How to Start Accounting in Your Company

Last modified:

Sooner or later, the head of any business has the question of automating and digitizing the results of his company. We have prepared 5 steps to successfully resolve this issue.


Step 1. Define the aspects that you want to automate. Most users according to our data constantly need to keep a record of cash flow (Finances), analyze results of work (Sales), and calculate Staff's salary (Salary). Many companies also take into account the materials used in the provision of services and sell goods at retail (Products). Besides, the Bonuses also belong to accounting automation. (Bonuses)

When you are defined, your choice will contain several blocks - plans, which you can enable in the section Plans on the website


Image 5818

2 weeks FREE TRIAL helps you to make a choice. You can write in a chat with the support service to enable a free trial. 

Step 2. Set up salary schemes. This is needed so that the system itself counts the staff's salary according to the specified conditions. All you have to do is give it away.

You can set up salary schemes in the section Salary - Salary schemes. Instruction.

Image 5808

Step 3. Materials. If you use materials in your work and want the system to take into account their balances and automatically write off after the visit, enter the product cards and deposit the balances.

You can do it in the Products section. Instruction 

Then connect the necessary materials to every Service card. 

Image 5809

Image 5810

Step 4. Start automatization of profitability analysis with results fixing, namely from sales. The easiest way to create a deal is from the client's appointment card. Tell the administrator to process all customer visits in the system.  

Open an appointment card and click Create the Sale. In the pop-up window correct service and price if it is needed. Also, in tab Products, you can set the amount of materials and sell a piece of products. Click "Proceed to payment" to fix the payment method of the customer and the total amount.  More information

Image 5817

Step 5. Analyze! Always control your results. Remember, every indicator is essential in your business. Create reports, and compare results in a convenient view. More information 

Image 2810

This article was helpful for 32 people. Is this article helpful for you?