How to Build Scalable Web Apps and Forms Without Complex Integrations

How to Build Scalable Web Apps and Forms Without Complex Integrations

Claris FileMaker 2025 introduces a major leap forward in how organizations can extend their internal applications to the web. With native support for publishing FileMaker data directly to Claris Studio, businesses can now create secure, scalable web apps and forms that are fully connected to their FileMaker backend without relying on custom APIs or third-party integrations.

This closes a long-standing gap for teams that want to expose certain workflows to clients, partners, or distributed users while keeping their database centralized and secure.


Secure Data Publishing Without Custom APIs

Previously, extending FileMaker data to the web meant building custom PHP bridges, integrating middleware, or manually syncing data. With FileMaker 2025, developers can now publish FileMaker tables, layouts, or record sets directly into Claris Studio with a few configuration steps.

Claris Studio acts as a secure, cloud-based front end that inherits FileMaker’s access controls and permissions, ensuring your data stays:

  • Secure
  • Audited
  • Privilege-aware
  • Centrally governed

This streamlined workflow dramatically reduces development time, complexity, and risk.


Perfect for External Users and Distributed Teams

Once published, FileMaker data is instantly available in Studio for:

  • Web forms
  • Data collection workflows
  • External dashboards
  • Customer or vendor portals
  • Remote operations
  • Field data entry

External users interact with Studio using a clean, responsive interface while FileMaker remains the authoritative system of record.

 

No More Third-Party Hosting or Glue Code

This integration means no more:

  • Handcrafted API endpoints
  • Manual ETL processes
  • External database proxies
  • Third-party form builders

Your FileMaker data flows natively and securely into Studio views, all within the Claris ecosystem.


Why It Matters

Organizations gain the ability to:

  • Build web-based workflows faster
  • Scale external access with built-in cloud performance
  • Reduce integration costs
  • Maintain stronger security and compliance
  • Keep internal teams and external users connected to a single source of truth

Claris Studio turns FileMaker into a full end-to-end platform capable of powering both internal applications and external user experiences.

 

Interested in securely extending your FileMaker workflows to the web?

Reach out to Kyo Logic here.



Automating End-of-Year Inventory Audits with FileMaker

Year-end reporting is one of the most time-consuming responsibilities for finance teams. Between reconciling systems, gathering departmental data, and generating accurate P&L statements, organizations often rely on manual exports and spreadsheets that could have disparate formats, usages, and storage locations. Coordinating this information in a way that provides accurate and complete reporting is critical.

With Claris FileMaker, businesses can build automated, centralized workflows that consolidate multi-source financial data, perform calculations in real time, and generate ready-to-use Profit & Loss reports—without ever exporting to Excel.

Consolidate Multi-Source Financial Data Automatically

FileMaker excels at bringing together financial information from numerous systems, such as:

  • Accounting platforms

  • ERP systems

  • Inventory tools

  • Sales databases

  • Payroll sources

  • Budgeting applications

Developers can integrate these systems through ODBC, APIs, Claris Connect, or scheduled imports. Once connected, FileMaker becomes a single source of truth that aggregates revenue, expenses, COGS, and operational figures automatically.

No more fragmented data. No more stitching spreadsheets together.

Automate P&L Calculations with Live Data

With centralized data, FileMaker can automate:

  • Revenue rollups

  • Cost-of-goods-sold calculations

  • Expense categorization

  • Gross and net profit formulas

  • Departmental or product-line breakdowns

  • Variance calculations

Because FileMaker updates calculations in real time, finance teams can view realtime data even in the final days of the year when information is changing quickly.

You can even build logic that mirrors your accounting structure or chart of accounts, ensuring consistency and accuracy across every reporting cycle.

Generate P&L Reports Without Leaving FileMaker

Once the data is consolidated and calculations are automated, FileMaker can generate polished P&L reports directly in:

  • Dashboards

  • Print-ready layouts

  • PDF exports

  • Client-specific or department-specific versions

These reports can update on demand, eliminating the repetitive export–format–email cycle that slows teams down each closing period. In addition, FileMaker can export processed data into Excel spreadsheets on demand providing a solid platform to further refine and report information.

For organizations that produce dozens of P&Ls, such as multi-entity companies or agencies, this capability dramatically reduces manual work.

