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Genesis 7: Faster Financials, Dynamic Dashboards, and More
There is more to Genesis 7 than meets the eye. This powerful financial management system offers a plethora of features that can radically transform the way your business handles financial reporting and analysis. From lightning-fast financial statements and dynamic dashboards to enhanced drill-down capabilities and multi-entity support, Genesis 7 takes financial management to a whole […]
FileMaker 2026: What’s New and What It Means for Your Business
FileMaker 2026 is here and it marks a shift in how FileMaker solutions get built, maintained, and protected. Claris is introducing AI-powered, agentic coding directly into the platform. But beyond that, this release is packed with improvements across five distinct themes: AI-ready architecture, developer productivity, disaster recovery, accessibility, and platform stability. If your business relies […]
FileMaker AI Foundations: The Patch Method
The previous article in this series looked at the FM AI Paste method, or simply Paste — the AI-to-clipboard technique that sits under most of the AI-assisted FileMaker tools you’ll see today. Paste is fast and flexible, and it handles the majority of everyday schema work well — scripts, tables and fields, custom functions. But […]
FileMaker AI Foundations: FM AI Paste
Under the hood, most current AI-assisted FileMaker development tools follow the same process: AI generates XML code and writes it to the clipboard and then we can paste it into FileMaker. I refer to this process as the FM AI Paste method, or simply Paste. The normal manual process in FileMaker is to copy a script or schema element to the […]
FileMaker AI Foundations: FMXML and the Clipboard Tool
You’re deep in a complex script — one that grew over months, or that you inherited from another developer — and you’ve just spotted a problem. The variable $contactSelect has been used throughout, but it should be $contactID to match the naming convention in the rest of your solution. It appears in dozens of steps, and it is also embedded deep inside several complex […]
Remote Backup Ensures FileMaker Server Reliability
Learn how remote backups can protect your most critical FileMaker Server data and keep your operation running smoothly Imagine this: it’s the end of the month. The revenue report looks balanced, but several service orders in the field are missing. Your technician is doing their best to keep up, yet your CFO faces a delayed, […]
Unlock the Full Power of Studio + FileMaker + Connect
The era of isolated systems is over. Businesses can no longer settle for efficiency alone; they need full command over their data Imagine a CFO at a large manufacturing company. Every day, reports pour in from sales, operations, and accounting, each stored in separate systems, disconnected spreadsheets, and tools that don’t talk to each other. […]
Blind Decision-Making Is Expensive
Making reactive decisions is a risk your financial planning can no longer afford. Learn how to turn the data you already have into actionable forecasts and gain an immediate competitive edge. In this year, volatility was the norm. CFOs and COOs face daily regulatory pressures, shrinking margins, currency fluctuations, and rising expectations for financial forecasting […]
Service Order Automation is a COO’s Top Priority
The cost of disorganization isn’t on paper; it’s hitting your bottom line. Discover how modern solutions can turn service orders into immediate business intelligence Imagine this: your revenue report looks solid, but behind the scenes, there’s a mountain of incomplete or lost Service Orders. Your field technicians are working hard, but operational chaos prevents your […]
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 […]
8 Common Mistakes in Finance Audits
Even the most well-prepared finance audits can go off track with simple mistakes like missing documents or misclassifications. These errors can lead to big headaches, but they can be fixed with the right approach. A few common mistakes in finance audits can turn a routine process into a costly problem. Maybe it’s an overlooked gap […]
Law Firm Business Management Made Ease
From case management to client records, Claris FileMaker solutions simplify workflows and keep your legal practice organized with ease. Many firms rely on generic software that forces them to adapt to rigid systems. A recent Forbes article highlights that law firms today must adapt to new legal technologies, balancing both challenges and opportunities to stay […]
Key Metrics Law Firms Should Monitor Regularly
Having established KPIs in a law firm is important because it helps identify areas for improvement, optimize operations, and ensure growth. By monitoring metrics, lawyers can make better decisions and improve overall success. Tracking key performance indicators (KPIs) is indispensable for law firms aiming to refine operations, maximize efficiency, and drive sustainable growth. By consistently […]
Transforming Client Service in Law Firms with Custom Solutions
Client service is the foundation of every successful law firm. It builds trust, ensures efficiency, and drives client satisfaction. Leveraging tools like Claris FileMaker enables law firms to deliver exceptional experiences that strengthen client relationships, increase retention, and generate referrals. Law firm client service is about delivering an exceptional experience at every touchpoint. Solutions like […]
The Ultimate Guide to Data Management
Good data management keeps everything in place—organized, secure, and ready when you need it. With the right approach, you save time, avoid headaches, and make smarter decisions. Picture this: you’re making big decisions, but you’re not sure if the data you’re relying on is accurate, secure, or even accessible when you need it. Frustrating? Absolutely. […]
Genesis Accounting as a Strategic Tool for Financial Services
