End client back-and-forth with Client Questions and AI Document Validation

Client Questions lets your team raise a question directly from a transaction inside Period Close, with full context attached. Clients respond through the Karbon for Clients portal, and every reply returns to the transaction it belongs to, giving your team the context they need without leaving the checklist. 

AI Document Validation compares uploaded documents against what was requested, helping clients catch incorrect uploads before they're submitted. 

Here's what's new:

• Ask client questions directly from any alert in your Period Close checklist
• Keep every conversation connected to the relevant transaction
• Queue questions into a single end-of-day email, send immediately, or schedule delivery
• Track question status from draft through to resolved
• AI Document Validation helps catch incorrect uploads before they're submitted

Learn more in the Help Center or book a demo to see it in action.

Available now for all US customers.

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