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When to Switch from QuickBooks to a Scalable Solution
Identify the signs your business needs a scalable finance solution beyond QuickBooks. Many growing businesses rely on QuickBooks, spreadsheets, or disconnected systems, which can slow decision-making, create compliance risks, and limit scalability. This article explores how custom scalable solutions built on FileMaker help businesses centralize data, automate workflows, and generate accurate real-time reports. By integrating […]
KPI in Manufacturing Plants with Genesis BI
Genesis BI lets manufacturers track performance, monitor production, and spot bottlenecks early to prevent costly issues. Running a plant efficiently isn’t just about producing faster. It’s about understanding exactly what’s happening at every stage of operations and acting before small issues turn into costly disruptions. Many factories still rely on outdated data, fragmented spreadsheets, and […]
Why Financial Companies Trust Codence for Custom Systems
Custom financial solutions streamline processes, unify data, and boost control, accuracy, and support for strategic decisions. Financial firms operate in a high-stakes environment where accuracy, speed, and compliance are essential. Off-the-shelf software often cannot keep up with complex workflows, multi-entity reporting, or constantly evolving regulations. In this context, Claris FileMaker custom solutions for finance streamline […]
How to Streamline Purchase Orders in Manufacturing
Genesis Transactions helps manufacturers streamline workflows, cut errors, and transform complex processes into actionable insights. Efficient purchase order management is more than sending requests and waiting for approvals. Many manufacturing teams still rely on manual processes, disconnected systems, and delayed reporting, which can disrupt production schedules and cut into profit margins. This article explores how […]
How to Improve Financial Forecasting with BI Tools
Genesis BI helps growing businesses automate reporting, streamline workflows, improve financial forecasting, and gain real-time insights. Effective financial management goes beyond tracking transactions and generating basic reports. Many growing companies still rely on spreadsheets, siloed systems, or outdated tools, which can slow decision-making, increase errors, and limit strategic growth. This article explores how custom BI […]
Manufacturers: Time to Move Beyond Spreadsheets
FileMaker delivers a secure, scalable, and automated solution designed to handle the complexity of growing manufacturing operations. If you work in operations, IT, or finance in manufacturing, you probably rely on spreadsheets to track orders, inventory, and costs. But as your business expands, those spreadsheets can slow you down and introduce errors. This is the […]
8 Key Performance Metrics for Manufacturing
Track key manufacturing KPIs with Genesis BI to improve forecasting, cut waste, and boost efficiency. This guide walks through eight essential manufacturing performance metrics that help operations, finance, and IT teams align around real-time performance and long-term results. Whether you’re trying to reduce waste, increase throughput, or improve forecasting, these metrics and how you track […]
How Genesis BI Dashboard Improves Manufacturing Analytics
Manufacturing analytics are evolving fast. Genesis BI Dashboard centralizes data from production, inventory, and operations into one clear, actionable view. This makes it easier for manufacturers to make faster, smarter decisions. Whether you manage a plant floor, run finance reports, or oversee IT systems, Genesis BI simplifies monitoring by providing real-time insights into key metrics […]
When to Switch from QuickBooks to a Scalable Solution
Identify the signs your business needs a scalable finance solution beyond QuickBooks. Many growing businesses rely on QuickBooks, spreadsheets, or disconnected systems, which can slow decision-making, create compliance risks, and limit scalability. This article explores how custom scalable solutions built on FileMaker help businesses centralize data, automate workflows, and generate accurate real-time reports. By integrating […]
How to Streamline Purchase Orders in Manufacturing
Genesis Transactions helps manufacturers streamline workflows, cut errors, and transform complex processes into actionable insights. Efficient purchase order management is more than sending requests and waiting for approvals. Many manufacturing teams still rely on manual processes, disconnected systems, and delayed reporting, which can disrupt production schedules and cut into profit margins. This article explores how […]
8 Key Performance Metrics for Manufacturing
Track key manufacturing KPIs with Genesis BI to improve forecasting, cut waste, and boost efficiency. This guide walks through eight essential manufacturing performance metrics that help operations, finance, and IT teams align around real-time performance and long-term results. Whether you’re trying to reduce waste, increase throughput, or improve forecasting, these metrics and how you track […]
How to Accurately Manage Production Costs in Manufacturing
