# Amalgam Review: Pricing, Features, Alternatives Amalgam: Excel and Sheets add-in that reads and writes QuickBooks, NetSuite and 25 other systems. Pricing from $99 / user/month, SOC 2 yes (type 2), and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/spreadsheet-reporting/amalgam/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Spreadsheet Reporting & Ledger Sync](https://node8.ai/accounting-tools/spreadsheet-reporting/) # Amalgam Strong Option · Amalgam · founded 2023 Excel and Sheets add-in that reads and writes QuickBooks, NetSuite and 25 other systems [Visit Amalgam](https://www.amalgam.me/) [All 6 spreadsheet reporting & ledger sync tools](https://node8.ai/accounting-tools/spreadsheet-reporting/) Best for Firms of 5-50 that build workpapers in Excel and want to post the resulting entries from the sheet Starting price $99 / user/month (Solo $99/month for one user, Team $199 per user/month, 20% off annual; Professional quoted) SOC 2 Yes (Type 2) Multi-factor auth Unconfirmed Ownership independent Integrates with QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage, Microsoft Dynamics 365, +20 more The read ## What Amalgam does The workbook is the interface here, and it can be either Excel or Google Sheets. A staff member authenticates QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, Dynamics 365 or Acumatica with the login they already hold, pulls a report or a transaction list into the sheet, does the work in the sheet, and pushes the result back as journal entries, invoices or updated vendor records. Around thirty other sources sit next to the ledger, including Shopify, Stripe, Ramp, Brex, Gusto, Salesforce, Snowflake and BigQuery, so a revenue schedule can be assembled from the sales system and posted as a multi-line entry with no CSV in the middle. One architectural decision separates Amalgam from most write-back tools. It keeps no database of its own, connects directly to the accounts the user already has, and holds financial figures in memory rather than storing them. The vendor's stated consequence is that the audit trail traces back to the username making the edits. That is the question a reviewer asks about anything that posts into a live client file: whether the QuickBooks audit log names a person or a generic integration. Amalgam answers it directly, which matters more to a firm than any feature on the marketing page. The trade-off is price shape. Team pricing is $199 per user per month with no per-client cap, which is generous if two people do all the reporting for forty clients and expensive if ten staff each need occasional access. There is no accountant plan priced by number of client files, so a growing firm scales this cost by headcount rather than by book. Refresh scheduling is the other gap: nothing on the public site documents whether syncs can be set to run hourly or overnight, so the workflow reads as pull-when-you-need-it rather than a report that is already current on Monday morning. The company is also young, spun out of an accounting firm called Calculate in 2023, and its about page names the founders only by first name. The one hard control fact is a SOC 2 Type 2 report completed in March 2025. G-Accon is the closer comparison on economics and the weaker one on reach: it costs $150 a month for twenty-five client companies, but it is Google Sheets only and covers Xero, QuickBooks, Sage and FreshBooks rather than NetSuite or QuickBooks Desktop. LiveFlow covers both spreadsheets too and has better consolidation, but it now quotes rather than publishes prices. Against Booker, which only writes into QuickBooks Online from Google Sheets at $99 per client file, Amalgam does the same job across more ledgers and both spreadsheets for a per-seat fee. Strong-option is the right place. The audit attribution, the Excel and Sheets parity and the QuickBooks Desktop and NetSuite connectors are real advantages that the pure Google Sheets tools do not have. What holds it back from a first recommendation is the seat-based price at firm scale, the undocumented refresh scheduling, and a track record that only starts in 2023. Capabilities ## What you get Add-in for both Microsoft Excel and Google Sheets, not one or the other Two-way sync: multi-line journal entries, invoices and vendor records pushed back to the GL No Amalgam database; connections use each user's own ledger login and financial data is processed in memory Connectors for QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, Sage, Dynamics 365 and Acumatica Data audit history, role-based permissions and VPN access control on every plan Pricing, security, integrations ## What it costs and what it connects to Amalgam starts at $99 per user/month (Solo $99/month for one user, Team $199 per user/month, 20% off annual; Professional quoted). Pricing is per user, per month. A free trial is available: 2 weeks. Amalgam holds a SOC 2 Type 2 report. Amalgam connects to QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage, Microsoft Dynamics 365, Acumatica and Rillet. Supporting more than one ledger matters for firms whose clients are split across them. Beyond that: Gusto, Rippling, Ramp, Brex, Plaid, Stripe, Square, Shopify, Amazon, Snowflake, Google BigQuery, PostgreSQL, Airtable, HubSpot, Salesforce, Maxio, LeanLaw and Bookkeep. [Vendor pricing page](https://www.amalgam.me/pricing) · [Vendor security page](https://www.amalgam.me/security) Our rating ## Why we rate Amalgam a Strong Option Amalgam is rated Strong Option, alongside 3 other of the 6 spreadsheet reporting & ledger sync tools in this directory. A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## Amalgam alternatives ### [G-Accon](https://node8.ai/accounting-tools/spreadsheet-reporting/g-accon/) Google Sheets add-on for live Xero and QuickBooks reporting with bulk write-back Top Pick ### [LiveFlow](https://node8.ai/accounting-tools/spreadsheet-reporting/liveflow/) Live QuickBooks and Xero data in Google Sheets and Excel, with multi-entity consolidation Strong Option ### [Booker](https://node8.ai/accounting-tools/spreadsheet-reporting/booker/) Bulk creation and editing of QuickBooks Online transactions from a Google Sheet One to Watch ### [Wrangler](https://node8.ai/accounting-tools/spreadsheet-reporting/wrangler/) Read-only stream from QuickBooks Online into Google Sheets for custom reporting Strong Option ### [Translucent](https://node8.ai/accounting-tools/spreadsheet-reporting/translucent/) Multi-entity consolidation and intercompany automation layered over Xero and QuickBooks Online Strong Option [Compare all 6 spreadsheet reporting & ledger sync tools](https://node8.ai/accounting-tools/spreadsheet-reporting/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Amalgam how it works](https://www.amalgam.me/how-it-works) Retrieved 2026-09-08 ### [Amalgam pricing](https://www.amalgam.me/pricing) Retrieved 2026-09-08 ### [Amalgam security](https://www.amalgam.me/security) Retrieved 2026-09-08 ### [Amalgam integrations](https://www.amalgam.me/integrations) Retrieved 2026-09-08 ### [Amalgam about us](https://www.amalgam.me/about-us) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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