Genesis Accounting enables strategic finance, automates reporting, streamlines workflows, improves forecasting, and drives business growth. Effective financial management goes beyond recording transactions. Many growing financial services companies still rely on spreadsheets, siloed systems, or outdated software. These tools can slow decision-making, increase errors, and limit strategic growth. This article explores how Genesis Accounting, a customizable […]
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. […]
FileMaker AI Foundations: FM AI Paste
Under the hood, most current AI-assisted FileMaker development tools follow the same process: AI generates XML code and writes it to the clipboard and then we can paste it into FileMaker. I refer to this process as the FM AI Paste method, or simply Paste. The normal manual process in FileMaker is to copy a script or schema element to the […]
Remote Backup Ensures FileMaker Server Reliability
Learn how remote backups can protect your most critical FileMaker Server data and keep your operation running smoothly Imagine this: it’s the end of the month. The revenue report looks balanced, but several service orders in the field are missing. Your technician is doing their best to keep up, yet your CFO faces a delayed, […]
Unlock the Full Power of Studio + FileMaker + Connect
The era of isolated systems is over. Businesses can no longer settle for efficiency alone; they need full command over their data Imagine a CFO at a large manufacturing company. Every day, reports pour in from sales, operations, and accounting, each stored in separate systems, disconnected spreadsheets, and tools that don’t talk to each other. […]
Blind Decision-Making Is Expensive
Making reactive decisions is a risk your financial planning can no longer afford. Learn how to turn the data you already have into actionable forecasts and gain an immediate competitive edge. In this year, volatility was the norm. CFOs and COOs face daily regulatory pressures, shrinking margins, currency fluctuations, and rising expectations for financial forecasting […]
Service Order Automation is a COO’s Top Priority
The cost of disorganization isn’t on paper; it’s hitting your bottom line. Discover how modern solutions can turn service orders into immediate business intelligence Imagine this: your revenue report looks solid, but behind the scenes, there’s a mountain of incomplete or lost Service Orders. Your field technicians are working hard, but operational chaos prevents your […]
Extend FileMaker to the Web with Claris Studio
Transform how you share FileMaker data, with Claris Studio, securely, visually, and from any browser. Companies that rely on FileMaker already understand the power of keeping data, processes, and workflows integrated in one environment. Yet as teams become more distributed and clients expect real-time access, a new challenge emerges. How do you efficiently handle external […]
Reduce Compliance Risk in Manufacturing
A smarter way for manufacturers to meet regulatory standards, automate reporting, and protect against compliance failures. In manufacturing, compliance is no longer just about following rules. It is about protecting the business from costly penalties, safeguarding brand reputation, and ensuring long-term resilience. Yet many manufacturers still struggle with outdated reporting methods, fragmented systems, and inconsistent […]
Improving Internal Controls in Manufacturing with FileMaker
A practical solution for manufacturers to centralize data, automate compliance workflows, and gain real-time visibility. Manufacturers face growing pressure to balance efficiency with strict compliance requirements. Many still rely on fragmented systems, manual approvals, and paper-based processes that make it harder to maintain reliable internal controls. These gaps slow down reporting, increase errors, and create […]
FileMaker 2026: What’s New and What It Means for Your Business
FileMaker 2026 is here and it marks a shift in how FileMaker solutions get built, maintained, and protected. Claris is introducing AI-powered, agentic coding directly into the platform. But beyond that, this release is packed with improvements across five distinct themes: AI-ready architecture, developer productivity, disaster recovery, accessibility, and platform stability. If your business relies […]
FileMaker AI Foundations: The Patch Method
The previous article in this series looked at the FM AI Paste method, or simply Paste — the AI-to-clipboard technique that sits under most of the AI-assisted FileMaker tools you’ll see today. Paste is fast and flexible, and it handles the majority of everyday schema work well — scripts, tables and fields, custom functions. But […]
FileMaker AI Foundations: FM AI Paste
Under the hood, most current AI-assisted FileMaker development tools follow the same process: AI generates XML code and writes it to the clipboard and then we can paste it into FileMaker. I refer to this process as the FM AI Paste method, or simply Paste. The normal manual process in FileMaker is to copy a script or schema element to the […]
FileMaker AI Foundations: FMXML and the Clipboard Tool
You’re deep in a complex script — one that grew over months, or that you inherited from another developer — and you’ve just spotted a problem. The variable $contactSelect has been used throughout, but it should be $contactID to match the naming convention in the rest of your solution. It appears in dozens of steps, and it is also embedded deep inside several complex […]
API design best practices
Why Fragile Integrations Are Your Next Big Operational Risk. At Codence, we recently partnered with a client facing this exact challenge, an integration built elsewhere had begun to fail under real-world load, disrupting operations and exposing deeper architectural issues. It’s a scenario we see often. APIs are the backbone of today’s connected software ecosystem. For […]