Stronger Accuracy, Faster Close Cycles

By eliminating spreadsheet dependency, FileMaker reduces:

  • Human errors

  • Broken formulas

  • Version confusion

  • Delayed approvals

Teams gain faster month-end and year-end close times, with the confidence that reports reflect accurate, consolidated, up-to-date data.

Conclusion

Claris FileMaker gives organizations a smarter way to create year-end Profit & Loss reports by automating data consolidation, calculations, and reporting—all inside a secure, customizable platform. Whether you manage a single business unit or a multi-entity operation, FileMaker streamlines your financial workflows and eliminates the need for Excel-heavy processes.

Interested in building automated P&L reporting workflows in Claris FileMaker? Reach out to Kyo Logic here.

 

Interactive Dashboards with FileMaker and Studio

Claris Studio and Claris FileMaker now work together to deliver real-time, interactive dashboards that combine Studio’s modern web interface with FileMaker’s powerful backend logic. This enables businesses to publish analytics dashboards, client reporting tools, or operational monitors externally without compromising data integrity or relying on third-party BI software.

Real-Time Dashboards Powered by FileMaker Data

Data stays in FileMaker, but Studio presents it in dynamic, user-friendly views. Dashboards can include:

  • Live operational metrics
  • Customer order status
  • Production KPIs
  • Financial summaries
  • Inventory levels
  • Project progress
  • Field updates

Studio’s visual components refresh based on FileMaker’s database changes, ensuring dashboards reflect the latest information.

Perfect for External Reporting

Because Studio is cloud-native, dashboards can be shared securely with:

  • Clients
  • Vendors
  • Executives
  • Field service teams
  • Remote operations staff

Each user sees only the data they are permitted to access, tied to FileMaker’s record-level permissions.

Clean, Modern Visuals: No Third-Party BI Tool Required

Studio allows developers to build:

  • Charts
  • Lists
  • Interactive grids
  • Summary blocks
  • Filterable tables

All fully connected to the FileMaker database. This replaces the need for platforms like Power BI, Tableau, or custom web dashboards in many cases.

Why This Matters

Using FileMaker + Studio for dashboards gives organizations:

  • A unified analytics environment
  • Secure external reporting capabilities
  • Real-time visibility on critical metrics
  • A low-code, fast-to-deploy BI alternative
  • One platform for internal and external users

Studio becomes a powerful presentation layer, while FileMaker remains the secure, customizable operational engine.

Want to build modern dashboards powered by Claris FileMaker?

Reach out to Kyo Logic here.

Build Year-End Profit & Loss Reports Directly in FileMaker

Year-end reporting is one of the most time-consuming responsibilities for finance teams. Between reconciling systems, gathering departmental data, and generating accurate P&L statements, organizations often rely on manual exports and spreadsheets that could have disparate formats, usages, and storage locations. Coordinating this information in a way that provides accurate and complete reporting is critical.

With Claris FileMaker, businesses can build automated, centralized workflows that consolidate multi-source financial data, perform calculations in real time, and generate ready-to-use Profit & Loss reports—without ever exporting to Excel.

Consolidate Multi-Source Financial Data Automatically

FileMaker excels at bringing together financial information from numerous systems, such as:

  • Accounting platforms

  • ERP systems

  • Inventory tools

  • Sales databases

  • Payroll sources

  • Budgeting applications

Developers can integrate these systems through ODBC, APIs, Claris Connect, or scheduled imports. Once connected, FileMaker becomes a single source of truth that aggregates revenue, expenses, COGS, and operational figures automatically.

No more fragmented data. No more stitching spreadsheets together.

Automate P&L Calculations with Live Data

With centralized data, FileMaker can automate:

  • Revenue rollups

  • Cost-of-goods-sold calculations

  • Expense categorization

  • Gross and net profit formulas

  • Departmental or product-line breakdowns

  • Variance calculations

Because FileMaker updates calculations in real time, finance teams can view realtime data even in the final days of the year when information is changing quickly.

You can even build logic that mirrors your accounting structure or chart of accounts, ensuring consistency and accuracy across every reporting cycle.

Generate P&L Reports Without Leaving FileMaker

Once the data is consolidated and calculations are automated, FileMaker can generate polished P&L reports directly in:

  • Dashboards

  • Print-ready layouts

  • PDF exports

  • Client-specific or department-specific versions

These reports can update on demand, eliminating the repetitive export–format–email cycle that slows teams down each closing period. In addition, FileMaker can export processed data into Excel spreadsheets on demand providing a solid platform to further refine and report information.

