LEAF MARKETING RESOURCES
SUCCESS STORIES, SELL SHEETS & MORE
Leaf Brand
General Leaf Docs
Leaf Company Profile
Leaf has been helping businesses reach their corporate goals since 1987. At its core, Leaf takes great satisfaction in being a principle-centered company. Our culture of excellence and integrity provides a foundation that allows us to deliver great value to every client we serve.
Leaf has been helping businesses reach their corporate goals since 1987. At its core, Leaf takes great satisfaction in being a principle-centered company. Our culture of excellence and integrity provides a foundation that allows us to deliver great value to every client we serve.
Leaf Company Profile - 1 Pager
Fairness | Kindness | Effectiveness | Significance
These principles are deeply embedded in our corporate DNA. We expect that our customers,
employees, vendors, and our community will benefit from the careful attention we give to living out these principles every day.
Fairness | Kindness | Effectiveness | Significance
These principles are deeply embedded in our corporate DNA. We expect that our customers,
employees, vendors, and our community will benefit from the careful attention we give to living out these principles every day.
AI Studio
AI Studio Sell Sheet
Leaf AI studio partners with organizations to design, build, and continuously improve production-grade AI systems through subscription-based engagements.
Leaf AI studio partners with organizations to design, build, and continuously improve production-grade AI systems through subscription-based engagements.
Purpose Built AI Systems Overview
Leaf AI studio partners with organizations to design, build, and continuously improve production-grade AI systems through subscription-based engagements.
Leaf AI studio partners with organizations to design, build, and continuously improve production-grade AI systems through subscription-based engagements.
AI-Powered Agent Overview
From Data Overload to Decision-Ready: A Multi-Agent AI That Helps Sales Reps Prepare, Prioritize, and Act
From Data Overload to Decision-Ready: A Multi-Agent AI That Helps Sales Reps Prepare, Prioritize, and Act
The Intelligence Layer
Through analysis and discovery, we design and build a purpose-built intelligence layer for your organization — connecting multiple AI systems into a cohesive, end-to-end capability that amplifies how your business operates, generates revenue, and innovates.
Through analysis and discovery, we design and build a purpose-built intelligence layer for your organization — connecting multiple AI systems into a cohesive, end-to-end capability that amplifies how your business operates, generates revenue, and innovates.
Business Solutions
Taylor Made Farm Success Story
Custom ERP & CRM Platform
Leaf developed TMC (Taylor Made Connect), a bespoke platform designed specifically around the operational realities of Taylor Made's business. Rather than forcing the company into an off-the-shelf solution, Leaf invested the time to understand the business from the inside out — learning the workflows, the language, and the nuances of thoroughbred management.
Custom ERP & CRM Platform
Leaf developed TMC (Taylor Made Connect), a bespoke platform designed specifically around the operational realities of Taylor Made's business. Rather than forcing the company into an off-the-shelf solution, Leaf invested the time to understand the business from the inside out — learning the workflows, the language, and the nuances of thoroughbred management.
Parker Technology Success Story
Custom Software Solution
Development of Generation 4 (and Gen 5 in progress) software platform - The Gen 4 platform was architected for extensibility, enabling Parker to connect with other parking platforms and integrate across the increasingly complex ecosystem of parking hardware, software, and operators. It replaced the closed-loop limitations of Gen 3 with an open, scalable infrastructure capable of supporting Parker's growing call volume and expanding customer base.
Custom Software Solution
Development of Generation 4 (and Gen 5 in progress) software platform - The Gen 4 platform was architected for extensibility, enabling Parker to connect with other parking platforms and integrate across the increasingly complex ecosystem of parking hardware, software, and operators. It replaced the closed-loop limitations of Gen 3 with an open, scalable infrastructure capable of supporting Parker's growing call volume and expanding customer base.
Electric Plus + Success Story
CRM and ERP integration
Electric Plus's partnership with Leaf Software is a study in what happens when a consultative, curiosity-driven technology partner meets a company willing to look honestly at its own inefficiencies. Six projects in, the results are tangible: payroll time cut in half, a manufacturing floor working from digital precision instead of hand sketches, a service team with an integrated workflow, and a CRM on the horizon.
