Empowering Businesses Through Financial Innovation

Empowering Businesses Through Financial Innovation

Our customer-centric approach and our constant quest for creative solutions have enabled us to provide tools that drive the success of startups and growing companies.

Our Story​

Our Story​

Amalgam started life as a side project, built as a helpful excel macro for an outsourced Accounting, Finance and Bookkeeping firm based in NYC. Originally it was nothing more than a big gray “download” button in Excel models that allowed the team to update their financial models by downloading historical data directly from quickbooks.

Over time, this one tool grew into a whole suite, and connections to other platforms like Xero, Amazon, Shopify, and Stripe fell into place. When other businesses and accounting firms started to inquire about licensing the platform, it became clear that we were onto something.

Amalgam is still based in NYC, but now has a global team and an ever increasing list of connections. We serve all sorts of functions from Real Estate to Marketing to Ecommerce, and have customers ranging from national accounting firms and fund administrators to startups and solopreneur bookkeepers, and everything in between.

Amalgam started life as a side project, built as a helpful excel macro for an outsourced Accounting, Finance and Bookkeeping firm based in NYC. Originally it was nothing more than a big gray “download” button in Excel models that allowed the team to update their financial models by downloading historical data directly from quickbooks.

Over time, this one tool grew into a whole suite, and connections to other platforms like Xero, Amazon, Shopify, and Stripe fell into place. When other businesses and accounting firms started to inquire about licensing the platform, it became clear that we were onto something.

Amalgam is still based in NYC, but now has a global team and an ever increasing list of connections. We serve all sorts of functions from Real Estate to Marketing to Ecommerce, and have customers ranging from national accounting firms and fund administrators to startups and solopreneur bookkeepers, and everything in between.

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What We Do

What We Do

Amalgam doesn’t have a complicated mission, we just know the pain of managing data by brute force instead of doing your actual job. We all know there has to be a better way, so we made it our goal to create the system we wished existed. We take pride in understanding our customers day-to-day, we’ve been there too after all, and strive to build solutions that reflect the reality of that work.

Amalgam doesn’t have a complicated mission, we just know the pain of managing data by brute force instead of doing your actual job. We all know there has to be a better way, so we made it our goal to create the system we wished existed. We take pride in understanding our customers day-to-day, we’ve been there too after all, and strive to build solutions that reflect the reality of that work.

All Your Data

Connect to systems like QuickBooks or Shopify, no technical skills needed!

Where You Need It

Connects in seconds to Excel or Google Sheets.

Unify Your Data

Data in any document can sync with connected systems without logging in.

Our Mission

Our Mission

The process of managing data is full of mindless busywork to get data from point A to point B. The people doing this work only get to use their skills and intelligence once these procedural blockers are removed. Automating these steps is only approachable for those with the skills or budget to create and run their own custom code.

Amalgam is designed to eliminate this time spent on data stewardship, using only the tools these professionals already use. We’re removing the worst part of our users’ jobs, and unlocking the untapped potential stuck behind file management and data entry.

The process of managing data is full of mindless busywork to get data from point A to point B. The people doing this work only get to use their skills and intelligence once these procedural blockers are removed. Automating these steps is only approachable for those with the skills or budget to create and run their own custom code.

Amalgam is designed to eliminate this time spent on data stewardship, using only the tools these professionals already use. We’re removing the worst part of our users’ jobs, and unlocking the untapped potential stuck behind file management and data entry.

What Our Customers Say

What Our Customers Say

Empowering
Your Team with
Amalgam

Empowering
Your Team with
Amalgam

Discover how Amalgam empowers your team by providing essential resources and effective strategies for navigating the complexities of data analysis.

Discover how Amalgam empowers your team by providing essential resources and effective strategies for navigating the complexities of data analysis,