For organizations that produce dozens of P&Ls, such as multi-entity companies or agencies, this capability dramatically reduces manual work.

Stronger Accuracy, Faster Close Cycles

By eliminating spreadsheet dependency, FileMaker reduces:

  • Human errors

  • Broken formulas

  • Version confusion

  • Delayed approvals

Teams gain faster month-end and year-end close times, with the confidence that reports reflect accurate, consolidated, up-to-date data.

Conclusion

Claris FileMaker gives organizations a smarter way to create year-end Profit & Loss reports by automating data consolidation, calculations, and reporting—all inside a secure, customizable platform. Whether you manage a single business unit or a multi-entity operation, FileMaker streamlines your financial workflows and eliminates the need for Excel-heavy processes.

Interested in building automated P&L reporting workflows in Claris FileMaker? Reach out to Kyo Logic here.

 

Introducing the Multi-File Uploader (Free FileMaker Add-On)

Introducing the Multi-File Uploader (Free FileMaker Add-On)

Many teams need to attach more than one file at a time… photos, PDFs, spreadsheets, drawings. Out of the box, FileMaker selects a single file per action. The Multi-File Uploader add-on lets you drag-and-drop multiple files at once into your solution, much like you’d expect in modern web apps and storage tools.

You get: faster intake, fewer clicks, and a cleaner experience for staff who work with documents every day.

 

What you can do with it (examples)

  • Upload multiple files in one step to a record (photos, PDFs, spreadsheets, etc.).
  • Preview, download, or delete uploaded files from a simple portal.
  • Keep files with the record you’re viewing (customer, order, project, ticket).
  • Point storage to your own table if you already have a Documents/Files table.

     

Requirements & compatibility

  • FileMaker 19 or later (add-on support).
  • Works in hosted or local files.
  • Designed to drop onto any layout and link to that layout’s primary key.

Quick start (about 5 minutes)

1) Create the add-on bundle

  1. Open FileUploader-Addon.fmp12
  2. Click Create Add-on.
  3. When the script finishes, close FileMaker.

     

2) Install the add-on into your app

  1. Reopen FileMaker and open the target file (the file you want to enhance).
  2. In Layout mode, open the left pane → Add-ons → + Install Add-on.
  3. Select FileUploader and click Choose.
  4. In the Add-ons panel, drag the FileUploader icon onto your layout.

Configure it for your layout (important)

Note on sample code
These steps are examples. Please update layout names, table occurrences, field names, and any privileges to match your solution before deploying.

Open the script uploader_Upload File and make two small adjustments:

  • Tie uploads to your record

     

  • Change the value of the $id variable on lines 20 and 23 to use the primary key field of the layout’s base table
    (for example, Customers::CustomerID or Jobs::JobID).

     

  1. Choose where files are stored

     

  • By default, files are saved in the included uploaderFiles table.
  • If you keep documents elsewhere, update lines 33–37 in uploader_Upload File to target your own Documents/Files table and fields.

     

How to use (day-to-day)

  1. Click the blue “Upload Files” button.
  2. Drag and drop one or more files into the pop-up window.
  3. Click Upload to attach them to the current record.

Uploaded items appear in the portal below the button, where users can preview, download, or delete files as needed.

How it fits in real workflows

  • Field service or inspections: Drop in photos and checklists from a visit. No extra steps.
  • Sales and account records: Keep proposals, SOWs, and change orders with the customer.
  • Operations and projects: Store drawings, packaging specs, or vendor certifications on the job.
  • Support tickets: Attach screenshots and logs to speed up resolution.

Styling tips

  • Restyle the button and portal objects to match your theme.
  • Consider a card-style container for the file list (light background, subtle border).
  • If your theme has specific button/icon styles, apply them to the uploader controls.

Security & deployment

  • Apply privilege sets so only the right roles can upload or delete files.
  • If you change the storage table, confirm that accounts have the correct record and field access.
  • Test on a copy of your file before rolling out to production users.

