One Connection for All Your Clients' Systems.
Amalgam is a secure link between the systems your clients use and the tools your team relies on. Spreadsheets and AI agents fetch what they need and post what they produce.
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What Amalgam Connects
From first number to the last, same window, same workstream.
Your Spreadsheets
Excel and Google Sheets pull reports and records straight from the client's system and post entries back. Build the workbook once and reuse it across clients.
Your AI System
Claude and ChatGPT connect to Amalgam and read and write the same systems on request. Ask for the month's transactions and have them posted.
Your Shared Drive
Run updates on a schedule that land in your shared drives. Files update themselves with no logins and no manual steps.
What Our Customers Are Saying
“I can spot discrepancies and errors without ever needing to log into QuickBooks.”
David Seconi
Founder, Aria CFO Advisors
“Everything gets updated with the touch of a button.”
Norma Tavarez
Controller, Eventus Advisory Group
“I no longer need to think about how I get the data, or how I get it to QuickBooks.”
Ori Goldman
Founder, CleanBooks
“I can book bulk journal entries and invoices or download reports in the format my clients prefer.”
Kaley Pate
General Manager, Fiat Growth
“We can upload many journal entries at once, especially for book clean-ups.”
Bayaan Oluyadi
Founder and Principal, KTB Services
“Amalgam has been a game-changer for our financial reporting.”
Alex Corral
Founder, The Accountrepreneur
What trials have covered
Pull bank transactionsdonePost accrualsdoneReconcile accountsdoneSend close packagedoneImplementation Support, so you Evaluate at Scale
Amalgam started as an internal tool for a leading tech-enabled practice, so we understand the challenge of adoption on a busy team.
Whatever your goals are, your trial comes with the support needed to ensure you see the transformation before you need to make a decision.
Encrypted End to End
At rest and in transit.
No Stored Financial Data
Client data never lands in our database.
SOC 2 Compliant
Audited annually, reports in the Trust Center.