Getting The Most Out of Amalgam

Explore Amalgam’s most powerful tools through clear, step-by-step videos. Learn how to automate, connect, and optimize your accounting workflows for greater efficiency and control.

Intro to Amalgam: The Basics

Amalgam is a unique platform designed to streamline your data management process by connecting you with all your data tools in one place. Unlike other platforms, Amalgam stands out by offering an efficient and simplified way to manage data across various systems, using spreadsheets (Excel or Google Sheets).

Full Tutorial: Front-to-Back Functionality

In our most robust video, you’ll get a full understanding of the functionalities of Amalgam. From setting up your account to writing data to a general ledger to creating templates for reuse.

Adding New Users in Amalgam

Learn how to quickly add users to Amalgam. Start by logging into your app at app.amalgam.me. Once you’re in, go to the “team” section, enter the email of the person you want to invite, and hit send. It’s that easy!

Adding New System Integrations to Amalgam

Learn how to quickly create a new integration with Amalgam by following these simple steps. This guide walks you through the process in under a minute. The easy way  to link your tools together with Amalgam.

Sharing Integrations on Amalgam

Learn how to easily share data integrations using Amalgam with your colleagues and teams.  You’ll see how to add or remove users and integrations effortlessly. 

Bulk Transaction Reclasses in QBO

The Transaction Reclassifier tool in Amalgam allows you to easily edit and reclassify transactions in bulk, making it ideal for tasks like year-end cleanups, cash-to-accrual adjustments, or book rebuilding. Reduce those projects by 50% as you can update categories, descriptions, vendors, and classes across multiple transactions at once.

Creating Repeatable Schedules and Workflows

One of Amalgam’s most powerful uses is creating repeatable and reusable schedules for your financial and accounting workflows. In this video, we look at how to:

  • Use variables to update multiple sheets
  • “Reset” the schedule for monthly updates
  • “Relink” Amalgam to connect to other clients

Discover More with a Live Demo

Experience Amalgam first-hand with a personalized demo. Joe, who ran an accounting firm himself, will dive into the problems and solutions that will get you the biggest bang for your buck. 

Schedule a Demo