Bill Capture & AP Processing for CPA Firm Administrators with Karbon
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — CPA Firm Administrators re-key them into Canopy, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in Karbon
AI pulls bills from every channel, extracts line items, assigns GL codes using Public Accounting Ops patterns, routes approvals, and sends payment files to Canopy — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Karbon — uses the native API or agent integration so nothing leaves the system of record.
Karbon Integration Approach
Audit your Karbon configuration
We map the specific Karbon objects, custom fields, and workflows the automation needs to touch for your public accounting ops practice.
Build on the Karbon API or agent
Integration happens inside Karbon — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Karbon with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Karbon instance
30-minute call. We'll look at your actual Karbon setup and show exactly how this workflow fits.