Karbon

For the 3rd year running, one group stands out in The State of AI in Accounting Report 2026. Mid-sized firms with 21-50 staff are the most energized and least fearful about AI. Why? They’ve hit the sweet spot 🍬 ✅ Enough structure to operationalize AI properly. ✅ Enough agility to move fast without layers of friction. It’s one of those cases where size doesn’t guarantee success. But at this stage of growth, readiness matters more than scale 🚀 Learn more about how mid-sized firms are taking advantage of AI. Get your copy of the State of AI in Accounting Report 2026: https://lnkd.in/gEwuzMPS

"Karbon's API infrastructure — its public API, real-time webhooks, and AI-readiness — is the iceberg beneath the surface. It's what enables firms to operate at higher leverage and build the workflows that actually work precisely the way they need." Steven Duc Tran, CPA, CIA, thank you for this piece. The infrastructure underneath is what lets firms stop adapting to the software and start making the software adapt to them. If you haven't read it yet, Steven also walks through three steps every Karbon firm takes, and the one most stop short of 👇 https://lnkd.in/gx-r36f6

The first episode of Open Books is now available on-demand on Karbon Magazine: https://lnkd.in/gqECWQ-J Open Books is a new interview series from Karbon that brings accounting's top firms on the record to share what they've learned about acquisitions, scaling, and what sustainable growth looks like. In this episode, Karbon CEO Mary Delaney and Karbon Executive Advisor & Open Books host Joe Carufe sit down with Reyes Florez, CEO & Founder of Platform Accounting Group. Reyes leads a 1,000-person firm that was built in part through a deliberate acquisition strategy. He talks through the Platform model, what deals look like for the firms involved, and how a firm operating at serious scale should be approaching AI right now. Also joining the conversation are Albert Tinnell and Kaycie Edeh, two people who went through a Platform acquisition on the firm side. They share what they didn't know going in, what changed, and what they'd tell someone on a similar path today. If you’ve watched the session, what resonated most with you? Let us know in the comments. #OpenBooks

You’re invited to the Loft 💌 The Loft by Karbon is now open, giving accounting and bookkeeping professionals, like you, a peer-led community to learn, connect, and build real AI skills together. You don’t need to be a Karbon customer to join. This is for you, the community. Accounting is changing fast, but one thing that has stayed true to this profession is the sense of community: people who are genuinely willing to share what they know and lift everyone around them. Karbon has seen it happen within its own community, and now, it’s time to create something bigger and more connected, together. The Loft offers two spaces: 1️⃣ One is an open space for any accounting or bookkeeping professional who’s curious, motivated, and eager to exchange ideas. 2️⃣ Second is a space for current Karbon customers who want to share workflows, experiences, and firm knowledge with each other. Everyone benefits at the Loft. So come on up: https://lnkd.in/gP9QqDVv

Join Karbon's 🦅 Byron Patrick, CPA.CITP and CFO Dental Partners' Tianna Heiner in Accounting Today's upcoming webinar, moderated by Chris Gaetano, to hear how accounting and bookkeeping firms are automating their close process, how that transition from manual to an automated close looks like from a firm who's experienced it first-hand, and what the time savings have made possible. ⏰ Wed, May 20 at 2pm ET / 11am PT Register here: https://lnkd.in/gEfTjhvf

Who is in the room matters as much as the content. That's why Loft AI Labs was so energizing ⚡ Last week, accounting professionals gathered in Toronto to spend an afternoon learning, building, and sharing how they're thinking about AI. Each one, at different a stage in their AI journey. But by the end of the evening, they connected with peers who experienced the same challenges and understood the work. "The biggest thing holding me back before was security concerns and time to invest in learning, but this session got me over both." — Allison Ruch, CPA, MBA 🌸, Syncopate CPA Everyone came out feeling a lot more confident—and this is what #LoftAILabs is all about: empowering the community. More cities are coming 👀 Join the Loft online community to connect with accounting peersand hear about upcoming Karbon events: https://lnkd.in/ghAAeWEC Twyla Verhelst, CPA 🦅 Byron Patrick, CPA.CITP

Karbon is Great Place To Work Certified 🎉 This recognition is a result of feedback from Karbonites, who are the heart of Karbon. As a global team, our values are what keep us connected across time zones, roles, and regions: 🤝 Champion connectivity ⭐ Elevate our customers ✨ Create extraordinary outcomes 💛 Be good to each other ⚡ Make it happen with a passion for action Being recognized as a Great Place To Work is a reflection that we're living those values every day. Thank you Karbonites 🥳 #GreatPlaceToWork #CelebrateYourGreat #GPTWCertified

How many of your billing tasks this month are still manual? For a lot of advisory firms, the answer is: most of them. And those manual steps don’t just slow things down, they make it almost impossible to see where revenue is slipping. That's where Virtus Group, Chartered Professional Accountants & Business Advisors LLP started. But it's not where they stayed. Tap through the carousel read their story. 👉 Book a demo to see what changes when billing is built into the way you work: karbonhq.com/get-started

100% attendance at the debut of Loft AI Labs in Toronto 🇨🇦 Every seat was filled with accountants eager to explore and uncover the possibilities with AI. Laptops opened, learning together with peers, in a guided room with Twyla Verhelst, CPA and 🦅 Byron Patrick, CPA.CITP. Attendees got to work and learned how to prompt, build Claude Skills, and compared notes to see if any of their peers had a better approach or something for them to learn from. Mike Libbey, YBL and Melisa Gaetani, Tino-Gaetani & Carusi, Chartered Professional Accountants even shared something they've built with AI and put to use in their firms. This is the real value of hands-on training in a room with your peers. You learn from each other, you grow together. Everyone came for the AI training, and stayed for the community. Thank you to everyone who attended! Join the Loft to connect with the community and hear about upcoming Karbon events: https://lnkd.in/gP9QqDVv #LoftAILabs

50 firms, each with its own QuickBooks instance. No unified view of pricing, production, or collections across any of them. Platform Accounting Group knew that fragmented workflows like that can’t scale. So, they brought time tracking, billing, and payments into one platform, across every office, into Karbon. The results? 🏢 50+ acquired firms consolidated onto a single workflow and billing platform. ⏱️ 35 hours per month saved on billing in certain offices. 📊 Real-time dashboards tracking WIP, AR, pricing, and production across the entire portfolio. 📉 Measurable improvement in DSO and collections. Link to their story in the comments 👇