Amalgam’s Post

We're back with another Amalgam Template! This one is for the CFOs and FP&A gurus. It's a financial reporting package with formatted statements and a dashboard of financial health. You can download this template as-is or customize it for the specific needs of your clients. Get it here: https://loom.ly/bA0o0Xo #FinancialReporting #FPA #CFO #Accounting #BusinessTools #FinancialHealth

Financial Package with Dashboard

Financial Package with Dashboard

https://www.amalgam.me

Joe Manganelli

CRO of Amalgam and CMO of Manganelli & Co.

1mo

This one was built by yours truly! My favorite part is the mapping check which flags for newly created accounts when you refresh reporting. Automated red text and everything!

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