Automation

Amalgam

Do less, accomplish more. Turnkey automation for teams that care about data.

How’s does Amalgam integration work?

Amalgam makes data preparation more efficient. It’s a spreadsheet-based platform for building flexible automations.

Unlock a more efficient way to work:

Link your existing schedules, working papers, and pivot tables straight to the source.

Faster Bookkeeping

Auto-generate templates that will upload data directly to your accounting platform.
Simple tasks like booking depreciation don’t have to be time-consuming.

Complex Reconciliations

Connect multiple resources to create reusable templates that translate data from one source to another. Automate your monthly close with spreadsheet logic!

Smart Reporting

Download financial data directly to your spreadsheets to easily sync the reports you create with your latest accounting updates, at any time. Create custom reports for tricky data needs where standard downloads don’t suffice.

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How to setup Amalgam integration?

Nothing New to Learn

Amalgam's platform handles data collection, creation, and updates. Spreadsheet formulas do the rest, just use that file already rely on.

Connect to Anything

Amalgam has  dozens of integrations and is adding more all the time, let them know what you need and they'll make it happen.

How does Amalgam access data?

Amalgam creates a direct link between your spreadsheet and the platform you are accessing. All data is downloaded from, or uploaded to the source platform, and is not stored in any way by Amalgam in transit. This means that there is no sync timing, nor are there persistent connections that slow down the performance of your files.

Amalgam takes data privacy very seriously; the only records of the data created by our tool are those that exist in the spreadsheet itself, just as if you downloaded a CSV file to your hard drive.

Amalgam Will Go Wherever Your Data Lives.

The more connected you are, the more Amalgam can do for you.

Once you’ve integrated your systems with Amalgam's platform, you’ll be able to access data stored in any system directly from any spreadsheet. Any of the systems on Amalgam's site can be searched or updated from within Excel or Google Sheets with a single click.

Simplicity is Amalgam's Strength

If you use Excel or Google Sheets already you can get started right away, and have a comprehensive solution for your team in a matter of days.