A Few More Lessons from our Data Review

Part 3, having fun looking at 40,000 completed software tickets!

8. Wrangling Complex Financial Logic

Accounting reconciliation is where the most complex rules live. We try to take those rules that usually live in someone's head and build them right into the software logic. 💰

Real-world examples: Calculating multi-jurisdiction taxes for end-of-year invoices, making compensation modifiable in final settlement screens, processing monthly invoicing data returns, and automating deposit invoice payments.

#QuickBooks, #Xero, #Sage, #PayPal, #Square.

9. Being a Technical Partner (The Value-Add)

We don't really think of support as just "fixing" tools. For us, it’s about deep-dive troubleshooting and implementing new capabilities that keep your system fast and reliable. 🏎️

Real-world examples: Investigating root causes for systems accuracy, conducting SOX (Sarbanes-Oxley) compliance checklists for web apps, pushing code patches via OTTO, and building proof-of-concepts for new resource scheduling tools.

10. Turning Data into Insights

At the end of the day, all that work generates a lot of data. Our clients love to see it all come together in a way that helps them make the next big decision. 📊

Real-world examples: Building custom sales commission dashboards, updating year-over-year calculations for accurate seasonal reports, extracting SOC reports for audits, and optimizing SQL queries for real-time dashboard performance.

We’re grateful for the chance to look back at all this work. It reminds us that while the technology approach differs based on the circumstances (#Claris #FileMaker, #AWS, #AI, etc.)

The goal is always the same: helping people solve real-world problems so they can get back to doing what they love. 🌟

Thanks for the video Judy Chege!!