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.
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.
Maximize staff utilization
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.
Drive profitability
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.
Plan proactively
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.
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.
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.
Get started with Karbon today.
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Client Management
Track your firm’s relationship with every client and deliver the service you promise.
Centralized Knowledge
Know where every job stands across your entire team with a single source of truth.
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
Project Management
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients and work.
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
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.
