Your AI Tools, Supercharged with Data
Connect Amalgam using the MCP connection, drive right from Excel, or set up routines directly to interact with your financial data in more powerful ways.
Routines: Amalgam's Built-In Tool for Repeatable Processes
Within your Amalgam App, you can set-up routines to handle simple or complex tasks on a regular basis.
Have daily sales reports sent to your client's inbox every morning before work, generate monthly journal entries without opening Excel, and update weekly cashflows through an instructed prompt. When using routines, you're able to multiply yourself to be in more places at more times.
Amalgam's MCP: Connecting Multiple Integrated Systems
Amalgam supports Model Context Protocol (MCP), allowing AI assistants like Claude and ChatGPT to connect directly with your Amalgam account. Once connected, your AI assistant can interact with the data and functionality available through Amalgam.
No API keys. No configuration files. Connect your Amalgam account once and start working with your data through AI.
Put AI to Work on Your Books
Walk through the MCP connection and Claude in Excel against your own integrations, and see what your team can hand off to AI.
Schedule a DemoClaude + Amalgam: AI Inside Your Excel
Amalgam integrates directly with Claude in Excel. Instead of moving between your AI assistant, spreadsheets, and financial systems, Claude can work across your workflow through Amalgam.
Have Claude use Amalgam to pull bank transactions, categorize them based on the chart of accounts, and load them into the GL through the Amalgam functionality.
Your spreadsheet becomes more than a spreadsheet. It becomes an intelligent workspace connected to your financial systems through Amalgam.
Amalgam's Power: Connecting Across Systems
Building your own connections or standard MCPs have limitations. Not with Amalgam. Connect to 100 QBO accounts, skip the rigorous approvals from tech providers, and avoid pay-to-play fees.
Also remember that Amalgam is SOC2 compliant and doesn't have its own database storing your clients' information. It's a light but powerful model for the AI age.
Try It on Your Own Stack
Bring the systems you already run and the questions you actually ask. We'll connect Amalgam live and show you what your AI assistant can do once it can reach real financial data — no API keys, no build.
