A Karbon white-label alternative for a branded client ledger

Karbon’s client portal page describes branding with the firm’s logo and colors. When we reviewed that page we found no option for serving the portal from a firm’s own custom domain. The portal supports requests, tasks and document exchange, which ties neatly into Karbon’s core strength of team workflow and email management.

For firms whose bottleneck is internal coordination, such as who is working on which client and what is waiting on the client, Karbon is a thoughtful tool. It is aimed at running the practice rather than recording a client’s transactions, and it is fair to judge it on that basis.

HelloBooks gives clients a ledger with your firm’s name on it. The White-Label License covers your app name, logo, colors, sign-in page and document templates, and inside that shell clients get AI categorization, bank reconciliation, invoicing, bills and financial reports. Clients sign in to your software, not to a vendor they have never heard of.

Addresses start on a hellobooks.ai subdomain immediately. Hosting on a domain you own, and sending client email from that domain, are planned for full launch and are not offered yet. The firm console lists every client with its close status, and there is no limit on how many of your staff can use it.

Karbon can keep coordinating work while HelloBooks holds the books. A bookkeeper might receive a Karbon task, open the HelloBooks firm console, finish the reconciliation and close the task. The client, meanwhile, only ever sees your brand when looking at their numbers.

Economically, HelloBooks pairs a flat monthly license with a published plan for each client, discounted for your firm, and you bill clients directly. Your firm owns the data and can export it. Founding firms are being onboarded now if you want to trial this alongside your existing workflow tool.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.