Accounting

STAY FOCUSED ON WHAT MATTERS

Access everything you need from your dashboard

Bank feeds synchronized automatically

Manage recurring invoices and easily track your cost

Your journals at your fingertips

Easy & customizable invoicing with online payment

Get paid faster

  • Convenient customer portal to enable quick payments
  • Automated follow-ups sent to collect late payments
  • A multi-currency environment with an automated exchange rate to ease your international transactions
  • Incoming and outgoing batch payments (SEPA Direct Debit, SEPA Credit Transfer, check, etc..)
  • All main payment providers (Stripe, Authorize.net, Ogone, PayPal, Adyen, Alipay, and many more.

Time-saving tools to make your life easier

Intelligent Reconciliation Tool
Get automatic reconciliation propositions and register extra journal items on the fly.
Assets

Set up your assets models and never deal with your depreciation entries anymore.

AI-powered invoice digitization

Uses OCR and artificial intelligence technologies to encode automatically your business documents in your accounting.

Accruals

Automatically spread in multiple entries to reflect your deferred revenue and deferred expenses, created in draft mode and posted periodically.

WHEREVER YOU ARE, WE GOT YOU COVERED

Fiscal Localization packages
to match your country’s requirements.

With over 70 localization packages, Odoo Accounting is pre-configured specifically for your country’s requirements: charts of accounts, taxes, country-specific reports, electronic invoicing, audit files, and fiscal positions to automatically apply the right tax rates and accounts.

Your reports, the way you like them

Instant, generic, and dynamic reports

Annotate, export to xsl and see the detail of reports easily.

Compare your figures between periods

Choose the periods you want and quickly see the comparison.

Limitless reports, any time

To allow you to correctly manage your financial and legal statements.

Spreadsheets

Prepare, analyze and store your reports in spreadsheets, benefitting from data communication and management.

Compliant tax reports

Get government-compliant tax reports in either accrual or cash basis methods.

Access detailed data

Easily click on your your report lines and access key information quickly.

Monitor and analyze your figures to grow your business

Ease the analytic distribution on invoices and bills thanks to a dedicated custom widget

Structure your analytic accounts automatically based on projects, contracts, departments, etc.

Ease the analytic distribution on invoices and bills thanks to a dedicated custom widget

Use budgets to compare actual with expected revenues and costs

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ACCOUNTING FOR FIDUCIARIES
INTEGRATES THE DOCUMENTS APP AND EASES YOUR LIFE

Designed for fiduciaries

  • Effortless documents management
  • Clear and detailed clients dashboard
  • Collaborative system
  • Unlimited amount of users

Invoicing

Online billing
easier than ever

Manage contracts, create recurring invoices,
bill timesheets, get paid faster.
Contact an expert

Convert your quotes into
invoices with ease

Invoice automatically based on sales orders, delivery orders, contracts, or time and materials.

Easily create invoices based on the quotes you have sent to your clients.

Send professional-looking invoices directly to your customers with just one click.

Email them automatically as a PDF attachment or print and mail them.

get paid faster

Online payments and automated tracking.

Accept online payments with PayPal , Ingenico , Buckaroo , Stripe, Authorize.net, Atos Worldline or Adyen . Forget the hassle of sending reminders for late or pending payments. Automated follow-ups are very easy to set up and will help you streamline billing to get paid quickly and easily.

Analyze your sales

Access detailed data to get the big picture.

Get direct access to key information with dynamic and customizable dashboards. Make your own definitions and analyze your billing by product, customer, vendor, etc.

Expenses

Online expense management

Easily manage your employees’ expenses

Get direct access to key information with dynamic and customizable dashboards. Make your own definitions and analyze your billing by product, customer, vendor, etc.

Contact an expert

Save time on expense reports

All in the same place.

Managing the daily expenses of your employees has never been easier. Whether it’s travel expenses, office supplies, or any other expense concept, you’ll be able to access all receipts and charges in your Expense dashboard and create, validate, or reject them with just one click. No need to download any specialized software to keep track of expenses, you can do it all right through the app!

No more lost receipts

Upload all receipts directly to the expense register.

Employees can easily attach copies of their receipts directly to an expense record to avoid losing them. Add attachments on the go via any mobile device by taking a photo of the receipt and sending it to the designated email address. Save time and increase efficiency by keeping a clean and complete record of all expenses.

Manage expenses by team

Get a clear overview of team expenses.

Share the workload between departments

Involve everyone to save time.

EMPLOYEES
Draft expenses, add notes, and upload receipts to the expense register.

MANAGERS
Validate or reject expenses with a click. Add comments, edit records, or request additional information.

ACCOUNTANTS
Record company and employee expenses by adding them to the books and process payments and invoices.

Fully integrated with the other Odoo applications

Employees

Employees

Monitor employee records and easily maintain files and information for your teams.


Project

Project

Manage project, team and file forecasts. Easily delegate tasks and monitor every step of the project.

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Billing

Billing

Manage contracts, create recurring invoices, bill time sheets, and get paid faster.

