Accounting

How Eustace Consulting Replaced Salesforce Chatter with Workbot for Slack for Personalized Notifications

Boston-based Eustace Consulting specializes in helping businesses implement Salesforce and Hubspot. As Salesforce experts, the firm’s team knows exactly how the CRM can make business better. And ...

Why This Green Company Replaced 100K Lines of Custom Salesforce Code with Workato

  Founded in 2000, Securis is an electronics recycling and data security company. It offers services to businesses of all sizes, as well as government contractors, looking to get rid of o ...

The Top 5 Integrations to Streamline Your Accounting Workflows

This piece is the last portion of our three-part accounting series. To read more, check out Part 1 and Part 2. Ask any professional, and they'll tell you there are never enough hours in a day. ...

Convince Your Accountant: 5 Reasons They Need to Embrace the Cloud to Futureproof

Digital transformation often means upgrading your tech. And embracing cloud-based software for all your business needs, including accounting and finance, may seem like the most obvious way to give ...

How Tides Canada Future-Proofed Their Organization with NetSuite and Salesforce Integration

Tides Canada is a recognized national leader in social change philanthropy. The organization has supported over 2,500 initiatives; notable work includes conservation of West Coast marine and wildl ...

The Ultimate Guide to Choosing A Finance App

Choosing the right finance app for your business can feel daunting. From figuring out what software is a good fit for your business size and industry to determining the price you’re willing to p ...

The Top 10 No-Code Apps for Your Workflow

According to John Rymer, VP and Principal Analyst at Forrester Research, a heavy reliance on code is insufficient for meeting the changing demands of modern businesses. “If we rely solely on cod ...

How This Lean Company Used QuickBase and Workato to Stay On Top of Cash-flow and Trigger Drip-Marketing Campaigns

What do you do when you’re running an energy efficiency company, but your internal processes waste precious resources? Ask Brad Eisenberg, former COO of greeNEWit. When he noticed that the compa ...

Bundle Up: Effortless Accounting with Salesforce and Xero

Keeping your information up to date on multiple platforms is not just challenging -- it takes a lot of effort! This is especially true if you’re used to manually exporting data from and uploadin ...

Automating Your Enterprise Order and Return Flow with ServiceNow, NetSuite and Shopify

Order and Returns processing is one of the most complex workflows an employee must deal with, as it requires the use of multiple cloud apps to process one order or return. It's also a process that ...

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