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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 If your team struggles with juggling spreadsheets, chasing down inconsistent numbers, or waiting on outdated reports, you’re not alone.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.
Integrating ChatGPT with Claris FileMaker
Learn how to integrate your custom Claris FileMaker solution with Chat GPT using the OpenAI API. Get set up, understand how it works behind the scenes, and choose the right model for your projects.
Getting Started with ChatGPT as a Claris Developer
Unlocking the Power of OpenAI: Writing Custom Functions in Claris FileMaker with GPT-4.
The Life Changing Magic of the Genesis General Ledger
Dive into our multi-part video series on the Genesis General Ledger Reporting tool. Introduction to the Genesis General Ledger Report Find and Drill Down in the Genesis General Ledger Exporting the Genesis General Ledger Report Obviously, life changing magic is an outlandish claim, but finding an easy way to mine your accounting data for answers […]
The Value of Verification Scripts
You don’t know what you don’t know. It’s as true in Claris FileMaker as it is in life. As Claris FileMaker developers, we strive to create workflows in our solutions that enable data to tell accurate, insightful, and succinct stories. Even if the process of data entry is disjointed, spanning multiple tables, users, and periods […]
The Genesis Accounting Advantage
Discover the powerful features and benefits of Genesis Accounting, the robust accounting solution designed by Accounting Professionals and Claris experts. From standard accounting capabilities to advanced reporting and customization options, Genesis Accounting offers businesses a comprehensive and streamlined financial management experience.
Simplify Development with Claris Studio
New Form Experiences with Claris Studio 1.11 Claris Studio 1.11, released on June 14, 2023, introduces exciting enhancements that empower developers to create customized and efficient form experiences for their clients. With valuable feedback from the developer community, Claris has incorporated new features that optimize data formatting, streamline user journeys, and provide enhanced calculation capabilities. […]
What’s New in Claris FileMaker 2023?
The latest iteration of the Claris FileMaker Platform, was released in late April, 2023. This new version, dubbed “2023”, is an incremental update to the existing Claris FileMaker 19.6 platform. The new version numbering scheme, which will undoubtedly mirror the progress of the years to come, is representative of the Claris commitment to continual updates […]
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 […]
