Produce Financials Faster
Amalgam enables accountants and finance professionals to automate their data connections and manual processes to get insights sooner.
No commitment, first two weeks on us!
What Our Customers Are Saying
All Your Data
Connect to systems like QuickBooks or Shopify with nothing new to learn.
When You Need It
Consolidate your separate data sources in minutes through a single sign-on.
At Your Fingertips
Source your data right where you already are — Excel and Google Sheets.
Join the companies that are already optimizing their workflows.
Gain Scale in your Process and Team.
Skip the CSV and Connect Directly.
Nothing New to Learn
If you can open a spreadsheet, you know all you need to get started. Amalgam makes the reports you're already familiar with faster and more dynamic.
Standardize to Scale
Create templates and applications that are used across your teams and clients. Drive that standardization to produce more consistent and predictable work product delivering scale.
Eliminate Manual Entry
Upload a month's worth of invoices or use batch journal entries to depreciate entire assets without ever leaving Excel. Your workbook is now an extension of your general ledger.
Automate Reporting
By connecting to general ledgers, bank accounts, and sales systems, you're sourcing what you need directly into dashboards and reports. Update entire financial packages in a few clicks.
Optimize Your Workflow to Enhance Productivity and Profitability.
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Amalgam Is
Aimed at
Amalgam has a breadth of functionality. But we're focused on accounting teams and CFOs.
Accounting Teams
- Source bank transactions and reconcile balances without annoying login codes or statement downloads.
- Edit chart of accounts, add new customers, and update vendors directly from Excel or Google Sheets.
- Create reusable templates for a "rinse-and-repeat" approach to monthly processes.
- Save dozens of hours per month skipping the CSV or PDF downloads.
Controller Functions
- Load journal entries by class, location, vendor, and customer directly from Excel or Google Sheets.
- Create month-over-month and budget-to-actual comparisons with dynamic reporting capabilities.
- Review staff work product and make corrections with just a few clicks within connected workbooks.
- Produce and deliver the financials earlier each month.
Finance Leaders
- Link budgets, financial models, and management reports directly to the source-of-truth.
- Flow datasets from systems to dashboards, and update with just a few clicks.
- Consolidate multiple entities with cross-system connection points.
- Spend less time gathering the information and more time analyzing it.
What Our Customers Say
"Amalgam is my favorite new tool to access all my cloud based data... Create custom mappings that allow you to pull data from one source and push it into another!"
Matthew Fulton
Business Owner, Parkway Business Solutions
Effortless
Synchronization
We facilitate collaboration between your favorite tools. Our effortless synchronization ensures seamless integration, allowing you to focus on what truly matters: your work.
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Discover More with a Live Demo
Experience Amalgam first-hand with a personalized demo. Joe, who ran an accounting firm himself, will dive into the problems and solutions that will get you the biggest bang for your buck.
Schedule a Demo