Multi-Entity Consolidation
June 27, 2025
From Amalgam: Consolidate multiple entities into one and make elimination entries where General Ledgers can’t. This template is perfect of accounting systems like Quickbooks that
Category: Reporting
Review & Controls Dashboard
May 28, 2025
From Amalgam: Analyze financial closes for consistent accuracy and make GL adjustments right from the same workbook. This template allows you to dynamically review the
13-Week Cashflow
August 23, 2024
From Amalgam: Pull from multiple sources to track past cash movements and project the next 13 weeks.
Financial Package
August 22, 2024
From Amalgam: Draw standard P&L and Balance Sheet reports to create formatted financial statements and a Dashboard.
Using Amalgam for Comparative Period Reporting (QuickBooks Example)
July 10, 2024
New update on comparative period reporting: Your feedback led to improvements. Introducing separate periods in reports. Watch the video for details!
PortCo Comparison Template
November 14, 2022
Simplify the collection and tracking of consistent KPIs across portfolio businesses.
QBO AR Aging Report
May 9, 2022
A quick, shareable template for AR data, fillable in less than a minute.
QBO AP Aging Report
May 9, 2022
Gather and share payables data in a clean format in only a few seconds.
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Evolving Your Financial Process
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