Complete Tasks in Seconds
Why build it yourself when we've already built it for you?
With our pre-made templates, getting started is as simple as downloading and hitting the ground running. Whether you're a seasoned professional or just starting out, our templates streamline your workflow, saving you time and effort. And the best part? You don't even need an Amalgam account to explore the possibilities. So why wait? Dive in today and discover how easy it is to complete tasks in seconds.
Revenue
Optimize your sales and manage your invoicing with our efficient profit tracking template.
Deferred Revenue Schedule
Pull in raw revenue data, recognize it based on contract terms, and book journal entries directly into the general ledger.
See TemplateSales, COGS & Inventory
Post entries for gross and net sales, cost of goods sold, and inventory.
See TemplateShopify Sales Insights
Easily extract powerful insights from your Shopify Orders Detail in only a few moments.
See TemplateTimesheet Invoicing Template
Map time records to QBO clients and services, and generate hundreds of invoices in minutes.
See TemplateTimesheet Invoicing Template
Map time records to QBO clients and services, and generate as many as a few hundred invoices in minutes.
See TemplateExpenses
Create a seamless flow of posting expenses down to the granular detail needed for any application.
Expense Reallocation
Reallocate expenses across classes or other dimensions based on sales or another account.
See TemplateFixed Assets & Depreciation
Gather fixed assets (or other purchases), depreciate (or amortize) them, and load those monthly or in a batch.
See TemplateLoan Interest Expense
Use this schedule to calculate and book interest for multiple types of loans and convertible notes.
See TemplateExpense Reallocation
Reallocate expenses across classes or other dimensions based on sales or another account.
See TemplateReporting
Generate comprehensive reports effortlessly with our user-friendly reporting template.
13-Week Cashflow
Pull from multiple sources to track past cash movements and project the next 13 weeks.
See TemplateFinancial Package with Dashboard
Draw standard P&L and Balance Sheet reports to create formatted financial statements and a Dashboard.
See TemplateMulti-Entity Consolidation
Consolidate multiple entities and make elimination entries where General Ledgers can't.
See TemplatePortCo Comparison Template
Simplify the collection and tracking of consistent KPIs across portfolio businesses.
See TemplateQuickbooks AP Aging Template
Gather and share payables data in a clean format in only a few seconds.
See TemplateQBO AR Aging Report
A quick, shareable template for AR data, fillable in less than a minute.
See TemplateReview & Controls Dashboard
Analyze financial closes for consistent accuracy and make GL adjustments right from the same workbook.
See TemplatePortCo Comparison Template
Simplify the collection and tracking of consistent KPIs across portfolio businesses.
See TemplateQBO AP Aging Report
Download and reformat Accounts Payable data from QBO into a client-ready shareable format in seconds.
See TemplateQBO AR Aging Report
Adapt Accounts Receivable data from QBO into a convenient reporting format for detailed analyses.
See TemplateTax
Optimize your sales and manage your invoicing with our efficient profit tracking template.
Form 1120 Template
This template quickly populates a Form 1120 starter sheet from which you can track adjustments and organize filing data.
See TemplateQuarterly Tax Estimate Template
Dynamically calculate quarterly tax footprints. Update the entire workbook with one click.
See TemplateQuickbooks 1099 Template
Take the data you've already got in Quickbooks and filter it to make 1099 filing a snap.
See TemplateQuarterly Tax Estimate Template
Use Amalgam to dynamically calculate quarterly tax footprints. Update the entire workbook with one click!
See TemplateQuickbooks 1099 Template
1099s are no fun, but they don't have to be time consuming. Take the data you've already got in Quickbooks and filter it to make filing a snap.
See Template
Evolving Your Financial Process
Amalgam makes finance teams more efficient. It's a customizable platform that links your financial tools together to automate your financial process.