Real-World Applications
Real-World Applications
Use cases demonstrating the value of our technology
Use cases demonstrating the value of our technology
Amalgam goes anywhere spreadsheets meet online data. Our users keep their existing processes, minus the manual work.
Outsourced Accounting
Amalgam’s first ever use case was building automated monthly close and reporting packages for outsourced clients, and it’s still one of our greatest strengths. Workpapers powered by Amalgam automate both data collection and data entry, all your team needs to do is review.
Our solutions are designed to maximize the value of your time to multiply profitability, reduce errors, and improve delivery timelines.
CFO & FP&A
Your strategic decision making is only as good as the data you base it on, and Amalgam can improve data resolution and increase availability at both the collection and analysis levels.
Multiply what you track by automating the flow of fully-clean metrics into your accounting systems, then automate what you review by creating nuanced reporting packages that are ready in seconds.
Bookkeeping
There is no such thing as a “standard” client, and Amalgam’s flexible templates are designed to adapt to whatever unusual situations are thrown your way. You’re the only one that fully understands what needs to be done, Amalgam just strives to put the data in your hands, and make sure you don’t spend time on wasteful tasks like data entry.
Fund Administration
Amalgam makes common and recurring processes like valuation adjustments a snap to maintain, and allows you to standardize them across funds within a portfolio. You can manage an entire client portfolio inside a single document, then reproduce the same process month after month.
QoE & Diligence
Amalgam can streamline the enormous process of data collection, turning weeks of work into a few hours. By creating a few data integrations, Amalgam allows you to digest bank data, accounting general ledgers, and dozens of satellite systems into filterable excel reports, rather than a clunky dataroom full of PDFs and CSVs.
Consulting & Advisory
Amalgam offers a platform for KPI reporting that is both scalable and flexible. You can quickly create proprietary reports and analyses that can be linked to each of your clients in a few seconds – quick enough that they can be offered pre-engagement as a teaser.
Once created, these analyses offer a platform to build on. Because Amalgam provides you with the entire dataset in spreadsheet format, reports can be tweaked with a simple formula edit, and you’ll never need to go hunting for information outside the scope of your report.
Use Cases by Service Provided
Monthly Close
A standardized monthly close process with every single step contained in a single document is within reach. Amalgam lets you pull in each and every data source (bank data, sales data, HR data etc.) and manage it in a single file. Future-proof your business and simplify your monthly process – we’ve got templates for you to start with.
Invoicing
Amalgam’s Invoice resources make the process of billing your customers much faster. You can upload hundreds of invoices based on any input you like (your time-tracking data, or a list of customer contracts, for example). Don’t let the hassle of creating and sending invoices keep you from having money in your bank account.
Revenue Recognition
Amalgam shines when connecting complex data between multiple systems. By downloading source data (let’s say it’s a Shopify orders report), you can automatically calculate revenue, shipping, fees, etc. and load them into your accounting system in a few minutes.
Want daily entries or sales tagged by location? No problem, Amalgam’s loader can handle 1,000 entries as easily as one.
Amortization & Depreciation
Create automatic schedules for common workflows. Amalgam can download your GL data, split out amounts based on an asset’s lifetime, then upload journal entries with a few clicks. Next month, just copy the document and re-run the whole operation in a few seconds.
Financial Reporting
Most GL systems offer financial reporting, but it doesn’t always look great or package the information in the most useful way. Amalgam allows you to create your own proprietary financial reports that sync with just a click. Create your own perfect monthly reporting package, or standardize your reporting across your client-base.
Metrics & KPIs
It’s hard to build dashboards for companies that constantly evolve. As the business changes, the way you analyze the data changes too. Amalgam lets you build your KPI reporting in a spreadsheet, where the analysis can be tweaked with a simple formula change. You can still deliver instantaneous results with the click of a button, but without committing to a fixed view of your business.
Tax Preparation
Connect to your Trial Balance and map that data into tax forms. Initial mapping takes only a few minutes, and any same-as-last-year returns can be prepared nearly instantly. Amalgam can’t file for you, but it can make the initial data prep as painless as possible!
Financial Statement Consolidation
With Amalgam, you can run reports for any number of accounts from within the same document. This lets you run parallel reports for dozens of subsidiaries or portfolio companies and roll up a consolidated financial statement with a few simple formulas.
Use Cases by Process Performed
QuickBooks Online
Amalgam is the most comprehensive solution for building spreadsheet-based reporting or work papers for QuickBooks Online. With dozens of reports (both standard and customized), many options, and the ability to directly edit and upload data, you can complete your monthly close without ever leaving your spreadsheet.
Xero
Amalgam delivers Xero reporting without the need to log into your account. Access reports with detailed options (and run more than 12 periods at once). You can use Amalgam resources to bulk edit or bulk upload Invoices, Journal Entries, and other data based on your spreadsheet work papers.
Stripe
Track Subscriptions, Invoices, Charges, Payouts, and your Account Ledger. Stripe has a complex data structure, but Amalgam allows you to trace the full flow of information from the moment the user subscribes to when the cash hits your account.
Shopify
Get nuanced data on your Orders, Fulfillments, and Payouts. Amalgam can power detailed revenue recognition (daily sales), tax prep (easily split sales by state), or inventory management (GAAP compliant FIFO), all without requiring any manual data entry.
Online Banking
Amalgam’s Bank Reporting makes it easy to pull statements into a spreadsheet without logging into the bank portal each time. Every bank statement, regardless of institution, has the same convenient format so you don’t need to recreate your workflow for each different client.
