Karbon, connected to the rest of the practice.
Karbon runs the work in a lot of accounting firms. What sits around it - the ledger, the proposal tool, the client asking where their accounts are - is still kept in step by hand. We build the connections and the client-facing pieces, and run them for you.
What we typically build with Karbon
Clients see where their work is
A simple status page per client, fed from Karbon, so your managers stop answering "how are my year-end accounts going?" emails.
Chasing missing records, drafted for you
When work is waiting on the client, a friendly reminder is drafted for your team to check and send, instead of being written from scratch every time.
One view of the client across apps
Karbon, Xero or QuickBooks, and your proposal tool brought into one page, so a partner sees the whole client before a call.
Common Karbon sync problems - and how we handle them
Not everything in the app is available to connect
Karbon's connection covers core records like contacts and work items, but not everything you can see on screen. We confirm what's reachable for your use case before building.
Access is switched on by your firm
Connecting Karbon to another app needs access granted from your Karbon account, and may depend on your plan. We walk your admin through it.
Clients exist in several apps
The same client lives in Karbon, the ledger and the proposal tool. We match them carefully and ask a person when it's unclear.
Karbon questions
Does this replace Karbon?
No. Karbon stays where your team runs the work. We build around it, so the information it holds reaches the people and apps that need it.
Do we need anything special set up in Karbon?
Your Karbon admin grants access once. We'll give them simple steps and check it works during the ops audit.
Who owns the connection and the tool?
You do. The tools we build run on your own accounts, and each app is connected with its own sign-in, limited to what the tool needs. You can switch access off at any time from inside the app itself.
Builds and firms like yours
Firms like yours
Custom software for accounting firmsFind the hours your team loses around Karbon.
A 2-week ops audit finds the hours your team loses between apps: $2,500 / £2,000, credited to your first month.