Sound familiar?
What accounting firms on Karbon tell us before a project starts.
- A new client means a dozen manual steps across different apps.
- Recurring work items are created by hand each cycle.
- We chase clients for documents by email and lose track of who replied.
- Partners can't see capacity or realisation without building a report.
- Our website forms don't reach Karbon, so someone retypes them.
What we build
Each one is a working piece you can open and check when it's done.
Client onboarding
A signed engagement creates the contact, organisation and work items in Karbon, with the questionnaire and welcome email sent.
n8n, Make and Zapier automation API integrations and data syncRecurring work set-up
Work items created on schedule with the right template, assignee and due dates.
n8n, Make and Zapier automationDocument requests
Requests sent, reminders chased, and received files filed to the client's folder, with status visible to the team.
n8n, Make and Zapier automationWebhook-based updates
Karbon offers webhooks for contacts, organisations, work items and notes, so changes can trigger actions in other tools.
API integrations and data syncAccounting software link
Client and billing details kept in step between Karbon and your accounting tool.
QuickBooks, Xero and HubSpot integrationsFirm dashboards
Work in progress, overdue items and capacity by person on one page.
Dashboards and reportingWhat we connect it to: Zapier, Xero, QuickBooks, Google Sheets, Outlook, Gmail.
Industries that use it: Accounting, Bookkeepers, Financial advisors.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Engagement letter to work items
Example: a bookkeeping firm wants a signed engagement to create the client in Karbon, add the monthly work items and send the document checklist.
Karbon API, e-signature, ZapierExample project
Document chase
Example: a tax practice sends a request list each January, tracks who has uploaded, and reminds the rest every few days.
Karbon, email, a small scriptExample project
Capacity view
Example: a partner wants hours planned against hours available per person for the next four weeks.
Karbon data, Google Sheets, a dashboardQuestions people ask first
How does this connect to Karbon?
Karbon has an API, webhooks, and a Zapier integration. Its built-in Zapier triggers cover contacts and organisations, and other work can go through Webhooks by Zapier or the API.
Do we need to change our process?
No. We automate the steps you already follow, in the order you follow them.
Who owns what you build?
You do. It is built in your accounts, with notes for your team.
How do we start?
Tell us which recurring task takes the most manual effort. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com