Business Analytics for Accounting Firms

Insights to guide critical firm decisions and improve efficiency

Make better-informed decisions. Purpose-built reports detail your team's critical output, efficiency and client behaviour metrics.

Image depicting a graph of data outlining work completion over time.

Track and maximise staff utilisation for a more efficient, productive team.

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.

Image of a device showing the Karbon app interface, depicting an organisation's budget over time.

See where you can increase service fees and make your firm more profitable.

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.

Image of a user interface graphing time since last communication with a list of clients.

Proactively manage client satisfaction.

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.

Business Analytics Features

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.

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

On average, Karbon saves every employee 16.5 hours each week.

3.2 hours

Saved chasing clients

3.9 hours

Saved managing and completing work and tasks

3.2 hours

Saved reading, actioning and searching for email

4.1 hours

Saved with more efficient team collaboration

2.1 hours

Saved automating low-value admin tasks

18% growth

In firm-wide productivity

Accounting firms using Karbon leverage analytics to make critical decisions.

Armanino Business Management find greater visibility accountability

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.

Read case study

How BNA deliver tax returns in 3 days

Karbon’s insights enable the BNA team to confidently plan ahead, identify bottlenecks and stay in control of their firm’s activity.

Read case study

Business analytics in Karbon firms

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.

Graeme Tennick
Graeme Tennick & Co

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.

Tabatha Morrison
Tabworks

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.