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Beautiful user interface

A fast and modern user interface your users will love. Based on Google Material Design trend.

Reduce data entry

No need to create invoices manually, print and send them, register bank statements, follow-up payments... Automate more, save time.

Collaboration & Alerts

Follow what interests you, get automatic alerts and collaborate on documents easily.



Pay Multiple Invoices

Ability to reconcile a payment with several invoices using a button on the payment form.

Easy setup

Simplified initial setup with a configuration progress bar (example: set your initial balances from one screen).

Mobile

Get an instant access to all accounting features, wherever you are, on tablets or smart phones.

Bank Interfaces

Get your bank statements automatically synced with your bank. Save time with Automated reconciliation.

Accounts Receivable

Clean customer invoices

Odoo invoices are easy to create, beautiful and full featured. (payment terms, multiple taxes, discounts, price lists)



Advanced Payment terms

Support multiple payments for one invoice, cash discounts, advance invoice and partial reconciliations.




Draft invoice propositions

Draft invoices are created automatically by Odoo based on sales order, timesheets or delivery orders.




On-the-fly payment reconciliation

When creating an invoice, Odoo suggests outstanding payments automatically so that you don't have to reconcile it later.


Get paid easily

Credit Card Payments

Get paid quickly by supporting online payment with credit cards. We support main payment gateways like Authorize.net, Ingenico, Paypal, Adyen, etc.

Automated follow-ups

Odoo proposes emails, follow-ups letters, and tasks automatically to ease your credit collection process.

Aged receivable balance

The receivable report gives you a clear overview of overdue payments and treasury forecast.



Customer Portal

Your customer can track their order status, invoices, and payments through their portal.

Advanced customer statements

Get clear reports on customer statements and navigate easily through the documents to understand every customer use case.

QR Codes

Your customers can scan a QR code with their banking app to pay. The QR code is on PDF invoices and shows up in the payment screen of quotations and invoices.

Account payable

Control supplier bills

Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill

Employee expenses

Track employee expenses, from the recording to the validation and reimbursement.


Forecast expenses

Get a clear forecast of your future bills to pay.

Bill digitization

Upload your scanned PDF or image format files to vendor bills, and let Odoo automate their creation with Artificial Intelligence.

Pay bills

Print checks

Get a proposition of supplier bills to pay and print checks in batch in just a few clicks.

Deposit ticket

Keep track of deposit tickets in just a few clicks to ease the bank reconciliation process.



Automate wire transfers

Automate payments to suppliers with SEPA based on propositions by Odoo to pay at the right date.

Organize payment orders

Support your own payment flows with optional validation steps.


Bank & Cash

Automate bank feeds

Get your bank feeds automatically from the bank. 15,000 banks supported, mostly U.S., Canada and NZ ones.

Manage cash registers

Easily track every cash transaction with opening and closing.



Import Statements

If your bank is not supported, use OFX, QIF, CSV or Coda files to import statements easily.


Easy Reconciliation

Smart Reconciliation Tool

Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation. Odoo matches 95% of invoices & payments automatically and the smart matching tool allows to do the remaining 5% super fast.

Easy outstanding payments

Get partial and full reconciliation proposition directly from the invoice or the bank statement.



Online Payments

Confirmed online transactions create a payment for easy reconciliation. They also show up as notifications in the document’s chatter for easier follow-up.

Reconciliation Report

Audit differences between your accounts and your bank statement balance to ease reconciliation.

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Multis

Multi-currency support

Get your currencies rate updated automatically every day.

Multi companies

Get all your subsidiaries integrated in the same system with consolidation reports in real time. Automate business flows with inter-company rules.



Multiple users

Define as many users as you want with different access rights.

Multi Journals

Organize your document into several journals (by departments, by type of activity) to split roles across several users.


Performance Reports

Business Intelligence reports

Use Odoo pivot table to navigate through the information: consolidations, drill-up/down, group data, filters, etc. Multiple standard reports are available - Profit & Loss, cash flow statements, cash reports, executive summary and aged payable/receivables, etc. Get standard reports and chart of accounts available for 80+ countries. Export to Excel and pdf.

Customizable dashboards

Create your own dashboard by assembling custom reports. Generate reports for any time period, comparing time period. Get dynamic calculation of certain fields e.g. YTD earning. Share filters and dashboard across teams.


Annotate any report

All reports are full dynamic allowing you to navigate easily. Create multiple annotations. Annotate reports to add your notes for the managers inline.

Customizable KPI's

Define your own KPIs based on formulas: gross margin, customer acquisition costs, growth rate by products.

Perpetual fiscal year closing

No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.


Legal Statements

Profit & Loss

Navigate easily through the flow of information from the Profit & Loss report.

Cash flow statement

Get a cash flow statement in real time with lots of options in the filters.

General ledger

Search and filter in the general ledger easily and zoom into documents in just a click.

Advanced Taxes Management

Odoo's tax engine support a wide range of tax computations: price included / excluded, percentage, grid, tax on taxes, partial exemptions, etc.

Consolidated Journal Report

The consolidated journal displays what happened in each journal organized month by month for readability.

Balance Sheet

Get your current year earnings automatically reported to your balance sheet to report at any time without having to close/open fiscal years.




Tax reports

Get your tax reports in accrual or cash based, formatted according to the right country.

Country-specific statements

VAT statement, P&L/BS of the country, listing of VAT subjected customer, etc.

Tax Audit Report

The tax audit report allows you to check how the tax report is computed for audit purposes. In the tax report, select a line and click on the "audit" button to audit the journal items (base and tax in the same report).

Consolidation

Combine financial information from multiple companies to generate a consolidated set of statements.  Leverage closing, historic, or average exchange rates and add multiple adjustment columns (no GL impact). Use data from other financial systems and adjust for partial control or ownership of one or more companies.


Analytic Accounting

Hierarchies of cost accounts

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

Fully integrated

Get analytic entries automatically produced based on time-sheets, supplier bills, work orders, etc.

Analytic distribution

Distribute one accounting entry into multiple analytic accounts by using analytics tags and flexible distribution.



Multiple-plans

Manage multiple analytic plans with default values and assignations ratios between cost accounts or projects.

Analytic report

Get clear reports on your analytic accounts with hierarchy and subtotals.


Subscriptions

Automatic Invoicing

Manage subscription and recurring revenues easily with contracts. Automate recurring invoices, payments and renewal alerts.

Renewal alerts

Your salesperson get automated alerts when contracts have to be renewed.



Customer portal

Your customers can change their plans, order upgrades or downgrades / unsubscribe through the customer portal. (Based on your configuration)

Recurring revenues & extra

Manage multiple subscription plans, templates and extra fees.


Assets & Revenues

Assets Management

Track assets, depreciation boards and generate amortization entries automatically. Manage all events on your assets in just a few clicks.

Revenue Recognition

Manage multi-year contracts, automate deferred revenues entries and get clear dashboards on your recurring revenues.



Budgets

Track your budget and compare actual performance with different budget. Manage budget on your financial accounting or analytic accounts.

Revenue dashboard

Get all your SaaS metrics in a clear dashboard: MRR, Churn, CAC, CAC ratio, Growth forecasts, ARR, CLT, CLTV.


Connect

Web-service API

Connect third party applications with the Odoo web service API. We support all languages: python, PHP, java, c#, ruby, ...

Google spreadsheet integration

Connect Google spreadsheet to Odoo Saas to create your own dashboard in your favorite spreadsheet pulling data automatically from Odoo. Very useful for budgets, commission plans, ETC



Flexible Import-Export

Use the built-in import-export tool to mass import or export. You can export then import the same data to mass update through excel sheets.


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