Author name: Joe Manganelli

Shopify and Stripe Don’t Integrate with QuickBooks Online — Here’s What to Do About It

For many businesses, Shopify and Stripe are essential tools, one powers eCommerce, the other manages all kinds of payments. But when it comes to accounting, there’s one persistent challenge: neither integrates cleanly with QuickBooks Online (QBO). That disconnect causes massive friction for finance teams trying to maintain accurate books and clear financial visibility in an […]

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Stop Plugging and Chugging: Automating Manual Journal Entries with Amalgam

If you’ve ever worked in accounting, you know the drill:Downloading reports, pulling numbers into spreadsheets, plugging formulas, double-checking totals, and then manually keying in journal entries into Sage Intacct, QuickBooks, or another ERP. It’s “plug and chug” accounting at its finest—tedious, error-prone, and time-consuming. For too long, finance teams have treated these workflows as inevitable.

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Kaizen for Finance: How Small Improvements Drive Big Impact with Amalgam

When it comes to improving productivity, we often look for the big fix. It’s the new tool, the major overhaul, the sweeping restructure. But in reality, sustainable performance rarely comes from massive one-time changes. It comes from small, continuous improvements made every day by the people closest to the work. That’s the principle behind kaizen,

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Copy, Paste, and Burnout: Why It’s Time to Rethink the Way We Download Data

Let’s be honest: we’ve all done it. Open the portal.Navigate the website.Enter the parameters.Run the report.Download the CSV.Find the file.Open in Excel.Copy. Paste. Clean. Repeat. This is the quiet reality behind what many accounting and finance professionals jokingly call “copy and paste” data management. It gets the job done, but it comes at a cost:

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What are ai insights

What Are AI Agents?

If you’ve spent any time online lately, you’ve probably heard the buzz: AI agents are the future. Tech CEOs are talking about them. Tools are being rebranded around them. And headlines are throwing around terms like “autonomous workflows” and “self-driving back offices.” But what is an AI agent, really? And what does it mean for

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Tech Insights: AI in Accounting

AI Isn’t Coming for Accountants. It’s Already Here.

Why it’s time to rethink how our industry defines productivity and embraces technology. Let’s be honest, most accountants didn’t get into this line of work because we love chaos. We like order, structure and predictability. We like our checklists. Our processes. Our peace. So when a shift like artificial intelligence comes into the picture, it

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Product Analysis: Airtable

Product Analysis: Is Airtable a Fit for Finance and Accounting Teams?

In the evolving world of operations, Airtable has become a go-to tool for teams looking to build flexible internal workflows without writing code. But how well does it hold up in a financial or accounting environment? Let’s break it down. What is Airtable? Airtable is a hybrid between a spreadsheet and a database, designed for

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