Karbon Alternatives

If you're looking for a Karbon alternative, Intapp is a strong contender. Intapp is an AI-powered platform that helps professionals in a variety of industries, including accounting. It includes tools like DealCloud for relationship and pipeline management, Compliance for client onboarding and relationship management, and Collaboration for modern work processes and governance. It also has AI abilities like conversational queries, document generation and email and document data capture that can boost productivity and lower risk.

Another option is Zapier, which automates workflows by connecting more than 7,000 apps. It can automate tasks like lead tracking, sales pipeline management and project management without requiring any programming skills. Zapier's workflow automation system can be customized to meet your needs with custom automation, making it a flexible tool for increasing productivity and streamlining operations.

Botkeeper is another option, particularly for its focus on automated accounting. It combines machine learning and workflow automation to automate accounting tasks, cut errors and improve client service. With frictionless online sign-up and white-glove onboarding, Botkeeper can help accounting firms better utilize resources, increase return on investment and maintain a better work-life balance.

If you're looking for a full-featured knowledge work platform, iManage is a contender. It uses AI to help companies manage critical information assets, improve security and governance and improve collaboration. With cloud-based document and email management, task and workflow management, and a host of security features, iManage spans a broad range of professional services, including financial services companies.