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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?
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
Transforming Client Service in Law Firms with Custom Solutions
Client service is the foundation of every successful law firm. It builds trust, ensures efficiency, and drives client satisfaction. Leveraging tools like Claris FileMaker enables law firms to deliver exceptional experiences that strengthen client relationships, increase retention, and generate referrals. Law firm client service is about delivering an exceptional experience at every touchpoint. Solutions like […]
The Ultimate Guide to Data Management
Good data management keeps everything in place—organized, secure, and ready when you need it. With the right approach, you save time, avoid headaches, and make smarter decisions. Picture this: you’re making big decisions, but you’re not sure if the data you’re relying on is accurate, secure, or even accessible when you need it. Frustrating? Absolutely. […]
Optimize Law Firm Operations with Technology
Running a law firm involves more than legal expertise, it requires efficient operations, good communication and strategic time management. But with complex cases, demanding clients, and increasing competition, how can firms stay productive without sacrificing quality? The answer lies in smarter workflows. By integrating legal technology, workflow optimization, and automation, firms can reduce administrative burdens, […]
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 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 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.
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
Automating finance saves time, minimizes errors, and improves efficiency, allowing teams to focus on strategy and growth instead of repetitive tasks. 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 […]
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 […]
How to Improve Data Accuracy with Integrated Solutions
Integrated solutions can improve data accuracy. Keep reading to learn practical tips for transforming your data management! Data accuracy is the core of effective decision-making in any organization. Without accurate data, businesses risk operational inefficiencies, poor strategic choices, and missed opportunities. From entry errors to storage issues, even minor inaccuracies can snowball into significant problems, […]
Budgets & WIPs Reporting
Using Budgets to Drive Accurate Work in Progress (WIP) Reporting Running a company is hard. And reading financial statements can sometimes make it harder. So hard, in fact, that they come with their own set of rules and vocabulary that often seem to complicate rather than clarify. For most people, debits and credits don’t make […]
