Kai by Karbon

Kai by Karbon puts the full power of Karbon's AI coworker in your pocket. Ask a question about your clients, work, or deadlines in plain language, and get an answer pulled straight from your firm's data in Karbon, without opening a laptop. Capabilities include: • Chat with Kai to get answers about your clients, work items, and deadlines wherever you are. • Start from a home screen built around suggested actions for your day. • Update work items, add notes to timelines, and review and approve timesheets, all from the natural context of a Kai conversation. • Pick up a conversation right where you left off, with your recent chat history close at hand. • Mention a specific client, work item, or colleague using "@" in a chat, so Kai knows exactly what you're asking about. • Open a work item to see its details, change its status, or reassign it. • Switch between firms if you work across more than one. Kai by Karbon is a companion app for firms using Karbon, the AI operating system leading accounting firms trust to grow revenue, optimize operations, and deliver outstanding client services. To use this app, your firm must have an active Karbon subscription, with Kai enabled for your account. Visit karbonhq.com to learn more about Karbon. KARBON CUSTOMERS: Kai is in limited early access through 2026. If your firm already has access to Kai, download the app to your device and sign in with the same Karbon login you use on the web. If your firm has access, but hasn't turned Kai on for your account, please check with your administrator.