initiate connections by generating a client link.
• Financial Data Extraction: Extracts financial statements, trial balances, general ledger transactions, chart of accounts, and AR/AP detail tables. Sensitive personal customer or employee data is excluded unless manually entered in GL transaction notes.
• Standardized Workbook Generation: Normalizes and formats extracted financial data into a pre-built Excel workbook containing monthly trial balances, income statements, and transaction detail logs to standardize analysis across clients.
• Automated Financial Analytics: Generates pre-formatted reports for AR and AP agings, cash flow analysis, variance analysis, monthly financial ratios, and completeness checks within the output workbook.
• Read-Only Access & Security: Uses temporary, read-only ERP connections hosted on Microsoft Azure in the United States with encryption protocols. Access is restricted to the requesting accounting firm, with client copies available upon request.

Audience & Use Cases

• Audience: Audit teams, Client Advisory Services (CAS) groups, financial due diligence teams, fractional CFOs, and government accounting departments.
• Use Case: Automating client data collection and completing Prepared by Client (PBC) lists during financial audits and M&A due diligence.
• Use Case: Standardizing multi-client general ledger data into unified Excel working papers for Quality of Earnings (QofE) reporting and variance analysis.

Technical Specifications

• Deployment: Web-based SaaS application with direct API integrations.
• Supported Integrations: QuickBooks Desktop, QuickBooks Online, Oracle NetSuite, Xero, Sage Intacct, MYOB, Microsoft Dynamics 365 Business Central (Beta).
• Output Formats: Microsoft Excel (.xlsx) workbooks containing structured financial tables and analytics models.
• Cloud Infrastructure: Hosted on Microsoft Azure (US region) with read-only connection limits and encrypted data storage.