When you hit the limit of your current Jenga setup of off-the-shelf software.

For example, a setup consisting of Google Workspace(GW), Quickbooks Online(QBO), Slack and a Payments Processor (PP) would work well. But:

• What happens when you need to search the hundreds of spreadsheets on Google drive and filter by criteria that involves joining data on 10 different spreadsheets?
• What if there’s a mistake copying transactions from the PP to QBO, or a transaction is forgotten all together?
• What if you need to associate a client with all their history, including financial?
• What if you need automatically generated reports that are emailed to you on a schedule you chose that combines data in the sheets in GW and QBO?

Doing these manually costs time and labor, and makes things seem much more difficult than they actually are. It’s time to contact a Software Engineer and encode and automate your processes exactly as you want them.