We integrate with the best financial tools to power your business
Financial Value Vantage
Lower middle market strategic business advisory that expedites growth sustainably through leveraging productive forms of capital. Fund your business today with Financial Value Vantage LLC.
Fathom is our trusted partner for recording all of meetings and translating the transcripts into immediate action items. Whether it be Google Meets or Zoom, you can always count on Fathom to join the call when you're working with the Kordis team.
Anchor is a platform that automates the entire process of getting paid by clients, end to end. Using Anchor, you can send proposals, issue invoices, charge your client, and sync everything with your accounting software
Quickbooks is our accounting software of choice. Quickbooks offers easy to use accounting features for businesses of all sizes and integrates directly with your business bank account to automatically pull in transactions for bookkeeping. Our Kordis software also integrates directly with Quickbooks giving businesses a better way to analyze their business performance.
BoomTown is our trusted digital marketing and website design partner. Boomtown offers SEO, graphic design, web development and paid advertising services for businesses of all kinds.
Bubblehouse's flexible platform redefines loyalty programs into scalable systems tailored to your brand's unique vision. With seamless integrations with any data source or technology, Bubblehouse adapts various loyalty and reward models into impactful customer experiences that drive retention, revenue growth, and lasting loyalty for the world’s most innovative brands such as Lemme, MaryRuth’s Organics, Mattel, Everyday Dose, and Because.
Ramp is our trusted partner and used across all of our clients. Ramp streamlines finance operations like spend management and bill pay. Ramp also integrates directly with Quickbooks accounting software and Kordis's financial planning & analytics software.
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