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Artificial Intelligence for Accounting Firms

Karbon AI

Open Beta

Automate tasks and work faster with AI and GPT securely integrated into your collaborative practice management.

A stylised Karbon UI showing a comment where an employee has writted 'Hi @Amelia, the email request for documents went out, do we have everything we need?'. Amelia responds: 'Hi @Sara, I’ll check and pick this up'. Karbon AI has summarised this conversation as 'Sara emailed Rachel from Reach Foundation and asked for required documents. Rachel has responded and attached 4 files. Amelia has picked up the work'

Summarise email and comments

Create a bite-sized summary of long email conversations and internal discussions. See what’s important and actionable, before deciding if you need to dig deeper.
A section of Karbon's email composition interface showing a user providing a prompt for the AI assistant to draft the message. Prompt reads: 'Email client contact asking for anything relevant to this year’s return that may have been missed. Include due date.'

Compose an email from a task

Provide personalised updates to your clients as their job progresses. Set a task within your workflow to automatically draft an email reflecting your progress and any other prompts you provide.

Karbon's AI conversation summary feature displayed as a list of bullet points on a client timeline. The list reads: "- Simon asked about Acme Limited’s revenue growth, - Susan inquired about changes to specific liabilities, - Simon reviewed the increase in operating expenses, - Discussions included the impact of market trends, - Simon advised on potential tax-saving opportunities, - Abigail shared plans for major capital expenditures"

Summarise conversations on client timelines

Summarise the latest emails and notes on a client timeline to instantly get up to speed. Use the summary as an overview to prepare for a meeting, or as a springboard to dive deeper into a specific discussion.

Compose email

Draft an email in seconds based on a few quick prompts or phrases. Then review and adjust before sending.

A section of Karbon's email composition interface showing AI assistant features: 'Change Tone' and 'Compose from Draft'

Adjust your tone

Improve outgoing email by adjusting the tone to suit the situation.

A section of Karbon's email composition interface showing AI Tone Change options: 'Neutral', 'Apologetic', 'Conversational' and 'Direct'

Compose replies

Use the content of an email to draft a reply with one click.

A section of Karbon's email composition interface showing AI assiutiant option to compose a reply to an email automatically based on the content of the email

Karbon AI in Action


Jason Staats' "Best New Stuff of 2023"

The release of Karbon AI this year set the bar for how practice management systems should be implementing AI.

Jason Staats, CPA, Founder of Realize and Jason Daily

Winner 2023 Technology Innovation Award

Frequently Asked Questions

What does open beta mean?

Karbon AI is currently in open beta. The functionality is developed and available to all Karbon customers and those in a free trial. All users of Karbon AI are encouraged to provide their feedback to assist with further improvements and any bug fixes before the full release. You can read Terms of Use here.

Will more features and functionality be coming to Karbon AI?

Yes! The features released in the first version of Karbon AI are just the beginning. There is lots more functionality coming very soon to help your accounting firm automate more tasks, save more time, and add more value to your clients.

Will Karbon AI be an additional cost on top of my existing Karbon subscription?

During the open beta, Karbon AI is free. In the future, there will be an additional charge, which will be communicated to all Karbon customers.

Is Karbon AI included with free trials of Karbon?

Yes, Karbon AI is included with every free trial of Karbon, and access to the open beta will be maintained if you become a paying customer. However, there will be an additional charge for Karbon AI in the future.

Is Karbon AI secure?

Yes. Security was a key consideration at every stage of the development of Karbon AI. The Azure OpenAI Service, which powers Karbon AI, provides critical enterprise security, compliance, and regional availability. Your data is always secure and stays within Karbon, alongside all your other data.

What technology is Karbon AI built on?

Karbon AI utilizes Azure OpenAI Service to serve GPT-3.5 and GPT4. This includes built-in responsible AI and enterprise-grade Azure security.

What do I need to use Karbon AI?

To use Karbon AI you need an existing Karbon subscription. You can start a free trial of Karbon here.

How is Karbon AI different from other AI tools?

Artificial intelligence is most useful when it is integrated into the tools that you already work in. Not only because that means less switching back and forth between apps, but when artificial intelligence is in the context of your workflow it can be prompted by your existing data, while that data remains secure.

As your accounting firm’s practice management solution, Karbon is home to more context than any other tool. It’s where your client management, communication, collaboration, work, and planning take place.

Karbon AI's capabilities will continue to expand across your collaborative workflow, increasing the possibilities of what you can do with your data.

Is Karbon AI turned on for an entire firm, or can individual users choose?

Karbon AI is turned on for everyone in your firm, however, account admins can disable the functionality via settings.

Will my data be shared with any other party?

At this time, we are not training our Karbon AI model with anyone's data. No data is shared with any third party or used to inform the data of any other Karbon customers. We guarantee that if that changes, it will strictly be an opt-in process and communication around this will be clear.

Get started with Karbon today.