Odoo for Finance & Accounting Firms
Streamline client accounting, invoicing, compliance, and reporting — all from one flexible ERP platform.
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Key Benefits for Accounting Teams
Client Company Management
Store legal entities, contacts, service packages, and documents.
Task & Time Billing
Log hours per client, assign to partners/staff, and automate invoices.
Document Vault
Secure storage of tax, audit, and company records with version tracking.
Compliance Calendar
Track GST, TDS, income tax, ROC, and filing dates with alerts.
Client Portal
Clients can log in to view invoices, upload files, and approve work.
Profitability & MIS Reports
Track revenue and margins across clients, partners, or departments.
Modules We Implement
Projects & Tasks
Manage internal and external deliverables with timesheet logging.
Accounting
Client books, bank rec, entries, ledgers, and statutory reporting.
Invoicing
Fixed fee, hourly, or milestone-based billing with online payment links.
CRM
Track leads from referrals, websites, events, or partners.
Document Management
Client folders, templates, approval flows, and archive control.
Who We Help
Chartered Accountants (CA)
Manage multiple clients, partners, and compliance dates in one system.
Bookkeeping Firms
Standardize tasks, automate client billing, and track profitability.
Financial Consultants
Deliver advisory services with full visibility on project-based revenue.
Modernize Your Accounting Firm with Odoo
Automate admin, billing, compliance, and documents — so you can focus on your clients.
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