Connect the tools your firm already uses_

Clio

Formulaic builds custom systems around Clio that go beyond marketplace integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

LEAP

Formulaic builds custom systems around LEAP that go beyond native integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

iManage

Formulaic builds custom systems around iManage that go beyond native integrations. We connect your DMS to practice management, e-signature, collaboration, and operational tools, orchestrating multi-tool workflows from a single trigger.

InfoTrack

Formulaic builds custom systems around InfoTrack that go beyond native PMS integrations. We connect property search data to your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built search management tools.

Proclaim

Formulaic builds custom systems around Proclaim that go beyond native integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools for UK volume firms.

Smokeball

Formulaic builds custom systems around Smokeball that go beyond native integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

NetDocuments

Formulaic builds custom systems around NetDocuments that go beyond native integrations. We connect your cloud DMS to practice management, e-signature, collaboration, and operational tools, orchestrating multi-tool workflows from a single trigger.

Osprey Approach

Formulaic builds custom systems around Osprey Approach that go beyond native integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

PracticePanther

Formulaic builds custom systems around PracticePanther that go beyond marketplace integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

Xero

Formulaic builds custom systems around Xero that go beyond marketplace apps. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

QuickBooks

Formulaic builds custom systems around QuickBooks that go beyond marketplace apps. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

Sage

Formulaic builds custom systems around Sage that go beyond marketplace integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools — across Sage 50, Sage 200, and Sage Accounting.

Dext

Formulaic builds custom systems around Dext that go beyond native integrations. We connect receipt data to your entire accounting stack, orchestrate multi-entity posting from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.

FreeAgent

Formulaic builds custom systems around FreeAgent that go beyond native integrations. We connect your entire stack, orchestrate multi-tool workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools — including migration pathways to larger platforms.

Karbon

Formulaic builds custom systems around Karbon that go beyond native integrations. We connect your practice management workflows to accounting platforms, CRM, reporting, and collaboration tools, orchestrating multi-tool workflows from a single trigger.

Fathom

Formulaic builds custom systems around Fathom that go beyond native integrations. We connect your reporting platform to non-financial data sources, automate advisory report generation and distribution, and replace expensive SaaS subscriptions with purpose-built tools.

TaxDome

Formulaic builds custom systems around TaxDome that go beyond native integrations. We connect your all-in-one platform to external accounting, reporting, and migration tools, orchestrating workflows that bridge TaxDome to the systems it doesn't replace.

BrightPay

Formulaic builds custom systems around BrightPay that go beyond native journal exports. We connect your payroll data to accounting platforms, reporting tools, and practice management, automating journal posting, pension handling, and multi-entity payroll at scale.

TaxCalc

Formulaic builds custom systems around TaxCalc that go beyond native data imports. We connect your tax software to accounting platforms and reporting tools, automate chart of accounts mapping at scale, and replace manual filing season workflows with purpose-built automation.

Pipedrive

Formulaic builds custom systems around Pipedrive that go beyond marketplace integrations. We connect your CRM pipeline to accounting, project delivery, collaboration, and reporting tools, orchestrating the full deal-to-delivery workflow from a single trigger.

Attio

Formulaic builds custom systems around Attio that go beyond native integrations. We connect your relationship CRM to accounting, project delivery, collaboration, and reporting tools, orchestrating the full deal-to-delivery workflow from a single trigger.

Dynamics 365

Formulaic builds custom systems around Dynamics 365 that go beyond native Microsoft integrations. We connect your enterprise CRM to non-Microsoft tools, orchestrate cross-ecosystem workflows from a single trigger, and replace expensive SaaS subscriptions with purpose-built tools.