Automation of processes through integrations with accounting platforms reduces administrative burden and minimizes human errors. From invoicing to bank reconciliation, these integrations streamline financial operations and enhance the overall efficiency of the company.

Key Benefits:
The Sage Intacct integration with Amalgam streamlines transmission of data between Sage Intacct and spreadsheet-based reports or work papers. By syncing data directly with spreadsheets, it boosts accuracy, improves efficiency, and enables faster decision-making for accounting teams and CFOs.

Amalgam integrates with Sage Intacct to make data accessible from Excel and Google Sheets. Our plugin automates data access, updates, and reporting for Sage Intacct users, reducing manual tasks.

1. Reduce the time spent to perform tasks like posting journal entries by posting directly from Excel or Google Sheets
2. Download reporting directly into Excel or Google Sheets without having to navigate through Sage Intacct.
3. Make edits to the GL directly from their excel workbooks.
4. Analyze GL and non-GL data with connections into one workbook
5. Enhance the ability to perform checks and standardize regular processes

Our clients are primarily Accounting Firms focused on providing outsourced accounting, controllership and CFO services to midsized businesses. Our end users will typically cover multiple clients at once, and are focused on topics like GAAP compliance and Multi-Entity or Multi-Currency reconciliations.

Use Cases

Pricing

Dynamic Excel Reporting

• The CEO and CFO of a mid-sized advertising agency like detailed reporting and they insist on their financial reports and dashboards to be built in Google Sheets.
• The controller of the agency, who oversees the accounting function and owns the general ledger within Intacct, is tasked with producing those reports in Google Sheets. 
• The controller uses Amalgam to connect the Google Sheets financial reports and dashboard directly to Sage Intacct in an automated way. The controller updates the Intacct-connected reports on a monthly basis using just one click and distributes reporting to management earlier in the monthly cycle.

Batch Journal Entries

• A public accounting firm's CAS practice has a software client that uses Stripe as its payment and revenue tool. The CAS team is tasked with converting the Stripe data into proper revenue recognition with deferred entries for loading Sage Intacct.
• The CAS team uses Amalgam to download the raw Stripe data directly into Excel and organize the various transactions into a deferred revenue schedule, which makes up no less than a dozen journal entries per month.
• The CAS team connects Sage Intacct to that Excel workbook and loads those dozen journal entries as one batch directly into the general ledger without having to actually log in and manually create them.

Bank Transaction Loads

• An outsourced accounting firm has a construction business client where they handle all of the accounting and finance functions including managing cash transactions. 
• The biggest obstacle during their monthly process is entering all those cash transactions into Sage Intacct as the client uses a small regional bank. The outsourced accounting firm uses a simple two-sheet Excel template, enhanced with Amalgam, to automate the cash transaction process. 
• On the first sheet of the Excel file the outsourced accountant uses Amalgam to download the transactions directly from the bank accounts used by the client. The second sheet is Amalgam's bank transaction upload template. That second sheet is simply linked to the first sheet, tagged to the proper accounts, and uploaded directly to Sage Intacct with a click. 

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
per user, per month, solo, team, professional

Integration Approved Countries:
United States