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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

InsightsEasy-to-read reports detailing critical output and efficiency metrics.

Client AnalysisUnderstand the clients consuming time most and who are your most valuable.

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

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

LeaderboardsKeep track of your most effective team members and clients.

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

Time & BudgetsEstimate and track time to understand profitability and allocate resources.

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

Business Analytics in Karbon Firms

Insights and actions that we can instigate

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 TennickGraeme Tennick & Co

Full disclosure and visibility

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 MorrisonTabworks

Accountability that we never had before

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 SlackTwo Roads

Get started with Karbon today.

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.