Karbon - Client and Ledger can help your business
Manage operations
- Manage customer or client contracts
- Manage customer or client relationships
- Maintain client contact details
Manage people
- Assign and manage jobs and tasks
- Recording and approving time and attendance
Overview
Founded in 2014 by accounting industry veterans from Xero and Intuit, Karbon has rapidly evolved into the leading global practice management software of choice by forward-thinking accounting firms worldwide.
Karbon's industry-leading native integrations, open API, and accessible data warehouse position Karbon as the ideal practice management platform for high-growth and tech-enabled accounting, tax, and audit teams.
Powered by a suite of deeply connected features, including email management, team collaboration, project management, workflow, CRM, client communication, capacity planning, time tracking, billing and payments, business intelligence, and the latest generative AI technology, Karbon empowers thousands of firms worldwide to achieve practice excellence at scale.
Recognized with numerous industry awards for product innovation and outstanding customer experience, Karbon remains committed to advancing the accounting industry through innovative technology, stronger client relationships, and unmatched service delivery.
Karbon - Client and Ledger + Xero
Keep your client contacts in sync between Xero and Karbon. This integration matches and links existing records in both systems as well as creating new client records in Karbon. Names and contact details will be updated when they change in either system.
Getting started
To connect Xero and Karbon, you will need a Karbon account.
Whether you have a Karbon account or not you can sign up with Xero to get started.
If you already have a Karbon account, simply go to your Settings > Connected Apps > Xero and input your Xero login credentials to connect and get started with the integration.
Once connected, you'll be able to sync client contacts and keep client data updated across both systems automatically.
