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Clevertech offers services such as analysis, planning, implementation and reporting to provide information and knowledge for competitive advantage

Peter Drucker speculated about the rise of the “Knowledge Worker” in the 1950s. John Nesbitt theorized that the future would be driven by information. Companies that managed information well would obtain an advantage. Below, we translate these high concepts into the specific knowledge based examples of what our services look like in day to day operations:

Analysis and Planning

Dialog with the executive of the business to map out strategic goals.

Office meetings with key staff members to analyze the daily business process and discover the pain points that are costly in time and dollars.

Create project plans with clear deliverables and milestone dates in a clear Gantt chart.

GotoMeeting project updates where we share screens and walk through deliverables

APIs we have utilized during Implementations

Financial Services

Markit Information Services HTTP XML API for LoanX Pricing for credit facilities and structured finance

US Bank, RBS, and other multinational banks file based API for trade reconciliation and ratings

Lasalle, Wells Fargo and other trustee file based API for daily movements of cash for bank reconciliation and IRR calculations

Chase Bank daily cash, file based API for facility identification and reconciliation

10kwizard API for automated triggers for a variety of SEC filings

Google Finance API for realtime stock and currency prices

Yahoo Finance API for realtime stock and currency prices

Merchant Account

PayPal API for credit card processing including automated payments

Authorize.net API for credit card processing including automated payments

Versign PayFlowPro API for credit card processing including automated payments

Expense Reports/Credit Cards

American Express Credit Card API to load individual card charges for web based coding and automated accounting entries

Bank of America and other bank’s web portal parsing to download Credit Card and Debit card transactions for import into accounting systems

Warehouse management

Warehouse custom file based API for Shipping, receiving, and inventory control

EDI file based API for reporting on retail sell-thru sales for large retailers including Nordstrom, Macys, Sephora and others.

Document management

Laserfiche java API for automated bulk loading and categorization of file archives

ImageMagick java API for image manipulation

PCL to PDF document conversion

One click PDF creation populated with custom values

Accounting Packages

Southware accounting file based API for automated A/R, A/P, Inventory and G/L

Sage Peachtree accounting file based API for automated A/R, A/P, Inventory and G/L

Sage ACCPAC sql and file based API for automated A/R, A/P, Inventory and G/L

Sages MIP sql and file based API for automated A/R, A/P, Inventory and G/L

Quickbooks file based API for automated A/R, A/P, Inventory and G/L

Freshbooks HTTP XML API for financial reporting

Email Services

iContact HTTP XML API

emailBrain HTTP XML API

ExactTarget HTTP XML API

SilverPop HTTP XML API

Social Services

Facebook Connect API for login services

Facebook API for data acquisition

Rapleaf HTTP XML API for social media

Google Contact API for contact field management

Google Email API for email management

Basecamp HTTP XML API for project management, time and task reporting