Kai by Karbon
The AI coworker that knows your firm and works like part of your team.
Knows it. Does it.
Your clients, your work, your team — Kai knows all of it. Kai tells you what needs your attention and serves up client summaries, work status updates, and items at risk. Ask Kai to take on a task and it’s handled. Ask Kai a question and the answer comes from real firm data, in seconds, without navigating anywhere.
Free up focus for the work you do best
Karbon already saves firms an average of 18.5 hours a week per employee. Kai takes it further. Kai handles the searching, summarising, and repetitive actions so your team can elevate client work and deepen your advisory relationships.
Automate the work. Grow your capacity.
Tell Kai what needs to happen across client advisory services, engagement renewals, pricing, and more. Kai completes real work with your firm's processes and oversight at every step. Multi-step workflows run without your team managing every individual task, so capacity grows faster than overhead.
Every meeting, actioned
Karbon AI’s notetaker records and transcribes meetings, with Kai turning what was said into structured summaries, action items, and follow-ups connected to the right client in Karbon. Nothing gets missed or left hanging. The more meetings, the richer your client context, and the better Karbon helps you prepare for what’s next.
The best way to start your day
Kai greets you every morning with everything that needs your attention, showing you unread emails, client requests, blocked work, what's due, and what's overdue. Ask Kai for a briefing before your first client meeting and in seconds you’ll have all the context you need.
Enterprise-grade security, built in
Kai already knows the rules and operates within the security and permission settings your firm has established in Karbon, so the right people see the right things.
AI that lives where your firm works
Kai's agents work across your firm's real workflows, collaborating with agents from Karbon’s curated ecosystem to streamline end-to-end work and the client experience.
Kai has been helpful in giving us visibility across our workflow without needing to manually dig through individual jobs.
We're able to quickly ask questions around work status, team or individual progress, and completion percentages for specific work types across the firm.
Whitney SaundersKregel & Company
Frequently Asked Questions
What is Kai?
Kai is the AI coworker built into Karbon’s AI operating system for accounting firms. Unlike generic AI tools that start from scratch with every prompt, Kai already knows your clients, your work, your team. Kai draws on a complete, always-current picture of your firm to execute work on your team’s behalf and give them instant answers. Just talk to Kai in plain language, the way you’d talk to a colleague, or embed Kai’s AI agents into your workflows to automate repetitive steps. Kai already knows your rules and operates within the security and permission settings your firm has established in Karbon. The longer your firm runs on Karbon, the smarter Kai gets.
Is Kai available now?
Kai is available to Karbon customers now in limited early access with the list of capabilities growing each week. You can join the waitlist to be kept in the loop when early access expands.
How is Kai different from other AI tools for accounting firms?
Unlike generic AI tools built for any industry, Kai is purpose-built for accounting firms. It lives inside Karbon, where your client data, work history, and practice context already live.
Generic AI tools don’t know your firm. Every prompt starts from scratch because they have no access to your clients, your work history, or how your practice operates. Kai is different: it’s built inside Karbon, where all of that context already lives. It knows which clients are at risk, what your team is working on, and what’s overdue — without you needing to explain and provide new data every time.
What can I ask Kai?
You can ask Kai anything about your firm’s clients, work, and team. For example: “What’s the status of the Henderson month-end close?” “What work is overdue this week?” “Which jobs are over budget?” “What needs my attention today?” “Can you prioritise my work for today?” Kai answers in seconds from your live Karbon data.
You can even ask Kai to give you a summary of everything Kai can do for you.
How does Kai take action inside my firm?
When you tell Kai to do something (for example, timesheet review, prioritise work, expense filing) it invokes the relevant AI agent to execute the work. Every agent action goes through the AI Agent Management System, where you can approve, edit, or reject outputs. Nothing executes without your sign-off.
Does Kai record and transcribe meetings?
The Karbon AI notetaker (coming soon) records and transcribes your meetings, then turns what was said into structured summaries, action items, and follow-ups connected to the right client in Karbon. Nothing gets missed or left hanging—the more meetings Kai tracks, the richer your client context becomes and the better Karbon can help you prepare for what’s next.
Will Kai be able to automate work for my firm?
Yes, Kai is built to automate routine work for your firm. Kai is now automating workflows like workpaper creation, timesheet review, and work prioritisation. Coming next: agentic workflows that handle tasks end-to-end, AI-powered analytics you can query directly, and deeper automation across onboarding and client workflows. Every action stays configurable and auditable, with your approval at each step. Learn more about Karbon’s AI features and agentic workflows.
Is my client data secure when I use Kai?
Yes, your client data is protected by enterprise grade security when you use Kai. Kai operates within your Karbon system, so your client information, communications, and work history never leave. Karbon is SOC 2 Type II certified with data encrypted in transit and at rest, automatic data backup, and tenant isolation.
How does Kai get smarter over time?
Kai draws on Karbon’s practice knowledge, which accumulates your firm’s data, workflow patterns, and decision history over time. The longer your firm runs on Karbon, the more context Kai has to work with — so answers get more precise and agent actions align more closely to how your firm actually operates.
Does Kai work with the tools my firm already uses?
Kai works with the tools your firm already uses in two ways. First, Kai can learn from all of your firm data in Karbon, including information that comes into Karbon through our 80+ native integrations. Secondly, a curated ecosystem of integrations makes it possible for Kai’s agents to go where the work happens, across the accounting, tax, payroll, and document tools your firm already runs on. No stitching systems together. No gaps in execution.
Does Kai work for firms already using Karbon?
Yes, Kai works well for firms already using Karbon. Kai draws on the data you’ve already built up in Karbon: your client records, work history, communications, time entries, and team context.
Trustpilot
G2
Capterra