Levvy gives accounting and CAS firms one place to see capacity, run workflows, and grow profitably — with the visibility Karbon promises, but without the implementation runway or the feature maze.
A real-time snapshot of capacity, deadlines, and profitability — no drilling down, no spreadsheet exports.
Levvy AI builds workflows, finds client info in plain language, and surfaces resource decisions — embedded right where you work.
Personalized onboarding with no Certified Partner required. Most firms are fully operational in under two weeks — including migration from Karbon.
Jeanne Hardy ran a CAS firm for 20 years through 40% growth before building Levvy. Every workflow assumes you're running a practice, not a generic project.
Karbon is a capable tool. Here's where Levvy's surface-first design and embedded AI change the math — especially on day one.
| Feature | Levvy | Karbon |
|---|---|---|
| Workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | ✓ Deep customization |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | Work view — less granular cost tracking |
| Embedded AI (Smart Assist, Explore, Insights) | ✓ Built into the platform at no extra cost | KarbonAI — separate add-on, additional cost |
| Workflow approvals & task dependencies | ✓ Built-in | ✓ Built-in |
| Email triage (turn emails into tasks) | Gmail & Outlook integration | ✓ Karbon's strongest feature |
| Native invoicing | ✓ Built-in, QuickBooks integration | Integration only — no native billing |
| Profitability tracking by client and engagement | ✓ Real-time, surface-first | ✓ Available via reports |
| Time tracking tied to tasks & billing | ✓ Automated | ✓ Available |
| Integrations: Gmail, Outlook, QuickBooks, Slack, Xero, Zapier | ✓ All six | ✓ All six and more |
| Time to deploy | ✓ Days — personalized onboarding | Weeks to months — often requires a Certified Partner |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | — |
Comparison reflects publicly available product information as of May 2026. See karbonhq.com for Karbon's latest feature set.
Jeanne Hardy ran Creative Business — a CAS and accounting firm — for 20 years. During 40% year-over-year growth, the firm kept falling apart at the edges. No visibility. Disjointed tools. No way to see the whole firm at once.
She tried every tool on the market. None of them solved the actual problem. So she partnered with software developers to build what she actually needed.
The first time her team used Levvy, one of them said: "My whole brain is on the page."
That's the difference. Levvy doesn't make you drill down. It surfaces what you need to know, where you are, right now.
Why do we always have to drill down?— Jeanne Hardy, Founder of Levvy
Real-time capacity tracking by employee and client. Cost per hour at a glance. Stop guessing at hiring, stop overcommitting your team, and stop discovering burnout in the exit interview.
Smart Assist builds client profiles and workflows from a sentence. Explore finds anything in plain English. Insights tells you where to allocate resources and where you're losing money. Embedded — not a separate add-on.
Cost per hour by employee. Cost per hour by client. Profitability by engagement. Reports that actually inform pricing and hiring — not just dashboards that look pretty.
Firms looking at the Karbon alternative usually arrive in one of two places. Either the per-seat price keeps climbing every time they hire. Or the implementation partner they brought in six months ago is still on the project — and the team still isn't using half the features.
Levvy collapses the same workflow surface area into a tool your team can actually use on day one. No Certified Partner required. No six-quarter rollout. Embedded AI at no extra cost.
What you get back is a firm you can see at a glance — and a team that's running it, not learning it.
A real human walks your team through Levvy. Workflows imported, clients loaded, integrations connected.
Whole-team training so adoption sticks. Included on the Whole Firm plan.
Move client lists, workflow templates, and historical data from Karbon. We handle the heavy lifting — no Certified Partner needed.
The aha for me was the capacity & budgeting tracking — being able to see cost per hour by employee, cost per hour by customer, see at a glance who was at capacity.
This is the chaos reducer. We're not just throwing more people at problems — we're setting up the system that lets us grow well.
My capacity has been freed up, I think 50% or more.
Levvy isn't just project management. It's people management. That's the difference.
Personalized onboarding (included on Whole Firm and Enterprise plans) covers data import, workflow setup, and integrations. We move client lists, workflow templates, and historical data over for you. Most firms are fully operational in under two weeks — no Certified Partner required.
No. Levvy is built to be deployed by your team. Personalized onboarding is included on Whole Firm and Enterprise plans, and live team training comes with Whole Firm — so adoption sticks without a six-month implementation runway.
Levvy's surface-first design means no drilling down. Your team sees their task queue, due dates, and what's blocking them — without app-switching and without learning a feature catalog. Most firms find their team is productive on day one rather than after weeks of training.
KarbonAI is positioned as an add-on with separate pricing. Levvy AI is embedded across the platform at no extra cost: Smart Assist builds workflows by conversation, Explore lets you search in natural language, and Insights surfaces resource and profitability decisions where you already work.
Karbon's email-to-task workflow is genuinely strong, and we won't pretend otherwise. Levvy integrates with Gmail and Outlook so client communication stays connected to tasks, but if email triage is the single biggest reason you're on Karbon, talk to us in the demo and we'll walk you through how Levvy customers handle it.
Yes — both, natively. Plus Gmail, Outlook, Slack, and Zapier. Levvy also does native invoicing, which Karbon doesn't.
Starter (all features, unlimited users / clients / workflows), Whole Firm (adds Slack and Zapier, personalized onboarding, live team training), and Enterprise (custom). All plans include Levvy AI. See the Levvy pricing page for current rates.
Annual and monthly billing are both available. We don't lock you in — your data is yours.
Ready to see what your firm looks like when everything's in one place? Book a 30-minute demo with the Levvy team.