CrushBank
CrushBank is a privately held AI software company that provides a managed data lakehouse platform for Managed Service Providers and corporate IT departments, built on IBM watsonx, enabling conversational search, automated ticket workflows, and autonomous AI agents powered by normalized client data.
- Company typePrivate
- Founded2014
- HeadquartersHicksville, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CrushBank does
CrushBank Technology, Inc. is a privately held AI software company founded in 2014 and headquartered in Hicksville, New York, with 11-50 employees. The company has built a managed data lakehouse platform that ingests, normalizes, and unifies structured, unstructured, and vectorized data from enterprise IT systems before connecting the normalized data layer to customer-chosen large language models. The platform runs on IBM watsonx and IBM Cloud Object Storage, and CrushBank operates as an IBM Build/Embed Partner; CTO David Tan holds IBM Champion recognition. Core products include Orchestrate IT (for Managed Service Providers), Orchestrate Enterprise (for corporate IT, CRM/ERP, and business intelligence users), AI-Driven Automations (SmartClassifier, Prioritizer, Auto-Budgeter, Summarizer), autonomous AI Agents (Ticket Auditor, Agreement Manager, Alert Consolidator), SMARTshift for PSA-to-PSA migrations, and SmartArchive for legacy system archiving. The company claims greater than 90% automation accuracy and a 25% reduction in ticket resolution times alongside a 20% improvement in first-call resolution.
The platform integrates natively with ConnectWise, AutoTask, Halo, ServiceNow, IT Glue, Confluence, Liongard, and SharePoint, and exposes a Universal Ingestion API supporting Salesforce, JIRA, FreshDesk, and any SQL or NoSQL source. AI capabilities span ticket classification, prioritization, time estimation, summarization, conversational retrieval, predictive analytics, anomaly detection, and 24/7 autonomous monitoring. The product is SOC 2 Type 2 certified (AICPA, 2022) and is model-agnostic, connecting to Claude, ChatGPT, Gemini, and Microsoft Copilot.
CrushBank monetizes through annual subscriptions for its data lake platform (tiered by PSA users, custom classifications, ingestions, and agents) plus per-migration unit pricing for SMARTshift and SmartArchive. Distribution is primarily direct enterprise field sales via a 'Book a Call or Demo' motion, supplemented by IBM's partner ecosystem and deep integrations with PSA/ITSM platforms; the company also sells an 'AI as a Service' enablement for MSPs to resell AI capabilities to their own clients. The company raised $5.5 million in Series A funding from Arthur Ventures in June 2022, serves named customers including Dataprise, Equinox IT Services, Novatech, IT Weapons, and a leading law firm, and operates across the United States, Canada, Australia, New Zealand, the United Kingdom, and broader Europe.
CrushBank firmographics
Firmographics- Name
- CrushBank
- Legal name
- CrushBank Technology, Inc.
- Website
- https://crushbank.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CrushBank is a privately held AI software company that provides a managed data lakehouse platform for Managed Service Providers and corporate IT departments, built on IBM watsonx, enabling conversational search, automated ticket workflows, and autonomous AI agents powered by normalized client data.
- Ownership category
- akta.pro rank
CrushBank industry classification
Industry- Product category
- AI-Powered IT Service Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where CrushBank is headquartered
LocationHeadquarters
- HQ city
- Hicksville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CrushBank business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Data Lake Platform Subscription: Subscription-based pricing model for the core data lake platform that includes AI automations, autonomous agents, custom classifications, and data lake search. Platform includes 20 PSA users, 2 custom classifications, 4 ingestions, and various agent capabilities. Additional users, classifications, and integrations available at additional cost.
- Migration Services (SMARTshift/SMARTarchive): Per-migration pricing for PSA data migration services including SMARTshift for ConnectWise to ConnectWise or AutoTask to ConnectWise migrations, and SMARTarchive for archiving legacy system data to searchable data lake. One-time fee per migration project.
- AI as a Service: Offering that empowers MSPs to drive revenue with advanced AI solutions, enabling them to build their own AI practice and offer AI services to their clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Data Lake Platform - Core package with AI Automations, Autonomous Agents, and Data Lake Search |
| Unit Pricing | Multi-year contract | SMARTshift - PSA Migration Platform |
| Unit Pricing | Multi-year contract | SMARTarchive - Legacy Data Archive Platform |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels11 records
CrushBank product offering
Product offeringCore offering
CrushBank sells a managed data lakehouse platform, branded as Orchestrate IT for Managed Service Providers and Orchestrate Enterprise for corporate organizations, that ingests and normalizes data from IT and business systems into structured, unstructured, and vectorized formats to power AI-driven automations, autonomous agents, and conversational search. It sells AI-Driven Automations, AI Agents, SMARTshift PSA migration, SmartArchive legacy data archiving, and a Universal Ingestion API as standalone modules, primarily through annual subscriptions and per-migration professional service fees.
