Odoo Finance made
simple and powerful
Odoo Finance is a modern accounting software. So clean that you will experience work differently and avoid the frustration of slow interfaces, overflowing email inboxes, and endless data.
Accounting
Sign
Invoicing
Expenses
Spreadsheets
Documents
Odoo Accounting
Odoo Accounting: A full-featured double-entry accounting app handling general ledger, receivables, payables, taxes, and multi-currency. It manages customer invoices, vendor bills, payments, and bank reconciliation, with country-specific charts of accounts and tax reports.
Key Features
Worldwide compatibility
Odoo is pre-configured to address your country's requirements: charts of accounts, taxes, country-specific reports, electronic invoicing, audit files, and fiscal positions to automatically apply the right tax rates and accounts.
Automated follow-ups
Your brand is your story. We help you tell it through cohesive visual identity and messaging that resonates with your audience.
Real-time reporting
Real-time financial performance reports, empower you to make informed decisions for your business. Additionally, you can easily annotate, export, and access detailed information for each report.
Deferrals
Defer your revenues and expenses, either manually or on each invoice/bill validation. You can also audit the entries from dedicated reports.
Electronic invoicing (EDI)
Various EDI file formats are available depending on your company's country. Send and receive electronic invoices in multiple formats and standards, such as Peppol. List of supported formats
Dynamic taxes and accounts
No matter where your customers and suppliers are established, if they have a Tax ID or not, if the goods are sold cross-border, Odoo computes the right taxes and income or expense accounts.
Odoo Accounting Use Cases
Bookkeepers:
Bookkeepers use Odoo Accounting for daily financial tasks like invoicing, bill recording, payments, and bank reconciliation. Automation tools reduce manual work, improving accuracy. They also ensure GST compliance and track tax obligations.
CFOs & Finance Managers:
CFOs rely on real-time financial reports such as P&L, balance sheets, and cash flow forecasts to make informed decisions. Multi-company support allows centralised financial control across entities.
External Accountants & Tax Advisors:
Accountants access BAS reports, EOFY tax returns, and payroll tax while using audit tools for compliance. Odoo also supports depreciation schedules and financial statement preparation.
Business Owners & Managers:
Owners and managers use Odoo’s dashboard to track invoices, payments, and KPIs. Those without a finance team can handle basic bookkeeping while outsourcing complex tasks to professionals.
Odoo Invoicing
Odoo Invoicing is a comprehensive billing solution that enables businesses to efficiently manage both customer invoices and vendor bills. It streamlines invoicing by allowing users to create, send, and track invoices, automate recurring billing, and accept online payments. At the same time, it simplifies accounts payable by recording and managing vendor bills, scheduling payments, and ensuring smooth reconciliation with purchase orders.
Key Features
160 countries supported
Full support with electronic invoicing, bank integrations, taxes statements, etc. List of supported countries
Issue refunds
Create credit notes and manage reimbursements
Handle recurring invoices
Set the frequency of invoicing for subscriptions of recurring services and products.
Sales reports
Get direct access to key information with dynamic and customizable dashboards.
Your invoice, your style
Customise your invoices according to your branding.
Multiple currencies
Issue invoices and receive payments in different currencies with an automatic update of the conversion rate.
Snail mail
Automate the sending of invoices and payment follow-ups by post.
Odoo Invoicing Use Cases
Accounts Payable uses Odoo Invoicing to manage vendor bills, schedule payments, match bills with purchase orders, and automate expense reimbursements, while Accounts Receivable leverages it to create and send invoices, track customer payments, automate recurring billing, and manage payment follow-ups for improved cash flow.
Odoo Expenses
Streamlines employee expense management. Employees submit expense reports with receipts (e.g. travel costs), and managers approve them. Mobile-friendly expense entry (take photo of receipt), expense approvals, linking expenses to projects or analytic accounts, and reimbursement or re-invoice to customers.
Key Features
Total Transparency
Clearly see all expenses, reports, and statuses in the dashboard view.
Simplicity
Everything in expenses is done within a minimalistic UI, with just a select few configurations needed.
Upload Options
Email, scan, drag and drop a receipt, or input expense information manually, from a desktop computer or the mobile app!
Inter-App harmony
With accounting and sales integration, approved expenses are reflected in preset accounting journals, and reinvoiced items are automatically added to sales orders in real time.
Roles
Clearly define everyone's roles in Odoo Expenses, and determine who approves which expense reports.
Collaboration
Ask about expenses via the chatter, remove individual expenses from reports with a click, and easily modify expenses or reports. All changes and discussions are logged in the chatter for traceability.
Odoo Expenses Use Cases
A consultant incurs travel expenses, captures the receipt using Odoo, and submits it for approval. The manager reviews and approves the expense, triggering a payable entry for reimbursement. The expense is recorded in the correct expense account and, if marked billable, can be added to a client invoice.
