Amalgam’s approach has always been simple:
give accounting and finance teams clean, connected data without changing the way they already work.
Now, we’re highlighting two new additions to the Amalgam ecosystem: Maxio and Square.
Both platforms are widely used across growing businesses, but historically, each comes with data challenges that slow down analysis and the monthly close. With these new integrations, Amalgam brings Maxio and Square into the same connected workflow you’re already using for your ledgers, banks, commerce platforms, and spreadsheets.
Maxio + Amalgam
Maxio is a powerful subscription billing and revenue management tool, but many teams still rely on spreadsheets to make sense of:
- Deferred revenue schedules
- Contract transitions or pauses
- Revenue recognition details
- Subscription lifecycle changes
- Billing adjustments and write-offs
Amalgam bridges that gap.
With the Maxio integration, teams can now:
Pull detailed revenue and billing data into Excel or Google Sheets
Deferred revenue, contract changes, invoices, credits, subscription details, ready to review, update, and tie out.
Normalize and map the data using your existing workflows
Use your own mapping tables, review steps, and controls to ensure accuracy before posting.
Push clean, reviewed journal entries into your ledger
No more exporting CSVs or manually formatting entries for QBO, Xero, or NetSuite.
The result: faster revenue workflows, consistent JE posting, and cleaner close cycles.
Square + Amalgam
Square makes payments easy.
Reconciling Square… not always.
Square transactions often require:
- Breaking out fees
- Reclassifying settlements
- Matching daily batches
- Handling timing differences
- Reconciling payouts to the GL
Amalgam simplifies every step.
With the Square integration, you can:
Pull Square transactions, fees, and settlements directly
No more downloading daily reports, Amalgam brings the data to you.
Review and categorize transactions with your rules
Use your workbook to clean, classify, and map transaction activity.
Produce clean journal entries for the ledger
Square’s payout structure can cause reconciliation headaches.
Amalgam formats and posts clean entries that tie out.
Refresh everything with one click each period
Your workbook becomes your Square command center.
One Connected Workflow, More Tools Covered
With Maxio and Square now added, Amalgam continues to expand the number of systems you can link directly to your spreadsheets, turning disconnected data into fast, accurate workflows.
You can now connect those systems to:
- QuickBooks Online
- Xero
- NetSuite
- Sage Intacct
No matter how many systems your clients run, Amalgam becomes the single hub that keeps your workflows consistent.
What This Means for Accounting & Finance Teams
These integrations help firms:
- Reduce manual exports and cleanup
- Standardize their monthly close
- Eliminate reconciliation errors
- Support more complex clients without adding hours
- Scale workflows across multiple systems and entities
Your processes stay the same.
Your data moves faster.
Your close gets cleaner.
