Amalgam

Since day zero, data security and compliance have been a top priority for us at Amalgam. That's why we don't store client financial data, created system redundancies, and have rigorous controls in place. Now, we can formally brag about our focus and diligent approach to our infrastructure with the completion of our SOC2 audit. The report's ready, and we've passed with flying colors!

Too often you're told your downloads from QBO are too big or can't be displayed. So we built a report that allows you to download as much data as you want. With Paginated reports, pull 20,000 rows if you want!

With so many customers building manual cash flow tools, we decided to build our own automated template! Download the template from this link and create an automated weekly process with historical details and a 13-week forward projection.

We're diving into the Stripe the most popular payment tool for tech startups! We've highlighted the pros and cons, and even asked a few Amalgam customer's about their experience with the software. Check out our comprehensive Product Analysis to see how we're thinking about this dominant tool.

Building reusable workbooks that you can quickly repurpose for other clients and entities is one of Amalgam's biggest wins! In this video, you can see how easy it is to take an existing solution and apply it repeatedly.

This time around we're featuring Eventus Advisory Group, LLC in our monthly customer spotlight. For the past 17 years, clients have depended on Eventus to manage and own part or all of their finance and accounting processes as an internal team. Eventus strives to deliver great work at exceptional value. The Eventus team drives meaningful results for everything you needed done yesterday... So that your finance and accounting operations are done right, done well, and done for you. Eventus is a tech-forward firm with Amalgam being just one of the tools they're using to increase team effectiveness and client performance. If you're looking for modern support from a group that never sacrifices quality, sign Eventus. (https://loom.ly/vWDNFzM)

Reminder for Delaware C-Corps: The franchise filing deadline is coming up on March 1st. The 49th largest state is home to over 2 million businesses, including 68% of Fortune 500 companies! Don't miss the deadline, get those filings in.

Creating and editing the Chart of Accounts within QuickBooks or another accounting system can be so tedious. With this Amalgam resource you can add new accounts or rebuild the whole thing right from an Excel or Google sheet.

It's here, tax season is upon us! To help you knock down those 1120s a bit faster, take a look at our tax work paper template integrated with Amalgam.

It's the most popular tool for verifying and pulling data from bank accounts, but it's not without its flaws. This month's product feature looks at how Plaid is used and what best practices you should follow.