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Fleet

Fleet

Keep track of company vehicles, mileage log, maintenance schedule, contracts and more with organized and clear fleet management.

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Spreadsheet (BI)

Go the Extra Mile with Spreadsheets

Upskill your Business Intelligence practices.

Get direct access to key information with dynamic and customizable dashboards. Make your own definitions and analyze your billing by product, customer, vendor, etc.

Contact an expert

Stay Ahead of the Game

Spreadsheets are one of the most widely used tools in any industry, and now you can take advantage of its numerous functionalities within Odoo.

Yeah, you read that correctly! Making projections, calculating commissions, and extra data analysis with real-time data are now one click away.

Make projections

Understand your financial situation and discover your profit potential.

Calculate commissions

Devise a strong business plan and enhance team performance.

Analyze data

Make well informed and efficient decisions.

Model & Manipulate your data

Insert your sales revenue, purchase, budgets, and subscription analysis and make historical, current, and predictive views of your numbers.

Keep your data up-to-date

A no-brainer! As new data is created within your apps, the spreadsheet continuously updates itself without having to export or worry about any integration!

Contact an expert

Safe Bet : Highlight Information

With the conditional formatting option, you can effortlessly detect critical issues and identify patterns and trends. Easy!

Work with Killer Filtering Options

Add filters based on Date, Relations, or Text and always have up-to-date and customizable data, as different data can be quickly shown on the change of criteria. Powerful, right?!

Bring Data to Life: Graphs

Visual representations help us to understand data easier and quicker. They make large volumes of data, and sometimes complicated ones, properly represented and with authority and clarity. And, with Odoo Spreadsheet, all of that is possible with live and integrated data!

A Game Planner.

Fully integrated.

Empower your employees

Empower decision-making processes

Empower your company

Documents

Odoo Documents

Save time recording bills, scanning contracts, approving documents, and become a paperless company.

Contact an expert

DMS Reinvented

Move to a paperless approach.
 

With Odoo Documents, you can easily share, send, categorize, and archive scanned documents. You can also generate business documents such as vendor bills, tasks, and product sheets for manufacturing.

Streamline your workflow
Take advantage of a fully integrated approval, control, and validation process, with activities, chatter, and action rules to make sure everything gets done by the right person at the right time.

Email gateway
Using the email gateway, bills are created automatically from a scanned document or directly from your vendor’s email.

Collaborate with your team and clients
Assign documents to your colleagues, customers, or vendors. Share files and public folders with your clients, and let them import documents directly.

Seamless work with Sign
Don’t waste time printing and scanning documents that someone has to sign. Instead, assign them to the right person, get them e-signed, and have them sent directly back.

Process documents in batch
Work in batch by requesting approvals, changing folders, tagging and assigning multiple files at once instead of one by one.

Integrated with Odoo Apps
Documents integrate with other Odoo Apps. Track versions of plans and worksheets with PLM, create your vendor bills in one click with the help of our AI in Accounting or create tasks from specific documents.

Do more in less time

With Documents, everything is where you need it, instantly available. Keep track of all your files and never lose one; they are all organized and stored in the same place, safe and secure.

Documents

Easy Signature

Send, sign and approve documents online.
Upload your PDF and drag & drop fields easily.

Contact an expert

Get documents signed up faster

Simplify your processes, boost your productivity.

Odoo Sign is a fast and convenient way to send, sign, and approve documents. Prepare contracts by dragging & dropping blocks to be completed by the parties, submit signature requests in seconds, and track the status of sent documents.

Go paperless, increase ROI

Embrace all the benefits of our easy and fully integrated electronic signature solution.

Yeah, you read that correctly! Making projections, calculating commissions, and extra data analysis with real-time data are now one click away.

Cut costs

Forget hidden costs like printing, copying, faxing, scanning, shredding, and posting. Everything is accessible online from any device. Never lose important documents again.

Save time

Stop waitingfor days or even weeks for all parties to sign your documents. Move forward and close your deals in just a few clicks.

Reduce errors

Eliminate manual operations and improve the quality of the documents filled out and signed. Make sure parts that require a signature are signed.

Eliminate all risks

Don’t worry, we’ve got you covered.
Secure Identification

All communications on the documents are encrypted to ensure only authorized people can access the content and that the document.

Documents Integrity

Odoo keeps the authoritative document under control at all times. Any activity on the document (read, sign, etc.) is encrypted to ensure document inalterability. An audit log report is available to all the parties at any time.

100% Legal

Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS), in and US ESIGN Act. They also meet the requirements for electronic signatures in most countries.

Support every level of your organization

Streamline your entire workflow and increase efficiency

Sales & operations
Improve win rates and reduce the sales cycle by automating the signing process of your contracts. Improve your relationships with customers.

Human resources & staffing
Improve hiring processes and interactions with applicants by sending electronic evaluation forms and employment contracts.

Tax & accounting / administration
Easily keep track of all documents, delays and procedures. Stay organized at all times with all documents available electronically at hand.