Use Cases by Software Product
Outsourced Accounting
Amalgam’s first ever use case was building automated monthly close and reporting packages for outsourced clients, and it’s still one of our greatest strengths. Workpapers powered by Amalgam automate both data collection and data entry, all your team needs to do is review.
Our solutions are designed to maximize the value of your time to multiply profitability, reduce errors, and improve delivery timelines.
CFO & FP&A
Your strategic decision making is only as good as the data you base it on, and Amalgam can improve data resolution and increase availability at both the collection and analysis levels.
Multiply what you track by automating the flow of fully-clean metrics into your accounting systems, then automate what you review by creating nuanced reporting packages that are ready in seconds.
Bookkeeping
There is no such thing as a “standard” client, and Amalgam’s flexible templates are designed to adapt to whatever unusual situations are thrown your way. You’re the only one that fully understands what needs to be done, Amalgam just strives to put the data in your hands, and make sure you don’t spend time on wasteful tasks like data entry.
Fund Administration
Amalgam makes common and recurring processes like valuation adjustments a snap to maintain, and allows you to standardize them across funds within a portfolio. You can manage an entire client portfolio inside a single document, then reproduce the same process month after month.
QoE & Diligence
Amalgam can streamline the enormous process of data collection, turning weeks of work into a few hours. By creating a few data integrations, Amalgam allows you to digest bank data, accounting general ledgers, and dozens of satellite systems into filterable excel reports, rather than a clunky dataroom full of PDFs and CSVs.
Consulting & Advisory
Amalgam offers a platform for KPI reporting that is both scalable and flexible. You can quickly create proprietary reports and analyses that can be linked to each of your clients in a few seconds – quick enough that they can be offered pre-engagement as a teaser.
Once created, these analyses offer a platform to build on. Because Amalgam provides you with the entire dataset in spreadsheet format, reports can be tweaked with a simple formula edit, and you’ll never need to go hunting for information outside the scope of your report.
Use Cases by Service Provided
Monthly Close
A standardized monthly close process with every single step contained in a single document is within reach. Amalgam lets you pull in each and every data source (bank data, sales data, HR data etc.) and manage it in a single file. Future-proof your business and simplify your monthly process – we’ve got templates for you to start with.
Invoicing
Amalgam’s Invoice resources make the process of billing your customers much faster. You can upload hundreds of invoices based on any input you like (your time-tracking data, or a list of customer contracts, for example). Don’t let the hassle of creating and sending invoices keep you from having money in your bank account.
Revenue Recognition
Amalgam shines when connecting complex data between multiple systems. By downloading source data (let’s say it’s a Shopify orders report), you can automatically calculate revenue, shipping, fees, etc. and load them into your accounting system in a few minutes.
Want daily entries or sales tagged by location? No problem, Amalgam’s loader can handle 1,000 entries as easily as one.
Amortization & Depreciation
Create automatic schedules for common workflows. Amalgam can download your GL data, split out amounts based on an asset’s lifetime, then upload journal entries with a few clicks. Next month, just copy the document and re-run the whole operation in a few seconds.
Financial Reporting
Most GL systems offer financial reporting, but it doesn’t always look great or package the information in the most useful way. Amalgam allows you to create your own proprietary financial reports that sync with just a click. Create your own perfect monthly reporting package, or standardize your reporting across your client-base.
Metrics & KPIs
It’s hard to build dashboards for companies that constantly evolve. As the business changes, the way you analyze the data changes too. Amalgam lets you build your KPI reporting in a spreadsheet, where the analysis can be tweaked with a simple formula change. You can still deliver instantaneous results with the click of a button, but without committing to a fixed view of your business.
Tax Preparation
Connect to your Trial Balance and map that data into tax forms. Initial mapping takes only a few minutes, and any same-as-last-year returns can be prepared nearly instantly. Amalgam can’t file for you, but it can make the initial data prep as painless as possible!
Financial Statement Consolidation
With Amalgam, you can run reports for any number of accounts from within the same document. This lets you run parallel reports for dozens of subsidiaries or portfolio companies and roll up a consolidated financial statement with a few simple formulas.
Use Cases by Service Provided
QuickBooks Online
Amalgam is the most comprehensive solution for building spreadsheet-based reporting or work papers for QuickBooks Online. With dozens of reports (both standard and customized), many options, and the ability to directly edit and upload data, you can complete your monthly close without ever leaving your spreadsheet.
Xero
Amalgam delivers Xero reporting without the need to log into your account. Access reports with detailed options (and run more than 12 periods at once). You can use Amalgam resources to bulk edit or bulk upload Invoices, Journal Entries, and other data based on your spreadsheet work papers.
Stripe
Track Subscriptions, Invoices, Charges, Payouts, and your Account Ledger. Stripe has a complex data structure, but Amalgam allows you to trace the full flow of information from the moment the user subscribes to when the cash hits your account.
Shopify
Get nuanced data on your Orders, Fulfillments, and Payouts. Amalgam can power detailed revenue recognition (daily sales), tax prep (easily split sales by state), or inventory management (GAAP compliant FIFO), all without requiring any manual data entry.
Online Banking
Amalgam’s Bank Reporting makes it easy to pull statements into a spreadsheet without logging into the bank portal each time. Every bank statement, regardless of institution, has the same convenient format so you don’t need to recreate your workflow for each different client.
Use Cases by Service Provided
See It in Action
We know it’s hard to believe, but you really can create a single process across all these different systems. Let us show you what it looks like!
See It in Action
We know it’s hard to believe, but you really can create a single process across all these different systems. Let us show you what it looks like!