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The Role of FP&A in Financial Strategy
Financial planning and analysis turns data into decisions, driving budgets, forecasts, and strategies to keep businesses on track. Financial planning & analysis (FP&A) is a major framework for organizations looking to align their financial goals with sustainable growth strategies. By leveraging FP&A, businesses can transform data into actionable insights, enabling more effective decision-making, accurate forecasting, […]
Genesis 7: Faster Financials, Dynamic Dashboards, and More
There is more to Genesis 7 than meets the eye. This powerful financial management system offers a plethora of features that can radically transform the way your business handles financial reporting and analysis. From lightning-fast financial statements and dynamic dashboards to enhanced drill-down capabilities and multi-entity support, Genesis 7 takes financial management to a whole […]
The Power of the Genesis 7 Interface
Genesis Transactions, Genesis Accounting, and Genesis Business Metrics have long been trusted tools for managing critical business operations. With their robust features and comprehensive modules, they have consistently provided the necessary insights and data to drive business success. However, with the latest upgrade to Genesis 7, a whole new level of user interface customization and […]
Benefits of Accounting Software: Boost Efficiency
Managing finances can be overwhelming, but the benefits of accounting software simplifies the process, helping businesses stay organized and make smarter decisions. Read on to learn about its main advantages! Accounting is a critical aspect of running a business, ensuring accurate financial records and providing insights for decision-making. In today’s digital era, manual bookkeeping is […]
Build Your Budget Tool in FileMaker
Claris FileMaker is an excellent tool for building budgets that make sense for operations while seamlessly integrating into QuickBooks.
Pandemic Financial Stimulus
We thought it would be helpful to distill what we’ve learned about the The Paycheck Protection Program.
Looking for Early Warning Signs
We all lack perfect information about the future, but there are key indicators to watch for and examine in order to put pieces of the puzzle together.
IRS is Coming for Virtual Currency
In 2014, the IRS issued Notice 2014-21, the first and only notice on virtual currency. What is in store for the future of digital assets?
How to Embrace Digital Transformation in Law Firms
Digital transformation in law firms boosts productivity, enhances client experiences, and secures long-term growth in a rapidly changing legal industry. Learn how! The digital transformation of law firms refers to the strategic integration of digital technologies into all aspects of legal practice—from client service and case management to billing and internal workflows. Far beyond simply […]
AI Is Making Custom Software More Affordable
Custom software is paying off more than ever—it’s more accessible, faster to develop, and designed to solve the specific challenges each business faces. Custom software ROI used to feel unreachable for many businesses. For a long time, developing a custom solution meant high costs, long timelines, and a level of complexity that only the biggest […]
Repetitive Accounting Tasks You Can Automate with Custom Software
When accounting tasks repeat the same steps every day, custom software can take over,accurately following rules, handling volume, and freeing up your team’s time. When it comes to managing numbers, not everything needs to be done by hand. Yet, a big part of the job still involves tasks that are repetitive, rule-based, and just plain […]
Scale Your Law Firm with Legal Workflow Automation
Legal workflow automation helps your firm run better, faster, and frees up time so you can focus on winning cases and growing your practice. No law firm wants its team bogged down by paperwork or chasing overdue documents. But as your firm grows, so does the administrative burden. Legal workflow automation is one of the […]
Power BI vs. Tableau: Which BI Tool Fuels Business Growth?
