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Resources

Resources

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Custom Solutions Resources

Custom Solution for Operational Efficiencies
Leaf Software Solutions developed a custom solution that eliminated an outdated Excel spreadsheet to provide a better customer experience for Royal United Mortgage customers.
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Modernized Software for the Financial Industry
This financial software company now provides a modernized software platform for existing clients to realize a much lower total cost of ownership.
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Web-Based Solution for Materials and Manufacturing Company
This multi-national industrial materials and manufacturing conglomerate moved forward with a new web-based software solution developed by Leaf Software Solutions.
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CRM Digital Transformation
LINC Systems transformed their sales and marketing operations with Dynamics 365 CRM tools built by Leaf.
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Enhanced HIPAA-Compliant Tracking and Reporting
CarDon Senior Living moved beyond their legacy Excel spreadsheet based tracking and reporting to solve big challenges using the Microsoft Power Platform.
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Process Improvements through Digital Process Automation
Red Gold moved beyond its legacy paper and spreadsheet-heavy sales-to-operations handoff process with a digital process automation tool built by Leaf using the Microsoft Power Platform.
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IMPA Speaks with One Voice after Implementing CRM
Leaf used their expertise within the Microsoft Power Platform to customize, install, and integrate Microsoft Dynamics 365 CRM into the company’s environment.
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Process Improvement Delivers Customer Delight
Leaf enabled a world-class customer experience by improving their processes internally with a custom solution built with Microsoft Power Platform.
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Capability Statement
Includes Unique Entity ID (UEI), CAGE Code, and NAICS Codes.
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ERP Solutions Resources

Move Accounting to the Cloud
The Indiana CPA Society Leads by Example by Moving Accounting to the Cloud
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Transform Business
Probo Medical Transforms Business with Sage Intacct Cloud Accounting Software
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Cloud ERP Webinar Recordings

Coffee Talk – General Ledger
Financial Graphs in Sage Intacct
Custom Applications in Sage Intacct
Customizing a QuickStart Report
Q4 2021 Release Notes
Help Clinic – Sage Intacct Community
Sage Intacct Collaborate
Interactive Custom Report Writer
Interactive Visual Explorer

Dave Caldwell Presentation
Financial Reports – You’re Asking for What? passcode z8j!m&%e

Dynamics GP Commitment to our Customers
View our capabilities flyer

Business Resources

Leaf Business Profile
Software to Solve Your Business Problems

Sage Intacct Cloud Accounting Flyers
Cloud Accounting Software Solutions – Overview
Not-For-Profit Organizations – Overview
Not-For-Profit Organizations – Features
Senior Living Organizations – Overview
Senior Living Organizations – Features
Senior Living Organizations – KPIs That Matter

Sage Intacct Release Notes
2022 R1

SureStart Discovery & Assessment
Your Road Map to Success