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In-ProgressFinance

Automate Karbon with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Karbon. It runs the Karbon steps your team does by hand today, and connects it to Quickbooks, Xero, and Gmail. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Karbon integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Karbon and every tool it touches, including the screens with no API.

Building on the Karbon API?

How to automate Karbon

  1. Connect Karbon to Caddi

    Allow

    1Sign in to Karbon

    One click with your own Karbon login. No API keys.

  2. Automate email & document to work item in Karbon.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Karbon integrations

Connect Karbon with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Karbon

Why teams automate Karbon

Karbon runs the accounting firm's workflow, but turning inbound email, documents, and client requests into clean, assigned work still lands on staff. Caddi AI Agents automate the loops around Karbon so nothing sits waiting to be keyed in.

Most Karbon pain isn't in Karbon — it's in the motions around it: triaging client email into the right work, chasing missing documents, updating statuses, and reconciling billing. Caddi runs those motions end-to-end so your team reviews results instead of typing them.

Loops Caddi runs against Karbon

  • Email & document to work item

    Recommended pattern
    1. Karbon
    2. Gmail
    3. Google Drive

    Caddi reads inbound client email and attachments, classifies the request, and creates or updates the matching Karbon work item with the right client, assignee, and due date.

  • Client request chasing

    Recommended pattern
    1. Karbon
    2. Microsoft Outlook

    Caddi tracks outstanding document requests, sends personalized reminders from the firm's template, and closes the Karbon work once everything is received.

  • Billing & books sync

    Recommended pattern
    1. Karbon
    2. Quickbooks
    3. Xero

    Caddi reconciles completed Karbon work against the accounting system, drafts the invoice, and writes the matching entry back with the right client coding.

Where finance teams use it

  • Client onboarding

    Pull new-client details from intake forms or email and stand up the client, contacts, and standard work templates in Karbon automatically.

  • Work triage & assignment

    Turn inbound email and documents into correctly-typed Karbon work items, routed to the right owner with the right due date.

  • Document request chasing

    Track outstanding items, send reminders on the firm's cadence, and close the loop in Karbon once received.

  • Billing & reconciliation

    Reconcile completed work against the books, draft invoices, and log the audit-ready record back to the client.

Questions about automating Karbon

Does Caddi have a real Karbon integration?

Yes. Caddi runs verified code against Karbon's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Karbon is reviewed before it runs in production.

Do I need engineering help to automate Karbon with Caddi?

No. You demonstrate the workflow, clicking through Karbon the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Karbon data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Karbon, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Karbon to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Karbon, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Karbon?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Karbon

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See it on your stack

Ready to automate Karbon?

Drop your work email and we'll show you Caddi running end-to-end against Karbon and the rest of your stack.