{"id":41017,"date":"2026-10-08T09:16:34","date_gmt":"2026-10-08T09:16:34","guid":{"rendered":"https:\/\/alteg.io\/?page_id=41017"},"modified":"2026-10-16T13:02:04","modified_gmt":"2026-10-16T13:02:04","slug":"finances-and-accounting","status":"publish","type":"page","link":"https:\/\/alteg.io\/en\/finances-and-accounting\/","title":{"rendered":"Accounting Software for Service Businesses"},"content":{"rendered":"
\n\t\t\t\t
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tFinance and Payroll<\/span>\n\t\t\n<\/div>\n\t\t\t

Accounting software for service businesses<\/h1>\n\t\t\t\t\t

Altegio helps appointment-based businesses automate their finance routine: it records every payment, cash register operation and expense in the same system as your appointments, so one set of numbers says what came in, what went out and what the month actually earned<\/p>\n\t\t

\n \t\t\tReports and P&L<\/span>\n\t\t\t\t\tPayment methods<\/span>\n\t\t\t\t\tCash registers<\/span>\n\t\t\t\t\tExpenses and suppliers<\/span>\n\t\t\t\t\tPermissions<\/span>\n\t\t\t\t\tDeposits and prepayments<\/span>\n\t\t\t\t\tSeveral locations<\/span>\n\t\t\n<\/div>\n
\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t\n\tSee plans\n<\/a>\n\t\t\n<\/div>\n\t\t\t

7 days free \u00b7 free data migration \u00b7 free support<\/p>\n\t\t

\n
\n
\n \t\t\t

Cash registers<\/p>\n\t\t

\n
\n
\n \n<\/div>\n\t\t\t

Main<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac2 480.00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n\t\t\t

Cards<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac5 120.53<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n\t\t\t

Cash<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac1 240.00<\/p>\n\t\t\n<\/div>\n\t\t\t

Illustrative demo \u00b7 sample data<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Financial transactions \u00b7 today<\/p>\n\t\t

\n \t\t\t

Source<\/p>\n\t\t\t\t\t

Amount<\/p>\n\t\t\t\t\t

Balance<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Hair color<\/p>\n\t\t

\n \t\t\t

Cards<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac120.00<\/p>\n\t\t\t\t\t

\u20ac5 120.53<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Haircut<\/p>\n\t\t

\n \t\t\t

Cards<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac35.00<\/p>\n\t\t\t\t\t

\u20ac5 000.53<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Shampoo<\/p>\n\t\t

\n \t\t\t

Cash<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac18.00<\/p>\n\t\t\t\t\t

\u20ac1 240.00<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Payout \u00b7 Anna K.<\/p>\n\t\t

\n \t\t\t

Main<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

\u2212\u20ac420.00<\/p>\n\t\t\t\t\t

\u20ac2 480.00<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n
\n
\n \t\t\t

Every payment<\/p>\n\t\t\t\t\t

recorded against a cash register<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Expenses<\/p>\n\t\t\t\t\t

filed under categories you write<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

9 details<\/p>\n\t\t\t\t\t

on every transaction, from source to balance<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Export to Excel<\/p>\n\t\t\t\t\t

for your accountant<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tcustomer review<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n
\n \t\t\t

We\u2019ve had four beauty salons in Prague for ten years now. We calculate payroll through Altegio, we use the inventory constantly, we sell products \u2013 I think we use everything. Our client flow is big; handling it manually is simply unrealistic. 70% of clients now book online themselves. In Czechia there are plenty of CRM systems to choose from, but Altegio is the one that has everything<\/p>\n\t\t

\n \t\t\t\"Oksana\t\t
\n \t\t\t

Oksana Gumenyuk<\/p>\n\t\t\t\t\t

NBar, 4 salons (Czechia)<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tpayments<\/span>\n\t\t
\n \n<\/div>\n\t\t\t01 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

