Agentic AI for Accounting Firms
Karbon
AI Agents
AI that works for your firm to handle repetitive tasks and support strategic impact
Your always-on helpers so you can focus on growth
AI Agents learn from everything you do in Karbon and jump in to help keep your team focused on your highest value client work.
Get high-growth work done, AI Agents do the rest
Free your team from repetitive tasks so they can focus on high-value advisory and client work.
Everything done the right way, every time
No skipped steps, no forgotten follow-ups. AI Agents follow your process to the letter.
Build a future-ready firm today
Bring AI into your operations confidently with automation that’s explainable, auditable, and designed for accounting workflows.
Specialised help for every part of your firm
Each AI Agent plays a clear role, working behind the scenes to keep everything moving.
- Bookkeeper
- Practice Manager
- Tax Preparer
- Client Relationship Manager
- Fractional CFO
AI Agents know your practice and how you work
Tapping into your firm’s data, communication history, and workflows, Karbon AI Agents understand who’s responsible, what’s due, and what’s changed moment to moment.
Whether it’s reconciling transactions or drafting emails, they follow your firm’s playbook so the work gets done your way.
They notice what needs doing and get it done
Karbon AI Agents continuously monitor your workflows to identify upcoming tasks, dependencies, and potential bottlenecks before they slow you down.
From sending client reminders to preparing end-of-month workpapers, AI Agents operate as always-on collaborators that keep your firm running smoothly.
You’re in control and always in the loop
You decide what AI Agents can do, when they need approval, and what requires a human touch.
Review their work before it goes out or let them run automatically. You set the guardrails.
No new apps.
Just work getting done.
AI Agents act within your existing jobs, checklists, and client timelines, so work gets done faster without changing how your team collaborates.
The result is seamless automation that complements your existing processes and scales effortlessly across your team.
Incorporating AI agents into workflows gives us an opportunity to figure out what we should stop doing and what the computers should start doing.
Trustpilot
G2
Capterra
