01 · Composer · accounting workflows for CPA firms on Ignition, QuickBooks and Karbon

Ask for it.
See it.
Then approve it.

Composer is the chat where a CPA firm runs its day in plain words. Win the engagement in Ignition, set the client up in Karbon, bill and chase in QuickBooks Online, all from one place, without learning three interfaces. Before anything touches a live proposal, work item or invoice, you get a card showing exactly what will change, down to every field and price.

Composer · Ignition
You said draft a proposal for Acme on the FY26 advisory retainer
Create proposal
Ready for your approval
ClientAcme Pty Ltd
ServiceAdvisory retainer, FY26
BillingMonthly, in advance
Price$2,400 / month
Term12 months from 1 Jul
Approving does it there and then. No second confirmation.

02 · How it works

Three moves, and none of them is learning another interface.

STEP 01

Say what you want

Plain words, the way you would ask a colleague. No menus, no field names, no tab-switching into another tool's interface.

STEP 02

Read the card

Composer comes back with a card showing the action and every value it will send: the client, each service, the prices, all of it. The whole shape is checked against your system before you see it. A card you are asked to approve is one that will actually work.

STEP 03

Approve, and it is done

Nothing reaches your books until you tap Approve. When you do, it happens immediately, and the card tells you plainly that is the case. Want it different? Say so, and a corrected card replaces the old one. Only one is ever live at a time.


03 · What it connects to

Nothing is self-serve. You ask, we connect it.

No firm gets Ignition, or anything else, switched on by default. You say "connect Ignition" in your Composer, sign in on Ignition's own page, and it is on for your account. Most of what a firm runs on is a connector away like that, and anything with an API is a build away. What differs is how far each one goes once it is in.

Ignition Reads and writes
Proposals, client engagements and agreed services, invoices, payments, clients and contacts, services and pricing, and your firm's templates. Creating and editing proposals, email templates and other content happens from the chat, each change behind an approval card.
QuickBooks Online Reads, writes in build
Same approach as Ignition: read access first, approval-gated writes once we are confident, because writing here means touching live billing.
Karbon Built to your firm
Contacts, organisations, work items, templates and notes, wired against Karbon's own API. We scope which of those you actually want touched before we build it.
The rest of your stack Mail, CRM, storage, sheets
Mailchimp campaigns already run this way. Tell us what your firm opens every morning and we will tell you straight whether it is a connector or a build.

04 · Accounting workflows

Every stage of a client's life at your firm, asked for in plain words.

These are the shapes of work a CPA firm runs every week. Each one is an ask you type into Composer. Reads come back as answers. Writes come back as a card you approve. Anything your own login can do in Ignition, QuickBooks Online or Karbon is on the table.

Win

Proposals and engagement letters

Ignition
  • Draft a proposal for Acme on the FY26 advisory retainer, monthly in advance.
  • Clone last year's engagement for this client and lift the price 5 percent.
  • Add a BAS lodgement service to the proposal we sent Friday.
  • Which proposals are still awaiting acceptance, and how old is each?
  • Build a bundled package: bookkeeping, payroll and quarterly BAS, at a fixed monthly fee.
  • Update the engagement letter template wording for the new terms.
Onboard

New client setup

Karbon · QuickBooks Online
  • Acme accepted. Create the client in Karbon with the contacts from the proposal.
  • Kick off our standard onboarding work item and assign it to Priya.
  • Create the customer in QuickBooks with the billing address and terms from Ignition.
  • Send the client a task list: bank feeds, prior-year returns, ASIC login.
  • Which new clients from this month still have onboarding tasks open?
Do the work

Recurring compliance and bookkeeping

Karbon · QuickBooks Online
  • Create the September BAS work items for every client on the quarterly schedule.
  • What is overdue across the team this week, grouped by client?
  • Add a note to Acme's work item: waiting on the July bank statement.
  • Show me uncategorised transactions in Acme's QuickBooks for last month.
  • Which clients have unreconciled bank accounts older than 30 days?
  • Pull the P&L and balance sheet for Acme, FY to date, for the review meeting.
Bill and collect

Invoicing, payments and chasing

Ignition · QuickBooks Online
  • What have we invoiced Acme this financial year, and what is unpaid?
  • Raise an invoice for the out-of-scope work on Acme's restructure, 6 hours at our advisory rate.
  • Which clients have failed payments on their Ignition billing schedule?
  • List every invoice more than 45 days overdue with the contact to chase.
  • Draft a polite reminder for each of those, in our tone, for me to send.
Review

Practice questions

All three
  • Show me everything we have agreed with Acme: services, prices, term, billing.
  • Who on the team has the most open work items right now?
  • What is in our service library, and which services has nobody sold this year?
  • Update Acme's primary contact and address in Ignition, Karbon and QuickBooks.
  • Which engagements renew in the next 60 days?
Yours

The workflow only your firm has

Any app with an API

Every practice has a few. The monthly pack that takes a junior a day, the renewal sweep nobody remembers until a client lapses, the handover between whoever sells and whoever delivers. Describe it on the walkthrough and we will tell you straight whether it is a connector or a build.

Bring us the workflow

Composer reads your account's real list of available actions before proposing anything, so it is never guessing at what your system can do or what a field is called. Client names above are examples.

Everything your own login can do, Composer can propose. Everything it can't, it can't.
The permission model, in one line
05 · Guardrails

Built for a profession where a wrong field is a wrong invoice.

Your password never enters the chat

You approve access on your provider's own sign-in page. The connection then inherits your role, so it can never see anything your own login cannot.

Nothing moves without approval

Every change is proposed as a card first. Approve it and it happens immediately. Ignore it and nothing at all has changed.

It asks instead of inventing

If a change needs a value Composer does not have, a price or a particular client reference, it asks you rather than filling in a plausible guess.

Refusals come back verbatim

If your system refuses a change, you see its own words on the card, and nothing will have been altered.

One live card at a time

Ask for a correction and the old card is replaced, not stacked. There is never a queue of half-approved changes to untangle.

Sending stays your decision

Composer can draft and create. Putting a proposal in front of your client is still a deliberate act you take yourself.


06 · Switching it on

Setup is one sentence and one sign-in.

  1. Open your Composer and say "connect Ignition".
  2. A connect card appears. Click it, and you land on your provider's own sign-in page.
  3. Sign in there and approve access. That is the whole setup.

A real person is still on the other end.

Composer sits inside a shared board where your requests become tickets your team and ours can both see. When something needs judgement, a human picks it up and answers on the ticket, in their own name.

Anything important gets checked by a real person before it ships. That is not a fallback for when the agents fail; it is how the whole thing is set up.

07 · Talk to us

See it run against a test account first.

Tell us what your practice runs on and which of the workflows above eats the most partner time. We will run it on a sandbox, approval cards and all, before anything points at a real client file.

Goes straight to our team. No spam, no list-selling.