The source of every payment is on your screen<\/h2>\n\t\t\t\t\t

You take the money in the Appointment Calendar or online, and payments for services or products are automatically recorded as financial transactions<\/p>\n\t\t

\n
\n
\n \t\t\t\"Pick\t\t\n<\/div>\n
\n \t\t\t

Pick the method at checkout<\/h3>\n\t\t\t\t\t

Cash, card, gift card, membership, loyalty card, client account, a QR code or a payment link: you choose which of them your team can take at checkout<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"Split\t\t\n<\/div>\n
\n \t\t\t

Split one visit across methods<\/h3>\n\t\t\t\t\t

Part on card, part in cash, on the same visit \u2013 available both in the desktop app and in the mobile app<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"Client\u2019s\t\t\n<\/div>\n
\n \t\t\t

Client\u2019s account balance<\/h3>\n\t\t\t\t\t

A client\u2019s account can be credited and hold funds for future services: write-offs are tracked as transactions, too<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"Payment\t\t\n<\/div>\n
\n \t\t\t

Payment by link or QR code<\/h3>\n\t\t\t\t\t

Send your client a payment link or a QR code, and the visit is paid before they arrive or before the service starts<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"A\t\t\n<\/div>\n
\n \t\t\t

A fee per payment method<\/h3>\n\t\t\t\t\t

Accounting for acquiring fees keeps your reports accurate: one method carries 1.5%, another a different rate per card brand<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"Every\t\t\n<\/div>\n
\n \t\t\t

Every method points at a cash register<\/h3>\n\t\t\t\t\t

At checkout you choose which cash register the payment goes to, so income lands in the account it belongs to instead of one undivided pile<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"Every\t\t\n<\/div>\n
\n \t\t\t

Every sale counts<\/h3>\n\t\t\t\t\t

A client buys a shampoo at reception without an appointment: record the sale right in the Appointment Calendar, and it counts toward the day\u2019s income next to the haircut paid before it, with no second entry anywhere<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t\"See\t\t\n<\/div>\n
\n \t\t\t

See what was never paid<\/h3>\n\t\t\t\t\t

Filter appointments by payment status: all, fully paid, not fully paid, instead of scrolling a calendar and trusting your eyes<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

swipe through the ways money comes in \u2192<\/p>\n\t\t

\n \t\t\tStripe<\/span>\n\t\t\t\t\tAdyen<\/span>\n\t\t\t\t\tVivaWallet<\/span>\n\t\t\t\t\tMonoBank<\/span>\n\t\t\t\t\tLiqPay<\/span>\n\t\t\t\t\tPIX<\/span>\n\t\t\t\t\tPagar.me<\/span>\n\t\t\t\t\tUzum Bank<\/span>\n\t\t\n<\/div>\n
\n \t\t\t

Take the money once and it is already accounted for \u2013 with its method, its cash register and its time. Work a real week and read what comes out<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tno-shows and deposits<\/span>\n\t\t
\n \n<\/div>\n\t\t\t02 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

No-shows and late\u00a0cancellations, covered\u00a0before the\u00a0visit<\/h2>\n\t\t\t\t\t

A Payment Policy asks for a deposit or a card guarantee before the slot is confirmed, so an empty chair is not simply money you never see. Whatever happens next \u2013 the visit, a late cancellation or a no-show \u2013 is recorded in the same place as the rest of your money<\/p>\n\t\t

\n
\n
\n \t\t\t

Three payment policy modes<\/h3>\n\t\t\t\t\t

No payment policy, a deposit that secures the slot, or a card guarantee with no money upfront. You choose which one applies to bookings in your widget<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Only where you need it<\/h3>\n\t\t\t\t\t

The policy covers the appointments you choose: selected services or whole categories, selected team members, all clients or only the new ones who are not yet in your client base, and only visits above an amount you set<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

A deposit that comes off the price<\/h3>\n\t\t\t\t\t

You set the amount and the client sees it before paying. It sits on their client account until the visit, then goes toward the total<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

