Cronere builds and manages AI-powered workflows that eliminate the repetitive back-office tasks eating your team's hours — so you focus on clients, not administrivia.
Four stages. No dev team. No disruption to your existing tools.
We map your current manual processes and identify the highest-impact automation opportunities for your firm.
Each workflow is built specifically for your firm — your clients, your naming conventions, your existing tools. We build around the software you already use: TaxDome, Karbon, Canopy, Practice CS, and others.
Your workflow is built, connected to your existing tools, and tested with real data. Delivered in 1–2 weeks depending on complexity.
A flat monthly retainer per workflow keeps everything monitored, updated, and running. Cancel anytime with 30 days notice.
These are the workflows most CPA and accounting firms start with — highest time savings, least disruption.
Triggered when a new engagement is signed. Sends welcome email, document checklist, portal access, and meeting link — automatically.
Auto-generates a pre-filled engagement letter from a form submission — client name, services, fees — ready for e-signature without manual drafting.
Automatically follows up with clients who haven't submitted required documents by a deadline. Escalates reminders without staff involvement.
Tracks filing deadlines per client, sends automated reminders at 30/14/7/1 day intervals. Your staff only sees exceptions, not the routine.
When an extension is filed, automatically updates the client record, notifies the client, and resets deadline reminders to the extended date.
When a return is marked complete, the client automatically receives a notification with review instructions and next steps — no staff touchpoint needed.
When a new client indicates a referral source, the referring client automatically receives a personalized thank-you — strengthening your referral culture passively.
Automatically contacts clients in the off-season to schedule annual planning meetings — so you're proactive about recurring revenue, not reactive.
Automatically sends polite payment reminders for unpaid invoices at set intervals — persistent without staff having to make awkward calls.
When a new hire is added, automatically triggers system access requests, training delivery, and 30/60/90 day check-ins.
Per-workflow pricing with no long-term contracts. 50% upfront to begin, 50% plus first month maintenance at delivery.
Most firms recover the cost of their first workflow within 90 days — purely from staff time saved.
| Workflow | Build fee | Cumulative total | Savings vs first |
|---|---|---|---|
| 1st workflow | $2,500 | $2,500 | — |
| 2nd workflow | $2,000 | $4,500 | Save $500 |
| 3rd workflow | $1,500 | $6,000 | Save $1,000 |
| 4th+ workflow | $1,000 each | — | Save $1,500 each |
| Workflows maintained | Monthly fee | Added this workflow | Avg per workflow |
|---|---|---|---|
| 1 workflow | $300/mo | +$300 | $300 |
| 2 workflows | $550/mo | +$250 | $275 |
| 3 workflows | $750/mo | +$200 | $250 |
| 4th+ workflow | $750/mo +$175 each | +$175 each | from $238 |
Book a free 30-minute call — we'll identify the two or three automations that would have the biggest immediate impact on your firm.
Jacob Merkley has a Bachelor's in Accounting, an MBA, and 15 years of hybrid accounting, recruiting, and business operations experience. He has also participated in several startups and grew to love building AI automations to save time and money.
Cronere was started to get your time back — so you can focus on the parts of your business that truly matter.
In software development, a cron job is a task scheduled to run silently in the background — no manual trigger, no human involvement, just reliable execution on a defined schedule. It's the backbone of how modern software keeps things running without anyone thinking about it.
That's exactly what Cronere does for your firm. The manual work doesn't disappear — it just stops requiring your attention. Engagement letters, document reminders, client follow-ups, deadline tracking. Running quietly. Correctly. Every time.
The name is a reminder of what the goal actually is: not automation for its own sake, but work that runs itself so you don't have to.
# Every weekday at 8am:
0 8 * * 1-5 send_reminders
# On the 1st of each month:
0 9 1 * * generate_invoices
# 30 days before deadline:
0 10 * * * check_deadlinesNo. We build around the tools you're already paying for — TaxDome, Karbon, Canopy, Practice CS, and others. Nothing gets ripped out. In most cases we're making your existing software work the way you originally hoped it would.
Most single workflows are delivered within 1–2 weeks of kickoff. Larger engagements with multiple workflows are delivered sequentially — typically one every 1–2 weeks. You start seeing results quickly rather than waiting months.
Cancel anytime with 30 days notice. Everything built is yours — fully documented so you or anyone else can maintain it. There's no lock-in.
Most firms see time savings from the first workflow within 2–3 weeks of it going live. Document collection and deadline reminders produce the fastest, most visible results.
A workflow is a defined, automated process — for example: when a new engagement letter is signed, automatically send the client a welcome packet and document checklist. One trigger, one outcome, running without staff involvement.
Both. Solo and small firms (2–15 staff) often benefit the most because the time savings hit harder when there are fewer people absorbing the manual load. Starting with a single workflow at $2,500 is a low-risk way to see real results before expanding.
Book a free 30-minute discovery call. We'll map out the two or three workflows that would have the biggest immediate impact on your firm — no commitment required.