Karbon is a cloud-based practice management platform built specifically for accounting and bookkeeping firms. It unifies workflow automation, email management, team collaboration, and client communication in one system, with AI-powered features that help firms save an average of 19.9 hours per employee per week. The platform is used by over 40,000 accounting professionals across 34 countries.
Funding
Funding not disclosed
Founders
Product
Problem
Accounting and bookkeeping firms often juggle fragmented tools for email, project management, client communication, and document collection, leading to information silos, missed deadlines, and inefficient month-end close processes. This lack of centralized visibility makes it difficult for teams to track work ownership, prioritize tasks, and maintain consistent client communication, resulting in reduced productivity and increased operational chaos.
Solution
Karbon provides an all-in-one cloud platform that integrates email, tasks, workflows, client data, and team collaboration into a single connected system designed for accounting practice management. The platform embeds email directly into the workflow, creating automatic audit trails and enabling context-rich collaboration through comments and mentions on tasks, clients, and emails. Karbon leverages AI, including the "Kai AI Coworker" and close automation powered by Aider, to automate routine work, surface risks, summarize client threads, and draft responses, freeing teams to focus on higher-value advisory services. With features like recurring workflow automation, a branded client portal for document collection and approvals, and integrated billing and payments, Karbon helps firms streamline their entire engagement lifecycle, from onboarding to period close.
Target Audience
The primary audience is accounting and bookkeeping firms, ranging from small practices to larger enterprises across 34 countries, that need to manage client work, deadlines, and team collaboration more efficiently.
Features
- Integrated email management with automatic client communication audit trails and the ability to assign emails directly to team members
- AI-powered workflow automation, including the Kai AI Coworker for task suggestions and Aider for monitoring client books and automatically creating tasks for period close
- Recurring workflow scheduling with checklists, sub-tasks, and due dates to keep month-end processes consistent and on track
- Dedicated client portal with 24/7 file upload, request completion, e-signature collection, and automatic follow-up reminders
- Team collaboration tools including Kanban boards, activity timelines, mentions, and in-context commenting to ensure shared visibility and accountability
- Integrated billing and payments that allow invoicing directly from completed work, reportedly helping firms get paid an average of 9 days faster
- Extensive integrations with popular accounting tools like QuickBooks Online, Xero, and Dext, along with a public API for custom connectivity