A card guarantee instead of a payment<\/h3>\n\t\t\t\t\t

No money upfront, but a valid card, saved securely by Adyen so neither Altegio nor your business ever holds the full card number<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t

When nobody arrives<\/h3>\n\t\t\t\t\t

Under a deposit, the no-show fee comes out of the deposit first. Under a card guarantee, the fee you set is charged to the saved card without the client present<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

The client agrees before booking<\/h3>\n\t\t\t\t\t

The exact amounts and the window appear in the widget, and the appointment is not created until the client ticks acceptance. No pre-ticked boxes<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

The terms your clients accept are set out in the Payment Policy<\/a>, where the amounts and windows are yours, not ours. Online payments run through the provider you connect: Altegio is not the payment processor, so availability depends on your country<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tgetting started<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

How financial accounting starts in Altegio<\/h2>\n\t\t\t\t\t

Financial accounting in Altegio starts with the Appointment Calendar. After that, 3 things to set up<\/p>\n\t\t

\n
\n
\n
\n \t\t\t

01<\/p>\n\t\t

\n \t\t\t

Work in the Appointment Calendar as usual<\/h3>\n\t\t\t\t\t

Every paid visit and every product sale becomes a financial transaction without anyone opening the Finance section<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

02<\/p>\n\t\t

\n \t\t\t

Set up your cash registers<\/h3>\n\t\t\t\t\t

Add the accounts your money actually moves through, so every payment lands in the one it belongs to<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

03<\/p>\n\t\t

\n \t\t\t

Add your own income and expense items<\/h3>\n\t\t\t\t\t

12 common items come ready, such as product purchases, team salaries and taxes. Add your own on top, such as rent or marketing, and every operation is filed under one of them<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

That is the whole setup. After it, Finance holds one picture of money movement: income, expenses, transfers between cash registers, payouts to your team and acquiring fees<\/p>\n\t\t\n<\/div>\n

\n
\n
\n
\n \t\t\t

Finance<\/p>\n\t\t\t\t\t

Financial transactions<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

This week<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Source<\/p>\n\t\t\t\t\t

Amount<\/p>\n\t\t\t\t\t

Balance<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Haircut<\/p>\n\t\t\t\t\t

\u00b7 visit #4021<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Cards<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac35.00<\/p>\n\t\t\t\t\t

\u20ac1 275.00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Shampoo<\/p>\n\t\t\t\t\t

\u00b7 retail sale<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Cash<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac18.00<\/p>\n\t\t\t\t\t

\u20ac683.00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Deposit<\/p>\n\t\t\t\t\t

\u00b7 online booking<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Cards<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac20.00<\/p>\n\t\t\t\t\t

\u20ac1 295.00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Acquiring fee<\/p>\n\t\t\t\t\t

\u00b7 1.5%<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Cards<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

\u2212\u20ac0.53<\/p>\n\t\t\t\t\t

\u20ac1 294.47<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Payout<\/p>\n\t\t\t\t\t

\u00b7 Anna K.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Main<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

\u2212\u20ac420.00<\/p>\n\t\t\t\t\t

\u20ac874.47<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

9 details on every row<\/p>\n\t\t

\n \t\t\t

Export to Excel<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tcomparison<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

Where the money side lives: Altegio, accounting software or a spreadsheet<\/h2>\n\t\t\t\t\t

The difference is who types the numbers in, and whether a payment and an appointment are one record or two. Separate accounting software here means QuickBooks, Xero, FreshBooks and the like<\/p>\n\t\t

\n
\n \t\t\t

\u00a0<\/p>\n\t\t

\n \t\t\t

Altegio<\/p>\n\t\t\n<\/div>\n\t\t\t

Separate accounting software<\/p>\n\t\t\t\t\t

A spreadsheet<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Who enters the payment<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

The checkout does<\/p>\n\t\t\n<\/div>\n\t\t\tSeparate accounting software<\/span>\n\t\t\t\t\t

