Performance Analytics Tools for Accounting Firms

Uncover efficiency and output insights

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

Track and analyze your team’s performance.

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.

Karbon Performance dashboard closeup

Identify bottlenecks and take action before they become blockers.

Look at the big picture and hone in on what’s important to you at any given time, identifying issues that weren’t previously apparent.

Know what changes you need to make and adjust your priorities in real-time before your overall output is impacted.

Stylized kanban board showing an overworked employee

Take client satisfaction to a whole new level.

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.

Stylized leaderboard showing work performance

Analytics Features

Karbon 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

One single view of all your team's jobs and their progression.

Report Exports

Download client or work data as spreadsheets to perform your own analysis.


Keep track of your most effective team members and clients.

Work Lists

Customizable views of your most important jobs, with the information that matters most.

Time & Budget Estimates

Estimate time and budget for every job to help make better-informed decisions.

Time Tracking

Integrate with QuickBooks Time to track time against clients or jobs.

Activity Timelines

Shared history of emails, notes, tasks and activity relating to any job or client.