Troubleshooting

  • Add-on not visible? Confirm you ran Create Add-on and restarted FileMaker before installing.
  • Files not linking to the right record? Re-check the $id assignment on lines 20 and 23 of uploader_Upload File.
  • Files not appearing in your table? If you pointed storage to a custom table, verify lines 33–37 and field mappings.
  • Portal looks empty? Ensure the portal is pointed at the correct related table occurrence and that the relationship uses your record’s primary key.

Special Thank You

The Multi-File Uploader would not be possible without Jason Wood of Define Database’s work. Jason originally created this tool for usage in S3, which we then converted for use in Filemaker. You can learn more about his original work here. Thank you Jason!

 

Download and next steps

If you would like a hand, we can help you drop the add-on onto a layout, point it to your primary key, and adjust the storage table. A short working session is often enough.

Appendix (for power users)

  • Consider adding a server-side cleanup routine (e.g., remove orphaned files if a record is deleted).
  • If you need versioning (v1, v2 files), add a simple counter field and include it in the file name on upload.
  • For large files, provide a progress indicator (conditional object tied to a “busy” flag set during upload).
  • If you keep documents externally (S3, Azure), adapt the storage portion of uploader_Upload File to write URLs and use a signed URL pattern for downloads.

Multi-File Uploader Add-on Download File

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Enterprise-Scale Web Forms in Studio: Handling 100K+ Views

As part of the unified Claris platform, Claris Studio now delivers enterprise-scale performance designed for organizations that rely on high-volume web forms and external data intake. With support for 100,000+ records per view, Studio is no longer just a lightweight forms tool: it’s a robust data collection engine that can handle large datasets without compromising performance or security.


Massive Datasets, Smooth Performance

Studio’s improved data engine allows businesses to run large views with:

  • Tens of thousands of submissions
  • Real-time updates
  • Fast loading and filtering
  • High-volume traffic from distributed teams or customers

Whether you’re running large surveys, field data collection systems, customer intake workflows, or compliance audits, Studio can handle it.

Record-Level Access Control for Enterprise Security

Along with scalability, Studio now supports granular, record-level permissions, allowing developers to control exactly:

  • Who can see each record
  • What fields are visible
  • Whether users can edit, read-only, or are restricted entirely

This level of precision is critical for enterprise environments (especially when external users or partners contribute data).

Ideal for Large Operations

High-volume data collection is essential in industries such as:

  • Manufacturing
  • Healthcare
  • Logistics
  • Government
  • Professional services
  • Education

Studio’s new performance profile ensures these organizations can scale confidently without needing third-party form systems or external databases.

 

Unified With FileMaker for End-to-End Workflows

Because Studio is tightly integrated with Claris FileMaker, all submitted data flows directly back into FileMaker where internal teams can:

  • Review and enrich records
  • Trigger automations
  • Run analytics
  • Build downstream workflows

Studio handles the scale, while FileMaker handles the intelligence.

 

Want to build high-volume forms that integrate directly with Claris FileMaker?

Reach out to Kyo Logic here.



Interactive Web Forms with FileMaker Data via Claris Studio

FileMaker 2025 introduces major enhancements to FileMaker Server, helping organizations scale their solutions across larger teams, heavier workloads, and high-availability environments. With ARM-based cloud options, improved caching, and performance optimizations throughout the engine, FileMaker Server is now better equipped than ever for enterprise deployments.

ARM-Based Cloud Servers for Better Efficiency

Claris now supports ARM-based hosting environments for FileMaker Server, offering:

  • Lower compute costs
  • Improved energy efficiency
  • Faster parallel processing
  • Better scalability for cloud workloads

These environments excel in containerized or virtualized platforms, where ARM architectures continue gaining adoption.

Improved Caching and Memory Management

FileMaker Server 2025 introduces smarter caching strategies that reduce disk access and improve responsiveness for:

  • Large datasets
  • High-traffic scripts
  • Repetitive query patterns
  • Multiuser environments

Alongside threading improvements and memory optimization, these changes make Server more stable under load (especially for teams with dozens or hundreds of simultaneous connections).

Best Practices for Uptime and Failover

To fully leverage the new performance model, organizations should implement:

  • Automated nightly backups with incremental snapshots
  • Failover clustering in cloud-based environments
  • Scheduled script engine resets for long-running processes
  • Health monitoring using new Admin API endpoints
  • Load-balanced WebDirect instances, where applicable

These strategies help ensure uptime, especially in mission-critical settings.

