Karbon AI

Karbon AI is an AI tool integrated into collaborative practice management software for accounting firms, offering features such as summarizing emails, composing emails from tasks, adjusting email tone, and more.

Features

Summarize email and comments
Compose an email from a task
Compose email
Adjust your tone
Compose replies

Use Cases

Summarizing long email conversations and internal discussions
Providing personalized updates to clients
Drafting emails quickly and adjusting tone
Drafting replies based on incoming emails

Suited For

Accounting firms

FAQ

What does open beta mean?

Karbon AI is currently in open beta. The functionality is developed and available to all Karbon customers and those in a free trial. All users of Karbon AI are encouraged to provide their feedback to assist with further improvements and any bug fixes before the full release.

Will more features and functionality be coming to Karbon AI?

Yes! The features released in the first version of Karbon AI are just the beginning. There is lots more functionality coming very soon to help your accounting firm automate more tasks, save more time, and add more value to your clients.

Will Karbon AI be an additional cost on top of my existing Karbon subscription?

During the open beta, Karbon AI is free. In the future, there will be an additional charge, which will be communicated to all Karbon customers.

Is Karbon AI included with free trials of Karbon?

Yes, Karbon AI is included with every free trial of Karbon, and access to the open beta will be maintained if you become a paying customer. However, there will be an additional charge for Karbon AI in the future.

Is Karbon AI secure?

Yes. Security was a key consideration at every stage of the development of Karbon AI. The Azure OpenAI Service, which powers Karbon AI, provides critical enterprise security, compliance, and regional availability. Your data is always secure and stays within Karbon, alongside all your other data.

What technology is Karbon AI built on?

Karbon AI utilizes Azure OpenAI Service to serve GPT-3.5. This includes built-in responsible AI and enterprise-grade Azure security.

What do I need to use Karbon AI?

To use Karbon AI you need an existing Karbon subscription.

How is Karbon AI different from other AI tools?

Artificial intelligence is most useful when it is integrated into the tools that you already work in. Not only because that means less switching back and forth between apps, but when artificial intelligence is in the context of your workflow it can be prompted by your existing data, while that data remains secure.

Is Karbon AI turned on for an entire firm, or can individual users choose?

Karbon AI is turned on for everyone in your firm, however, account admins can disable the functionality via the settings.

Will my data be shared with any other party?

At this time, we are not training our Karbon AI model with anyone's data. No data is shared with any third party or used to inform the data of any other Karbon customers. We guarantee that if that changes, it will strictly be an opt-in process and communication around this will be clear.

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