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Feature Tour

Every Accounting feature, in one place.

The full feature tour — reconciliation, multi-currency, tax and reporting. Looking for implementation and setup instead? See the Accounting overview.

Less manual work

The three things clients ask us for most during setup.

Automation

Invoices post straight from inbound email, and bank feeds sync without a daily upload.

Mobile

Approve bills, check balances or send an invoice from a phone or tablet, on-site or on the road.

Less Data Entry

Bank statements register themselves, and follow-up payments go out without anyone typing a reminder.

Accounts Receivable

Clean Invoices

Payment terms, taxes and discounts applied automatically, ready to send in a couple of clicks.

Draft Propositions

Drafts created automatically based on sales orders or delivery orders.

On-the-fly Reconciliation

Odoo suggests outstanding payments automatically during invoice creation.

Get Paid Easily

Online Payments

Support credit cards via Authorize.net, Stripe, Paypal, Adyen, etc.

Automated Follow-ups

Emails, letters, and tasks proposed automatically for credit collection.

Customer Portal

Customers track order status, invoices, and payments online.

Every entry, under control

Double-entry bookkeeping enforced automatically, with a full audit trail from draft to reversal.

  • Draft, validate and post in one screen
  • Multi-line entries with per-line analytic tags
  • One-click reversal, fully traceable
Journal Entry Creation
Payables
  • Forecast: Clear view of future bills to pay.
  • Control: Manage supplier bills easily.
  • Expenses: Track employee expenses from recording to reimbursement.
Payments
  • Checks: Print checks in batch in just a few clicks.
  • Wire Transfers: Automate SEPA payments to suppliers.
  • Deposit Tickets: Track deposits to ease reconciliation.
Bank & Cash
  • Feeds: Sync with 28,000+ banks automatically.
  • Import: Supports OFX, QIF, CSV, Coda files.
  • Registers: Track cash transactions with opening/closing.

Automated transfers

Move funds between accounts on a schedule, without a manual journal entry every time.

  • Set a start/end date and frequency
  • Pick the origin and destination accounts
  • Compute and post transfers in one click
Automated Account Transfers

Easy Reconciliation

Matches 95% of invoices & payments automatically.

Smart Tool

Get reconciliation propositions automatically. Learns from manual actions.

Reports

Audit differences between accounts and bank statement balances.

Accounting Reconciliation

Dynamic financial statements.

Profit & Loss, balance sheet and cash flow, generated live from your ledger. Drill into any line, filter by period, and export to PDF or Excel.

Profit and Loss Statement

Multi-Company, Multi-Currency

Multi-Currency

Auto-update rates daily.

Multi-Company

Consolidation reports in real-time.

Multi-User

Granular access rights.

Multi-Journal

Organize by department or activity.

Performance Reports

BI Reports

Use Odoo cubes to navigate info: drill-up/down, group, filter. Export to Excel/PDF.

Dashboards & KPIs

Create custom dashboards. Define KPIs based on formulas (Gross Margin, CAC, Growth).

Legal & Analytic

Statements

Profit & Loss, Cash Flow, General Ledger, Balance Sheet.

Taxes

Country-specific reports, tax audit reports, advanced tax computation.

Analytic

Hierarchy of cost accounts based on projects/departments. Fully integrated.

Analytic Items

Distribute costs and revenue across departments or projects, then filter and pivot for full visibility.

Close your books with confidence

Period controls that keep a closed month closed.

Lock Dates

Separate locks for sales, purchases, tax returns and the general ledger, with an optional hard lock so nothing slips through after close.

Secure Entries

Past journal entries become permanently read-only after a cut-off date, protected behind a dedicated security group.

Subscriptions

  • Auto-invoicing & Renewal alerts
  • Customer Portal management
  • MRR Dashboard & Recurring Revenue

Assets & Revenue

  • Asset Depreciation management
  • Revenue Recognition (Deferred Revenue)
  • Budget Management

Fully Integrated.

Sales
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Inventory
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eCommerce
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Purchase
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Want to see this running on your own data?

We'll walk through your chart of accounts and show exactly how it fits.

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