Data Extraction and Analysis
Strongbox allows CPA firms to retrieve and standardize client financial data in minutes.

Why CPA Firms Choose Strongbox
Instant Financial Data
Financial data is extracted directly from your client’s accounting or ERP system with just a few clicks.
Custom workbooks for a variety of firm practice areas are generated in minutes.
Data downloaded from every client is formatted into consistent, comprehensive Excel workbooks regardless of their accounting system.
Client data is protected with Microsoft Azure encryption and complies with GDPR and SOC II Type II certification.

Effortlessly gather client data and complete PBC lists
We connect with the most popular platforms, including QuickBooks Online, QuickBooks Desktop, Sage Intacct, Xero, Oracle NetSuite, Myob, and Microsoft Dynamics Business Central (Beta).

Save time with consistently formatted Excel workbooks
Regardless of their accounting or ERP system, Strongbox will deliver all client data in the same pre-built workbook, allowing you to focus on analysis, not formatting.
- The Strongbox output includes:
- Monthly Trial Balance
- Income Statement
- Accounts Receivable
- Accounts Payable
- General Ledger transactions
- Chart of Accounts
- Flat data and upload templates
Strongbox also delivers pre-filled upload templates for CCH ProSystem fx® Engagement and CCH® Axcess™ Engagement solutions and an Excel file full of financial data ready to feed into TeamMate Analytics. Learn more.
It's as easy as...

Connect
Send a URL to your client to instantly connect their accounting system.

Extract
Let Strongbox extract, normalize, and analyze the client’s data in seconds.

Download
Download the data as a ready-to-use Excel workbook formatted consistently for every client.

Ensure the highest security and privacy standards
Strongbox simplifies financial data collection for accounting analysis with a secure, temporary, read-only connection to your clients' ERP. The data is only accessible to the requesting accounting firm. Sensitive information, like personal customer or employee data, is never extracted unless manually entered in GL notes.
Strongbox has allowed us to significantly reduce deal preparation time and request list size.
The ability to export all usable data from a variety of ERP systems into one, easy-to-digest Excel file has sped up our diligence process and eliminated certain mundane tasks for our teams.
