Client Advisory Services Solutions
Crunchafi’s Client Advisory Services software automates data collection, standardization, and lease accounting to deliver fast, accurate, and actionable financial insights, enabling advisory teams to enhance client satisfaction, improve efficiency, and support rapid business growth, as demonstrated by Cherry Bekaert’s successful implementation.
Deliver high-value financial insights faster
Crunchafi’s software for client advisory services delivers actionable business insights that help clients navigate complex financial decisions.
Manual processes holding back your CAS growth?
Automate your advisory services and quickly gain client insights without worrying about accuracy, data security, ease of use, or budget constraints.
Spend more time driving client success
Crunchafi automates data collection and standardization, giving CAS teams more time to interpret data and enhance client satisfaction.
Understand data
Transform raw data into standardized, structured reports for easy interpretation.
Meaningful insights
Quickly give clients clear, actionable insights into their financial decisions.
How Crunchafi helps
Lease Accounting software
Access and manage lease data and see lease obligations without manual calculations or spreadsheet errors.
Data Extraction software
Automate financial data retrieval from your client’s accounting systems to receive structured reports for faster, more accurate analysis.
Case study
Cherry Bekaert Standardized Processes for Swift Insights & Rapid Growth
Discover how Cherry Bekaert gained speed and a competitive advantage by creating a predictable process with Crunchafi Data Extraction.
What we’ve heard
Here’s why accounting and financial professionals choose Crunchafi.
“The ability to extract data from systems unlocks potential for standardization that will help our firm grow rapidly."
— Dixie McCurley, Partner, Cherry Bekaert
“Crunchafi’s Lease Accounting software minimized the time it takes to run lease calculations on a monthly basis. We’re a construction company that used to track our leases on an Excel spreadsheet. It quickly became quite a task to maintain the data. LeaseCrunch has made it much easier to accurately report on a monthly basis.”
— David M., Senior Accountant/Analyst
Ready to streamline your CAS processes?
Help your CAS team make smarter financial decisions for your clients, without the manual work.
FAQs
Quick answers to your questions about our suite of accounting and financial solutions.
Do Crunchafi’s Lease Accounting and Data Extraction products work together?
While the products can be used together, each is optimized to deliver valuable insights on their own, whether you're managing leases or extracting data. However, each product is purchased separately.
Is my financial data secure?
With Crunchafi, your financial data is always secure.
- Our Data Extraction software is SOC 2 Type II compliant.
- Our Lease Accounting software is SOC 1 Type II and SOC 2 Type II compliant.