The AI analyst for_ambitious advisors_

Trusted by leading consulting and finance firms to build, analyze, and verify the work inside the tools their teams already use.

Advisory firms face pressure to deliver higher quality work, faster, with leaner teams.

Crunched builds company-tailored workflows across Excel and PowerPoint with a proprietary verification technology. We’ve taken hundreds of advisory teams to the AI frontier, and keep them there as the model providers change underneath.

Excel agent

Build models from source documents, catch formula errors across complex workbooks, and keep every step auditable. All inside Excel.

PPT agent

Slides created from data, text, or analyst notes. Native to your firm's template, with charts and tables built to standard.

Review system

Independent checks across decks, models, and templates. Cross-slide consistency, chart reconciliation, brand compliance.

“We chose Crunched because it is purpose-built for transaction workflows, and not just another generic AI assistant.”

“The tedious stuff – pulling data from IMs, organizing rent rolls, structuring investor lists – used to eat up hours every week. Now we spend that time on actual analysis, which is what clients pay us for.”

“I’ve intensively tested other tools such as Claude for Excel and Shortcut, and I can say – hands down – that Crunched is better.”

“Crunched custom built agents is a lifesaver on time-consuming tasks, cutting time spent from hours down to minutes.”

Caleb DeanPrincipal at Mile MarkerSimen NordengenAssociate Director at CBREPieter RaesDevelopment Director at FICOKnut ErvikSenior Associate at BDO

Crunched maintains the most rigorous international standards for data security, privacy, and AI governance.

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality. Continuously monitored.

ISO 27001

International standard for information security management. Governs how we build, run, and secure the platform.

GDPR

EU data protection by default. Regional data residency, signed DPAs, and the right to erasure on request.

Local data residency (EU, UK, MEA, US)

Data is processed in secure data centers within client-specific regions. Europe-only or US-only processing is supported, with local deployment options for the most sensitive workloads.

No training on your data

Customer data is never used to train AI models, internally or by third-party providers. Spreadsheets, metadata, and backups remain yours, processed in an isolated environment and never retained for model improvement.

Encryption

All customer data, including spreadsheets, metadata, and backups, is encrypted in transit and at rest. TLS 1.2+ with modern cipher suites in flight; AES-256 at rest, in compliance with cloud-provider encryption standards.

01

The right shape for analyst work

Generalist copilots were built for everyone. Crunched is shaped around how advisory teams actually work: specialized agents inside Excel and PowerPoint, designed around the patterns of model-building, deck-making, and data extraction. Firms codify their own methodology through custom workflows and standardize house style with reusable prompts, so every analyst produces the same quality output.

02

Nothing reaches the client unchecked

A proprietary review system reconciles models, decks, and source data before you send. It catches formula errors across complex workbooks, cross-slide inconsistencies, and chart-to-table mismatches that every deal team knows too well. The mistakes that used to be caught on the overnight read-through are caught before the partner ever sees the file.

03

Never locked to a single provider

One lab leads today, another led a month ago, and the sequence keeps shifting. Crunched routes every task to the best-performing provider as the frontier moves, continuously re-benchmarked so your output quality compounds instead of drifts. Four providers, dozens of models, one evaluation layer that picks the right one every time.

04

Your data stays yours

Zero training on customer data. Firm-level tenancy. EU and US data residency, with local deployment options for the most sensitive workloads. Full audit trail by default, and a review system that runs on the same private footprint as the rest of the platform. Built to clear procurement at the largest firms in the world.

Crunched · Orchestration

Delegate from anywhere

Hand work to Crunched from chat, Slack, email, Teams, or a meeting transcript. The same analyst, reachable wherever the request comes up.

Actively finds context

Connected to the email threads, documents, meeting recordings, and data sources your team already uses. Arrives at every task with the full context a good analyst would.

Works in parallel

Several threads running at once, each with its own steps and artifacts. A single console to watch progress and direct the work as it lands.

Full auditability across AI and team edits

Every change — agent or human — is logged, reviewable, and reversible. Verify the work before it leaves the firm, with a clear trail of who (or what) did what.

1. 30+hrs

Saved per associate, per month

2. 7+critical errors

Caught before client send-out

3. 5continents

Live adoption across global advisory firms

Partner with Crunched

Access is granted firm-by-firm. A senior conversation precedes every deployment.