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Josh Berman

VP of Technology

Josh brings deep expertise in CRM, ERP, SaaS, and e-commerce, combining technical mastery and business strategy to deliver innovative accounting and finance solutions.

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Resources & News Featuring Josh Berman

How to Sync Multi-Entity Business Units (Without the ERP Integration Headache) Using Webhooks
Article

How to Sync Multi-Entity Business Units (Without the ERP Integration Headache) Using Webhooks

As systems grow more complex and the volume of data increases, the old methods of manually transferring information from one platform to another simply no ...

Josh Berman
Cybersecurity for Financial Operations: A Guide to Protect Your Data and Cash
Article

Cybersecurity for Financial Operations: A Guide to Protect Your Data and Cash

In 2025, cybersecurity isn't just a technology problem — it's a boardroom problem. For growth-stage companies navigating fundraising, compliance, and M&...

Josh Berman
Custom API Syncs Paperless Vendor Bill Payments with AEC Industry Niche ERP Platform BQE CORE
Technology Solution

Custom API Syncs Paperless Vendor Bill Payments with AEC Industry Niche ERP Platform BQE CORE

An industry niche ERP software offers an all-in-one professional services automation platform with many available modules, from CRM + project management + ...

Josh Berman
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