A person, or an import<\/p>\n\t\t\t\t\tA spreadsheet<\/span>\n\t\t\t\t\t

A person, after the visit<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

What the record carries<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

Source, cash register, purpose, visit, who recorded it<\/p>\n\t\t\n<\/div>\n\t\t\tSeparate accounting software<\/span>\n\t\t\t\t\t

Amount and date<\/p>\n\t\t\t\t\tA spreadsheet<\/span>\n\t\t\t\t\t

Amount<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

When two numbers disagree<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

One list, with the balance after every row<\/p>\n\t\t\n<\/div>\n\t\t\tSeparate accounting software<\/span>\n\t\t\t\t\t

Reconciled between two systems<\/p>\n\t\t\t\t\tA spreadsheet<\/span>\n\t\t\t\t\t

Nobody can say which is right<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Handoff to the accountant<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

Export to Excel<\/p>\n\t\t\n<\/div>\n\t\t\tSeparate accounting software<\/span>\n\t\t\t\t\t

The ledger where filing happens<\/p>\n\t\t\t\t\tA spreadsheet<\/span>\n\t\t\t\t\t

The file itself<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

One record for the visit and its payment beats two systems that never quite agree. Move the money side to where your calendar already lives<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tcash registers<\/span>\n\t\t
\n \n<\/div>\n\t\t\t03 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Cash registers: one account for\u00a0every\u00a0place your money\u00a0sits<\/h2>\n\t\t\t\t\t

A cash register in Altegio is not a machine on the counter: it is an account that money is recorded into \u2013 the drawer, the card acquiring account, a bank account. Every payment is assigned to one of them, so each account shows what should be in it right now<\/p>\n\t\t

\n
\n
\n \t\t\t

A register for cash, one for cards, and your own on top<\/h3>\n\t\t\t\t\t

Two come by default, one for cash and one for cards. Add as many as you need: a separate register for retail keeps product sales apart from services, and one per payment provider keeps online payments apart from cash<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Move money between them, on the record<\/h3>\n\t\t\t\t\t

Transfer funds between cash registers: taking the day\u2019s cash to the bank is a move from Main to your bank account, recorded as an operation instead of vanishing<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

The card fee comes off by itself<\/h3>\n\t\t\t\t\t

The acquiring fee your bank or payment service charges is written off automatically and appears as its own operation, so the register balance is the amount that actually landed<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

Every row in your transaction list carries 9 columns: date, document number, who paid or was paid, what it was for, the payment source, the comment, who added the operation, the amount and the register balance after it. That is what turns \u201cthe cash register is short\u201d in a barbershop or a clinic into a name and a time<\/p>\n\t\t

\n
\n
\n
\n \t\t\t

Finance report<\/p>\n\t\t\t\t\t

Report for the period<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

This week<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Day<\/p>\n\t\t\t\t\t

Cash<\/p>\n\t\t\t\t\t

Card<\/p>\n\t\t\t\t\t

Deposit<\/p>\n\t\t\t\t\t

Total<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Monday<\/p>\n\t\t\t\t\t

\u20ac180<\/p>\n\t\t\t\t\t

\u20ac420<\/p>\n\t\t\t\t\t

\u20ac0<\/p>\n\t\t\t\t\t

\u20ac600<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Tuesday<\/p>\n\t\t\t\t\t

\u20ac150<\/p>\n\t\t\t\t\t

\u20ac510<\/p>\n\t\t\t\t\t

\u20ac40<\/p>\n\t\t\t\t\t

\u20ac700<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Wednesday<\/p>\n\t\t\t\t\t

\u20ac90<\/p>\n\t\t\t\t\t

\u20ac300<\/p>\n\t\t\t\t\t

\u20ac0<\/p>\n\t\t\t\t\t

\u20ac390<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Thursday<\/p>\n\t\t\t\t\t

