FROM AK CONSULTING: Easily extract powerful insights from your Shopify Orders Detail in only a few moments.
Complete Tasks in Seconds
Why build it yourself when we’ve already built it for you? Just download up one of these pre-made templates and start there.
You don’t need an Amalgam account to take a look.
Revenue
FROM CALCULATE LLC: Map time records to QBO clients and services, and generate as many as a few hundred invoices in minutes.
Reporting
Simplify the collection and tracking of consistent KPIs across portfolio businesses.
A quick, shareable template for AR data, fillable in less than a minute.
Gather and share payables data in a clean format in only a few seconds.
Tax
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.
This template quickly populates a Form 1120 starter sheet from which you can track adjustments and organize filing data.
Evolving Your Financial Process
Businesses are unique, and so are their data needs. We’re pros at modifying the templates above to fit your business needs, and we’d love to show you how.