Accurate production cost management means tracking raw materials, labor, and overhead in real time. With Genesis Accounting, manufacturers gain full financial visibility and reduce manual errors, turning complex data into confident decisions. Keeping production profitable isn’t just about cutting expenses. It’s about understanding exactly where your money goes and why. Many manufacturing leaders still rely […]
Manufacturing Inventory Management: What Really Works
Effective inventory management in manufacturing means knowing exactly what you have, where it is, and what you’ll need next. Custom FileMaker apps simplify this by tracking stock levels, preventing shortages, and avoiding excess inventory. Manufacturing inventory management is the backbone of a smooth production line. However, the challenge is figuring out what truly works to […]
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 […]
KPI in Manufacturing Plants with Genesis BI
Genesis BI lets manufacturers track performance, monitor production, and spot bottlenecks early to prevent costly issues. Running a plant efficiently isn’t just about producing faster. It’s about understanding exactly what’s happening at every stage of operations and acting before small issues turn into costly disruptions. Many factories still rely on outdated data, fragmented spreadsheets, and […]
Why Financial Companies Trust Codence for Custom Systems
Custom financial solutions streamline processes, unify data, and boost control, accuracy, and support for strategic decisions. Financial firms operate in a high-stakes environment where accuracy, speed, and compliance are essential. Off-the-shelf software often cannot keep up with complex workflows, multi-entity reporting, or constantly evolving regulations. In this context, Claris FileMaker custom solutions for finance streamline […]
Manufacturers: Time to Move Beyond Spreadsheets
FileMaker delivers a secure, scalable, and automated solution designed to handle the complexity of growing manufacturing operations. If you work in operations, IT, or finance in manufacturing, you probably rely on spreadsheets to track orders, inventory, and costs. But as your business expands, those spreadsheets can slow you down and introduce errors. This is the […]
How Genesis BI Dashboard Improves Manufacturing Analytics
Manufacturing analytics are evolving fast. Genesis BI Dashboard centralizes data from production, inventory, and operations into one clear, actionable view. This makes it easier for manufacturers to make faster, smarter decisions. Whether you manage a plant floor, run finance reports, or oversee IT systems, Genesis BI simplifies monitoring by providing real-time insights into key metrics […]
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 […]
Filter and Sort FileMaker with JavaScript
Starting with FileMaker 16, developers can use native JSON function for a variety of tasks. From simple navigation and script parameters to API integrations and web viewers, JSON objects prove to be a great addition to the FileMaker platform. However, FileMaker has only six native JSON functions and these are limited to the following basic […]
Central Navigation in Claris FileMaker
…Fit for Hamilton After finally watching Hamilton, I’ve decided that everything should be set to music and rhyme. Here’s how Hamilton might manage the Federalist papers: (🎶 Twenty twenty-one At a desk 🎶) I’ve got to track my data, my IP, and my essays. Sure, I write too quickly, That is what they all say. […]
Live Formatting Modus Operandi
We recently posted an article about a magical FileMaker development technique called “Live Formatting” where we use an input mask to show the user how the data entered will be formatted and to ensure that it follows that format consistently. The technique has obvious utility for phone number fields, but can be useful for other […]
FileMaker 19.1 Release
Claris released FileMaker 19.1 a few days ago and while an incremental update may not have been newsworthy in the past, this release definitely warrants a look. (Technically this is version 19.1.2, and 19.1.1 was an internal, not-released version.) Shorter Releases It’s important to appreciate that Claris has shifted from the large 12 or 18-month […]
Live Formatting Technique
Claris FileMaker has long offered ways to parse the digits from a text string and intersperse formatting characters to provide a unified format for Phone, Social Security, and Federal ID numbers. The introduction of Custom Functions (CFs) made it possible to abstract the process by applying a “mask” template. A mask is a combination of […]
Mastering JSON for FileMaker: A Developer’s Guide
Today we are going to look at a way to use JSON for passing multiple parameters to a FileMaker script. Regardless of whether you are an experienced FileMaker developer or if you have only the barest inkling of what JSON is, not to worry, this article is designed for FileMaker developers of all skill levels.
FileMaker 19 Javascript & Add-ons
The first few sessions of the first ever virtual Claris Engage conference were all about some of the new features of FileMaker 19, namely JavaScript integration, add-ons, and the Execute FileMaker Data API script step. These exciting additions to our favorite platform have the potential to change the way FileMaker applications are developed and deployed. […]
Claris Connect Engine
Claris Connect is an “integration efficiency” tool and, in tune with that mandate, keeps getting better.
