Choose the Plan That Fits
Your Needs.

We grew up serving enterprise-scale accounting and financials firms. Now we’re bringing that same scale to businesses of all shapes and sizes.

Solo

For solo teams or small businesses.

$ 99

Per month for one user.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
Dedicated support

Includes a 2-week free trial.

Team

For teams managing many clients or systems.

$ 199

Per user, per month.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
Dedicated support

Includes a 2-week free trial.

Professional

Enterprise-scale businesses with nuanced requirements.

Custom

Billed monthly.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
Dedicated support

Let’s drive ROI for your team.

Solo

For solo teams or small businesses.

$ 74

Per month for one user.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Includes a 2-week free trial.

Team

For teams managing many clients or systems.

$ 149

Per user, per month.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Includes a 2-week free trial.

Professional

Enterprise-scale businesses with nuanced requirements.

Custom

Billed annually.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Let’s drive ROI for your team.

Solo

For solo teams or small businesses.

$ 49

Per month for one user.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Includes a 2-week free trial.

Team

For teams managing many clients or systems.

$ 99

Per user, per month.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Includes a 2-week free trial.

Professional

Enterprise-scale businesses with nuanced requirements.

Custom

Billed monthly.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Let’s drive ROI for your team.

Solo

For solo teams or small businesses.

$ 37

Per month for one user.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Includes a 2-week free trial.

Team

For teams managing many clients or systems.

$ 74

Per user, per month.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Includes a 2-week free trial.

Professional

Enterprise-scale businesses with nuanced requirements.

Custom

Billed annually.

Instant reports
Two-way sync
Unlimited integrations
Integration sharing
Role-Based permissions
VPN access control
Data audit history
In-App support only

Let’s drive ROI for your team.

Features by Plan

Find the subscription that best suits you or your team.

Solo

Team

Professional

Primary Features

Detailed, customizable reports for dozens of platforms

Two-way sync for finance and accounting data

Connects with both Excel and Google Sheets

One account, unlimited data sources

Consultative Pilot Period at half-price, to accelerate value creation

Team & Client Management

Share data sources with other users

Group data sources together by client or function for easier access

Role based permissions to define access levels by user

Team Admin tools to assess productivity within Amalgam

Security & Audit

Data protected by the highest standards of security practices (SOC2 Certification Pending)

You own the data, Amalgam never stores or shares without permission

VPN Access Control: limit access to secure IP Addresses

Audit Logs showing team activity and data operations

Add-On Features

Custom Solutions
Have a tool we don’t currently connect to? We can add it faster than you think. If it’s a system we think our other users can benefit from, we’ll split the cost with you.

Technical Partnership
If you’re investing in automation but lack the capacity to fully implement solutions, let us extend your team and directly create new, templatized solutions. New proprietary tools delivered to your team ready-to-use.

Direct Integration
Take advantage of our unique connectivity and integrate Amalgam directly into your firm’s proprietary tech systems and process flows.

Calculate Your ROI

See if Amalgam is a fit for your team with our ROI calculator. Our assumptions are based on years of testing alongside companies big and small, but feel free to test your own.

Team members save a minimum of 90 minutes of data entry each month per client or system.
Reusable templates save at least 30 minutes of spreadsheet work each month per client or system.
By making reconciliations automatic, managers save 30 minutes of time per client or system reviewing work. Fixing found errors also no longer requires manual revisions, creating further synergies.

What Our Customers Say

Amalgam ported straight into an excel sheet I was already using. Straightforward clients could be closed with just a few clicks, and I didn’t need to learn anything more complex than a download button.

Jillian Byrnes - CPA

OMFG I love Amalgam! I just exported a year’s worth of JEs, assigned classes to each one (because I forgot), and was done in 5 minutes.

Rachel Dauchy

Amalgam is my favorite new tool to access all my cloud based data… Create custom mappings that allow you to pull data from one source and push it into another!

Matthew Fulton

It's like my favorite spreadsheet plugins had a baby. Amalgam lets me connect all sorts of different data sources and keep them updated and in sync.

Richard, Roppa-Roberts

Frequent
Questions

We are here to assist you with any inquiries you may have. Feel free to contact us if you need assistance with your orders, or check out our support center!

Does Amalgam require any implementation to use with my team?

Our platform requires only that you have internet access and the use of either Excel or Google Sheets. You can connect your teach stack and start using our platform in less than 10 minutes.
If you'd like an even faster way to get started, check out our templates center for some pre-built solutions to common problems. These solutions can be shared and modified to fit the needs of your own business!

Can Amalgam handle complex or technical acconting?

Our solution originated as an internal tool for accountants unsatisfied with automations that couldn't handle the nuance of highly complex accounting treatments.
Amalgam handles getting data from point A to point B, everything else is left up to you. You lay out the math for your accounting policy, and let Amalgam update those Journal Entries every month, instantaneously.

How does Amalgam access my data? How frequently does it sync?

Our platform creates a direct link between your spreadsheet and the platform you are accessing. All data is downloaded from, or uploaded to the source platform, and is not stored in any way by Amalgam in transit. This means that there is no sync timing, nor are there persistent connections that slow down the performance of your files.
Amalgam takes data privacy very seriously; the only records of the data created by our tool are those that exist in the spreadsheet itself, just as if you downloaded a CSV file to your hard drive.

Let’s Unlock Some Value Together

Amalgam makes teams more efficient. Tell us how you work, and let’s find a plan that works for you.

Let’s Unlock Some Value Together

Amalgam makes teams more efficient. Tell us how you work, and let’s find a plan that works for you.

Choose the Plan That Fits Your Needs.