Product overview
CrushBank is an award-winning AI platform built on IBM watsonx, offering a managed data lakehouse that normalizes and unifies IT operations data. The core products are Orchestrate IT (for MSPs) and Orchestrate Enterprise (for corporate), which share the same underlying data lakehouse architecture. Key modules include AI-Driven Automations (SmartClassifier, Auto-Budgeter, Prioritizer, Summarizer), AI Agents (Ticket Auditor, Agreement Manager, Alert Consolidator), SMARTshift for PSA migrations, and SmartArchive for legacy data. The platform supports model-agnostic LLM integration (Claude, ChatGPT, Gemini, Microsoft Copilot), delivers over 90% accuracy on automations, and is SOC 2 certified.
Differentiator
Problem solved
Functional benefit
Products and services
- Orchestrate IT Managed data lakehouse platform purpose-built for Managed Service Providers that ingests and normalizes data from PSA, documentation, ticketing, and ERP systems into structured, unstructured, and vectorized formats to power conversational search, AI-driven automations, and autonomous AI agents.
- Orchestrate Enterprise Managed data lakehouse platform for enterprise organizations that unifies data from CRM, ERP, documents, and line-of-business systems into a single secure AI-ready environment for conversational search, analytics, and custom AI agent deployment.
- AI-Driven Automations Standalone AI automation suite sold on top of the data lakehouse, bundling SmartClassifier ticket classification, Prioritizer priority assignment, Auto-Budgeter time estimation, and Summarizer ticket summarization to automate MSP and IT support workflows.
- AI Agents Standalone offering of autonomous AI agents that continuously operate on the data lakehouse, including Ticket Auditor for rework detection, Agreement Manager for revenue leakage prevention, and Alert Consolidator for ticket bundling.
- SMARTshift PSA data migration platform that consolidates multiple PSAs or integrates environments during M&A, handling ConnectWise-to-ConnectWise or AutoTask-to-ConnectWise migrations with full audit trails, intelligent field mapping, and zero operational disruption.
- SmartArchive Legacy system data archiving solution that extends the data lakehouse to end-of-life systems, making historical ticket and operations data instantly searchable through conversational AI without maintaining outdated platforms.
- Universal Ingestion API Sold API product that enables seamless ingestion of data from any SaaS system, SQL or NoSQL database, or CSV data dump into the CrushBank AI Engine for search and discovery, supporting systems such as Salesforce, JIRA, and FreshDesk.
- AI as a Service Offering that enables Managed Service Providers to build and resell their own AI practice by delivering CrushBank AI capabilities to their end clients as a managed service.
Quantifiable outcome
- Reduces ticket resolution times by 25%
- +4 more outcomes
Companies that use CrushBank
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
CrushBank technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration23 records
AI capability11 records
Feature12 records
CrushBank partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and major.
- IBM watsonxcoreIBM watsonx is the foundational AI platform for CrushBank's data lakehouse. CrushBank is an IBM Build/Embed Partner, CTO David Tan holds IBM Champion recognition, and CrushBank was featured at IBM TechXchange and IBM's Build/Embed Partner events. The platform leverages IBM's AI governance framework for traceable and auditable AI outputs. CrushBank data lakehouse runs on IBM Cloud Object Storage.
- ConnectWisecoreDeep integration partnership with ConnectWise, a leading PSA platform for MSPs. CrushBank integrates with ConnectWise for ticket management, agreements, and PSA data migration via SMARTshift. The integration brings essential contract information into CrushBank's search interface.
- AutoTaskmajorIntegration partnership for PSA data migration. SMARTshift supports AutoTask to ConnectWise migrations, enabling MSPs consolidating from AutoTask to ConnectWise to preserve historical data in CrushBank's searchable data lakehouse.
- IT GluemajorIntegration for configuration and document management. IT Glue's flexible资产的 documentation system integrates with CrushBank's data lakehouse for unified search and AI-powered information retrieval.
- ConfluencemajorIntegration for document management and knowledge bases. Confluence's team workspace documents are ingested into CrushBank's data lakehouse, enabling AI-powered search across Confluence content.
- Microsoft SharePointmajorIntegration for enterprise document management. SharePoint documents are ingested into CrushBank's data lakehouse for AI-powered search and retrieval across Microsoft enterprise environments.
Scale indicators7 records
Recent moves6 records
Expansion highlights4 records
CrushBank competitors and assessment
Company assessmentDirect peers
- Moveworks: Moveworks is an AI platform purpose-built for IT support and employee service automation, offering conversational AI agents that resolve tickets, answer questions, and automate workflows. It directly competes with CrushBank's Orchestrate IT by providing AI-powered ticket resolution and knowledge retrieval for enterprise IT teams.
