Finance Insights

Name: Finance Insights
Brand: ECOSIRE
SKU: finance-insights

Hauptfunktionen

68 pre-designed finance screens delivered as a single versioned Odoo addon with a clean `__manifest__.py` dependency tree on `account`

Full Arabic/English bilingualism with correct RTL rendering in views, QWeb PDF exports, and OWL dashboards

SQL-backed report models (`_auto = False` database views) for heavy aggregations so multi-year ledgers render without timeouts

Interactive OWL/JS drill-down from KPI to journal item, every figure traceable to the underlying `account.move.line`

Multi-period and multi-company comparative P&L and Balance Sheet with configurable period columns

Budget-vs-actual variance boards built on `account.analytic.line` and your budget model, with drill-down on each variance

Cash-flow, treasury, and working-capital dashboards (DSO/DPO, liquidity ratios) via `@api.depends` computed fields

Analytic/cost-center profitability screens mapped to your existing analytic plan and dimensions

Aged Receivable/Payable with client-configurable ageing buckets and multi-currency support

Row-level security via `ir.model.access.csv` and record rules so controllers see only their company or analytic scope

Scheduled `ir.cron` automated actions to refresh overnight snapshots for instant morning dashboards

QWeb-based branded PDF and native XLSX export for every report screen, board-pack ready

Community-edition delivery of analytics normally reserved for Enterprise-only report engines

Selected figures exposed over the XML-RPC/JSON-RPC API for downstream BI tools or automated board packs

Compatible builds for Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise editions

Auf Bestellung gebaut, komplett für Sie erledigt

Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.

Sie bestellen

Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.

Wir bauen & installieren

ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Odoo.

Go-live + Support

Sie gehen in etwa 2–4 Wochen live, mit einem Support-Zeitraum nach dem Launch.

Über dieses Produkt

Finance teams running Odoo hit a familiar wall: the native accounting reports (P&L, Balance Sheet, Aged Receivable/Payable, General Ledger) answer the "what," but not the "why" or the "so what." Drill-downs stop short, period-over-period comparisons need manual pivot exports, cash-flow and treasury views are thin, and Arabic-first teams are stuck reading finance data in English. On Odoo Community the gap is wider still — several of the richest analytical reports and the spreadsheet-style report engine are Enterprise-only, so Community sites are left exporting to XLSX and rebuilding the same schedules by hand every close. That manual reconstruction is where errors, delays, and audit headaches live.

Finance Insights is a build-to-order suite of 68 advanced finance screens that ECOSIRE designs, builds, and installs onto your Odoo. Every screen is fully bilingual (Arabic/English) with correct RTL layout, so the same dashboard reads natively for finance leadership in Riyadh and for a controller in London. Technically, the suite ships as a proper Odoo addon: a versioned __manifest__.py declaring dependencies on account (and Enterprise modules only where your edition has them), new models.Model classes with @api.depends computed fields for ratios and rollups, SQL-backed report models (_auto = False views) for heavy aggregations so large ledgers stay fast, OWL/JS client-side components for interactive drill-downs, and QWeb templates for pixel-clean PDF and Excel exports. Access is governed by ir.model.access.csv plus record rules so a branch controller sees only their analytic scope, and every figure traces back to the underlying account.move.line — no shadow numbers.

The 68 screens span the analysis finance actually asks for: multi-period and multi-company comparative P&L and Balance Sheet, cash-flow and treasury dashboards, DSO/DPO and working-capital trends, budget-vs-actual with variance drill-down, aged analysis with configurable buckets, cost-center and analytic-account profitability, tax and VAT summaries, and executive KPI boards. Because it is built to your chart of accounts, analytic dimensions, and fiscal calendar — not a generic template — the filters, groupings, and drill paths match how your business is actually structured. Where relevant we wire automated actions (scheduled ir.cron) to refresh materialized snapshots overnight, and expose selected figures over the XML-RPC/JSON-RPC API so your BI tool or a board pack can pull the same governed numbers.

Delivery is build-to-order and honest about it: this is not an instant download. After a short scoping call we confirm the exact screen list, your Odoo version (17.0, 18.0, or 19.0), edition (Community or Enterprise), and data model, then build and test on a staging copy of your database before anything touches production. Typical delivery is 2–4 weeks from confirmed scope. Pricing starts from $299 (indicative, single-company base scope); multi-company consolidation, deeper Arabic localization, additional custom screens beyond the standard 68, and heavier historical data migration increase the quoted scope. You receive a fixed written quote after the scoping call — never a surprise on delivery.