Neither Tableau nor Power BI is definitively “better”. Tableau excels in advanced data visualization and handling complex datasets, while Power BI offers user-friendliness, affordability, and seamless Microsoft integration. Choosing the right business intelligence tool can transform how your business understands and uses data. In this Power BI vs Tableau comparison, we’ll help you to […]
The Power of Integration and Automation for Business
Automation and integration leads to cost savings, improved data accuracy, and a better customer experience. With fewer bottlenecks and better data flow, teams can focus on what matters most. Businesses today handle more data, platforms, and processes than ever before. Yet, many still rely on disconnected systems that slow operations down, lead to errors, and […]
How to Choose the Right Data Management Software
To choose the right database, define your business goals and understand your data’s type, volume, and usage. Assess your current infrastructure, evaluate cost versus value, and consider solutions like FileMaker for its user-friendliness and rapid development capabilities. Knowing how to choose the right data management software makes all the difference. Get it right, and your […]
8 Common Mistakes in Finance Audits
Even the most well-prepared finance audits can go off track with simple mistakes like missing documents or misclassifications. These errors can lead to big headaches, but they can be fixed with the right approach. A few common mistakes in finance audits can turn a routine process into a costly problem. Maybe it’s an overlooked gap […]
How to Embrace Digital Transformation in Law Firms
Digital transformation in law firms boosts productivity, enhances client experiences, and secures long-term growth in a rapidly changing legal industry. Learn how! The digital transformation of law firms refers to the strategic integration of digital technologies into all aspects of legal practice—from client service and case management to billing and internal workflows. Far beyond simply […]
Repetitive Accounting Tasks You Can Automate with Custom Software
When accounting tasks repeat the same steps every day, custom software can take over,accurately following rules, handling volume, and freeing up your team’s time. When it comes to managing numbers, not everything needs to be done by hand. Yet, a big part of the job still involves tasks that are repetitive, rule-based, and just plain […]
Scale Your Law Firm with Legal Workflow Automation
Legal workflow automation helps your firm run better, faster, and frees up time so you can focus on winning cases and growing your practice. No law firm wants its team bogged down by paperwork or chasing overdue documents. But as your firm grows, so does the administrative burden. Legal workflow automation is one of the […]
Power BI vs. Tableau: Which BI Tool Fuels Business Growth?
Neither Tableau nor Power BI is definitively “better”. Tableau excels in advanced data visualization and handling complex datasets, while Power BI offers user-friendliness, affordability, and seamless Microsoft integration. Choosing the right business intelligence tool can transform how your business understands and uses data. In this Power BI vs Tableau comparison, we’ll help you to […]
The Power of Integration and Automation for Business
Automation and integration leads to cost savings, improved data accuracy, and a better customer experience. With fewer bottlenecks and better data flow, teams can focus on what matters most. Businesses today handle more data, platforms, and processes than ever before. Yet, many still rely on disconnected systems that slow operations down, lead to errors, and […]
8 Common Mistakes in Finance Audits
Even the most well-prepared finance audits can go off track with simple mistakes like missing documents or misclassifications. These errors can lead to big headaches, but they can be fixed with the right approach. A few common mistakes in finance audits can turn a routine process into a costly problem. Maybe it’s an overlooked gap […]
Law Firm Business Management Made Ease
From case management to client records, Claris FileMaker solutions simplify workflows and keep your legal practice organized with ease. Many firms rely on generic software that forces them to adapt to rigid systems. A recent Forbes article highlights that law firms today must adapt to new legal technologies, balancing both challenges and opportunities to stay […]
Key Metrics Your Law Firm Should Monitor Regularly
Having established KPIs in a law firm is important because it helps identify areas for improvement, optimize operations, and ensure growth. By monitoring metrics, lawyers can make better decisions and improve overall success. Tracking key performance indicators (KPIs) is indispensable for law firms aiming to refine operations, maximize efficiency, and drive sustainable growth. By consistently […]
Genesis BI: Transforming Business Insights
Revolutionizing Business Intelligence Data fuels decision-making, but turning raw numbers into meaningful insights is no easy feat. Many businesses struggle with fragmented systems, complicated reports, or data that are simply too overwhelming to act on. Genesis BI changes that by giving organizations the ability to transform their data into a strategic resource—faster, simpler, and smarter. […]
Accounting Security and Logging
Accounting applications are essential for businesses, minimizing errors and ensuring transparency. Audit trails and logging are no longer optional—they are essential tools that enable accountability by recording financial and operational activities. What is an Audit Trail? An audit trail records transactions and events step by step, documenting financial transactions from entry to reporting. Logging captures […]
FileMaker for Law Firms & Financial Services
Streamlining law firms and financial services operations can be challenging, but the right tools can transform efficiency and drive success. FileMaker offers a flexible, customizable platform that helps firms automate workflows, improve collaboration, and integrate essential technologies. We often recommend a powerful, flexible platform that transforms how you manage your business processes. Claris FileMaker offers […]
Master List Creation in Claris FileMaker
Whether you’re a seasoned FileMaker developer or just starting out, this guide provides insights into multiple approaches, from simple looping to advanced techniques like Execute SQL and Execute Data API. Discover the pros and cons of each method and make informed decisions when generating lists of values from your data.