- Aisera: Aisera provides an AI service management platform combining conversational AI, ticket automation, and agentic workflows for IT, HR, and customer service. Like CrushBank, it targets ticket classification, summarization, and autonomous resolution, and serves both MSP-style and enterprise IT buyers.
- Freshworks (Freshservice): Freshservice is Freshworks' ITSM platform with native AI (Freddy AI) for ticket classification, automated workflows, and conversational support. It competes directly with CrushBank for mid-market IT help desks and corporate IT departments seeking AI-powered service management.
- ConnectWise: ConnectWise is the dominant PSA platform for MSPs and is one of CrushBank's deepest integration partners. ConnectWise is embedding AI capabilities directly into its PSA suite, making it both a critical channel partner and a direct competitive threat as it adds native automations.
- Simego: Simego offers data migration and integration solutions specifically for MSPs transitioning between PSA platforms (ConnectWise, Autotask, Halo). Its focus on PSA-to-PSA migrations directly overlaps with CrushBank's SMARTshift product for MSP M&A and platform consolidation.
Broad incumbents
- ServiceNow: ServiceNow is the leading enterprise ITSM platform with Now Assist, its native generative AI offering for ticket summarization, classification, and conversational search. It targets the same enterprise IT help desk buyers as CrushBank's Orchestrate Enterprise but with a much broader platform footprint.
- Atlassian (Jira Service Management): Atlassian's Jira Service Management is an ITSM platform with AI capabilities for ticket triage, virtual agents, and knowledge management. It competes with CrushBank in the corporate IT help desk segment with the distribution advantage of Atlassian's broader developer tool footprint.
- IBM watsonx: IBM watsonx is both CrushBank's foundational platform and a potential competitor. IBM's watsonx Orchestrate and watsonx.ai offer AI agent and automation capabilities that overlap with CrushBank's value proposition for enterprise buyers who prefer to consume directly from IBM.
Others
- Liongard: Liongard is an MSP-focused configuration management and documentation platform that CrushBank integrates with. While not a direct competitor, it is an adjacent ecosystem player serving the same MSP customers with overlapping data normalization and documentation use cases.
- Pax8: Pax8 is a cloud commerce marketplace for MSPs where CrushBank is listed as a vendor and where the company participates in events like Pax8 Beyond. Pax8 is an indirect channel partner and ecosystem enabler rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CrushBank social profiles
Digital presenceCrushBank compliance and trust
Trust signalCompliance1 record
CrushBank financial estimates
Financial estimateRevenue estimate
Valuation estimate
CrushBank leadership team
Management profileNumber of profiles
Profiles3 records
CrushBank funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CrushBank M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CrushBank
What does CrushBank do?
CrushBank sells a managed data lakehouse platform, branded as Orchestrate IT for Managed Service Providers and Orchestrate Enterprise for corporate organizations, that ingests and normalizes data from IT and business systems into structured, unstructured, and vectorized formats to power AI-driven automations, autonomous agents, and conversational search. It sells AI-Driven Automations, AI Agents, SMARTshift PSA migration, SmartArchive legacy data archiving, and a Universal Ingestion API as standalone modules, primarily through annual subscriptions and per-migration professional service fees.
Is CrushBank a public or private company?
CrushBank is a private company. It is classified as venture growth investor backed and is currently operating.
When was CrushBank founded?
CrushBank was founded in 2014. It employs 11 to 50 people.
Where is CrushBank based?
CrushBank is headquartered in Hicksville, United States, in the North America region.
How does CrushBank make money?
Three revenue lines are on record. Data Lake Platform Subscription is the primary driver. The others are migration Services (SMARTshift/SMARTarchive) and AI as a Service.
Who are CrushBank's main competitors?
Direct peers on record are Moveworks, Aisera, Freshworks (Freshservice), ConnectWise and Simego. Broad incumbents are ServiceNow, Atlassian (Jira Service Management) and IBM watsonx. Others are Liongard and Pax8.
Does CrushBank have an API?
Yes. CrushBank offers a Universal API that allows seamless integration of data from various systems, databases, and platforms into the AI Engine for ease of search and discovery. This eliminates the need for custom integration methods for each different system. Users can ingest any data from any source via API or CSV data dump. Examples include Salesforce, JIRA, and FreshDesk. Users control encryption when connecting to the API, control the schedule of data ingestion, and no field mapping is required. There is no current limit on throughput or data amount. The data is encrypted during transfer. Developer documentation is at www.crushbank.com/wp-content/uploads/2024/06/CrushBank-API-datasheet-1.pdf.
What industry is CrushBank in?
CrushBank's product category is AI-Powered IT Service Management Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 54151 and its SIC code is 7372.