A Karbon Report
AI-Powered Practice Management for Accounting Firms
Realize your firm’s human potential with AI‑powered accounting practice management
Automate tasks, work faster, strengthen client relationships and future-proof your accounting firm.
Karbon AI
Why AI-powered practice management?
Your practice management solution is the backbone of your accounting firm’s operations. And no other tool in your tech stack has greater potential to harness the power of AI.
Karbon is being developed with an AI-first approach and ongoing improvements to ensure your firm is at the cutting edge of innovation. Future-proof your business and redefine what you thought was possible, with the leading AI-powered practice management solution for accounting firms.
Karbon AI Capabilities
Smart SuggestionsAssign colleagues and contacts quickly with suggestions based on prior work history.
Time-TrackingCorrect missed time entries that are flagged based on actual tasks completed.
Client SummarySummarize emails, notes, work, and billing data into a single client brief.
Work Conversations SummaryGet a snapshot of key highlights and recent updates on any work item.
Email SummaryGenerate bite-sized summaries of long email conversations and internal discussions.
Compose & Refine Emails Craft and improve emails with prompts and customization options for tone, length, language, and more.
Create Email from TasksAutomatically draft emails from tasks, reflecting your progress and any other prompts you provide.
Quick RepliesAccess fully editable suggestions for quick email responses.
Karbon AI set the bar
The release of Karbon AI this year set the bar for how practice management systems should be implementing AI.
An edge over the competition
The new AI features are giving us an edge over the competition.
Karbon has leaned into AI and it's awesome
There is the writing assist which is so great for our more junior staff to gain confidence when writing client emails.
Winner 2023 Technology Innovation Award
AI won’t replace accountants. Accountants trained in AI will replace other accountants.
Frequently Asked Questions
What does open beta mean?
Karbon AI is currently in open beta. The functionality is developed and available to all Karbon customers and those in a free trial. All users of Karbon AI are encouraged to provide their feedback to assist with further improvements and any bug fixes before the full release. You can read Terms of Use here.
Will more features and functionality be coming to Karbon AI?
Yes! The features released in the first version of Karbon AI are just the beginning. There is lots more functionality coming very soon to help your accounting firm automate more tasks, save more time, and add more value to your clients.
Will Karbon AI be an additional cost on top of my existing Karbon subscription?
During the open beta, Karbon AI is free. In the future, there will be an additional charge, which will be communicated to all Karbon customers.
Is Karbon AI included with free trials of Karbon?
Yes, Karbon AI is included with every free trial of Karbon, and access to the open beta will be maintained if you become a paying customer. However, there will be an additional charge for Karbon AI in the future.
Is Karbon AI secure?
Yes. Security was a key consideration at every stage of the development of Karbon AI. The Azure OpenAI Service, which powers Karbon AI, provides critical enterprise security, compliance, and regional availability. Your data is always secure and stays within Karbon, alongside all your other data.
What technology is Karbon AI built on?
Karbon AI utilizes Azure OpenAI Service to serve GPT-3.5 and GPT4. This includes built-in responsible AI and enterprise-grade Azure security.
What do I need to use Karbon AI?
To use Karbon AI you need an existing Karbon subscription. You can start a free trial of Karbon here.
How is Karbon AI different from other AI tools?
Artificial intelligence is most useful when it is integrated into the tools that you already work in. Not only because that means less switching back and forth between apps, but when artificial intelligence is in the context of your workflow it can be prompted by your existing data, while that data remains secure.
As your accounting firm’s practice management solution, Karbon is home to more context than any other tool. It’s where your client management, communication, collaboration, work, and planning take place.
Karbon AI's capabilities will continue to expand across your collaborative workflow, increasing the possibilities of what you can do with your data.
As your accounting firm’s practice management solution, Karbon is home to more context than any other tool. It’s where your client management, communication, collaboration, work, and planning take place.
Karbon AI's capabilities will continue to expand across your collaborative workflow, increasing the possibilities of what you can do with your data.
Is Karbon AI turned on for an entire firm, or can individual users choose?
Karbon AI is turned on for everyone in your firm, however, account admins can disable the functionality via settings.
Will my data be shared with any other party?
At this time, we are not training our Karbon AI model with anyone's data. No data is shared with any third party or used to inform the data of any other Karbon customers. We guarantee that if that changes, it will strictly be an opt-in process and communication around this will be clear.
G2
Capterra
Getapp
