Crunchafi Data Extraction Reviews & Product Details

It saves time when cleaning up files, and it also reduces the time and confusion that can come from back-and-forth with clients. Review collected by and hosted on G2.com.

When extracting files there were some files that were too large that it would crash or took a very long time to download. Often happened when extracting multiple years of data.

There were some hick ups setting up the connecting for QB desktop, which the Crunchafi team were very flexible and helped the client figure out timely.

I think it could be even better is some files such as AR agings etc. could have a raw data file such as a AR listing as of year end etc so it is easier to utilize the file and tie out to the trial balance. Review collected by and hosted on G2.com.

It pulls the TB, aging reports, GL, and reported financials seamlessly, which really helps our line of work in financial due diligence. It works with many small- and middle- market firms' accounting software. It is easy to use and data generated is clean. It pulls data quickly and accurately. Review collected by and hosted on G2.com.

The aging reports sometimes have unapplied credits as plugs which do not appear on the accounting software's reports. So it could be confusing for our clients/targets. Review collected by and hosted on G2.com.

The biggest thing for me is how much time it saves pulling financial data. Instead of going back and forth with clients asking for trial balances, GL detail, and financial statements, Strongbox connects directly to their accounting software and pulls everything in a clean, standardized format. It cuts out a lot of the manual work on the front end of an engagement, which is huge when you're working on multiple deals at once. The output is easy to work with and gets you straight into the analysis instead of spending hours just organizing data. Review collected by and hosted on G2.com.

There are times where the data comes in and the account mapping isn't quite right, so you still end up spending time cleaning things up before you can actually use it. It's not a dealbreaker, but it would be nice if the mapping was a little smarter out of the box. Review collected by and hosted on G2.com.

It cuts down the time spent during an engagement manually extracting information from the company’s accounting software. The speed at which we can pull the data we need to provide more timely, detailed analysis—and then follow up with the client—is extremely beneficial. Review collected by and hosted on G2.com.

Wish it could work universally with any accounting software. I get every software is different, but if we were able to simply extract a GL in excel and upload, could it produce a similar output even if it's an unsupported software. Review collected by and hosted on G2.com.

Strongbox works closely with us to tailor our data extractions, so we can get the information we need in the most user-friendly format possible. Review collected by and hosted on G2.com.

The product works great with Quickbooks, Xero, NetSuite, and Intacct. However, the company has been very slow to roll out APIs for additional systems, which limits integration options beyond those platforms. Review collected by and hosted on G2.com.

Crunchafi Data Extraction provides an easier way to connect to the client's ERP system, eliminating the need to ask for client approval every time we need to extract data. It allows us to be efficient in our audit work and data extraction processes. Establishing the connection with the ERP system is a real time-saver, as it only took the client about five minutes to confirm the completion of the data extraction or connection process. Once we received the client's approval, we could immediately extract the necessary information. The initial setup was pretty easy for most ERP systems and compatible, making it simple to set up and connect. Review collected by and hosted on G2.com.

I find downloading and uploading files takes a lot of time, and it can even crash Excel, giving me notifications. I've noticed that the file handling process is challenging, with large files being particularly problematic. Also, the actual output doesn't apply negative credits to the appropriate bucket, instead creating a separate one for unapplied credit, making it hard to reconcile with actual aging. Additionally, during the TB extraction, it sometimes outputs inaccurate account names, which are hard to trace back to the original chart of accounts, and we didn't escalate the issue because we were in a time crunch. Review collected by and hosted on G2.com.

It is easy to send the link to potential sellers and the data output is very thorough. Review collected by and hosted on G2.com.

There is nothing about Crunchafi that I dislike! Review collected by and hosted on G2.com.

I use Crunchafi Data Extraction for pulling data from Quickbooks, and it just saves a lot of time. I like the format of the output and that it ties everything out for me, so I don't have to tie the GL to the TB myself. The GL is in an easy-to-use format. The initial setup was super easy. Review collected by and hosted on G2.com.

N/A Review collected by and hosted on G2.com.

Saves time for both us and our clients, also often giving us more helpful data than we otherwise would have. Review collected by and hosted on G2.com.

Excel workbook format can sometimes be difficult to use for our purposes or a large file that can be slower to work with. Review collected by and hosted on G2.com.

Ease of use, project analysis acceleration and support from the dedicated team Review collected by and hosted on G2.com.

Too few integrations, and there have been two instances of challenges with the tool that led to delayed project starts (essentially the key benefit the tool was supposed to bring) Review collected by and hosted on G2.com.