Karbon vs FYI

Karbon9.1Visit FYI8.7Visit

Higher score Karbon #3 in Accounting Practice Management Software 9.1/10 Paid ✓ 7 of 7 features Visit Karbon

vs

FYI #7 in Accounting Practice Management Software 8.7/10 30-day trial Free trial✓ 7 of 7 features Visit FYI

• Karbon fits best

  Established firms needing collaboration and scale

• FYI fits best

  Microsoft-centric firms managing documents and email

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Side by side

Feature	Karbon 9.1/10 Visit ↗	FYI 8.7/10 Visit ↗
At a glance
Editor score	9.1	8.7
Ranking	#3 in Accounting Practice Management Software	#7 in Accounting Practice Management Software
Best for	Established firms needing collaboration and scale	Microsoft-centric firms managing documents and email
Pricing model	Paid	Paid
Starting price	$59/user/mo	—
Free plan	—	—
Free trial	—	30 days
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Integrations	14 integrations	19 integrations
Features Karbon 7/7 · FYI 7/7
Client portal	✓	✓
Workflow automation	✓	✓
Time tracking	✓	✓
Billing and invoicing	✓	✓
Document management	✓	✓
Deadline tracking	✓	✓
Staff capacity planning	✓	✓
Our review
Pros	Combines workflow, billing, capacity planning, and client portals Supports web, iOS, Android, API, and broad business integrations Adds automation, reminders, AI features, and recurring work tools	Deep Microsoft 365, practice-management, and document integrations Combines client workspaces, workflows, jobs, time, billing, and reporting Secure portal, co-editing, and AI-assisted filing and task creation
Cons	No free plan is available Team starts at $59 per user per month, billed annually Advanced capabilities require the Business or Enterprise plan	Web-only platform with no free plan Global pricing requires a minimum of five users AI features are in staged rollout or beta
Our verdict	Karbon is cloud-based practice management software for accounting, tax, bookkeeping, and CPA firms. It brings workflow management, team collaboration, client communication, document handling, time tracking, billing, payments, reporting,… Read the review →	FYI is a cloud-based platform for accounting practices that brings document management, client workspaces, job and task management, workflow automation, time management, billing, and practice reporting into one system. It is aimed at firms… Read the review →

Strengths and trade-offs

• Karbon — where it wins

  • Combines workflow, billing, capacity planning, and client portals
  • Supports web, iOS, Android, API, and broad business integrations
  • Adds automation, reminders, AI features, and recurring work tools

  Where it doesn't

  • No free plan is available
  • Team starts at $59 per user per month, billed annually
  • Advanced capabilities require the Business or Enterprise plan

• FYI — where it wins

  • Deep Microsoft 365, practice-management, and document integrations
  • Combines client workspaces, workflows, jobs, time, billing, and reporting
  • Secure portal, co-editing, and AI-assisted filing and task creation

  Where it doesn't

  • Web-only platform with no free plan
  • Global pricing requires a minimum of five users
  • AI features are in staged rollout or beta

• Karbon9.1/10 · Paid

  Broad practice management for established firms, with annual per-user pricing.

  Visit KarbonFull verdict →
• FYI8.7/10 · 30-day trial

  A Microsoft-focused practice hub with documents, workflows, jobs, billing, and AI features.

  Visit FYIFull verdict →