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How to Visualize Predictive Analytics Results
Predictive analytics only creates value when people can understand and act on the results. Without clear visuals, forecasts become confusing, and opportunities get missed. Think of forecasting without visualization like trying to plan a road trip without directions from an app. You might know your destination, but you’re guessing at every turn. A strong visual […]
Transforming Your Law Firm’s Accounting with Codence
Managing law firm finances is complex, but the right system can change everything. Codence, with Genesis Accounting, delivers software built for legal teams so you can simplify trust accounting, stay compliant, and focus on your clients. Law firm accounting comes with unique rules, risks, and compliance needs, especially around trust funds and client billing. Many […]
How AI Drives Value in Modernized Data Systems
Modern data systems give businesses a solid foundation. Add AI, and you start creating real value. AI-powered apps help teams cut busywork, catch errors faster, and turn insights into smarter decisions that drive growth. Modernization is important, but the real gains come when AI is part of the plan. With AI built into customized FileMaker […]
Why AI Is Driving Businesses From SaaS to Custom Software
AI is speeding up the move from SaaS to custom software. Businesses want smarter automation, stronger data control, and solutions that actually fit how they work. SaaS once promised convenience. But in today’s AI-driven world, many platforms can’t keep up. They fall short on offering control over data privacy, ownership, and governance, delivering long-term ROI […]
How to Overcome Data Modernization Challenges in Businesses
Every growing business eventually faces a turning point: systems that once worked well start to feel outdated, slow, and disconnected. Data becomes harder to access, teams struggle to stay aligned, and decision-making takes longer. What should be a valuable resource turns into a daily obstacle. These challenges show up in different ways. Maybe it’s legacy […]
FileMaker’s Role in a Phased Legacy Modernization Approach
Modernizing legacy systems doesn’t always require a full rebuild. With FileMaker, teams in Operations, IT, and Finance can start small, solve specific problems fast, and move toward larger improvements with less risk. Codence helps businesses take a practical, phased approach to modernization using Claris FileMaker. This method focuses on solving what matters first, whether it’s […]
Outgrowing SaaS? Try Custom
Custom solutions offer more flexibility, better integration, and long-term cost savings compared to traditional SaaS. They’re built around your workflows, giving you full control over features, security, and future updates. Many companies use ready-made SaaS platforms because they are easy to implement and have built-in features. But as businesses grow, these tools often don’t fit […]
Breaking Down Data Silos: Strategies for Unified Data Management
Tired of duplicate data and disconnected systems? Genesis Transactions helps you securely manage all your business operations in one customizable FileMaker platform, making processes easier and improving control. Are your data systems working against you instead of for you? When information is trapped in separate departments or platforms, your whole operation slows down. Breaking down […]
How to Visualize Predictive Analytics Results
Predictive analytics only creates value when people can understand and act on the results. Without clear visuals, forecasts become confusing, and opportunities get missed. Think of forecasting without visualization like trying to plan a road trip without directions from an app. You might know your destination, but you’re guessing at every turn. A strong visual […]
How AI Drives Value in Modernized Data Systems
Modern data systems give businesses a solid foundation. Add AI, and you start creating real value. AI-powered apps help teams cut busywork, catch errors faster, and turn insights into smarter decisions that drive growth. Modernization is important, but the real gains come when AI is part of the plan. With AI built into customized FileMaker […]
How to Overcome Data Modernization Challenges in Businesses
Every growing business eventually faces a turning point: systems that once worked well start to feel outdated, slow, and disconnected. Data becomes harder to access, teams struggle to stay aligned, and decision-making takes longer. What should be a valuable resource turns into a daily obstacle. These challenges show up in different ways. Maybe it’s legacy […]
Breaking Down Data Silos: Strategies for Unified Data Management
Tired of duplicate data and disconnected systems? Genesis Transactions helps you securely manage all your business operations in one customizable FileMaker platform, making processes easier and improving control. Are your data systems working against you instead of for you? When information is trapped in separate departments or platforms, your whole operation slows down. Breaking down […]
Predictive vs. Prescriptive Analytics: What’s Right for You?
Predictive analytics helps you forecast future trends. Prescriptive analytics goes a step further by offering data-driven recommendations to optimize decisions. Knowing when to use each can transform how your operations, IT, and finance teams report, plan, and act. Making sense of data is a daily need for leaders in operations, IT, and finance. If you’ve […]
How to Improve Financial Reporting Processes?
Rethinking your financial reporting process means less guesswork, fewer delays, and a clearer view of what’s really going on behind the numbers. If your team still depends on massive spreadsheets filled with color-coded cells and confusing formulas, you’re not alone. Most finance teams have a file like that. It works until it doesn’t. As your […]
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 […]
Transforming Your Law Firm’s Accounting with Codence
Managing law firm finances is complex, but the right system can change everything. Codence, with Genesis Accounting, delivers software built for legal teams so you can simplify trust accounting, stay compliant, and focus on your clients. Law firm accounting comes with unique rules, risks, and compliance needs, especially around trust funds and client billing. Many […]
How Codence Can Help Your Law Firm Eliminate Manual Processing
Still buried in paperwork and repeated tasks? Codence helps law firms take the manual work off their plate with custom FileMaker apps. The result? Less time chasing files, fewer errors, and more focus on what matters: your cases. Manual processes can slow down even the most efficient legal team. Whether you’re tracking deadlines, managing case […]
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 […]
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 […]
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 […]
The Best 20 Data Analytics Tools in 2025
There is no single “best” data analytics tool for all businesses. The ideal choice depends on specific needs like budget, scalability, and integration capabilities. Tools like Tableau, Power BI, or SAS excel in different areas, from visualization to advanced analytics. Learn more about it. Whether you’re just starting out in data analytics or are already […]
Streamline Financial Audits with Custom Software
A financial audit examines the accuracy and reliability of a company’s finances, helping to build trust and maintain operational efficiency. Check how a custom software can help your company. When it comes to financial audits, accuracy, efficiency, and compliance are paramount. Yet, financial audits often reveal common challenges that can disrupt these goals, such as […]
