Billing & Payments Implementation
Go live with Karbon Billing & Payments in 3-4 weeks, with expert-led setup, data imports, and training.
Key billing importsImport WIP and open AR data in Karbon with help from our data team.
Team trainingLive sessions on using Time & Budgets and managing the full billing workflow.
Tailored workflowsStreamline your workflows by removing manual steps in reconciliations, billing, and work.
Implementation Features
Onboard with Karbon Billing & Payments in just 3-4 weeks, with expert guidance every step of the way.
An Implementation Specialist leads your project and is your single point of contact.
Kick-off (45 minutes), configuration deep dive (1 hour), and sign-off (45 minutes).
One WIP and Open AR import, completed by a Karbon Specialist and validated with you.
Enable billing and payments, integrated QBOA or Xero, and validate workflows for go-live.
Two sessions: a 30-minute Time & Budgets overview and a 1-hour Billing Team workflow session.
Up to 6 weeks of implementation support from Kick-off, plus 24x5 help and access to Karbon Academy, SOPs, and templates.
World-class customer support
One of the best experiences I've ever had
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
The system to exactly fit our needs
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
True partnership
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Additional Services
Get your firm up and running seamlessly with the package that’s right for your needs.
Group Onboarding
FreeFree online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Guided Implementation
Perfect for firms looking for a seamless and efficient setup, this solution is designed to get firms up and running quickly.
Guided Plus Implementation
Perfect for firms looking for an added layer of consultation in their onboarding, this solution balances efficiency in setup with additional customization.
Enterprise
Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalised team training options.
Let’s talk about your firm’s success.
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