Antoine Sencie, Odoo Business Analyst discusses how Odoo can be used to run Accounting firms

1. How to manage Accounting
firms with Odoo?
Antoine Sencie • Team Leader Business Analyst
The future of the fiduciary
EXPERIENCE
2018

2. Become paperless1
Automate your accounting
Reporting
Scale up your activity
2
3
4
Odoo as your Company software5

3. Let’s help a new customer

4. Odoo documents1

5. Document Management
software
1. Organize your files in a few clicks
2. Receive all your documents directly
in Odoo
3. Design some workflow to speed up the
Management of the documents
4. Generate invoices and credit notes

6. Automate the
accounting2

7. Automate the accounting
1. Easy invoice creation
2. Introduction of Machine Learning
3. Flexible reconciliation rules

8. Improved Reporting3

9. Audit made easy
1. Easy opening entries creation
2. New design for all the reports:
Improved clarity
3. VAT Reports can also be audited

10. Scale up your activity4

11. Your next activities
Connect to
the
databases
Your
customer
database

12. New DB dashboard
1. Overview of the all your customers databases
2. Overview of all the activity to do for your customers
3. Quick Access to all the databases

13. New customer DB set up
1. Configure the Odoo document
2. Proceed
a. to the basic configuration of the accounting (bank,
CoA, opening entries, assets…)
b. to the configuration of the new accounting
features (OCR, reconciliation models)
3. Set up the activity in the customer database for tax
and legal statements

14. Odoo as management
software for your
company
5

15. Accounting Firms Needs
Accounting firm = Service Company
1. Project & Timesheet to invoice time spend for specific
requests from customers
2. Subscription to invoice the recurring service such as
Tax declaration

16. Accounting Firms Needs
3. E-sign to easily sign contracts, NDAs…
4. CRM to launch mailing based on next activity planned
5. Expenses to be able to re-invoice your employee costs
to your customers

17. For your Customer For You
Users FREE 18€/month/users
# Applications 2 9
Avg Price / app FREE 12,4€
Total (5 users) FREE 212€/month
Pricing

18. Questions??

19. Accounting made easy
● No more paper
● Introduction of AI & Machine learning
● Reminders made in 1 click
● New database control panel
● A system already tailored made

20. Thank you.
#odooexperience
2018
EXPERIENCE
2018