The process of managing data is full of mindless busywork to get data from point A to point B. The people doing this work only get to use their skills and intelligence once these procedural blockers are removed. Automating these steps is only approachable for those with the skills or budget to create and run their own custom code.

Amalgam is designed to eliminate this time spent on data stewardship, using only the tools these professionals already use. We’re removing the worst part of our users’ jobs, and unlocking the untapped potential stuck behind file management and data entry.

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Amalgam started life as a side project, built as a helpful excel macro for an outsourced Accounting, Finance and Bookkeeping firm based in NYC. Originally it was nothing more than a big gray “download” button in Excel models that allowed the team to update their financial models by downloading historical data directly from quickbooks.

Over time, this one tool grew into a whole suite, and connections to other platforms like Xero, Amazon, Shopify, and Stripe fell into place. When other businesses and accounting firms started to inquire about licensing the platform, it became clear that we were onto something.

Amalgam is still based in NYC, but now has a global team and an ever increasing list of connections. We serve all sorts of functions from Real Estate to Marketing to Ecommerce, and have customers ranging from national accounting firms and fund administrators to startups and solopreneur bookkeepers, and everything in between.