Bookkeep

Bookkeep turns daily sales and payouts from your sales channels into journal entries in your accounting system.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

Category
RevOps
Connects By
API Keys
Reports
1

What You Can Do With Bookkeep

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run Bookkeep reports to answer your questions.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Copy your publishable and secret keys from Bookkeep's developer dashboard and paste them into Amalgam. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Report1

This report comes straight from Bookkeep. Set the options once, then refresh whenever you need.

Journal SummaryBeta

Bookkeep Summary showing accounting summary from Bookkeep integration.

Options

Start DateStart of date range (YYYY-MM-DD)
End DateEnd of date range (YYYY-MM-DD)
Journal StatusFilter by state
IntervalPeriod grouping: year, quarter, month, week or day (lowercase)
ReportReport name or identifier

Don't See What You Need?

Tell us which Bookkeep report or record you're missing, and we'll build it for you, usually within a week.

More RevOps Integrations

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Try It With Your Bookkeep Data

Book a demo, take a tour of Amalgam, and get a free trial on us to test the different systems and see how the integrations work first hand.

Support

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