Karbon integration
Karbon is a collaborative practice management platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.
Set up Karbon in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Karbon account
In Relevance AI, open Integrations and add Karbon, then paste your API key. You will find it in your Karbon account settings.
3
Call Karbon from an agent
Create a tool and add an API tool step. Your agent can call any Karbon endpoint using the account you just connected.
Put Karbon to work in your agents
Connect Karbon alongside 1,800+ other integrations and let your agents run the busywork.