\u20ac210<\/p>\n\t\t\t\t\t

\u20ac640<\/p>\n\t\t\t\t\t

\u20ac85<\/p>\n\t\t\t\t\t

\u20ac935<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Friday<\/p>\n\t\t\t\t\t

\u20ac260<\/p>\n\t\t\t\t\t

\u20ac880<\/p>\n\t\t\t\t\t

\u20ac30<\/p>\n\t\t\t\t\t

\u20ac1 170<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Saturday<\/p>\n\t\t\t\t\t

\u20ac320<\/p>\n\t\t\t\t\t

\u20ac1 120<\/p>\n\t\t\t\t\t

\u20ac60<\/p>\n\t\t\t\t\t

\u20ac1 500<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Period<\/p>\n\t\t\t\t\t

\u20ac1 210<\/p>\n\t\t\t\t\t

\u20ac3 870<\/p>\n\t\t\t\t\t

\u20ac215<\/p>\n\t\t\t\t\t

\u20ac5 295<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tpayroll<\/span>\n\t\t
\n \n<\/div>\n\t\t\t04 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Payroll, where it touches your\u00a0finances<\/h2>\n\t\t
\n
\n \t\t\t

Each team member has payroll settings of their own, and Altegio applies them to every attended appointment, so what you pay out comes from the appointments you already have rather than a second set of numbers<\/p>\n\t\t\t\t\t

The rules and rates live on the Salary calculation page<\/a>. What belongs here is the payout: Pay salary settles a period for one team member or for everyone at once and opens a payment in Finance, so the money leaves a named cash register and appears in the transaction list like any other operation<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
\n
\n
\n
\n
\n \t\t\t

Sales by services<\/p>\n\t\t\t\t\t

Hair coloring<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Sep<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Earnings<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac4 200<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Consumables<\/p>\n\t\t\t\t\t

\u2212\u20ac560<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Payroll<\/p>\n\t\t\t\t\t

\u2212\u20ac1 680<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Loyalty<\/p>\n\t\t\t\t\t

\u2212\u20ac120<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \n<\/div>\n
\n \t\t\t

Profit<\/p>\n\t\t

\n
\n \t\t\t

margin 44%<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac1 840<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Pay salary<\/p>\n\t\t

\n
\n \t\t\t

A<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Anna K.<\/p>\n\t\t\t\t\t

1\u201315 Sep \u00b7 settlement<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Services<\/p>\n\t\t\t\t\t

62%<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac820.00<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Products<\/p>\n\t\t\t\t\t

10%<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac40.00<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Total payout<\/p>\n\t\t\t\t\t

\u20ac860.00<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

From<\/p>\n\t\t

\n \t\t\t

Main<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Pay salary<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tcost and margin<\/span>\n\t\t
\n \n<\/div>\n\t\t\t05 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

What a service costs you: consumables, prime cost and\u00a0margin<\/h2>\n\t\t\t\t\t

Consumables are written off by the service that used them, and nobody has to count bottles. Turnover tells you how busy the business was; cost tells you which of that work was worth doing<\/p>\n\t\t

\n
\n
\n \t\t\t

Consumables write themselves off<\/h3>\n\t\t\t\t\t

Link a bill of materials to a service, and one hair coloring deducts 20 ml of dye, 20 ml of developer and a pair of gloves from your stock every time<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Products carry a prime cost<\/h3>\n\t\t\t\t\t

What you paid the supplier sits next to what the client paid you, so the margin on retail is a figure rather than a feeling<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Profit per service, not turnover per service<\/h3>\n\t\t\t\t\t

The Services report in Analytics breaks every service down into earnings, consumables cost, payroll, loyalty payments and profit, and shows its share of your total revenue. Exports to Excel<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

That report is where profit separates from revenue: your best-selling service is not automatically your best-earning one. Stock levels and suppliers live in Inventory<\/a><\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\texpenses<\/span>\n\t\t
\n \n<\/div>\n\t\t\t06 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

