Special Event: Kai and Practice Management's AI Evolution
Recorded live from the stage at Karbon Next 2026 in San Diego, Chief Product Officer Sara Goepel unveiled the biggest product announcements in Karbon's history.
In this video, you will get the first look at Kai, an AI coworker built into Karbon with full context on your clients, workflows, and how your firm operates.
Kai can help you expand and price services, handle repetitive tasks, surface client insights, plan and prioritize your day, and coordinate across teams through a conversational interface that already understands how their firm operates.
Alongside Kai, you’ll see Sara introduce a wave of new AI capabilities coming to the platform, including:
An AI Notetaker that joins your client meetings, captures transcripts, surfaces structured notes and automates follow ups directly in Karbon
A Karbon MCP Server that connects your practice data to the broader AI ecosystem
And Agentic Period Close to flag transactions with context-aware reasoning that helps firms move toward autonomous delivery
Sara also previewed a range of broader platform updates for email, workflow management, client engagements, billing and payments, document management, the Karbon for Clients portal, plus big upcoming integrations.
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Managing Editor, Karbon Magazine
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