Karbon AI
AI-assisted writing, summarisation and triage support
- Role
- Lead Product Designer
- Timeline
- 2023
- What it is
- AI-assisted communication and workflow features for accounting practice software
Overview
Karbon AI was a set of AI features built into everyday work surfaces like email and Triage.
The work included summarising emails, drafting replies, improving tone and suggesting related work items or contacts.
The challenge was not to make AI feel impressive. It was to make it useful, reviewable and safe inside client communication.
Built for careful use
Accountants did not need a chatbot taking over their work. They needed help with repetitive writing and sorting tasks while staying in control.
Small AI helpers were introduced at friction points in existing workflows, with a focus speeding up with confidence rather than automation.
Designed around real workflow
Triage is a busy surface. People are reading, sorting and responding quickly.
Features like Summarize, Compose from Draft, Improve Tone and Smart Suggestions had to support those habits instead of replacing them.
Easy to review and expand
Karbon AI was designed around review rather than automation.
Users could generate a draft or summary, check it in context, edit the result, and expand it where more detail was needed.
What shipped
- Opened the Karbon AI beta with Summarize, Compose from Draft and Improve Tone
- Added AI support inside Triage email workflows
- Added Smart Suggestions for related work items and contacts
- Designed AI flows that reduced repetitive work without removing user control
What people said
“The release of Karbon AI this year set the bar for how practice management systems should be implementing AI.”
Jason Staats, CPA, Founder of Realize and Jason Daily
“The new AI features are giving us an edge over the competition.”
Silvia Evans, Palm Beach Accounting & Financial Services
“Karbon has leaned into AI and it’s awesome. There is the writing assist which is so great for our more junior staff to gain confidence when writing client emails.”
Victoria Peters, Gauvreau Accounting Tax Law Advisory