What you spend, next\u00a0to\u00a0what\u00a0you\u00a0earn<\/h2>\n\t\t\t\t\t

Revenue is not profit until the money going out is counted too. Expenses are recorded in the same place as income, under items you name yourself, so what is left at the end of the month is a figure rather than a guess<\/p>\n\t\t

\n
\n
\n \t\t\t

Ready-made expense items, plus your own<\/h3>\n\t\t\t\t\t

12 items come ready, from product and consumables purchases to team salaries and taxes. Add your own for anything else, such as rent or marketing, and the report is grouped the way you already think about your costs<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Suppliers and partners on every payment<\/h3>\n\t\t\t\t\t

Keep one list of suppliers and partners and pick them when you record a payment. When a delivery arrives and you mark it as paid, the purchase is recorded as an expense straight away, with the supplier and the cost, so spending per supplier is one filter away<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Filter by expense category<\/h3>\n\t\t\t\t\t

Pull every material purchase for a quarter in one step, instead of sorting a spreadsheet by hand and hoping the formula still works<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Bring in what happened outside Altegio<\/h3>\n\t\t\t\t\t

Import financial transactions from Excel with 7 fields: date, supplier, payment item, cash register, comment, client phone number and amount<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

Income and expenses sit in the same place and are filed the same way, so the profit figure in the next section comes from the same appointments and sales<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\treports<\/span>\n\t\t
\n \n<\/div>\n\t\t\t07 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

The reports your business gets with Altegio<\/h2>\n\t\t\t\t\t

Every question you ask about the money has a named report behind it, and reports are grouped by what you are trying to find out \u2013 Attendance, Finance, Sales and Inventory \u2013 so you look for an answer, not for a tab<\/p>\n\t\t

\n
\n
\n \t\t\t

The day at a glance<\/h3>\n\t\t\t\t\t

What you have actually taken today, and what all of today\u2019s appointments are worth whatever their status. Both figures sit right in the Appointment Calendar and in Finance<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Daily Cash Desk Report<\/h3>\n\t\t\t\t\t

What happened to the cash. Generated automatically at the end of each day, covering encashment and the transfer of cash<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Financial Report for the period<\/h3>\n\t\t\t\t\t

All income and all expenses over a period you set. Opens on the last week and goes as wide as you need<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Profit and Loss (P&L)<\/h3>\n\t\t\t\t\t

Income minus expenses for every month of the year, with months you can compare side by side<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Financial transactions<\/h3>\n\t\t\t\t\t

Every operation in one list, filtered the way you need it: one supplier, one expense item, one cash register, day by day<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Chain Analytics<\/h3>\n\t\t\t\t\t

How your locations compare: a summary report and a breakdown by location on revenue, average bill and other indicators<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n

\n
\n
\n
\n \t\t\t

Profit and Loss<\/p>\n\t\t\t\t\t

Income minus expenses, by month<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

2026<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Item<\/p>\n\t\t\t\t\t

Jun<\/p>\n\t\t\t\t\t

Jul<\/p>\n\t\t\t\t\t

Aug<\/p>\n\t\t\t\t\t

Sep<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Services<\/p>\n\t\t\t\t\t

\u20ac10 200<\/p>\n\t\t\t\t\t

\u20ac10 800<\/p>\n\t\t\t\t\t

\u20ac9 900<\/p>\n\t\t\t\t\t

\u20ac11 800<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Products<\/p>\n\t\t\t\t\t

\u20ac2 200<\/p>\n\t\t\t\t\t

\u20ac2 300<\/p>\n\t\t\t\t\t

\u20ac2 000<\/p>\n\t\t\t\t\t

\u20ac2 400<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Rent<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Payroll<\/p>\n\t\t\t\t\t

\u2212\u20ac5 200<\/p>\n\t\t\t\t\t

\u2212\u20ac5 400<\/p>\n\t\t\t\t\t

\u2212\u20ac5 000<\/p>\n\t\t\t\t\t

\u2212\u20ac5 600<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Supplies<\/p>\n\t\t\t\t\t

