Karbon

May already? It's shaking up to be an exciting month packed full of events 🫨 Catch Karbonites on-ground or online at these stops: 🇺🇸 May 4 - 7: PASBA Spring Conference 🇺🇸 May 4 - 6: BDO Alliance USA EVOLVE 🇺🇸 May 4 - 5: PICPA Annual Conference 🇬🇧 May 13 - 14: Accountex London 🇺🇸 May 18 - 20: RightNOW 🇺🇸 May 19 - 20: Accounting Today Firm Growth Forum 🇦🇺 May 24 - 26: Wize Freedom Firm Workshop Brisbane Prefer a shorter commute? 🏡 Check out these virtual events: 💻 May 11: Faster Month-End Close Starts Here: A Live Demo of Aider - https://lnkd.in/gzS8Q52d 💻 May 28: MassCPAs Demo Days See you this month? Comment below if you're coming to any of these events 🎉 PASBA: Professional Association of Small Business Accountants BDO Alliance USA PICPA Rightworks Accounting Today Wize Mentoring

All fired up for Accountex London ❤️🔥 The Karbon team is looking forward to being back at one of the UK's biggest and busiest events of the year. With over 240 sessions to choose from across 2 days, there's no shortage of insights and resources around AI adoption, leadership, talent and the future of your accounting firm. If you need ideas to build out your agenda, check out these 19 hand-picked sessions that'll be worth your time: https://lnkd.in/g-mYqBsF. While you're there, take the opportunity to connect with Karbonites Dan Abraham, Matthew Drinkwater, Gurpreet Lidder, Simon Kisitu, Rory Breach, Chris Eastwood, Rowan Van Tromp FCCA, Ryan Field, Ella Pretorius ACMA CGMA, Kundai Denga, Sheik Bakasa, Liz Yau, Elizabeth Blass 🌻, and Mary Delaney. Catch Karbon at booth 930, near some of our integration partners: Xero, Ignition, and SuiteFiles. See you at Accountex London 🏰

White Glove CPAs & Business Solutions started with the same reality a lot of firms face: multiple tools, manual billing, and revenue slipping through the cracks. Today, they’ve increased revenue 4x and get paid on day one of the month without chasing clients, with Karbon Billing & Payments. The shift was due to better systems: ✅ Automated recurring billing and autopay ✅ One platform for work, billing, and payments ✅ Built-in workflows that protect cash flow If you’re thinking about how to scale without adding more admin, this is worth a read: https://lnkd.in/gg22AF-U

This is what a modern practice looks like. Work that fits around life, not the other way around. Where has Karbon travelled with you lately?

From a completely upgraded Period Close Automation, powered by Aider to payroll workflow automation with Gusto, April’s updates are about removing steps you shouldn’t have to take. 🔄 Period Close Automation, powered by Aider is now live for all US customers. 🤝 Karbon + Gusto integration is now in beta. 📝 Create and configure work directly from engagements setup. ➕ Plus eSignature expiry extensions in beta, that preserve existing signature progress, self-service API credential management, and configurable timesheet periods to match your payroll cycle. Swipe through the highlights or read the full release notes here: https://lnkd.in/gNKFhTD9 👈

Heading to BDO Alliance USA EVOLVE 2026? Don't leave your time there to chance 🎰 Here are 3 ways to make the most of it 👇 1️⃣ Come find the Karbon team at booth 401. Right by the entrance. Austin Brown, Chance Johnson, Mariana Montana☁️, Mary Delaney, Twyla Verhelst, CPA, and Jillian Hall will be there. Whether you're a current customer looking to catch up on the latest, or you've been curious about Karbon, this is a good chance to talk in person. Book a meeting with the team ahead of the conference 📅 2️⃣ Go in with a session plan. We've pulled together a list of must-see sessions spanning AI, advisory, talent, and firm growth: https://lnkd.in/gxG3i6TR 3️⃣ Enjoy the moments in between. The sessions are worth attending. So are the conversations that happen around them. So make those connections count. See you there 😉

Nearly 3,000 have already signed up for the AI training session with Twyla Verhelst, CPA and 🦅 Byron Patrick, CPA.CITP, and we're only a day away 🤩 Before tomorrow, spend five minutes thinking about this: ➡️ What takes up most of your day? ➡️ What feels repetitive? ➡️ Where do you feel like your systems already know things that you keep re-entering somewhere else? Bring those answers with you. The more specific you are, the more you will get out of the session. Twyla and Byron will walk through live demos of AI working within the systems your firm already runs on, and where tools like Claude fit alongside for the work that lives outside your operating system. You will leave with practical use cases, a firm-specific AI assistant you built yourself, and a starter strategy and policy for your team. Whether you are just getting started or already experimenting, you will leave sharper and ready to apply it. There’s still time to register: https://lnkd.in/gXqTSiZ7 ⏰ If you can’t join live, register to receive a copy of the recording.

Period close automation powered by Aider is now live for all US customers 🤩 This is a completely rebuilt experience, designed to change how your firm handles month-end close at scale. Here's what's available today: ✅ Full visibility across every client close, in one place. ✅ Standardized checklists you can customize to your firm's process. ✅ Close checks that connect directly to your Karbon workflow. ✅ Faster, more accurate transaction coding. ✅ Less manual work, more time for higher-value client work. If month-end close is still a manual, file-by-file process, get excited for this update 😉 Get a personalized demo: https://lnkd.in/gWCj6St7

Open Books, Karbon's new interview series, is exploring the questions firm owners have but rarely get straight answers to. If you've ever wondered what acquirers actually look for in a firm, how to build at scale through acquisition, or where AI fits into all of it, this first episode with Reyes Florez, CEO of Platform Accounting Group, is one you should catch. This session will be recorded, so if you can't attend live, register anyway to receive the link after. 💡 Inside Platform Accounting Group: Growth, People, and the AI Bet 📆 Tuesday, April 28 at 11:30am PDT Register once and you'll also be notified of future Open Books episodes as they're announced: https://lnkd.in/gqECWQ-J

There’s a gap between using AI and using it well. Prompts alone don’t close it. Context does. Clean data does. Knowing where AI belongs within your firm's systems does. In this session, Twyla Verhelst, CPA and 🦅 Byron Patrick, CPA.CITP will run live demos grounded in the operating system your firm already relies on. You will see how AI works within real accounting processes: client communication, documentation, financial analysis, and advisory prep. And you will see where tools like Claude earn their place alongside your operating system for the work that lives outside it, like marketing, growth, and people development. You will also build your own firm-specific AI assistant and leave with a starter strategy and policy you can take back to your team. AI compounds when it is embedded within the systems you already use. That is what this session is about💡 👉 Register for the session: https://lnkd.in/gXqTSiZ7 If you can’t join live, register to receive a copy of the recording.