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Why CPA Firms Choose Strongbox

Instant Financial Data

Instant Financial Data

Financial data is extracted directly from your client’s accounting or ERP system with just a few clicks.

Purpose-built Excel Workbooks

Custom workbooks for a variety of firm practice areas are generated in minutes. 

Standardized Excel Outputs

Data downloaded from every client is formatted into consistent, comprehensive Excel workbooks regardless of their accounting system.

Global Security Standards

Client data is protected with Microsoft Azure encryption and complies with GDPR and SOC II Type II certification.

Strongbox Integrations
Data Extraction

Effortlessly gather client data and complete PBC lists

Strongbox connects directly to your client’s accounting system or ERP, extracting the financial data you need in one fell swoop. This streamlined process reduces back-and-forth communication, minimizes the risk of human error, and shortens the time required for each audit.

We connect with the most popular platforms, including QuickBooks Online, QuickBooks Desktop, Sage Intacct, Xero, Oracle NetSuite, Myob, and Microsoft Dynamics Business Central (Beta).
Data Standardization
DATA STANDARDIZATION

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
Wolters Kluwer Partnership
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.
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DATA ANALYSIS

Dive deeper into complex financial data

Strongbox normalizes, validates, enriches, and delivers data in a format ready for audit analysis. Easily spot trends, uncover anomalies, and impress clients with real-time data visualizations. 

Additional reports include:

  • AR and AP Agings
  • Cash Flow analysis
  • Variance analysis
  • Monthly financial ratios
  • Accuracy and completeness checks

It's as easy as...

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Connect

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

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Extract

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

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Download

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

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DATA STANDARDIZATION

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.

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Coleman S. Manager, Transaction Services, Riveron

Strongbox: The Universal Tool for All Your Firm's Teams

Audit & Review Teams
Receive 80% of the PBC request list instantly, formatted into Excel workbooks customized for audit engagements.
Financial Due Diligence Teams
Receive M&A-ready data instantly to gain a clear, comprehensive view of your target’s business. Learn more here. 
Client Advisory Services Teams
Streamline new client assessments, ace month-end close diagnostics, and enhance reporting effortlessly.
Business Valuation Teams
Transform document request lists to valuation models in minutes.
Data Migration Teams
Transition clients to your preferred ERP seamlessly with our pre-populated upload templates.

Ready to see Strongbox in Action?

Schedule a demo today and try our best-in-class software for free!