Was Sie bekommen

Installable, version-pinned source code for the Finance Insights addon built for your exact Odoo version and edition

Installation and configuration on your staging environment, then a supervised production deployment

Technical documentation: model/field reference, security rules, cron jobs, and API endpoints

End-user guide plus a live training session for your finance team on all delivered screens

UAT sign-off on a staging copy of your database with a documented rollback plan before go-live

Post-go-live support window for defect fixes and configuration adjustments

Private Git repository handover with full commit history and tagged release

Data-mapping worksheet linking each screen to your chart of accounts, analytic dimensions, and fiscal periods

Für wen das ist

Finance Director / CFO (bilingual GCC group)

Needs board-ready P&L, cash-flow, and consolidation views that read natively in Arabic and English, without waiting for the team to hand-build spreadsheets each close.

Financial Controller on Odoo Community

Wants the analytical depth of Enterprise reporting — comparative statements, variance analysis, spreadsheet-quality exports — without paying for or migrating to the Enterprise edition.

Odoo implementation partner / ERP manager

Delivering Odoo to a client and needs a proven, security-scoped finance analytics layer built to the client's chart of accounts, handed over with source, docs, and a Git repo rather than a black box.

FP&A / Business Analyst

Lives in budget-vs-actual and cost-center profitability, needs governed drill-down to journal lines and API access to feed the same numbers into an external BI tool.

Wie Finance Insights im Vergleich abschneidet

Kriterium	ECOSIRE	Benutzerdefinierter Build	Konkurrent
Fit to your chart of accounts	Built to your exact CoA, analytic plan, and fiscal calendar	Fully custom but you scope and manage it	Generic template you bend to fit
Arabic/English bilingual (RTL)	Full RTL screens, dashboards, and PDF exports	Only if you build and test RTL yourself	Rarely RTL-complete; often English-only
Community edition analytics depth	Enterprise-grade analytics delivered on Community	Possible but you build every report	Often assumes Enterprise report engine
Number of ready finance screens	68 screens, tuned to your data	Zero to start; built one by one	Fixed set, take it or leave it
Drill-down to journal lines	Governed drill-down to `account.move.line`	Depends on your build effort	Usually shallow or fixed drill paths
Security scoping	`ir.model.access.csv` plus record rules per company/scope	You design and maintain access rules	Coarse or all-or-nothing access
Delivery and handover	Staging UAT, source code, docs, Git repo, training	Whatever your team documents	Binary/app install, little handover
Ongoing ownership	You own the source and can extend it	You own it but carry all maintenance	Vendor-locked to their release cadence

Häufig gestellte Fragen zu Finance Insights

Is this an app I can download and install today?

No. Finance Insights is build-to-order. ECOSIRE builds it to your Odoo version, edition, and chart of accounts, tests it on a staging copy of your database, and installs it for you. There is no instant download — the value is that it fits your data instead of being a generic template.

How long does delivery take?

Typical delivery is 2–4 weeks from confirmed scope. The clock starts after the scoping call when we agree the exact screen list, your Odoo version (17.0/18.0/19.0), edition, and data model. Multi-company consolidation or heavy data migration can extend that timeline, which we state in the written quote.

How does pricing and scoping work?

Pricing starts from $299 as an indicative single-company base-scope figure. It is not a fixed price. After a short scoping call we send a fixed written quote based on your actual requirements — multi-company, extra custom screens, deeper Arabic localization, and historical data migration all affect the number. You approve the fixed quote before any build work begins.

Does it work on Odoo Community, or only Enterprise?

Both. We build a matching version for Community or Enterprise. On Community we deliver analytics that are normally Enterprise-only (comparative statements, spreadsheet-quality exports) using SQL-backed report models and QWeb, without requiring you to upgrade editions. Where a screen genuinely depends on an Enterprise module, we flag it during scoping.

What support and updates do I get after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration adjustments. Because you receive the full source code and a Git repository, your own team or ECOSIRE can extend it later. Compatibility work for a future Odoo major-version upgrade (for example moving from 18.0 to 19.0) is quoted separately as a migration.

Will the numbers actually match my Odoo accounting?

Yes. Every figure is computed from your live `account.move.line` and analytic data — there are no shadow tables or re-keyed numbers. Drill-down takes you from any KPI down to the underlying journal items, so figures reconcile to Odoo's native reports and stay audit-defensible.

Is the Arabic support real bilingual, or just a translation file?

It is real bilingual with correct RTL layout. Screens, dashboards, and QWeb PDF exports render properly right-to-left in Arabic and left-to-right in English, so the same report is native for both audiences — not just a machine-translated label set.