Ignition + Karbon

The integration brings client engagement, payments and workflow management together into a unified solution. Firms can create and sync clients automatically, trigger work items in Karbon the moment Ignition proposals are signed, and keep records in sync—saving time, speeding up client onboarding and getting paid for work faster.

Ignition is a best-in-class recurring revenue and billing automation platform that seamlessly handles client engagements, billing and payments. Karbon is a practice management system that handles client work and communication. By pairing the two solutions together, firms can automate the entire client engagement lifecycle, creating a seamless hand-off from signed agreement to payment to delivery.

Ignition offers advanced proposals, billing and payments automation for scaling firms. With features like bulk proposals & engagements, upsell of packages and services, auto-price increases, flexible payments methods, and automatic payment processing, Ignition helps firms maximize revenue, cash flow and efficiency.

Ignition creates or updates client and contact details in Karbon and automatically creates work items based on the services mapped to Karbon work templates. Financial data does not sync.

Yes. You can choose to create work when a proposal is sent, when it is accepted, or disable automatic creation and trigger it manually.

No. The Karbon integration is included on Pro and Pro+ / Enterprise plans. See plan details here. 

Navigate to Settings → Apps in Ignition, select Karbon, and follow the on-screen steps to connect your Karbon account and map services to work templates. A step-by-step guide is available in the support centre.