# Karbon, Inc.
*Also known as Karbon*

- Website: https://karbonhq.com
- Location: San Francisco, California, United States
- Agent profile: https://directory.haycion.ai/agents/karbonhq-com

> Karbon is the global leader in cloud-based practice management software for accounting firms.

Karbon, Inc. is the global leader in cloud-based practice management software for accounting firms. It provides a highly collaborative, cloud platform that streamlines work and communication, enabling accounting firms to save significant time and serve clients more effectively. With customers in dozens of countries and a globally distributed team, Karbon emphasizes open collaboration, AI-enabled insights, and a growing ecosystem of apps and integrations to support the evolution of modern practices. The company focuses on empowering firms to experience practice excellence by providing innovative tools, knowledge, and connectivity, while maintaining a security-first approach to data privacy and compliance. Karbon's mission and vision position it as a vital operating system for accounting firms worldwide, helping teams improve efficiency, collaboration, and client outcomes.

**Mission:** Provide innovative tools, share knowledge and facilitate connectivity to empower firms to experience practice excellence

## Products & Services

### [Karbon](https://karbonhq.com/)
*Platform*
Karbon enhances accounting firms' productivity through unified practice management tools, AI-driven automation, and secure client collaboration.

- **AI agents** — Utilize AI For Efficiency.
- **Kai AI coworker** — Leverage AI for Tasks.
- **Security and compliance** — Ensure Data Security.
- **Centralized knowledge** — Enhances Access to Information.
- **Billing and payments** — Simplify Billing Cycles.
- **Client management** — Enhance Client Collaboration.
- **Close automation** — Accelerate Closing Processes.
- **Project management** — Stay on Track with Projects.
- **Team collaboration** — Enhance Team Collaboration.
- **Workflow automation** — Streamline Processes.
- **AI-powered insights** — Improves Decision-Making.
- **Calendar integration** — Streamline Scheduling.
- **Client portal** — Enable Client Self-Service.
- **Document management** — Centralize Important Documents.
- **Email management** — Organizes Client Communications.
- **Integrations and API** — Connect With Other Tools.
- **Reporting and analytics** — Gain Insightful Analytics.
- **Time and budgets** — Optimize Time Management.

## Market Segments

- **CPA client engagement and practice automation** (market size $16.0B, CAGR 12%): Automation designed for accounting firms to streamline client onboarding, compliance monitoring, real-time client data access and integrations with QuickBooks Online.
- **Financial close and consolidation** (market size $3.3B, CAGR 9%): Month-end close orchestration including account reconciliations, intercompany eliminations, financial consolidations and tax provisioning to accelerate and govern the close process.
- **Invoicing, payments, and financial management** (market size $12.0B, CAGR 11%): Invoicing, online payments, time and expense tracking, and budgeting to improve cash flow, revenue visibility, and job profitability.
- **Client relationship management and portals** (market size $90.1B, CAGR 12.93%): Manage customer records, communications, service history, and provide secure client portals for document sharing, status updates, and client self-service.
- **AI and intelligent automation for operational efficiency** (market size $16.6B, CAGR 13.7%): AI agent development, automation, and AI-enabled onboarding that streamline workflows, automate repetitive tasks, and enable personalized customer interactions.