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Karbon adds AI email handling to its practice software

Technology

The GPT-powered tool can summarise emails, adjust their tone and compose drafts, the company says.

By Philip King 9 minute read

Karbon has joined the AI avalanche with a GPT-powered tool now embedded in its accounting practice management software.

Karbon AI will be released in beta form initially before being made available to the company’s 3,000 global customers.

The AI tool focuses on making accountants more efficient with email and improving the client experience they offer. It includes an ability to summarise long email conversations and internal discussions, adjust the tone of email, assess the priority of inbox emails, and compose email drafts based on prompts.

Karbon chief executive Mary Delaney said the company’s practice management software was well placed to unlock the benefits of AI.

“Artificial intelligence and GPT technology are most useful when integrated into the tools that you already work with,” she said.

“When artificial intelligence is in the context of your workflow, it can be prompted by your existing data without relinquishing privacy or security.

“Karbon is home to more context than any other tool in an accounting firm’s workflow, and is open to vast possibilities with AI. It’s where client management, communication, collaboration, work and planning all take place.”

Chief product officer Sara Goepel said that the email features in Karbon AI were just the first step with more functions planned.

“Large parts of an accountant’s day are driven by email,” said Ms Goepel. “The first version of Karbon AI primarily focuses on improving the email experience.

“This is just the beginning. We are continuing to develop Karbon AI and expand what it can do with data across the collaborative workflow to automate more tasks, save more time, and add more value to accounting firms and their clients.”

Karbon practice management software for accounting firms uses a  collaborative cloud platform focused on streamlining work and communications within a firm. Founded in 2014, it has customers in 33 countries and employees in the US, Australia, New Zealand, Canada and the UK.

 

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Philip King

Philip King

AUTHOR

Philip King is editor of Accountants Daily and SMSF Adviser, the leading sources of news, insight, and educational content for professionals in the accounting and SMSF sectors.

Philip joined the titles in March 2022 and brings extensive experience from a variety of roles at The Australian national broadsheet daily, most recently as motoring editor. His background also takes in spells on diverse consumer and trade magazines.

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