Finance Management

A complete set of applications to manage all your accounting and finance needs. Securely record your financial transactions with a user-friendly suite of apps, with complete traceability and customisation to meet your local accounting standards. 

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Odoo Finance Apps

Accounting & Invoicing

A complete Accounting system with your journals at your fingertips.  A multi-currency environment with an automated exchange rate to ease your international transactions. Automated follow-ups sent to collect late payments. Get automatic reconciliation propositions and register extra journal items on the fly. Set up your assets models and never deal with your depreciation entries anymore. 

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

Manage multiple analytic plans and sub-plans to shape your own analytic multi-dimensions/axes. Structure your analytic accounts automatically based on projects, contracts, departments, etc.

Expenses Management

Managing your employees' daily expenses has never been easier. Whether it's travel expenses, office supplies, or any other employee expenditure, access all receipts and expense submissions from your Expenses dashboard and create, validate, or refuse them in just a click. No need to download a specialized software to maintain expense records - everything can be done directly through the app!

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

As a manager, easily follow expense records across the entire team to keep an eye on costs and ensure they keep on target and within budget.

Odoo Spreadsheet

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.

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. As new data is created within your apps, the spreadsheet continuously updates itself without having to export or worry about any integration!

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?!

Documents Management

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

Allow people to create documents by sending an email. Define rules to set tags and folders automatically according to the email.

Share individual documents or folders to offer access to external users (with or without logins) and allow them to upload new documents

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.

Sign - Paperless Signatures

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.

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

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.

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.