Automate Karbon with Caddi
Built for finance teams.
Karbon runs the accounting firm's workflow, but turning inbound email, documents, and client requests into clean, assigned work still lands on staff. Caddi automates the loops around Karbon so nothing sits waiting to be keyed in.
Automating Karbon takes one screenshare.
Show Caddi the Karbon workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Karbon task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Karbon
Why teams automate Karbon
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 patternCaddi 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 patternCaddi 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 patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Karbon with no model in the loop.
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.
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.