Karbon Integration
Connect Karbon to Arahi's no-code AI agents and automate workflows in minutes.
About the Karbon integration
Karbon is a collaborative practice management platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work. With Arahi AI, you can connect Karbon to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Accounting & Finance
- Authentication
- keys
Karbon automation use cases
- Invoice chasing sequences
- Send escalating email + SMS reminders for overdue Karbon invoices until payment lands.
- Expense receipt routing
- Capture receipts from email or Slack and push to Karbon with category and project pre-tagged.
- Monthly close checklist
- Turn monthly Karbon close into a tracked checklist with reminders and ownership across the team.
- Revenue recognition digest
- Digest Karbon revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Karbon workflow examples
- Create Karbon work item from Xero overdue client
When Xero flags a client invoice over 30 days late, Arahi creates a Karbon work item in the Collections workflow and assigns the engagement partner.
Xero 30-day overdue creates Karbon Collections work item.
- Sync Gmail client threads into Karbon triage
When Gmail receives a reply from a Karbon client contact, Arahi logs the thread to the Karbon client timeline so staff see every touchpoint in one place.
Gmail client reply logs thread into Karbon client timeline.
- Book QuickBooks tax deadlines as Karbon work tasks
When QuickBooks returns a filing deadline within 30 days, Arahi creates a Karbon task on the engagement with due date and partner reviewer assigned.
QuickBooks deadline <30d creates Karbon task with due date.