Payments
Stripe, Square and other gateways — taking payments and reconciling them back into your records.
FileMaker Modernization & Integration
Modern FileMaker Solutions
Built and supported in Canada
We update and modernize existing FileMaker solutions.
Integrations & APIs
FileMaker exchanges data with whatever else you run — through REST/JSON APIs, the FileMaker Data API and OData.
Email & calendar
Microsoft Graph, Mailchimp, SendGrid and SMTP — including reading mail into a case or job record.
Websites & portals
Data pushed and pulled between FileMaker and your website or a custom portal.
Documents & e-signature
Generated PDFs, contracts and signature workflows driven from your data.
Cloud storage
Google Workspace, Microsoft 365 and Dropbox for files and folders.
Anything with an API
If the service publishes a REST or JSON API it can usually be connected. Ask about yours.
What we do
Modernizing what you have
- Adding features & modules
- Rebuilding dated, cluttered layouts
- Upgrades from unsupported versions
- Automating steps still done by hand
- Documenting undocumented systems
- New FileMaker systems built from scratch
Speed & stability
- Diagnosing slow files and slow finds
- Unstored calculations and indexing
- Script and relationship graph cleanup
- Crash and corruption recovery
FileMaker Server
- High user-load environments
- Installation, upgrades and migration
- SSL certificates and security settings
- Backups, log and activity monitoring
- Hosting, WebDirect and Data API setup
Integrations & APIs
- Payment processors
- Accounting, e-commerce and shipping
- REST / JSON APIs and OData
- Microsoft Graph — email, calendar, files
- FileMaker Data API for external apps
- AI services — Claude, Gemini, OpenAI
Mobile & web access
- iPhone and iPad apps with FileMaker Go
- Field data capture
- WebDirect deployment
- Custom web portals for clients and members
Reporting & dashboards
- Reports and summaries inside FileMaker
- HTML / JavaScript charts for advanced output
- Data pushed to Power BI and SharePoint
- Managers' dashboards
Ongoing support
- Day-to-day user support
- Small changes without a new project
- Staff training and manuals
- Second opinion on an existing solution
Security & compliance
- Accounts, privilege sets and access review
- SSL and encrypted connections
- Audit trails and record history
- Barcode compliance for regulated work
Not listed here? Ask. If it involves FileMaker and a system with an API, it is usually something we have done or can scope quickly.
AI integration
Enhance your FileMaker application with AI. The model is called from a script step like any other API, so it runs inside the solution — a button on a layout, or a server schedule working through records overnight. Nothing new for staff to learn and no data leaving your workflow.
Sorting incoming email
Mail read as it arrives, matched to the right client, job or case record, then categorized and prioritized — instead of someone reading each one and filing it by hand.
In-application reasoning
A script step asks the model a question about the record in front of the user — does this need escalating, which category fits, what is the next step — and the answer drives the script.
Reading documents into fields
Attached PDFs, invoices, purchase orders and scanned forms parsed and written into the right fields, ready for a person to confirm rather than retype.
Drafting & summarizing in context
A button that drafts the reply, quote wording or service report from the current record — or condenses a long job history into a few lines before a call.
Duplicate detection & cleanup
Finding the same customer entered three different ways, and normalizing addresses, company names and inconsistent entries across the file.
Finding records by meaning
Staff describe what they are looking for in plain words and get the matching records — including similar past cases the exact search terms would have missed.
Connected through the Claude, Google Gemini and OpenAI APIs. Only the fields needed for a given task are sent, results are written back for a person to confirm rather than applied blindly, and we will say plainly when AI is not the right tool for the job.
How the work runs
- We look at the existing file first and tell you what is involved.
- Work goes out in small, tested stages — your team keeps working throughout.
- You deal directly with the developer doing the work.
- Small changes do not have to become a new project.