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At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (89.5% of reviews)
Entry-Level Pricing
$39.00 Per Month
$59.00 1 Users Per Month
Assembly
Star Rating
(278)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansKarbon
Star Rating
(742)4.8 out of 5
Market Segments
Small-Business (89.5% of reviews)
Pros & Cons
Entry-Level Pricing
$59.00 1 Users Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that both Karbon and Copilot have a strong overall star rating of 4.8, indicating high satisfaction among users, but Karbon has a slightly larger number of reviews (682) compared to Copilot (259), suggesting a more established user base.
- Reviewers mention that while both products cater primarily to small businesses, Copilot has a higher percentage of reviews from this segment (96.5% vs. Karbon's 89.8%), indicating it may be more tailored to the needs of small business users.
- Users on G2 highlight that Copilot offers a more affordable entry-level price at $39.00 compared to Karbon's $59.00, making it a more accessible option for startups and small businesses looking to minimize costs.
- Reviewers say that Copilot excels in ease of use (9.4) and ease of setup (9.4), with many users praising its intuitive interface and quick onboarding process, while Karbon scores slightly lower in these areas (8.8 and 7.9, respectively).
- Users report that both products provide excellent support, but Copilot edges out with a quality of support score of 9.5 compared to Karbon's 9.3, with reviewers noting faster response times and more helpful resources from Copilot's support team.
- G2 users mention that Copilot shines in e-commerce integration (9.4) and mobile payments (9.0), with specific features like seamless Shopify integration and user-friendly mobile payment options, while Karbon's scores in these areas (8.3 and 6.7) indicate room for improvement.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
Karbon
Team
$59.00
1 Users Per Month
For smaller teams looking to consolidate workflows into an integrated collaboration platform.
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
Free Trial
Assembly
Free Trial is available
Karbon
Free Trial is available
Ratings
Meets Requirements
8.9
216
9.0
580
Ease of Use
9.4
224
8.8
582
Ease of Setup
9.4
203
7.9
359
Ease of Admin
9.3
193
8.5
261
Quality of Support
9.5
195
9.3
552
Has the product been a good partner in doing business?
9.5
185
9.3
262
Product Direction (% positive)
9.7
206
9.7
547
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
7.2
9
Not enough data
7.2
10
Not enough data
7.7
10
Not enough data
8.3
10
Not enough data
Workflow
7.8
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
Analytics
7.0
10
Not enough data
7.5
10
Not enough data
7.8
10
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
7.3
8
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Setup
Not enough data
9.0
279
Not enough data
9.0
285
Not enough data
8.5
267
Not enough data
8.8
283
Management
Not enough data
8.3
271
Not enough data
8.6
262
Not enough data
7.9
216
Generative AI
Not enough data
7.8
100
Agentic AI - Workflow Management
Not enough data
7.0
10
Not enough data
8.1
9
Not enough data
7.0
9
Not enough data
7.0
10
Not enough data
7.2
9
Not enough data
6.9
9
Not enough data
7.2
9
Platform Additional Functionality
Not enough data
9.2
74
Not enough data
8.9
73
Not enough data
7.3
68
Not enough data
7.9
73
Platform Content
Not enough data
8.8
76
Platform Data
Not enough data
8.7
77
Agentic AI - Tax Practice Management
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
9.6
8
9.4
9
7.7
8
9.3
9
6.7
6
9.3
9
8.3
6
Administration
9.5
10
9.4
6
9.5
10
8.3
5
7.8
10
8.9
6
8.7
9
8.7
5
9.1
9
8.0
5
9.1
9
9.3
5
9.3
9
9.3
5
Payment Options
8.3
9
8.7
5
9.3
10
8.9
6
Security
8.0
9
9.3
5
Platform
8.0
9
7.3
5
8.1
9
9.0
5
Content
8.0
151
Not enough data
7.8
137
Not enough data
8.6
151
Not enough data
8.9
148
Not enough data
8.8
141
Not enough data
Collaboration
8.5
148
Not enough data
9.0
153
Not enough data
8.2
146
Not enough data
7.8
135
Not enough data
6.6
129
Not enough data
6.4
127
Not enough data
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
60
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Communication
Not enough data
8.2
256
Not enough data
8.8
262
Not enough data
8.8
242
Collaboration
Not enough data
9.3
274
Not enough data
9.3
268
Not enough data
Feature Not Available
Billing
Not enough data
8.1
244
Not enough data
7.6
226
Not enough data
6.6
193
Onboarding
Not enough data
8.9
260
Not enough data
9.2
255
Not enough data
8.9
243
Visibility
Not enough data
9.2
271
Not enough data
8.2
223
Not enough data
8.1
237
Not enough data
8.4
235
Not enough data
8.8
244
Not enough data
8.3
231
Agentic AI - Accounting Practice Management
Not enough data
7.8
17
Not enough data
8.5
19
Not enough data
7.5
17
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and Karbon are categorized as Payment Processing
Unique Categories
Assembly is categorized as Client Portal, Client Onboarding, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, E-Signature, Billing, Proposal, Contract Management, and Workplace Innovation Platforms
Karbon is categorized as Workflow Management, Accounting Practice Management, and Tax Practice Management
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Karbon
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
24.7%
Accounting
14.2%
Consulting
7.9%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.8%
Accounting
95.5%
Financial Services
1.5%
Consulting
1.0%
Marketing and Advertising
0.6%
Law Practice
0.3%
Other
1.1%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Can you tell me more about Aliases? or Can you make a webinar for this topic?
1 Comment
LM
Hi Ciara, are you referring to using an alias email address, and using that with Karbon? If so, this help article might be helpful:...Read more
Can I use karbon with IG, FB
1 Comment
MD
There are no native social integrations built in Karbon, but the possibilities are endless when using the open API.Read more
Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks
1 Comment
MD
Karbon is working towards a more thoughtful approach to work. The end result will be different in many ways but will not be worse overall and will be better...Read more
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