AR Collections & Dunning for CPA Firm Administrators with Karbon
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Public Accounting Ops clients that churn quietly cost the firm the most on an annual basis.
What We Build in Karbon
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human collections call — DSO drops 12–18 days. 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.