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.
InsightsEasy-to-read reports detailing critical output and efficiency metrics.
Client AnalysisUnderstand the clients consuming time most and who are your most valuable.
Kanban BoardView and optimise all of the jobs going on across your team.
Report ExportsDownload client or work data as spreadsheets to perform your own analysis.
LeaderboardsKeep track of your most effective team members and clients.
Work ListsCustomisable views of your most important jobs, with the information that matters most.
Time & BudgetsEstimate and track time to understand profitability and allocate resources.
Activity TimelinesShared history of emails, notes, tasks and activity relating to any job or client.
Insights and actions that we can instigate
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.
Full disclosure and visibility
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.
Accountability that we never had before
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.