CRM and ERP integration
Electric Plus's partnership with Leaf Software is a study in what happens when a consultative, curiosity-driven technology partner meets a company willing to look honestly at its own inefficiencies. Six projects in, the results are tangible: payroll time cut in half, a manufacturing floor working from digital precision instead of hand sketches, a service team with an integrated workflow, and a CRM on the horizon.
Royal United Mortgage Success Study
Custom Software Solution
Leaf created a custom Loan Options Worksheet application that is launched directly from the loan origination software, allowing the loan advisors to build the three loan options based on the information gathered during the initial consultation with the customer. APIs provided by third parties (credit reports, loan pricing, etc.) are connected to immediately display results. This enables the loan advisors to pull the pricing options together more quickly, affording time to focus on the written portion of the proposal where benefits of the loan are included.
Custom Software Solution
Leaf created a custom Loan Options Worksheet application that is launched directly from the loan origination software, allowing the loan advisors to build the three loan options based on the information gathered during the initial consultation with the customer. APIs provided by third parties (credit reports, loan pricing, etc.) are connected to immediately display results. This enables the loan advisors to pull the pricing options together more quickly, affording time to focus on the written portion of the proposal where benefits of the loan are included.
Cloud ERP
Gibault Children's Services Success Story
Switch from Microsoft Dynamics GP to Sage Intacct
For Gibault Children's Services, the move to Sage Intacct represented far more than a software upgrade. It was a shift from reactive number-crunching to proactive financial leadership — giving Amy Ashley the tools and time to contribute strategically to the organization's growth.
Switch from Microsoft Dynamics GP to Sage Intacct
For Gibault Children's Services, the move to Sage Intacct represented far more than a software upgrade. It was a shift from reactive number-crunching to proactive financial leadership — giving Amy Ashley the tools and time to contribute strategically to the organization's growth.
Seven Corners Travel Insurance Success Story
ERP Solution
Leaf and Seven Corners concentrated on the use of Sage Intacct’s Financial Reporting system and its ability to use simple and complex formulary calculations to bring together dimensionally tagged financial data. This allowed Seven Corners to complete the analysis of the series of insurance products and services to determine its contribution allocation to the company’s profit margin.
ERP Solution
Leaf and Seven Corners concentrated on the use of Sage Intacct’s Financial Reporting system and its ability to use simple and complex formulary calculations to bring together dimensionally tagged financial data. This allowed Seven Corners to complete the analysis of the series of insurance products and services to determine its contribution allocation to the company’s profit margin.
ERP Sell Sheet
Leaf Cloud ERP helps organizations modernize their financial systems by selecting, implementing, and continuously supporting cloud-based Financial Management Platforms.
Leaf Cloud ERP helps organizations modernize their financial systems by selecting, implementing, and continuously supporting cloud-based Financial Management Platforms.
ERP Sell Sheet - with videos
Leaf Cloud ERP helps organizations modernize their financial systems by selecting, implementing, and continuously supporting cloud-based Financial Management Platforms.
Leaf Cloud ERP helps organizations modernize their financial systems by selecting, implementing, and continuously supporting cloud-based Financial Management Platforms.
Choose Financial First Sell Sheet - with videos
Starting with a Financial ERP solution is the ideal first step before committing to other lines of business software. It serves as a centralized platform that integrates various facets of your business, such as finance, analytics, budgeting / FP&A, asset management, inventory, HR / Payroll, supply chain, and more. Here are several compelling reasons why beginning with a Financial ERP system is advantageous:
Starting with a Financial ERP solution is the ideal first step before committing to other lines of business software. It serves as a centralized platform that integrates various facets of your business, such as finance, analytics, budgeting / FP&A, asset management, inventory, HR / Payroll, supply chain, and more. Here are several compelling reasons why beginning with a Financial ERP system is advantageous:
7 Reasons to Move to Cloud Financials Now
At Leaf Software, we specialize in guiding businesses through the transition to Sage Intacct — helping you unlock real-time financial visibility and lasting competitive advantage.
At Leaf Software, we specialize in guiding businesses through the transition to Sage Intacct — helping you unlock real-time financial visibility and lasting competitive advantage.