Reporting & Analysis for Accounting Firms
Reporting
& Analysis
Uncover critical business insights, identify growth opportunities, and improve efficiencies.
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Data-driven decision making across every level of your firm
Visualize your firm’s data with built-in dashboards
Pre-built, easy-to-digest dashboards visualize data across every aspect of your practice.
Track and monitor crucial metrics like outstanding jobs, team capacity, email response time, realization, and client profitability.
Make smarter decisions based on your performance
Each dashboard is designed to provide relevant insights and guide your decision-making, providing a clear path forward to set your firm up for success.
Understand your firm’s budget, capacity, clients, jobs, and profitability—and accurately identify opportunities to improve efficiency, profit, and your client service.
Combine data sources to uncover actionable insights
Bring together data from multiple sources for robust insights.
With reporting available at any time, you can draw on all of your firm’s data to answer critical questions, uncover growth opportunities, and know where to optimize next for the most impact.
Export data via Snowflake to your BI tools
Access and export your own data from the warehouse to build custom reporting in any Business Intelligence tool. With Karbon, your data always belongs to you.
As your team, business, and data complexity evolves, Karbon offers the ultimate flexibility and customization that will scale with you.
Analytics Dashboards
Workflow & Team Performance
Gain full visibility into your firm's operations with intuitive dashboards designed to optimize team performance and workflow efficiency. Review resource allocation, track active tasks across different stages, and identify potential bottlenecks before they impact your firm's productivity.
Pre-built dashboards include:
Client Management
Elevate your client service to new heights. Monitor email interactions, response times, and communication volumes to maintain strong client satisfaction and build your firm's external relationships.
Pre-built dashboards include:
- Client Communication
Revenue Management
Transform financial insights into strategic action with dynamic revenue dashboards that provide a 360-degree view of your firm's financial performance.
- Track work progress to billing, gain insights into client payments, and identify collection opportunities
- Diagnose billable items, optimize billing cycles, and ensure healthy cash flow with clear and precise financial workflows
Pre-built dashboards include:
Portfolio Performance
Get a comprehensive view of how your firm is performing across clients, teams, and services with dashboards that bring together the metrics that matter—realization, utilization, revenue, and capacity. These dashboards make it easy to compare performance across client portfolios, identify underperforming areas, and pinpoint the drivers behind profitability. With clear visibility into both financial and operational trends, you can make confident, data-driven decisions that optimize your firm’s performance and ensure every engagement contributes to your goals.
Reduce waste and increase profits
Karbon Analytics has provided valuable insights into our data and how we operate leading to reduced wastage and more profit.
Frequently Asked Questions
What is Karbon Analytics?
Karbon Analytics gives your accounting firm a clear view of work, clients, teams, capacity, and revenue.
Built-in dashboards show firm performance, bottlenecks, and the work that needs attention next. The result is a reporting layer connected to daily operations.
What can your firm track with Karbon Analytics?
Karbon Analytics tracks operations, client communication, and financial performance across your firm.
Your firm can review outstanding work, capacity, response times, and how quickly work moves. It can also review budgets, billing, work in progress, accounts receivable aging, revenue, realization, utilization, and profitability.
How does Karbon Analytics support better firm decisions?
Karbon Analytics connects firm metrics to the work behind them.
Leaders can review overdue jobs and capacity pressure in the same reporting layer. They can also see which clients need attention and where profitability is under pressure.
Can we customize reporting in Karbon Analytics?
Yes. Karbon Analytics includes pre-built dashboards with filters, and your firm can also create new customized dashboards from scratch. Your firm can review performance by the criteria that matter most.
For deeper reporting, Karbon can export data through your business intelligence tools, like Power BI and Snowflake. Your firm keeps access to its data as reporting needs become more complex.
Do we need Power BI to use Karbon Analytics?
Power BI is not required. Karbon Analytics includes built-in dashboards your firm can use inside Karbon.
If your firm already uses Power BI or another business intelligence tool, Karbon’s data export options can support tailored reporting outside Karbon.
Which dashboards are included in Karbon Analytics?
Karbon Analytics includes dashboards across workflow and team performance, client management, revenue management, and portfolio performance.
The dashboard set is grouped by function.
- Pricing, Resource Planning, Work Status, Work Outstanding, and Repeating Work
- Client Communication and Email
- Time, Budget, Billing, Revenue, and work in progress and accounts receivable aging
- Portfolio Revenue, with Portfolio Operations listed as coming soon
How does Karbon Analytics help with capacity planning?
Karbon Analytics shows assigned and planned work against team capacity, drawing on dashboards, the My Week view, and time and budget data.
Your firm can see workload pressure before deadlines are at risk. That visibility helps leaders rebalance work and protect the client experience.
How does Karbon Analytics reveal bottlenecks?
Karbon Analytics shows work by status, stage, assignee, due date, and work type.
Your firm can spot review queues before they become blockers. It can also find recurring jobs that are falling behind and service lines with too much open work.
How does Karbon Analytics support client service?
Karbon Analytics gives your firm visibility into email activity, communication volume, and response times.
That view shows where client communication is slowing down and where inbox pressure is building. It keeps communication tied to the work it affects.
How does Karbon Analytics support profitability?
Karbon Analytics connects revenue performance to client work.
Your firm can review budget, time, billing, payments, credits, work in progress, and receivables, alongside client profitability. That makes it clearer which clients, services, and teams are contributing to firm goals.
How do Karbon’s AI features work with Karbon Analytics?
Karbon’s AI-powered practice management connects reporting to the firm data already in Karbon.
Karbon holds the operational data behind your firm’s reporting, along with communication, billing, and payment context. As AI-powered analytics roll out, your firm will be able to ask questions about firm performance in plain language and get insights and visualizations without building reports by hand.
Kai, Karbon's AI coworker, builds on that same firm context. Kai can answer questions about client records, work history, team progress, and what needs attention, and can be asked to take on tasks and direct agents to complete work with your oversight.
How much does Karbon Analytics cost?
Karbon Analytics pricing depends on your Karbon subscription and firm needs.
Reporting and insights vary by plan. Some reporting features, including Email Insights and Custom Reporting, may be paid add-ons.
Contact Karbon to confirm current packaging, dashboard access, and data export requirements.
Will Karbon use our firm’s data to train its AI models?
No. Your firm’s analytics data stays within Karbon.
It is never shared externally, is not used to train AI models, and is not used to inform any other Karbon customer’s experience.
Is our data secure in Karbon Analytics?
Yes. Karbon’s web application product is SOC 2 Type 2 certified.
Karbon Analytics uses secure Transport Layer Security for data in transit, and data stored in the Karbon web application is encrypted at rest with AES-256-bit encryption. More detail is available on Karbon’s Security page.
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