Deadlines tracked in advance
Every client obligation surfaced before it falls due.
Accounting & Tax Advisory
Run every client's work without chasing it.
From client requests to deadlines, documents, and reports — Cromo keeps every client moving and leaves the work ready for your review.
Book a demoEvery client moving, every deadline tracked, every output ready for review.
Routine work handled
Requests, documents, and reports prepared automatically.
One standard for every client
Consistent, review-ready output across your whole book.
What Cromo runs for you
Concrete processes Cromo handles end to end, and leaves ready for your review.
Every client request triaged before it becomes urgent.
Client emails, calls, documents, and reminders all land in the same queue. Important requests get buried under routine messages, and small delays quickly become urgent.
With Cromo
The agent reads each incoming request, classifies it by topic and urgency, routes it to the right person, and handles simple document-related tasks automatically when appropriate.
Every client deadline tracked before it becomes a problem.
Deadlines sit across back-office software, calendars, email threads, and regulatory updates. Teams end up reacting to what is due today instead of staying ahead of what comes next.
With Cromo
The agent maintains a deadline map for every client, flags upcoming obligations in advance, and prepares the next action for review.
Client reports, forecasts, and documents drafted in minutes.
Reports, balance notes, forecasts, and client communications take too long to prepare by hand, especially when the inputs are scattered across files, emails, spreadsheets, and systems.
With Cromo
The agent uses the client Brain to find the right information, drafts the document in your standard format, and leaves it ready for review and delivery.
Missing documents chased before they become blockers.
Accounting and tax work often stalls because one document is missing: an invoice, a bank statement, a signed form, a payment receipt, or a client confirmation.
With Cromo
The agent checks what's missing, prepares client follow-ups, tracks responses, and updates your team when the file is complete.