Why It Matters

High-performance server capabilities expand FileMaker’s role within enterprise environments. Organizations benefit from:

  • Faster app response times
  • Greater reliability under heavy workloads
  • Lower infrastructure costs
  • More predictable scaling
  • Better experiences for end users and external clients

FileMaker Server 2025 is now a serious contender for enterprise-grade application delivery.

Need help scaling FileMaker for a high-volume environment?
Reach out to Kyo Logic here.

High-Performance FileMaker Server: Scaling for Enterprise Workloads

FileMaker 2025 introduces major enhancements to FileMaker Server, helping organizations scale their solutions across larger teams, heavier workloads, and high-availability environments. With ARM-based cloud options, improved caching, and performance optimizations throughout the engine, FileMaker Server is now better equipped than ever for enterprise deployments.

 

ARM-Based Cloud Servers for Better Efficiency

Claris now supports ARM-based hosting environments for FileMaker Server, offering:

  • Lower compute costs
  • Improved energy efficiency
  • Faster parallel processing
  • Better scalability for cloud workloads

These environments excel in containerized or virtualized platforms, where ARM architectures continue gaining adoption.

 

Improved Caching and Memory Management

FileMaker Server 2025 introduces smarter caching strategies that reduce disk access and improve responsiveness for:

  • Large datasets
  • High-traffic scripts
  • Repetitive query patterns
  • Multiuser environments

Alongside threading improvements and memory optimization, these changes make Server more stable under load—especially for teams with dozens or hundreds of simultaneous connections.

 

Best Practices for Uptime and Failover

To fully leverage the new performance model, organizations should implement:

  • Automated nightly backups with incremental snapshots
  • Failover clustering in cloud-based environments
  • Scheduled script engine resets for long-running processes
  • Health monitoring using new Admin API endpoints
  • Load-balanced WebDirect instances, where applicable

These strategies help ensure uptime, especially in mission-critical settings.

 

Why It Matters

High-performance server capabilities expand FileMaker’s role within enterprise environments. Organizations benefit from:

  • Faster app response times
  • Greater reliability under heavy workloads
  • Lower infrastructure costs
  • More predictable scaling
  • Better experiences for end users and external clients

FileMaker Server 2025 is now a serious contender for enterprise-grade application delivery.

 

Need help scaling FileMaker for a high-volume environment?
Reach out to Kyo Logic here.



Introducing the Communication Log (Free FileMaker Add-On)

Most teams track conversations in email threads, chat, and spreadsheets. When you need the full picture on a client, order, job, or ticket, context is scattered. A Communication Log centralizes those touchpoints right on the record, so anyone can see what was said, by whom, and when without leaving FileMaker.

You get: faster handoffs, fewer “did anyone call them?” moments, and an audit trail you can trust.

What you can do with it (examples)

  • Pin call notes, emails, and internal comments to any record

  • See a chronological timeline of interactions in one place

  • Load a log per customer, order, project, etc.

Requirements & compatibility

  • Works with modern FileMaker versions that support Add‑ons (FileMaker 19+).

  • Designed to drop onto any layout and point to your base table’s primary key

  • Ships with two helper scripts: dialog_Create Message and dialog_Load WebViewer

Quick start (5 minutes)

  1. Create the add‑on bundle

    • Download and open FileUploader-Addon.

    • Click Create Add‑on.

    • When the script finishes, close FileMaker.

  2. Install the add‑on into your app

    • Reopen FileMaker and open the target file.

    • In Layout mode, open the left pane → Add‑onsInstall Add‑on.

    • Select CommunicationLog and click Choose.

  1. Drop it into a layout

    • In the Add‑ons panel, drag the CommunicationLog onto the layout you want.

    • Restyle to match your theme (styles, fonts, colors).

 

  1. (Optional) Support multiple contexts

    • Open the script dialog_Create Message.

    • Replace the hard‑coded IDs on lines 10 and 20 with your layout’s primary key field (e.g., Customers::CustomerID).

    • This lets you reuse the add‑on on different layouts (Customers, Orders, Projects) and keep each log scoped correctly.

  2. Load behavior (recommended)

    • Trigger dialog_Load WebViewer on OnRecordLoad or OnLayoutEnter.

    • Pass the record’s primary key as a JSON parameter.

