System of record
Karbon

Beagle for Karbon.

Beagle puts Karbon to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.

Karbon is a collaborative practice management platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.

01

What Beagle does.

With Karbon connected, from day one.

01

Reads your Karbon

Ask in plain language and Beagle answers from Karbon - "what changed this week?" - in the channel, with sources attached.

02

Keeps Karbon current

When a doc or task changes, Beagle can update it and draft the recap, waiting for your nod before it writes anything back.

03

Watches while you work

No prompt needed. Beagle notices the items that matter and brings them to Slack or Microsoft Teams.

03

Connect Karbon to.

One teammate across both tools. No zap to build.

Browse every connection

04

Common questions.

Does Beagle integrate with Karbon?

Yes. Connect Karbon with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What can Beagle do with Karbon?

Beagle watches Karbon for when a doc or task changes, then update it and draft the recap. You can also just ask it questions about your items in plain language.

Is the Karbon connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Karbon - and nothing is sent or saved until you approve it.

Do I need a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Karbon workflows by hand.

05

More integrations.

Karbon, handled.
Hire the dog.

Karbon integration - Beagle