Stop copying from Karbon — automate it
Connect Karbon to Tendersight and let your AI assistants automatically process your conversations. Karbon is a collaborative practice management platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.
What you can do
Powerful automation capabilities out of the box.
Real-time sync
Changes in Karbon are reflected in Tendersight within seconds. Always work with the latest conversations without refreshing or re-importing.
Smart filtering
Set rules to import only the conversations you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
Secure connection
Your Karbon credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
Batch processing
Import historical conversations from Karbon in bulk. Backfill your AI assistants with past data to improve response quality from day one.
How it works
Get started in three simple steps.
Authorize access
Grant Tendersight read access to your Karbon conversations. You control exactly what data flows through.
Configure your sync
Choose which conversations to import, set filters, and map fields to your Tendersight workspace structure.
Data flows, AI works
Karbon conversations stream into your workspace where AI assistants analyze, enrich, and act on them instantly.
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