Karbon

Karbon is a comprehensive practice management platform tailored for accounting firms. It streamlines various aspects of accounting operations, including client management, workflow automation, project management, and team collaboration, into a unified application to enhance efficiency and productivity.

Key features:

- Client Management: Tracks and manages client relationships, ensuring delivery of promised services.
- Centralized Knowledge: Maintains a single source of truth for job statuses across the team.
- Business Analytics: Generates insights to guide critical decisions and improve efficiency.
- Workflow Automation: Automates repetitive, low-value tasks to allow team focus on clients.
- Project Management: Aligns team goals and ensures no tasks are overlooked.
- Team Collaboration: Facilitates collaboration on emails, tasks, clients, and work within one platform.
- Email Management: Integrates email into workflows to eliminate inbox silos and blind spots.
- Document Management: Enables effortless sharing, saving, and organization of files.
- Calendar Integration: Syncs with Google or Outlook calendars for improved time management.
- Client Portal: Engages clients, shares sensitive information, and facilitates easy communication.
- Billing & Payments: Streamlines workflows by integrating time, billing, and work reconciliation.
- Secure AI & GPT: Utilizes AI and GPT to automate tasks and enhance workflow speed securely.

How it works:

1. Users access Karbon through its web app.
2. The platform offers tools for managing various aspects of an accounting practice.
3. Users can automate client onboarding with predefined workflows.
4. Task management is facilitated through Kanban boards.
5. Emails are embedded directly into task workflows.
6. Real-time data and insights are accessible through analytics dashboards.

Integrations:

Gmail, Outlook, OneDrive, Dropbox, Slack, Google Calendar, Outlook Calendar

Use of AI:

Karbon incorporates generative AI and GPT to automate routine tasks such as drafting emails, generating reports, and managing workflows. This integration helps accounting firms save time and reduce manual effort, thereby increasing overall productivity.

Target users:

- Accounting firms of all sizes
- Firms handling high volumes of clients
- Organizations requiring robust project management and workflow automation tools

How to access:

Karbon is available as a web app and offers mobile applications for both iOS and Android devices. It also provides an API for developers to integrate Karbon's functionalities into other systems.

Open Source Status:

Karbon is a proprietary software solution, not an open-source platform. It offers premium features and integrations tailored for accounting firms.