Karbon Integrations

Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track. 4,500+ of the best professional services teams worldwide already choose Float to: ✔️ Schedule resources: See who’s working on what and when, with a live schedule. ✔️ Plan capacity: View availability, time off, and workloads to prevent burnout. ✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects. ✔️ Scope projects: Align resources, budgets, and timelines from day one. ✔️ Track time: Pre-filled timesheets keep actuals accurate and on time. ✔️ Report: Monitor utilization and margins with live financial insights.

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

QuickBooks Time (formerly TSheets) is a top-rated time tracking and employee timesheet software. With QuickBooks Time, organizations can say goodbye to illegible or lost paper time cards and error-prone payroll spreadsheets. The platform helps businesses track timesheets with ease through its mobile timesheet tracking, online timesheet tracking with GPS, employee alerts and reminders, employee scheduling and more. Intuitive and easy to use, QuickBooks Time integrates with QuickBooks, Sage, ADP, Paychex and more. Employees can clock in or out with just one click. Take a break, change job codes, or add timesheet details instantly. Download our time clock app for Android or iOS app to track, submit, and approve employee time from virtually anywhere. Build employee schedules by jobs or shifts. Quickly and easily edit, publish, and share the schedule with your crew.

Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.

If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule.

Founded in 2013, Ignition is the leading revenue and billing automation platform for firms and agencies to transform their sales, billing and payment processes. Ignition automates proposals, invoicing, payments and workflows in a single AI-powered platform, empowering 8,500+ businesses to sell, bill and get paid for their services with ease. To date, Ignition customers have managed relationships with over 2.4 million clients and earned $13b in revenue via the platform. With 91% of payments collected automatically, Ignition customers get predictable cash flow and revenue at scale. Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.

Anchor is designed for service providers unique billing needs, and is built to dramatically improve efficiency, save money, energy and countless hours of work. Anchor is an accounts receivable automation system that changes the old way billing is done by automating the entire process, turning it from a frustrating burden into a seamless function for both vendors and customers. To create a fully autonomous billing system and close the cycle effectively with zero errors, we discovered that we must start before the billing even begins: at the agreement stage between a vendor and their client. The secret sauce is turning the engagement letter into a live tool that you work with as a single source of truth between you and your clients. You never need to deal with payment details and collections directly. Your client only needs to provide them once.

Connect apps, analyse data, create automated processes and memorable KPI dashboards that work exactly how you want. It's a drag-and-drop solution, no development skills required! Start solving the most common integration challenges. Build your automation workflow on a single screen and connect multiple apps without needing to write a single line of code. Create simple one-to-one automations or multi-app workflows within minutes. Control and organise your data flow using conditional logics, time delay, data formatting, data filtering, function expressions and more. Build automation and integrations at lightning speed. Drag & drop interface, zero coding required. Simple, multi and advanced steps including conditional, parallel and loops. Empowering everyone in your organisation to quickly make data-driven decisions that drive strategic actions. Drag and drop interface. Choose from wide collection of chart types including line, bar, pie, area, gauge charts and many.

SalesMachines offers various AI models and Conversation packages that are user-friendly and intelligent, just like SmartPhone calling plans. We constantly update our AI models, similar to how Apple updates their Smartphones. We strive to provide the best AI models and conversation plans. Powered by OpenAI's GPT 4 Turbo Technology: Our AI's use latest and greatest systems, creating responses that are safer and more helpful. Our team are constantly seeking new machine learning and large learning models (LLM's) to enhance your projects. We create previously unimaginable features that allow for natural, adaptable conversations that can follow various user paths without the need for complicated programming. Tried doing it yourself? Consider hiring pros. Smart. Easy. Affordable.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Absolutely no dilution or warrants, ever. Drive your SaaS company's recurring revenue growth with up to $10m in venture finance. A long-term capital partner over the life of your business. Let’s face it, not all debt is created equal. We believe there’s a different way to grow and finance should be straightforward and tailored to the needs of the business. We take a personal, partnership-led approach to learn your business and help you build the right capital stack. Flexible, customized approach to finance structure. We'll customize what you need with no hidden terms and conditions. We are committed to helping SaaS founders build their capital stack while limiting their cost of capital equity. Growth finance simplified. No board seats, personal guarantees, warrants or equity. Financing with a fixed interest rate and payment schedule. Multiple tranches reduce your cost of capital.

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