Crunchafi Data Extraction for Wolters Kluwer
Crunchafi Data Extraction enhances audit preparation by automatically extracting, structuring, and formatting client financial data into upload-ready templates specifically designed for seamless integration with CCH® ProSystem fx® Engagement, CCH® Axcess™, and TeamMate™ Analytics, thereby accelerating audit start times, simplifying PBC requests, and enabling efficient, scalable audit workflows.
Streamline Audit Prep with Upload-Ready Data for CCH® Tools
Crunchafi Data Extraction simplifies audit fieldwork by extracting, structuring, and formatting client data into ready-to-use templates—purpose-built for CCH® ProSystem fx® Engagement, CCH® Axcess™ Engagement, and TeamMate™ Analytics.
Start your audits faster, reduce back-and-forth with clients, and deliver more efficient engagements using a single powerful tool.
Built for the CCH® Audit Suite
Make audit prep seamless with three streamlined use cases tailored for CCH workflows:
CCH® ProSystem fx® Engagement
Crunchafi Data Extraction extracts balances, account numbers, classifications for auto grouping, and more from your client's accounting system to upload into Engagement instantly for huge efficiency gains in your audits.
CCH® Axcess™
Upload data directly from your client's accounting system into CCH, including balances, account numbers, monthly balances, classifications, and more with Crunchafi Data Extraction.
TeamMate Analytics
Full General Ledger details from Strongbox enable deeper analytics in TeamMate, using pre-saved workflows to go beyond just journal testing.
- Run saved tests in just a few clicks
- Journal testing, AR agings, AP testing
- Standard outputs every time for easy scaling and training
Make the PBC Request List Easier for Your Clients
Describes how Crunchafi Data Extraction can simplify the PBC (Prepared By Client) request list process for clients, making audit preparation more efficient.
Sheet You Should Know About
Helpful resources on all things accounting and finances.
- Scale Without the Strain: How Data Extraction Fuels Audit Practice Growth
- Financial Data Extraction for M&A Deals
- From Data Chaos to Cost Savings: Automating Financial Due Diligence Workflows
Ready to See Crunchafi's Data Extraction for Yourself?
See how Crunchafi’s automated Data Extraction software can simplify audits, boost accuracy, and help your team deliver more strategic insights.