\u2212\u20ac1 900<\/p>\n\t\t\t\t\t

\u2212\u20ac2 000<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac2 000<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Profit<\/p>\n\t\t\t\t\t

\u20ac3 500<\/p>\n\t\t\t\t\t

\u20ac3 900<\/p>\n\t\t\t\t\t

\u20ac3 300<\/p>\n\t\t\t\t\t

\u20ac4 800<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

On your phone the Altegio Business Management mobile app<\/a> carries 3 of these \u2013 end of day, daily and the report for the period \u2013 while its main dashboard is a quick look rather than a financial report. To see what one barber earned last month, or which service your clinic sold most, open Sales by Team and Sales by Services<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n
\n \t\t\t

Start your 7-day free trial and get an Altegio expert to set it up with you<\/h2>\n\t\t\t\t\t

An Altegio expert moves your data over, sets up your cash registers and expense items, and walks you through the reports that matter \u2013 free for 7 days<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t\n\tSee plans\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tpermissions<\/span>\n\t\t
\n \n<\/div>\n\t\t\t08 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Finance permissions for team members and receptionists<\/h2>\n\t\t\t\t\t

Access to money is not one switch, and it should not be: a team member checking their pay for the month should not also be reading the day\u2019s revenue for your whole business<\/p>\n\t\t

\n
\n
\n \t\t\t

Who can do what with the money<\/h3>\n\t\t\t\t\t

Viewing, creating, editing, deleting and exporting transactions are separate permissions: a receptionist can record payments without being able to delete them. The period report and the P&L open only to those you choose<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Access per cash register<\/h3>\n\t\t\t\t\t

All of your cash registers, or only the ones a team member actually works with day to day<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Only the operations they handle<\/h3>\n\t\t\t\t\t

Choose which types of transactions someone works with: a receptionist handles payments for services, products and memberships, while salaries and supplier payments stay outside their access<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Their own pay, and nobody else\u2019s<\/h3>\n\t\t\t\t\t

Give a stylist access to their own payroll only: on the web or in the mobile app they see what they earned and what is left to pay, but not their colleagues\u2019 pay or your revenue<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

How far back they can look<\/h3>\n\t\t\t\t\t

A viewing-period limit decides how far back someone can look, so a new receptionist does not read your last year<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

swipe through what you can lock down \u2192<\/p>\n\t\t\t\t\t

Reports follow the same logic: a role and its permissions decide who can see which report, and if a report or the whole section is not visible to someone, that is a setting the manager controls. The full list of finance permissions is in the knowledge base<\/a><\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\ttaxes and handoff<\/span>\n\t\t
\n \n<\/div>\n\t\t\t09 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Taxes, receipts and the handoff to your accountant<\/h2>\n\t\t\t\t\t

Altegio is management accounting and your accountant still files: it tracks what came in and what went out, and it does not calculate or submit your taxes<\/p>\n\t\t

\n
\n
\n \t\t\t

Export to Excel<\/h3>\n\t\t\t\t\t

Financial transactions export in a click, so the day\u2019s sales can lie beside your bank statement and be reconciled line by line<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Debts and refunds stay traceable<\/h3>\n\t\t\t\t\t

A visit paid on credit sits as a debt on the client\u2019s account until it is settled. A refund cancels the payment and the visit shows as not fully paid, so nothing owed or returned disappears quietly<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Fiscal receipts where the law requires them<\/h3>\n\t\t\t\t\t

In Spain, VERIFACTU transmits receipts, refunds and adjustments automatically and adds a QR code. In Brazil, Nota Fiscal is available to local businesses<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

The handoff is a file rather than an integration: Altegio gives your accountant the numbers per cash register, per category and per period, and the filing stays with them<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n
\n \t\t\t

Keep your business calendar and payroll united<\/h2>\n\t\t\t\t\t

Turn the data of arrived visits and their payments into a cash register that balances, payroll that calculates itself and a P&L you can read without a finance degree<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t\n\tSee plans\n<\/a>\n\t\t\n<\/div>\n\t\t\t