    • Use the example attached to the add‑on’s “Load Dialog” button as the source of truth for the correct JSON keys.

  3. Example (generic):
    // Script trigger parameter
    JSONSetElement ( “{}”
    ; [ “ID_LOG” ; YourTable::PrimaryKey ; 1]
    )

How it fits into real workflows

  • Sales/Account Management: Log calls and emails against a customer; see the full history before a renewal call.

  • Service/Support: Tie notes to a ticket; cut back on “who said what” confusion.

  • Operations/Projects: Keep vendor or internal coordination readable at a glance.

Styling tips

  • Create custom object styles for headings, timestamps, and message text to match your app.

  • Consider a light/dark background card for readability.

  • If the add‑on exposes buttons (add, filter, etc.), map them to your theme’s button style.

Security & deployment

  • Apply proper privilege sets so only the right users can add or edit messages.

  • Test on a copy of your file before deploying to users.

Troubleshooting

  • Add‑on doesn’t appear? Make sure you ran Create Add‑on and then restarted FileMaker before installing.

  • Web Viewer is blank? Confirm the dialog_Load WebViewer script is firing and that you’re passing the expected JSON key(s).

  • Messages not tied to the right record? Double‑check you replaced the hard‑coded IDs on lines 10 and 20 in dialog_Create Message with your primary key.

Download + next steps
Download the Communication Log (attached here)

Credentials for the demo: Admin / Admin (update before production).

Have 30 minutes? We’ll help you drop the add‑on into your file, point it at your primary key, and confirm the trigger/JSON parameter setup.

Appendix (for power users)

  • Consider calling the load script on both OnRecordLoad and OnLayoutEnter if you allow record switching and fast layout navigation.

  • If you need more than a single log per context (e.g., separate internal vs. external threads), duplicate the add‑on instance and drive each with a different context key.

  • Source control: version your add‑on bundle and keep a lightweight readme of local changes for your team.

Communication Log Add-on Download File

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How FileMaker Powers Mobile Solutions

Claris FileMaker is designed to make custom databases available to virtually everyone. This accessibility is a key component, not just in terms of ease of use and flexibility (although it certainly checks those boxes), but also in terms of how end users can literally access these databases.

Currently, FileMaker offers built-in support for desktop, web, and mobile phones, allowing for interfacing from anywhere and from (almost) any device. This allows businesses to focus on use-cases and problem-solving, as opposed to worrying about device compatibility.

FileMaker Go is the specific application that allows for this, available on both Android and Apple phones or tablets. This allows for much more efficiency during development. As opposed to creating two similar applications in parallel, FileMaker can effectively automate the process of adapting a desktop application for mobile. There are a few steps required, but they’re simple and time efficient (especially in comparison to building a mobile application from the ground up).

It’s as simple as dropping existing windows into a container designed for mobile. Some designs might require tweaks to the layout, especially in terms of button placement and size, to make navigating on a touchscreen device more intuitive. 

These applications can then be shared with FileMaker Server, allowing users to navigate the application and update information in real time. This is perfect for businesses that have employees doing a variety of work in a variety of locations (like a warehouse and office), employees who do remote/hybrid work, and companies that have employees in the field. Conversely, feature sets and layouts can be turned into an offline, self-contained solution. 

By default, FileMaker Go also allows users to take pictures and record video, scan barcodes, use electronic signatures, and manage local files, all within the app. This allows for each of these items to be implemented into workflows.

For example, warehouse workers can use tablets to scan the barcodes of incoming or outgoing shipments. These shipments are then automatically updated in the database in real-time. Now everyone, from the sales team to the accountants, knows if an order has shipped, and can take next steps.

Similarly, employees can draft invoices while visiting a client, and the client can sign and provide payment all through the app. For businesses with employees in the field, FileMaker Go makes conducting business much more efficient.

It’s worth noting that FileMaker Go is designed to function as an extension of FileMaker, not a replacement. That is to say, users cannot add new files or create databases and feature sets within FileMaker Go. FileMaker Go still requires these platforms to be built out within FileMaker proper, but once they are, exporting them to the mobile application is easy.

If FileMaker and FileMaker Go sound like they’d be great additions to your business’s toolkit, Kyo Logic is happy to help. Just click here to request a consultation, and we’ll show you all the ways a custom application can streamline your operations.