Real-World Applications

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.