Despite how obvious the move was, it’s no less significant, as practice management platform maker Karbon is now officially integrated with small business accounting platform Xero.
The most recent news comes two years after Karbon became a Xero Certified App partner in April 2023 and touts the following benefits now that the two platforms are fully integrated:
Simplified workflows: Streamlined client relationship management, financial data handling, and practice operations for more simplified processes and increased efficiency, in particular when used with AI.
Time back for strategic work: Integrated workflow and financial tools for managing tasks and financial data and fostering sustainable growth.
Seamless data synchronization: Allows for real-time data exchange — such as client, billing, and payment data — between Karbon and Xero, encouraging automated data categorization as well as simplified client onboarding and engagement processes.
The integration is now available in the US and all major Xero markets, with additional features launching in the coming months; to access, visit the Xero App Store.