Business automation platform. Acts as a plug-in to excel/google sheets. Users update, view, and analyze data in apps like Shopify, Quickbooks, Amazon, etc. New YorkJoined May 2023
Still downloading CSVs manually?
In our latest blog, we break down the hidden cost of copy-paste workflows—and how modern accounting teams are moving past them with automation that actually fits.
What’s the best part of using Amalgam?
We asked some of our customers, and their answers speak for themselves.
See how Amalgam is helping accounting teams move faster, work smarter, and deliver better results.
Amalgam connects your accounting tools directly to Excel and Google Sheets so you can build reports, sync data, and post journal entries without the repetitive work.
You don’t need to change your tech stack. You just need smarter workflows.
We asked a handful of customers to share just one thing Amalgam helped them fix. The result? A glimpse into how modern finance teams are getting more done with fewer manual steps.
This 13-Week Cashflow template on our website helps companies capture the last four weeks of actual activity and project the next thirteen with accuracy.
Download the template and see how streamlined cashflow reporting can be: loom.ly/3Fc3puo
Working in Sage Intacct?
Creating, uploading, editing, and deleting journal entries in Sage Intacct doesn’t have to be a plug-and-chug exercise. With Amalgam, it’s a fast, flexible process done entirely from Excel.
📺 Watch the full video: loom.ly/mHNDmac
Still updating transactions one by one in your accounting system? There’s a better way.
With Amalgam, you can delete, adjust, or update existing transactions directly from Excel.
Watch the walkthrough: loom.ly/H3VD5dE
Do more with the systems you already use.
Amalgam connects your tools to Excel and Google Sheets so you can automate reporting, streamline workflows, and close faster—without changing your tech stack.
See what your team can do with Amalgam.
Fiat Finance is in the spotlight for this month's Amalgam Customer Feature.
FF's practice combines hands-on, world-class experience from a team led by GM Kaley Pate and a foundation of advisory with the Fiat family.
Check them out here: loom.ly/SI_pP8w
Product Analysis: Amazon Seller Central
Powerful for sales. Frustrating for finance.
Amazon Seller Central makes it easy to grow revenue and reach customers.
Read the full blog here: loom.ly/5q1QltY
Our Expense Reallocation template makes it easy to redistribute account lines based on the allocation of another account—directly in Excel or Google Sheets.
Download the free template and start Amalgamating: loom.ly/TuGM-CI
If you're using your mouse to navigate Excel, you're doing it wrong...
There’s a faster way to move through your workbooks, and it’s all in your keyboard.
Watch the full video here: loom.ly/5qz-SmY
Managing bank transactions doesn’t have to be a multi-login headache.
With Amalgam’s Plaid integration, you can securely connect multiple bank accounts and generate reports from a single place.
Watch the full video on YouTube: loom.ly/ZaP1AwE
Managing multiple entities across QuickBooks accounts? This one’s for you.
📺 Watch the full walkthrough: loom.ly/SiMfwxs
🔗 Learn more and download the free template: loom.ly/UZvAb0
You've probably heard the hype: “autonomous workflows,” “self-driving back office,” “AI agents are the future.” But what is an AI agent and what does it actually mean for finance teams?
Read the Full Article Here: loom.ly/Mq5pmbY
Creating invoice subtotals in QuickBooks Online just got automated.
In this quick walkthrough, you'll learn how to build invoices with subtotals directly from your Excel workpapers using Amalgam.
Watch the full video on YouTube: loom.ly/x4Q-2yQ
That’s where workflow automation with Amalgam comes in:
⚡️ Speed up month-end close
⚡️ Rebuild books in half the time
⚡️ Refresh reports instantly inside Excel and Google Sheets
⚡️ Eliminate repetitive system logins
More clients. Same team. Better financial data.
At Amalgam, we believe scaling your firm shouldn’t require scaling your copy-paste problem. That’s why we help accounting finance teams build automated schedules that update directly from your systems into Excel — and sync your journal entries straight to the GL.
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