Plan Your Trial
Some teams arrive with a list. Some arrive with a problem. The call turns either one into the goals for your trial. Joe and Francisco then do the work with your team to meet them.
During the trial, Joe and Francisco build the top priorities with your team. They sit with the people who will run the work and build it in their workbooks and their AI tools. By the end your team can take the next item on the list without us.
Prefer email? support@amalgam.me
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- Amalgam drops every client’s bank statements into their folder on the first of the month.
- Claude scans the AP inbox daily and loads new bills for approval.
- AI reads vendor statements against the books and flags the exceptions.
- A reusable workbook posts payroll to every client’s ledger the day it runs.