Streamline your finance with Odoo
Powerful suite for accounting, invoicing, budgeting, and seamless integration to drive business efficiency
Documents
Odoo Documents empowers finance teams to seamlessly manage their documents, ensuring a streamlined and paperless workflow.
From invoices to expense reports, this app centralizes your financial documentation, enabling quick access, effortless organization, and secure sharing.
Its integration with Odoo Accounting allows for automated processes, like matching vendor bills to purchase orders or reconciling payments.
With customizable tags, smart filtering, and OCR capabilities for scanning documents, Odoo Documents reduces manual effort and ensures compliance while boosting operational efficiency.
Take control of your financial records with Odoo Documents, designed for simplicity and precision.
Expenses
The Odoo Expenses app is a powerful tool designed to streamline the management of business expenses.
It allows employees to easily submit and track expenses, while managers can review, approve, and ensure compliance with company policies.
The app automates the entire expense process, from submission to reimbursement, improving efficiency and reducing administrative overhead.
With customizable approval workflows, integration with accounting systems, and real-time reporting, Odoo Expenses helps businesses maintain financial control and transparency.
Whether it's handling travel expenses, office supplies, or other business-related costs, Odoo Expenses simplifies and optimizes the expense management process.
Accounting
The Odoo Accounting app is a modern, user-friendly solution designed to simplify financial management for businesses of any size.
Seamlessly integrated with the Odoo ecosystem, it offers powerful tools to automate tasks like invoicing, payments, and bank reconciliations.
With real-time insights, customizable reports, and compliance with global accounting standards, Odoo Accounting empowers businesses to streamline operations and make data-driven decisions.
Its intuitive interface ensures efficiency, while integrations with other Odoo apps like Sales, Inventory, and Payroll provide a unified platform for comprehensive financial oversight.
Invoicing
Odoo Invoicing is a powerful yet intuitive solution that streamlines your billing and payment workflows.
Create professional invoices effortlessly, send them directly to customers, and track payment statuses in real time.
With seamless integration to Odoo Accounting, Sales, and CRM, it provides end-to-end management for all your financial operations.
Automate recurring invoices, manage multiple currencies, and generate insightful reports to stay on top of your business finances.
Whether you’re a small business or a large enterprise, Odoo Invoicing ensures accuracy, efficiency, and ease at every step of your invoicing process.
Sign
Odoo Sign is a digital signature solution designed to streamline document workflows for finance teams.
It allows users to create, send, and sign financial documents like invoices, contracts, and approvals quickly and securely.
With Odoo Sign, finance departments can reduce paperwork, ensure compliance, and maintain an audit trail—all while saving time and improving efficiency.
Its seamless integration with other Odoo apps, such as Accounting and Sales, ensures that signed documents are automatically updated in the system, enabling accurate and real-time financial management.
Embrace Odoo Sign to modernize your finance operations with simplicity and precision.
Dashboard / Reports
Odoo’s Finance Dashboard and Reporting app provides businesses with real-time, data-driven insights to optimize financial decision-making.
Its intuitive dashboard consolidates key financial metrics, including cash flow, revenue, expenses, and profit margins, offering an instant snapshot of your company’s financial health.
The app includes customizable reports that cover income statements, balance sheets, and cash flow analysis, ensuring compliance with accounting standards.
With advanced filtering options, visual analytics, and automated data updates, the app empowers finance teams to track performance, forecast trends, and identify opportunities with ease.
Seamlessly integrated with other Odoo modules, the app enables efficient workflows, such as syncing invoices, payments, and budgets, while maintaining a centralized financial management system.
Odoo’s Dashboard and Reporting app is the ultimate tool for streamlining finance operations and achieving strategic clarity.
Features to streamline your financial management
Save Time
- Mobile App: iOS and Android native apps cover 100% of the features
- AI-powered invoice digitization: Upload your scanned PDF or image format files and let Odoo encode them automatically, thanks to the
- Multi Companies: Get all your subsidiaries within the same system with real-time consolidation reports. You can also automate business flows with intercompany rules.
Accounts Receivable & Payable
- Professional invoice templates: Fine-tune your documents' design and choosing the best invoice template for your company.
- Sales credit limits: Trigger alerts when creating Invoices and Sales Orders for Partners exceeding their total receivable amount limit.
- Credit notes & refunds: Create a customer or vendor credit note directly from the customer invoice or vendor bill.
- Instant invoice drafts: Draft invoices are created automatically by Odoo based on sales orders, subscriptions, timesheets, or delivery orders.
- Overview of journal entries: Review, edit, and reconcile your journal entries by journal types: purchases, sales, bank and cash, and miscellaneous.
Get Paid Easily
- Online payments: Allow customers to pay online via payment methods of their choice.
- Mobile payments with QR codes: Add a QR code to your invoices so customers can pay effortlessly with their mobile banking application.
- Customer portal: Let your customers to view, download, and pay their invoices online through customer portal. They can manage their subscriptions, sign documents, track order status, send messages, and more.
- Automated follow-ups: Ensure your credit collection with automated processes: follow-up emails, letters, SMS, and automated tasks to remind your customers when necessary.
Legal Statements
- In-depth & dynamic statements: Any change in your accounting is directly visible and allows an in-depth audit to understand each value entered.
- Advance tax management: Odoo's tax engine supports a wide range of tax computations: price included/excluded, percentage, grid, tax on taxes, partial exemptions, etc.
- Tax reports: Get your tax reports in accrual or cash-based formatted according to taxation regulations.
- Tax audit report:
Check easily how the tax report is computed for your audits through the tax audit report, just by clicking on a line.
Easy Reconciliation
- Smart reconciliation tool: Get reconciliation suggestions automatically and register extra journal items on the fly. Manual reconciliations interface for both open and paid invoices.
- Outstanding payments: Get partial and full reconciliation suggestions straight from the invoice or bank statement.
Pay Bills
- Batch payments: Use batch payments to group different payments and ease the reconciliation process and bank check deposits.
- Print checks:
Get suggestions for supplier bills to pay and print checks in batches in just a few clicks.
Analytic Accounting
- Hierarchies of cost accounts: Structure analytic accounts automatically based on projects, contracts, departments, etc.
- Multiple plans: Manage multiple analytic plans and sub-plans with applicability conditions to shape your own analytic multi-dimensions/axes.
- Budget management: Track budget and compare actual performance with different budgets. Manage the budget of your financial accounting or analytic accounts.
Asset, Revenue & Expense Management
- Asset management: Track assets and depreciation boards and automatically generate amortization entries. Manage all events on your assets in just a few clicks.
- Revenue & expense recognition: Manage multi-year contracts, automate deferred revenue and expense entries, and get a clear overview of your recurring revenue and expenses.
Connect
- Web-Service API: Connect third-party applications with the Odoo web service API. Odoo supports all languages: python, PHP, java, c#, ruby, ...
- Flexible Import-Export: Use the built-in import-export tool to mass import or export. You can export and import the same data to mass update through Excel sheets.
Seamless integration with other operations
Expand as you grow. Simple and fast integration with other Odoo apps
12 Million+ users world-wide trust Odoo
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