Use Cases

Automate Lead Qualification in Dynamics 365 using API’s

We automated lead qualification for a Dynamics 365 CRM client by integrating APIs for soft credit checks and property ownership verification, streamlining their process and reducing risks associated with inaccurate lead information […]

nonprofit accounting software

Sage Intacct for Non-Profits: Elevating Transparency, Efficiency, and Accountability

In the world of non-profits, where accountability and transparency are vital, selecting the accounting solution is crucial. Sage Intacct, a robust and versatile platform, stands out as an ideal choice […]

senior living consultants

5 Mistakes to Avoid When Implementing Microsoft Business Central

As a cloud based solution, Microsoft Dynamics 365 Business Central offers a great way to have your ERP solution secure, up to date, and easily accessible. The advantage, however, that […]

Better Financial Visibility in Senior Living through KPI’s

In the world of senior living, understanding costs and key performance indicators (KPIs) has become a game-changer. Executive, department heads, and managers need the power to dive into real-time reports […]

erp integration

How Our ERP Integration with PointClickCare Works

Long-term care (LTC) organizations require efficient management of both clinical and financial data. Our proprietary ERP integration, IntelliConnect, is an innovative solution designed to seamlessly bridge the gap between PointClickCare […]

pointclickcare integration

How a PointClickCare Integration with Your ERP is a Gamechanger for CFOs

CFOs face a ton of challenges in managing financial data and reporting, especially given how integral data management and analysis are to Senior Living. The need for accurate and up-to-date […]

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