Karbon Features

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Provides a cloud based version of the platform

Contains in-application messaging abilities

Contains built-in payment processing capabilities or integrates with payment processing software

Private online space that lets businesses securely share documents and provide information access to clients

Automates some or all operation related tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Accept and process credit/debit card transactions

Accept and process online payment transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Transactions that typically involve face-to-face interactions between the payer and the payee

Allows customers to check out with wallet payment methods that digitally store credit and debit cards

Reports and analytics created from payment data.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Integration with payment gateways to facilitate online transactions

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Accept and process cryptocurrency transactions such as Bitcoin

Allows users to process payments in multiple currencies.

Online portal through which end users can access the system, manage tasks, or obtain information

Support cardholder verification methods for POS transactions.

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Manage the process of evaluating documents or requests submitted for approval

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

Pre-designed layouts that can be customized to match preferences and requirements

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Set up connections to third-party platforms to improve business processes

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Monitor and record expenses such as purchases or charges incurred

Use AI to generate content in the form of text, images, videos, etc.

Accept and process online payment transactions

Communicate using messages within the system

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage contact details and communication with clients

Store, manage, and track all electronic documents in a centralized location

Measure and track time including hours worked and paid time off (PTO)

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Search and filter data across systems to locate required information by entering keywords or certain criteria

Software specialized for accountants and accounting firms

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Application programming interface that allows for integration with other systems/databases

Reporting on how each user, task or process has advanced since its initiation

Create, manage and track all task activities and progression

Securely stores data to prevent data loss or breaches

Electronically collect payments for goods or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Log and record hours worked and costs spent to assist in billing and invoicing

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage various aspects of appointments including booking, rescheduling, canceling

Route documents and other data through one or more stakeholders for review and approval

Create, manage, and send invoices or bills to customers

Store and organize documents in a centralized system

Track the status over time for a request, process, asset, or transaction

Configure existing workflows to meet your organization's needs

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Measure time to completion or hours worked for projects

Timed notification for any upcoming task, deadline, appointment, or activity

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Creation, processing, verification, and execution of invoices till the payment is made

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Monitor or audit historical and current transactions to analyze customer account activities

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Near-field communication method to share data and process contactless payments

Ability of websites, web applications, or mobile applications to function without an active internet connection

Digitally sign online documents

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Identify and prevent suspicious activity

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Track and facilitate returns of products sold

Track products that are for sale at a reduced price or part of coupon promotions

Timed notification for any upcoming task, deadline, appointment, or activity

Scan barcodes to ensure accurate pricing and label tracking

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Track and manage adherence to policies for any service, product, process, or supplier

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Hardware device connected to smartphones for processing payments

Calculation of consumption tax imposed on the sale of goods/services

A collection of customer information such as contact details, demographics, previous interactions, etc.

Upload, track, and submit receipts in a central database

Add customized logos and colors to align with company branding

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Access work applications remotely, for when working away from the office and/or traveling

Manage and support multiple locations

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Reports specific to sales analysis for trends and strategies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process payments via multiple modes directly through the application

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Track the status over time for a request, process, asset, or transaction

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Protect sensitive data for digital privacy

Send clickable links via text or email to collect payments from customers

Application programming interface that allows for integration with other systems/databases

Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.

Reconcile payments with corresponding invoices or orders for accounting purposes

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Receive data and information in real time

Create, manage, and send invoices or bills to customers

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and re-purpose templates for emails, forms, etc.

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Track and report regulatory data to either internal management or external stakeholders

Set & manage permission levels based on user roles and restrict access to only authorized individuals

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, or update project workflows.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Compare and match accounting/financial records with corresponding bank statements

Application programming interface that allows for integration with other systems/databases

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Receive system updates as soon as any changes are made

Reminders sent via email

Track and manage adherence to policies for any service, product, process, or supplier

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Manage and track all internal and external communication conducted via calls, email, text, or chat

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Declaration of income made to tax authorities

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Configure existing workflows to meet your organization's needs

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Create, design and manage workflows for repetitive tasks

Track the status over time for a request, process, asset, or transaction

Manage contact details and communication with clients

Designed for tax practices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track employee schedules, availability, and performance across projects and tasks

Measure and track time including hours worked and paid time off (PTO)

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Store, manage, and track all electronic documents in a centralized location