Odoo Documents
The Odoo Documents app helps businesses go paperless by centralising file storage, automating document workflows, and linking files directly to tasks, projects, vendors, and more—all within the Odoo ecosystem.
Key Features
Split PDFs
Split multi-pages PDFs into several documents in one click, and treat them separately. Super handy when you deal with batches of documents.
Automate your work flow
Eliminate manual tasks with automated actions such as the creation of tasks, expenses and vendor bills.
Request signature
Sign documents, or request signatures in just a few clicks.
Artificial intelligence (AI Bill)
Capture data from PDFs or images to encode vendor bills automatically.
Spreadsheets
Create it from the app or work with all the spreadsheets created in other applications.
Missing documents
Send requests, follow-up missing documents and automate reminders.
Odoo Documents Use Cases
When a vendor sends an invoice PDF to a designated email alias, Odoo automatically stores it in the Documents app and uses OCR to generate a draft vendor bill. Teams can collaborate on documents, such as updating policy files, directly within Odoo, eliminating the need for an external document management system.
HR Teams:
HR teams can use Odoo Documents to streamline the management of employee records by securely storing employment contracts, certifications, and onboarding materials in a central, easily accessible location. New hires can submit signed contracts via email, which are automatically captured in the Documents app and linked to their employee profile.
Additionally, teams across departments—like Legal, Procurement, and Finance—can collaborate on shared folders and assign validation tasks or approvals using Odoo’s workflow rules, cutting down on manual follow-ups and ensuring compliance is maintained at every step.
Odoo Spreadsheets
Embeds a spreadsheet editor in Odoo for business reporting with real-time data. Familiar spreadsheet UI in-browser, data functions to query Odoo models (like sum of sales by month), pivot tables and charts, and collaboration (multiple users can edit, and spreadsheets can be shared via Documents).
Key Features
Total Transparency
Clearly see all expenses, reports, and statuses in the dashboard view.
Simplicity
Everything in expenses is done within a minimalistic UI, with just a select few configurations needed.
Upload Options
Email, scan, drag and drop a receipt, or input expense information manually, from a desktop computer or the mobile app!
Inter-App harmony
With accounting and sales integration, approved expenses are reflected in preset accounting journals, and reinvoiced items are automatically added to sales orders in real time.
Roles
Clearly define everyone's roles in Odoo Expenses, and determine who approves which expense reports.
Collaboration
Ask about expenses via the chatter, remove individual expenses from reports with a click, and easily modify expenses or reports. All changes and discussions are logged in the chatter for traceability.
Odoo Spreadsheet Use Cases
Finance Teams:
A financial analyst builds a live financial dashboard in Odoo Spreadsheet – rows pulling current revenue, expenses, KPIs from Accounting and CRM, with charts auto-updating. This eliminates manual export to Excel and ensures everyone sees current numbers.
Operations Teams:
Operations teams can use Odoo Spreadsheets to create real-time stock level trackers that pull data directly from the Inventory app, helping them monitor availability, identify slow-moving items, and set automated reorder alerts without manual intervention. Additionally, they can build supply chain KPI dashboards to track supplier delivery performance and warehouse processing times, enabling more responsive and data-driven decision-making.
Sales Teams:
Sales managers can set up a dynamic sales leaderboard that draws from the CRM and Sales modules to display live rankings of team performance, fostering a competitive and transparent environment that keeps everyone aligned with their targets.
Odoo Sign
Handles electronic signing of documents (PDF contracts, NDAs). Create signature templates by adding signature & date fields on PDFs, send documents out for signature via email, and track signing status in real-time.
Key Features
Adopt your own signature
Signers can opt to use an automatic signature, draw it with their mouse or finger, or load a scan copy of their signature.
Cryptographic traceability
Ensure that any operation is logged securely. An audit log provides full transparency to all parties while preserving private data.
Authenticate by SMS
Deliver one-time codes by SMS to identify signatories when signing a document.
Signing order
Define the order of signing, where recipients are only notified when it is their turn to sign.
100% Legal
Compliant with Australia, eIDAS (for all European Countries), the US ESIGN Act (United States), the ITA and ICA (India), as well as most countries in the world.
Reminders
Set up an automatic reminder to remind users to sign.
Odoo Sign Use Cases
HR Teams:
HR sends an offer letter to a candidate through Odoo Sign; the candidate signs online, and the signed PDF is automatically saved in Documents and linked to their applicant record. Sales uses it to get customers’ signed approval on quotes (no printing needed).
Sales Teams:
A sales team sends quotes to customers through Odoo’s Sales app, enabling clients to review and accept proposals online with a single click. Using the integrated Odoo Sign app, customers can digitally sign the quotation directly from the portal, instantly confirming the order without the need for printing, scanning, or back-and-forth emails.
