SAN DIEGO, June 3, 2026—Karbon, the leading AI-powered accounting practice management software, today introduced Kai, an AI coworker built directly into the platform where a firm's client history, workflows, and communications already live. The announcements were made at Karbon Next 2026, where more than 200 customers and firm leaders gathered in San Diego, signaling a fundamental shift in how AI integrates into the daily life of an accounting firm.

Chief Product Officer Sara Goepel unveiled the new capabilities during her keynote address, along with many other soon-to-launch updates to the Karbon practice management platform.

"AI multiplies when it's inside the tools you already use,” said Mary Delaney, CEO at Karbon. “Kai is built on the client relationships, workflows, and practice knowledge your firm already manages in Karbon, including context drawn from over eighty native integrations that bring your full firm data into one place."

Kai helps practitioners expand and price services, handle repetitive tasks, surface client insights, plan and prioritize their day, and coordinate across teams through a conversational interface that already understands how their firm operates.

A number of additional AI capabilities announced deepen Kai's foundation and open the platform to the broader AI ecosystem:

• AI notetaker: A native companion app that joins client meetings, captures transcripts, and surfaces structured analysis directly in Karbon, turning conversations into work without a manual step in between.

• Public MCP server: Connects Karbon to external AI tools via an open standard, allowing firms to bring their practice management data into the AI environment they choose.

• AI analytics: Embedded AI in Karbon Analytics answers questions about firm performance and delivers instant insights, custom dashboards, and visualizations.

• Agentic period close checks: Automatically flags transactions needing additional action to expedite close.