The below is a running list of terms you may be unfamiliar with as you navigate Amalgam’s support resources.
Software designed for managing financial transactions, tracking expenses and income, and generating financial reports for individuals or businesses.
For example, QuickBooks Online is an accounting platform popular with many of our users. Amalgam tries to make the same solutions available to our users, regardless of which Accounting platform they choose.
Documents or summaries provided by banks that detail transactions, balances, and other financial activities related to a specific account.
Amalgam unifies this reporting so that identical reports can be gathered from different banks, without needing to log into each in turn.
Customer Relationship Management tools that help businesses manage interactions and relationships with their customers. SalesForce and HubSpot are examples of popular CRMs.
Structured collections of data that are organized and can be easily accessed, managed, and updated.
Most applications have their own databases where they store customer information. Some companies also create their own databases to store large amounts of information
Electronic commerce, involving the buying and selling of goods or services over the internet. Many eCommerce (or eComm) businesses sell on platforms like Shopify or Amazon.
Strategic and planned series of email messages sent to a targeted group of recipients with the goal of achieving specific objectives, such as marketing or communication goals.
A spreadsheet program developed by Microsoft, used for organizing, analyzing, and presenting data in tabular form. Amalgam’s plugin for Excel extends this platform, allowing it to access data from external systems.
A cloud-based spreadsheet application provided by Google as part of the Google Workspace, allowing users to create, edit, and collaborate on spreadsheets online. Amalgam’s plugin for Google Sheets extends this platform, allowing it to access data from external systems.
An “Integration” in Amalgam is a connection to an outside system. For example, when you have connected a QuickBooks company to Amalgam, we may refer to that connection as a “QuickBooks Integration.”
Inventory & Supply Chain
The management of goods, materials, and processes involved in the production and distribution of products. This can be super complex, and often requires the use of apps that help manage this process
Companies or services that facilitate online transactions by processing payments between buyers and sellers. Stripe is an example of a popular Payment Processor.
Payroll & HR
The management of employee-related tasks, including payroll processing, benefits administration, and human resources functions. Apps like Gusto or Justworks help support this process.
A piece of software that adds specific features or functionalities to a larger software application, enhancing its capabilities. Amalgam is a plugin for Excel and Google Sheets, because it isn’t part of those platforms natively, but “plugs-in” to add additional features.
A “Resource” in technical language means a piece of code letting you download, edit, upload, and delete data. For example, our Journal Entry tool is called a Journal Entry “Resource” sometimes.
These are distinguished from “Reports” which are ONLY able to download data.
Designated positions or functions within an organization or system, each with its set of responsibilities and permissions. Amalgam has roles, such as the “Team Admin” role on each team.
Systems we work with also sometimes have their own roles, and you may require a specific role (like Admin Access) to be allowed to create an integration with Amalgam.
Pre-designed documents, usually in Excel or Google Sheets, that can be used over and over again to make a process easier with Amalgam. We try to share these with our users to make their lives easier.
For example, we have an “eCommerce Revenue Template” which contains lots of pre-made Excel formulas that can be helpful for calculating revenue for eComm companies. Amalgam’s reports pull in the data, then the template goes to work and does the calculations for you.
Our rule is, “if you have to do it once, you shouldn’t have to do it again and again.” Templates take that work you did the first time, and make it usable again and again, across lots of different clients.
Specific scenarios or situations where Amalgam’s solutions can be applied to address a particular need or achieve a particular goal. Often times these Use Cases involve the creation of a template.
We share Use-Cases to use as examples of how our product can help solve our users’ problems.