Karbon
Karbon is cloud practice management software for accounting firms, covering work and workflow tracking, shared email, client records, time, billing and payments. It adds generative AI for drafting and summarizing email and client information, plus an assistant (Kai) and role-based AI agents that are in early access.
What the AI does
- Drafts, refines and summarizes client emails and internal threads, with editable suggested replies
- Builds a client summary from emails, notes, work items and billing data
- Flags likely missed time entries based on completed tasks
- Kai assistant (limited early access) answers questions from live firm data, gives daily briefings and carries out tasks such as workpaper creation and timesheet review
- Role-based AI agents (early access, e.g. bookkeeper, tax preparer, practice manager) that draft emails, send reminders and prepare workpapers under firm-set approval rules
Summarized from karbonhq.com.
Facts, checked against the source
- Category
- Practice managementSource: karbonhq.com (opens in a new tab)
- Built for
- CPA firmsSource: karbonhq.com (opens in a new tab)
- Ledger integrations
- QuickBooks Online, XeroAlso documents: Xero Practice Manager, QuickBooks Time, Gmail, Microsoft 365 / Outlook, Microsoft Teams, Slack, Gusto, Zapier.Source: karbonhq.com (opens in a new tab)
- Pricing
- From $59 per user/month, billed annually$59/user/month (Team plan, billed annually; $79 billed monthly, teams of 4+)Source: karbonhq.com (opens in a new tab)
- Free plan
- NoThe vendor's pricing shows no free plan.Source: karbonhq.com (opens in a new tab)
- SOC 2
- Type IISource: karbonhq.com (opens in a new tab)
- Trains on customer data
- NoKarbon's AI page says it does not use a firm's data to train AI models, and its AI supplemental terms say Karbon is not authorized to train Karbon AI and that its Azure OpenAI/OpenAI providers have represented they will not train on customer data.Source: karbonhq.com (opens in a new tab)
- Human review
- ConfigurableKarbon says firms decide what agents can do and when they need approval, choosing to review work before it goes out or let agents run automatically; the Kai page says agent actions go through an approval system where outputs can be approved, edited or rejected.Source: karbonhq.com (opens in a new tab)
- Company
- Privately held. Founded 2014Source: innovationbanking.cibc.com (opens in a new tab)
- Funding
- Last round: unconfirmed, $66M, February 7, 2022Investors named: Tidemark, Five Elms Capital, Blackbird VenturesSource: karbonhq.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| August 5, 2021 | Credit facility (debt) | $5M | CIBC Innovation Banking | innovationbanking.cibc.com |
| February 7, 2022 | Undisclosed | $66M | Not named | karbonhq.com |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- karbonhq.com/feature/ai/
- karbonhq.com/ai
- karbonhq.com/en-GB/feature/kai/
- karbonhq.com/en-GB/feature/agents/
- karbonhq.com/karbon-ai-beta-terms-of-use/
- karbonhq.com/pricing/
- karbonhq.com/integrations/
- karbonhq.com/integrations/xero/
- karbonhq.com/security/
- karbonhq.com/privacy-policy/
- karbonhq.com/about/
- karbonhq.com/leadership/
- karbonhq.com/resources/usd10million-to-drive-the-next-stage-of-karbons-journey-to-cloud-native/
- karbonhq.com/resources/66million-to-give-accounting-firms-the-practice-management-solution-they-deserve/
- karbonhq.com/resources/karbon-acquires-aider/
- tidemarkcap.com/post/why-tidemark-is-investing-in-karbon
- innovationbanking.cibc.com/en/news/deal/cibc-innovation-banking-provides-karbon-with-credit-facility-to-support-its-growth-plans
- www.businesswire.com/news/home/20210805005115/en
- apps.xero.com/ie/function/accountant-tools-extras/app/karbon
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Karbon questions
- Does Karbon train AI on customer data?
- Karbon's published policy says customer data is not used to train AI models. Karbon's AI page says it does not use a firm's data to train AI models, and its AI supplemental terms say Karbon is not authorized to train Karbon AI and that its Azure OpenAI/OpenAI providers have represented they will not train on customer data.
- Does Karbon have SOC 2?
- Karbon states that it holds a SOC 2 Type II report.
- Which accounting systems does Karbon integrate with?
- Karbon documents integrations with QuickBooks Online and Xero.
- How much does Karbon cost?
- Karbon lists pricing starting at $59 per user/month, billed annually on its site, as of October 14, 2026.
- What are alternatives to Karbon?
- Other practice management tools in this directory include Aiwyn, Canopy, Financial Cents, TaxDome and Uku.