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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 […]
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.
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 […]
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, […]
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 […]
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, […]
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 […]
6 Small Business Tech Trends for 2025
From reducing costs to improving customer experiences, the tech trends shaping small businesses in 2025 are transformative for thriving in a competitive market. Stay ahead! As we step into 2025, leveraging artificial intelligence and machine learning to automating manual tasks, tech innovations are reshaping how businesses operate. These advancements can help businesses increase productivity, reduce […]
Digital Infrastructure: Benefits and How to Build It
Digital infrastructure underpins modern businesses, incorporating tools like 5G, cloud platforms, and AI to boost efficiency, scalability, and innovation. A well-maintained digital ecosystem ensures adaptability and sustained competitiveness. Learn how to create yours with Codence. Digital infrastructure is the foundation of modern business operations, driving efficiency, scalability, and innovation. But what is digital infrastructure, and […]
AI Automation Demystified
AI automation is the use of artificial intelligence to handle repetitive tasks, streamline processes, and boost efficiency. Curious how it works and its impact? Keep reading! Have you ever wondered how businesses are getting more done with less effort? That’s where AI automation comes in. By leveraging tools powered by machine learning and natural language […]
How AI Empowers Smarter Decision-Making
AI empowers businesses to make smarter decisions by analyzing large datasets, uncovering patterns, and delivering insights that enable faster, more accurate, and strategic choices. Discover how it works. Artificial intelligence is revolutionizing how businesses make decisions. By integrating AI into their decision-making processes, organizations can achieve greater accuracy, improve efficiency, and streamline operations like never […]
6 Steps to Spot and Fix Operational Inefficiencies
Operational inefficiencies can drain resources and productivity. Identifying these gaps is essential for businesses aiming to reduce costs and boost performance. Here’s how to spot and address them effectively. Operational inefficiencies can quietly drain your business’s resources and productivity. Identifying and addressing these gaps isn’t just a smart move—it’s essential for reducing costs and unlocking […]
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.
Guard Clauses & Bearskin Hats
In the world of software development, writing code that’s both robust and maintainable is essential. Two fantastic techniques to achieve this are using guard clauses and the try-catch pattern. These methods help manage errors gracefully while keeping your code clean and easy to read. I recently presented on this topic at Engage 2024, and in […]
Revenue and Expense Recognition – making it all line up
Learn how Genesis Accounting helped Events Plus transition from cash to accrual accounting, streamline revenue and expense recognition, and simplify month-end closing with customizable fields and integrated reporting.
Scale Faster w/ Stripe and Claris FileMaker
Stripe is a very popular payment processing system that combines the features of a merchant account, a payment processor, and a payment gateway in a single unified payment platform that (by design) is very developer friendly. The Stripe API is well documented and very easy to understand. This means that as a Claris developer, the […]
Moving Forward Virtually with DocuSign
DocuSign is an industry standard application platform for collecting digital signatures on important documents. If you’re using a custom Claris FileMaker solution to help run your business, and DocuSign for collecting digital signatures, you should consider integrating the two systems. By using FileMaker’s Insert from URL script step, and the very robust DocuSign REST API, […]
Lightning Fast Picker
Who needs a record picker? I do! When designing a custom Claris FileMaker application, we are often faced with the task of finding a specific record, and doing something with it. We might accomplish this task with a simple find: enter find mode, enter your find criteria, and hit enter. This technique works great if […]
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.
Navigating the Claris FileMaker 19.5 Release
This article intends to share the highlights of new features, deep dive into a couple of examples and share some important news regarding bug fixes across the various platforms (FileMaker Pro, Server, and WebDirect).
Apprenticeship Program
Codence works with its clients to launch careers and better support their use of technology. We engage students, but often non-traditional candidates as well, as apprentices to learn Claris and other technologies, software development, and consulting practices.
FileMaker + Slack: Putting It All Together
Send Arbitrary Messages to any Channel or User in Slack from Claris FileMaker via the Slack API This post is part of a multi-part series that focuses on specific examples of how to connect Claris FileMaker to Slack. This article will make more sense if you have read our introduction, and we invite you to […]
FileMaker + Slack: A Simple API Integration
This post is part of a multi-part series that focuses on specific examples of how to connect Claris FileMaker to Slack. This article will make more sense if you have read our introduction, and we invite you to dive into the whole series here:Slack FileMaker Integration OverviewFileMaker + Slack: A Claris Connect IntegrationFileMaker + Slack: […]
