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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 […]
APIs That Fix Your Financial Data
API integrations simplify how financial data is shared and updated, reducing manual errors and helping busy teams in operations, IT, and finance work faster with more reliable information. If your team struggles with juggling spreadsheets, chasing down inconsistent numbers, or waiting on outdated reports, you’re not alone. Operations, IT, and finance teams often face these […]
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 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 […]
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 […]
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 […]
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 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 […]
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.
Master DataTables Series: 2.3 Searching
Welcome to the multi-part video series that will teach you how to implement DataTables in your Claris FileMaker Pro solutions effectively. If you’re new to this series, we recommend starting from the introduction to maximize your learning experience. You can access the complete series here: Master DataTables with Claris FileMaker Pro. In the previous post, […]
Create a Custom CRM in Claris FileMaker Pro
Building a custom CRM with Claris FileMaker Pro requires a few key phases. Before beginning the development process, defining your CRM goals and requirements is critically important. Identify your business needs specific data and workflows for lead management, contact management, opportunity tracking, customer segmentation, and reporting. Thoroughly analyze existing processes and workflows to identify weaknesses […]
Master DataTables Series: 2.2 DOM Elements
Welcome to the multi-part video series that will teach you how to implement DataTables in your Claris FileMaker Pro solutions effectively. If you’re new to this series, we recommend starting from the introduction to get the most out of your learning experience. You can access the complete series here: Master DataTables with Claris FileMaker Pro. […]
Master DataTables Series: 2.1 DataTables Libraries
Welcome to the multi-part video series that will teach you how to implement DataTables in your Claris FileMaker Pro solutions effectively. Whether you prefer reading, watching videos, or trying out demo files, we’ve got you covered. If you’re new to this series, we recommend starting from the introduction to maximize your learning experience. You can […]
Integrating Google Maps into Claris FileMaker Part 3
This is part three of my series on Google Maps integration. In part one I looked at the tools that Google Maps provides for free, in part two I provided an overview of the tools available through the Google Maps API and showed you how to create a Google Maps account. In this installment of […]
Master DataTables Series: 2.0 Introduction to JS Function
Welcome to the multi-part video series that will teach you how to implement DataTables in your Claris FileMaker Pro solutions effectively. Whether you prefer reading, watching videos, or trying out demo files, we’ve got you covered. If you’re new to this series, we recommend starting from the introduction to maximize learning experience. You can access […]
Fun with Number Fields – Part 1
Explore the intriguing world of cursor placement in number fields within FileMaker layouts.
Integrating Google Maps into Claris FileMaker – Part 2
This is part two of Google Maps integration series. Read part one here. Google has a history of providing tools for free to prove the worth of their products, and you can do a lot with Google Maps inside FileMaker without paying a dime, but at some point, you will probably need more. If you […]
