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