The Art of FileMaker Layout Design
As a FileMaker consultant, you encounter many homegrown systems that, while functional, often leave users feeling overwhelmed and frustrated. These systems become indispensable for day-to-day operations but simultaneously grow cluttered, confusing, and inefficient. This is usually why companies turn to professional developers for help—no one wants to work in a system that exhausts them. Thoughtful […]
Claris FileMaker 21.1 and Claris Connect Updates
Claris made exciting updates to Claris FileMaker 21.1 and Claris Connect. These enhancements are designed to offer small business owners, app developers, and IT professionals more power and flexibility than ever before. Claris Connect Enhancements The latest updates to the Claris Studio connector include advanced CRUD actions, giving you the power to programmatically update and […]
Claris FileMaker Development & Aaron’s Journey
Discover Aaron’s inspiring journey from IT Manager to Managing Director at Codence. Learn how his passion for FileMaker development, problem-solving, and music has driven his success in the tech industry.
AI Adoption in Business Workflows
Discover how AI can enhance efficiency, reduce costs, and drive data-driven decisions. Explore our innovative proof-of-concept tailored to your business needs.
AI Is Making Custom Software More Affordable
Custom software is paying off more than ever—it’s more accessible, faster to develop, and designed to solve the specific challenges each business faces. Custom software ROI used to feel unreachable for many businesses. For a long time, developing a custom solution meant high costs, long timelines, and a level of complexity that only the biggest […]
How to Choose the Right Data Management Software
To choose the right database, define your business goals and understand your data’s type, volume, and usage. Assess your current infrastructure, evaluate cost versus value, and consider solutions like FileMaker for its user-friendliness and rapid development capabilities. Knowing how to choose the right data management software makes all the difference. Get it right, and your […]
Centralized Data Management with FileMaker
Centralized data management serves as a single source of truth for all business information, granting organizations a comprehensive view that leads to improved strategic planning and growth. Does your sales team track leads in one spreadsheet, manage inventory in another system, and log customer support requests on yet another platform? Every time you need a […]
How to Select Your Legal Case Management Software
The best case management software depends on the needs, prioritizing features like ease of use, security, and customization. Custom solutions, such as those built with FileMaker or CaseTrack, offer greater flexibility compared to off-the-shelf options. Is your law firm struggling with outdated workflows? The legal landscape has evolved. Paper files and scattered emails are no […]
How to Create Automated Workflows for Law Firms
From client intake to document management, automated workflows can help law firms make daily operations smoother, simplify tasks by reducing manual work and free up time for what really matters. Paperwork, deadlines, and endless emails—sound familiar? Many law firms are finding themselves bogged down by routine tasks that steal valuable time. Legal workflow automation offers […]
Finance Automation: The Key to Better Decisions
Finance automation takes routine work off your plate, helping teams avoid mistakes and focus on making better decisions. Finance automation is transforming how businesses handle their financial operations, offering solutions to simplify processes, reduce errors, and enable smarter decision-making. Manual financial tasks are prone to delays, inaccuracies, and inefficiencies. These challenges can lead to missed […]
10 Benefits of FileMaker for Law Firms and Financial Services
Discover the 10 Benefits of FileMaker for Law Firms and Financial Services, including streamlined data management, secure access, and more. Coupled with the expertise of a Platinum FileMaker Consultant, your organization can unlock new efficiencies and achieve better results. Streamlining operations can be one of a business’s most challenging yet rewarding pursuits. Whether you’re managing […]
The Art of FileMaker Layout Design
As a FileMaker consultant, you encounter many homegrown systems that, while functional, often leave users feeling overwhelmed and frustrated. These systems become indispensable for day-to-day operations but simultaneously grow cluttered, confusing, and inefficient. This is usually why companies turn to professional developers for help—no one wants to work in a system that exhausts them. Thoughtful […]
