Businesses can operate more effectively by employing workflow software, which makes operations more efficient. This type of software keeps all tasks, projects, and team members organized so that everything and everyone stays on track. It additionally fosters teamwork among members and saves time.
Which software products are available on the market that can do this, then? This group includes Karbon and mesha, both of which are worth mentioning. We’ll contrast each one’s similarities and differences in this post.
What do mesha and Karbon do?
What is Karbon?
Karbon is a work management system that focuses on the workflow automation process with automatic client data collection. It is commonly referred to as an accounting practice management tool. Their software also includes a recurring task generation feature and document storage.
About mesha
mesha is a productivity software for accountants that enables them to streamline their workflows. It has a white-labeled client portal for client file management and storage. It also provides Executive Summaries – letting accountants provide interactive QuickBooks reports to their clients. Additionally, it is integrated with your email, providing client context for all your replies and saving you hours every month.
The Comparison
Managing internal tasks is important, sure. However, it’s merely one of the numerous areas you and your team dedicate time to. Along with many other tasks, you also make invoices, manage projects, obtain eSignatures, and keep an eye on the latest IRS guidelines. Think about your productivity if you could do everything with a single system. With mesha you can (not to mention getting executive summaries, automating, and templatizing your work)!
| Feature | mesha | Karbon |
| Pricing | $15 per month | $79 per month |
| Client contextInstantly search across all your client data and get instant answers | Yes | No |
| Executive SummariesGenerative interactive executive summaries for clients to interact with your reports | Yes | No |
| Create recurring and automated emails | Yes | Yes |
| Generative AI emailsCompose emails with 1-click | Yes | Yes |
| VaultLet clients upload files with branded file storage | Yes | No |
| Tax resolution | Yes | No |
| CRMManage clients and relationships | Yes | Yes |
| Integrated with Quickbooks and Xero | Yes | No |
| Chrome Extension | Yes | No |
The Differences between mesha and Karbon
Executive Summaries
Mesha allows acountants to generate interactive Executive summaries based on the monthly Quickbooks and Xero reports. From adding graphs and visualizations in seconds to providing a chat that lets clients ask questions directly with the AI on their reports, this will transform your client relationship and help you stand out from the crowd.
All you need to do is:
- Login and sync your Quickbooks clients
- Click ‘Create Executive Summary’
- Share the unique link with your client
Your client can now get dynamic visualizations and an interactive chat that lets them ask questions (what was my largest expense), deepening the relationship you have with them.
Ease of Use
Karbon – Although Karbon’s UI is better than usual, there are some problems with the email and calendar connections. Some users feel that the task list is too long.
mesha – mesha offers AI recommendations that acts as a partner to help you navigate the system. The process of documenting services and processes gets simpler with the accounting-specific templates. To ensure that nothing falls between the cracks, the reporting provides you with a brief update on what is happening.
Client context and CRM
A unique aspect of mesha is that it is integrated with your CRM (such as Hubspot) and provides a client relationship tool that lets you manage existing clients. It unlocks your time with a unique ‘Client Context’ where you can search across client call recordings, files, notes, and emails to provide you with answers rather than waste hours searching for information (or trying to remember!) e.g. Did client A purchase any assets last year
Integrations
Karbon – Karbon consists of 10 direct integrations and a decent amount of “Zaps” in Zapier. Some of these integrations include:
- Quickbooks & Xero
- Gmail
- Office365
mesha – mesha integrates and connects all your popular accounting tools like Quickbooks, and Xero and even includes most of the other tools in Zapier.
Additionally, Mesha is integrated with:
- Hubspot
- Stripe
- Fireflies
Communication
Karbon – For communication with clients, Karbon offers basic email management features like
Email Comments where you can Add notes on emails to discuss internally
Integrated Email where every email between your client and anyone on your team, in one single place.
mesha
Mesha has a deep integration with your email client. This means that mesha’s email tools make composing messages simple, as you can use AI & client context to help provide context while you reply. You also get email summaries for long email threads, so you don’t need to read the entire thread! And of course, there’s the ability to automate routine emails that you send every month, from document and statement requests for monthly bookkeeping to birthday reminders!
Replying to an email is just as simple. Click a button and draft the perfect response based on the previous convo. The email tool even digs up any relevant info about that person to fold into the reply.
No more juggling tons of draft emails or spending hours rephrasing the same updates over and over.
The final word: mesha or Karbon?
Mesha and Karbon are comparable in terms of key practice management features for accounting and tax firms. The biggest difference lies in their product design philosophy, tax workflow and project management capabilities, and the pricing model.
While Karbon excels in workflow and operations, it’s mainly a project management tool that accountants can use.
But mesha was built from the ground up for accounting firms, specifically incorporating automation, templates, and other accountant-specific features like search integrated with the IRS and its Chrome extension.
mesha is the ideal option for a firm looking to increase productivity, delight clients, and save hours every month. Karbon users will still need additional membership and third-party apps to access full practice management features like document management and time&billing