A note on why we built Cruma
Use case · accounting firms

Month-end close, without the chase.

Two statements still missing, a client who answers on the fourth ask, and the same status email written forty ways. Cruma does the chasing, keeps every client posted, and queues the exceptions so your team just closes.

A project per client. A deadline per project.

The firm's floor plan

Clients, compliance, advisory, firm ops: the durable functions are rooms. Each engagement runs as a project that knows what is in, what is missing, and what is due when.

A six-person firm's workspace Illustration only
ClientsComplianceAdvisoryFirm Ops
Client engagements
Beacon Cafedocuments 6 of 8 in
Reyes Landscapingclose ready for review
Halden Design Co.quarterly due Friday
Norte Importsreconciled through May
The close board What is in, what is missing, what is due. At a glance.

Deadline season, visible from three weeks out.

The daily rundown

The requests go out on cadence, the replies get filed against the right engagement, and the Friday risk gets flagged on Tuesday.

Cruma, mid-close
While the team closed
  • Eleven clients know where they stand
  • Halden's Friday deadline, flagged Tuesday
  • Workpapers filed by engagement
Numbers touched by no one silently.
The status keeping Forty check-in emails, drafted while the coffee brewed.
Review before release. Nothing files, posts, or reaches a client until someone at the firm has cleared it. The clearance model
A trail your auditor would enjoy. Every touched number carries who, when, and from which source document.
Adjacent

Close the books.
Keep the evenings.

Deadline season should be busy, not frantic. Give the chasing and the status keeping to a crew that never forgets a cadence.

  • Document requests that follow up themselves
  • Exceptions queued, never buried
  • Clients informed before they ask
Get the firm an invite

Tell us about your practice on the request form. A human replies within the wave.

Request an invite Have one? Open Cruma

The work moves
while you sleep.

Point Cruma at the business. It works across the tools you already use and speaks up before you ask. Your mornings can start somewhere else.

  • Works across the tools you already use
  • Advises, unasked, with its sources
  • Nothing consequential without you
Request your invite

Two fields. You'll hear from a real person within two days.

We onboard in small waves, with real help getting set up. Read why we built this.

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