7 days free \u00b7 free data migration \u00b7 free support<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tquestions<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

Frequently asked questions<\/h2>\n\t\t\t\t\t

6 questions the money side gets most often, each answered on its own<\/p>\n\t\t

\n
\n
\n \t\t\t

What is accounting software for a service business?<\/h3>\n\t\t\t\t\t

Accounting software for a service business records the money side of an appointment-based business: what your clients paid and how, what the business spent, what your team earned. In Altegio it is the Finance and Payroll sections, fed by the Appointment Calendar<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I see finances for all my locations in one place?<\/h3>\n\t\t\t\t\t

Chain Analytics gives you the chain-wide view: a summary report, and a breakdown by location comparing revenue, average bill and other indicators. It lives in Analytics, while the named financial reports \u2013 the period report, the P&L and the transaction list \u2013 stay in Finance and Reports<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Is there an accounting app for mobile?<\/h3>\n\t\t\t\t\t

The Altegio Business Management mobile app carries Payroll and 3 reports \u2013 end of day, daily and the report for the period. A team member sees what they earned and what is left to pay, while client accounts stay on the web<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

How much does the finance side cost?<\/h3>\n\t\t\t\t\t

Finance and Payroll are part of the Altegio platform, not a separate product you add on. Start with a 7-day free trial; migration and support are free, and the current price for each plan is on the pricing page<\/a><\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Does Altegio take a percentage of my payments?<\/h3>\n\t\t\t\t\t

No. Altegio is not the payment processor: the fee is set by the provider you connect, Stripe, Adyen, VivaWallet or one of the regional options. Altegio records that acquiring fee as its own operation, so your register balance stays real<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Do I still need QuickBooks or Xero if I use Altegio?<\/h3>\n\t\t\t\t\t

There is no integration with QuickBooks or Xero: the handoff is a file. Altegio is management accounting \u2013 payments, cash registers, expenses and payroll \u2013 and it exports financial transactions to Excel. Your bookkeeping program keeps the tax and filing side of the business<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\trelated features<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

What the money side connects to<\/h2>\n\t\t\t\t\t

Finance reads from the rest of your platform. These are the parts that write your numbers for you<\/p>\n\t\t

\n
\n
\n
\n \t\t\t

Payroll<\/p>\n\t\t

\n \t\t\t

62%<\/p>\n\t\t\t\t\t

of service<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Payroll Software<\/a><\/h3>\n\t\t\t\t\t

The payroll settings per team member behind every commission this page pays out<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n
\n \t\t\t

Bill of materials<\/p>\n\t\t\t\t\t

Hair coloring<\/p>\n\t\t

\n
\n \t\t\t

Dye<\/p>\n\t\t\t\t\t

20 ml<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Developer<\/p>\n\t\t\t\t\t

20 ml<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Gloves<\/p>\n\t\t\t\t\t

\u00d71<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Inventory<\/a><\/h3>\n\t\t\t\t\t

Prime cost, stock and the bills of materials that write consumables off a service<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n
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Loyalty<\/p>\n\t\t

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%<\/p>\n\t\t\n<\/div>\n

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Membership \u00b7 active<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Loyalty Program<\/a><\/h3>\n\t\t\t\t\t

Memberships, gift cards and discounts, and what each of them does to the payout base<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

By industry: beauty salons<\/a>, barbershops<\/a> and clinics<\/a> each file consumables, commission and permissions a little differently<\/p>\n\t\t\n<\/div>\n\n<\/section>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Finance and Payroll Accounting software for service businesses Altegio helps appointment-based businesses automate their finance routine: it records every payment, cash register operation and expense in the same system as your appointments, so one set of numbers says what came in, what went out and what the month actually earned Reports and P&L Payment methods […]<\/p>\n","protected":false},"author":28,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-41017","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t