Business Analytics for Accounting Firms

Insights to guide critical firm decisions and improve efficiency

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

 
 
Image depicting a graph of data outlining work completion over time.

Track and maximize staff utilization for a more efficient, productive team.

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.

Image of a device showing the Karbon app interface, depicting an organization's budget over time.

See where you can increase service fees and make your firm more profitable.

Enhance your business and increase revenue with insights that drive actions.

Estimate and track time to understand jobs that are on-budget, improve staff utilization, allocate resources, and uncover performance insights to transform your firm.

 
 
Image of a user interface graphing time since last communication with a list of clients.

Proactively manage client satisfaction.

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.

Business Analytics Features

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
View and optimize all of the jobs going on across your team.

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

Leaderboards
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 & Budgets
Estimate and track time to understand profitability and allocate resources.

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

Time Tracking
Integrate with TSheets to track time against clients or jobs.

 
 

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

Employee productivity thrives with Karbon

16.5 hours

Saved on average per employee each week

18%

Increase in productivity per employee

3.3 hours

Saved chasing clients each week

3.9 hours

Saved managing and completing work and tasks each week

3.3 hours

Saved reading, actioning and searching for email each week

4.1 hours

Saved by enabling team collaboration each week

Accounting firms using Karbon leverage analytics to make critical decisions.

BNA-Building-87-of-121

How BNA deliver tax returns in 3 days

Karbon’s insights enable the BNA team to confidently plan ahead, identify bottlenecks and stay in control of their firm’s activity.

Read Case Study
Armanino Business Management find greater visibility accountability

Armanino Business Management find greater visibility and accountability

At Armanino, Karbon keeps everyone on the same page, with real-time collaboration and increased accountability across the team.

Read Case Study

Business analytics in Karbon firms

The best bit about Karbon is that it shows insights and actions that we can instigate to be more efficient or to provide a better client service.
Graeme Tennick
Graeme Tennick
Graeme Tennick & Co
If I have an issue, I can immediately go into Karbon. I have full disclosure and visibility of where the problem started, how it evolved and what the best-case solution would be.
Tabatha Morrison
Tabatha Morrison
Tabworks
Before Karbon, our data was all over the place and a mess. I had no idea who we were onboarding, let alone how each client was going. Now, there is accountability that we never had before and I can see how we are tracking.
Adam Slack
Adam Slack
Two Roads

Book a demo or start a free trial.

Explore other benefits of Karbon

Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.