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Reckonry

Profit per client, from the data Karbon already has. Profitability analysis for accounting firms on Karbon.

Web appAccounting firms on Karbon

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The Reckonry home screen for a demo firm, Larkspur & Vane CPAs, showing year-to-date revenue of $1,194,243, direct cost, a 54.3% margin, the five lowest-margin clients, and $305,156 of unrecovered direct cost.

Revenue is easy. Profit per client is hard.

You know your revenue. What you don’t know is which fixed-fee jobs are actually earning, which clients quietly consume non-billable hours, or what your fully loaded cost of delivery really is. Time entries, invoices, and work items all flow through Karbon, but they don’t add up to profit per client without a cost layer. So pricing, staffing, and which clients to keep get decided on intuition.

What Reckonry does

Reckonry turns Karbon’s time, billing, and work data into a profit view for each client, staff member, and work item.

  • Cost modeling. Your admin enters compensation, payroll burden, and overhead once. Reckonry combines them with capacity from Karbon to work out a fully loaded hourly rate, and applies it to every time entry, billable or not. Effective dates handle raises and headcount changes, so past reports stay stable.
  • Three lenses on the same job. Switch at report time between recognized profit, recognized plus WIP cost, and recognized plus WIP cost plus potential revenue. Fixed-fee potential is capped at the remaining fee weighted by work done, so forecasts don’t overstate profit on jobs that run over budget.
  • Direct and read-only. Reckonry connects straight to your Karbon tenant with no middleware in between, encrypts your data in transit and at rest, and never writes back to Karbon.

It’s strategic, not bookkeeping. Reckonry isn’t a GL-tied profitability tracker, and its precision is bounded by the assumptions you give it. The goal is a margin number that’s directionally right and useful for decisions.

Who it’s for

Accounting firms that run their practice on Karbon and want to know where they make money. Owners deciding what to charge, managers deciding who works on what, and partners deciding which clients are worth keeping. Karbon comes first. Xero Practice Manager and QuickBooks Time are the planned next platforms.

Where it stands

Reckonry is close to ready and isn’t open yet. Join the waitlist on reckonry.ai and you’ll get one email when early access opens. Planned pricing is per seat, with a free trial that starts once your Karbon connection is working.

While you wait, Reckonry Timer for Karbon is free and available now. Better time data today makes for better margin numbers later.

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