Karbon Practice Intelligence for Accounting Firms

Data-driven decision making across every level of your firm

Uncover critical business insights, identify growth opportunities, and improve efficiencies.

Track metrics that matter

Pre-built, easy-to-digest dashboards visualise data across every aspect of your practice.

Track and monitor crucial metrics like outstanding jobs, team capacity, email response time, realisation, and client profitability.

A "Work Outstanding" dashboard showing job statuses in different data visualisations.

Make informed decisions

Each dashboard is designed to provide relevant insights and guide your decision-making, providing a clear path forward to set your firm up for success.

Understand your firm’s budget, capacity, clients, jobs, and profitability—and accurately identify opportunities to improve efficiency, profit, and your client service.

A "Resource Planning" dashboard displaying team capacity.

Resolve critical business questions

Bring together data from multiple sources for robust insights.

With reporting available at any time, you can draw on all of your firm’s data to answer critical questions, uncover growth opportunities, and know where to optimise next for the most impact.

A "Billing" dashboard with a line graph of paid billable time.

Leverage custom reporting

Access and export your own data from the warehouse to build custom reporting in any Business Intelligence tool. With Karbon, your data always belongs to you.

As your team, business, and data complexity evolves, Karbon offers the ultimate flexibility and customisation that will scale with you.

A diagram describing the ability to export Karbon and Snowflake data to any data visualisation tool.

Practice Intelligence Dashboards

Workflow & Team Performance

Gain full visibility into your firm's operations with intuitive dashboards designed to optimise team performance and workflow efficiency. Review resource allocation, track active tasks across different stages, and identify potential bottlenecks before they impact your firm’s productivity.

Pre-built dashboards include:

A "Resource Planning — Assigned and Planned Work" dashboard displaying team capacity, assigned and planned budgeted work, and assigned budget.

Client Management

Elevate your client service to new heights. Monitor email interactions, response times, and communication volumes to maintain strong client satisfaction and build your firm's external relationships.

Pre-built dashboards include:

A dashboard showing the number of emails in Triage in total and by team member.

Revenue Management

Transform financial insights into strategic action with dynamic revenue dashboards that provide a 360-degree view of your firm's financial performance.

Track work progress to billing, gain insights into client payments, and identify collection opportunities
Diagnose billable items, optimize billing cycles, and ensure healthy cash flow with clear and precise financial workflows

Pre-built dashboards include:

Time
Budget
Billing
Revenue: Invoices, Payments, & Credits (coming soon)
WIP & AR Aging (coming soon)

A dashobard labeled "WIP AR Reconciliation" showing a percentage paid billable work over time in a line graph and in a breakdown per team member.

Reduce waste and increase profits
Karbon Practice Intelligence has provided valuable insights into our data and how we operate leading to reduced wastage and more profit.
— G2 Review from Paul S.

Frequently Asked Questions

What is Karbon Practice Intelligence?

Karbon Practice Intelligence (KPI) is a powerful feature within Karbon that provides you with advanced data analytics and reporting capabilities. With KPI, you gain valuable insights into your practice's performance, allowing you to track key performance indicators and make data-driven decisions.

How does Karbon Practice Intelligence help my accounting firm?

KPI offers pre-built dashboards that are specifically curated to common accounting KPIs. These dashboards are designed to give you a comprehensive overview of your accounting practice's performance, allowing you to identify areas for improvement and make informed decisions easily.

What kind of metrics can I track with Karbon Practice Intelligence?

With Karbon Practice Intelligence, you can track all kinds of business metrics and KPIs. Each dashboard includes pre-built reports that allow you to measure the performance of different aspects of your accounting firm. Common metrics include profitability, client response time, work velocity, budget versus actuals, work completion time, and more.

Can I customize my dashboards in Karbon Practice Intelligence?

Each pre-built dashboard can be customized using a wide range of filters. This feature lets you view and customise dashboards based on your preferred timeframes and criteria, and even create new ones from scratch to suit your firm’s needs.

Is it easy to set up and use Practice Intelligence?

Yes. Setting up Karbon Practice Intelligence is simple. No previous experience with data visualisation or analysis is required. But, if you do need any assistance, the Karbon team is here to assist you.

Do I need to know Power BI to use Karbon Practice Intelligence?

No prior knowledge or experience of Power BI is required to use Karbon Practice Intelligence, and you do not need a Power BI account.

Can Practice Intelligence integrate with other Business Intelligence software?

Yes. One of the most unique and powerful benefits of Karbon Practice Intelligence is its ability to integrate with almost any other tool that has the necessary API endpoints.

How much does Practice Intelligence cost?

The cost of Karbon Practice Intelligence depends on your existing Karbon subscription. Get in touch to find out.

Is my data secure with Practice Intelligence?

Yes. As with all aspects of Karbon product development and service delivery, a security-first approach is always carried out. Leading technologies and industry best practices are utilised to maintain security and protect your data. These technologies and practices are thoroughly evaluated during annual audits to achieve SOC 2 Type 2 compliance certification. Learn more about Karbon security.