AI Workforce

Invoice OCRVision-OCR scans supplier invoices, extracts line items, splits GST, matches GL codes.

gemini-3.1-pro q:4

AP TriageMatches invoices to POs, flags duplicates, routes via ApprovalMax, escalates outliers.

claude-opus-4-7 q:7

Bank ReconciliationMatches bank lines to invoices and expenses across Xero/MYOB, suggests rules, flags anomalies.

gpt-5.5-turbo q:5

Document ChaseChases clients for missing docs (BAS, year-end, KYC) via email + SMS, escalates per policy.

gpt-5.5-turbo q:11

Karbon Task BotReads Karbon triage, drafts replies in firm voice, watches SLAs, escalates breaches.

claude-opus-4-7 q:9

BAS DrafterDrafts BAS/IAS returns, flags GST anomalies, prepares partner-ready review packs.

claude-opus-4-7 q:4

Tax ResearchResearches ATO rulings, Div 7A, SMSF, Part IVA via Perplexity. Citation-grounded.

perplexity-sonar-pro q:3

Year-End PackBuilds year-end packs: P&L, BS, depreciation, recon notes. Ready for partner review.

claude-opus-4-7 q:6

Client Comms CopilotDrafts client emails in firm voice, links to Karbon jobs, tracks reply SLAs.

gpt-5.5-turbo q:12

Compliance GuardrailChecks advice for AFSL/Tax Agent Services Act boundary breaches, routes to partner.

claude-opus-4-7 q:1

Trust AccountingReconciles trust, flags exceptions, prepares disbursement packs, audit-ready logs.

claude-opus-4-7 q:2

Workpaper AuditAudits workpapers before partner review, flags formula errors and unsupported entries.

claude-opus-4-7 q:5

Practice ManagementOptimises Karbon/FYI workflow, flags jobs lingering in stages, suggests reassignment.

gpt-5.5-turbo q:8

Engagement DrafterDrafts engagement letters, scope variations, fee letters. Sends via DocuSign.

gpt-5.5-turbo q:3

ReceivablesChases overdue invoices, escalates per firm policy, drafts firm/legal communications.

gpt-5.5-turbo q:9

Onboarding CopilotCollects KYC docs, runs AML checks, populates Karbon contact records, drafts welcome packs.

gpt-5.5-turbo q:4