
Armanino Business Management find greater visibility and accountability
At Armanino, Karbon keeps everyone on the same page, with real-time collaboration and increased accountability across the team.
Make better-informed decisions. Purpose-built reports detail your team's critical output, efficiency and client behaviour metrics.
Easy-to-read reports built specifically for the modern workplace make it simple to track performance. Keep a tight handle on who is completing work, job efficiency, and overall effectiveness.
As work progresses, your insights are updated automatically, equipping you with accurate information to make better-informed decisions.
Enhance your business and increase revenue with insights that drive actions.
Estimate and track time to understand jobs that are on-budget, improve staff utilisation, allocate resources, and uncover performance insights to transform your firm.
Managing client relationships is easy with everything in one place. Their contact details, jobs, tasks, documents and communication with all team members is available to access anywhere.
Understand which clients consume your team's time most, which clients have outstanding work and whether your team is focussing enough on those most valuable.
Insights
Easy-to-read reports detailing critical output and efficiency metrics.
Client Analysis
Understand the clients consuming time most and who are your most valuable.
Kanban Board
View and optimise all of the jobs going on across your team.
Report Exports
Download client or work data as spreadsheets to perform your own analysis.
Leaderboards
Keep track of your most effective team members and clients.
Work Lists
Customisable views of your most important jobs, with the information that matters most.
Time & Budgets
Estimate and track time to understand profitability and allocate resources.
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.
These findings were obtained through Karbon’s 2022 Firm Usage Survey.
Saved chasing clients
Saved managing and completing work and tasks
Saved reading, actioning and searching for email
Saved with more efficient team collaboration
Saved automating low-value admin tasks
In firm-wide productivity
At Armanino, Karbon keeps everyone on the same page, with real-time collaboration and increased accountability across the team.
Karbon’s insights enable the BNA team to confidently plan ahead, identify bottlenecks and stay in control of their firm’s activity.
The best bit about Karbon is that it shows insights and actions that we can instigate to be more efficient or to provide a better client service.
If I have an issue, I can immediately go into Karbon. I have full disclosure and visibility of where the problem started, how it evolved and what the best-case solution would be.
Before Karbon, our data was all over the place and a mess. I had no idea who we were onboarding, let alone how each client was going. Now, there is accountability that we never had before and I can see how we are tracking.
Track your firm’s relationship with every client and deliver the service you promise.
Know where every job stands across your entire team with a single source of truth.
Automate low-value, time-consuming tasks so your team can focus on your clients.
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Unite your team with one place to collaborate on email, tasks, clients and work.
Move beyond inbox silos and blind spots with email embedded in your workflow.
Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.