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Run your practice as precisely as you run your clients' books.
Accounting firms, auditors, and financial advisory practices manage dozens of concurrent client engagements, strict regulatory deadlines, and complex billing arrangements. We implement Odoo-powered practice management systems that automate timesheet collection, project billing, client document management, and regulatory deadline tracking — so your team focuses on advisory, not administration.
These are the operational hurdles we help accounting & financial advisory businesses overcome every day.
Financial statements, tax returns, and correspondence live across email, shared drives, and local folders — making document retrieval slow and risky.
Partners and staff forget to log hours, leading to under-billing. Manual timesheet collection at month-end is inaccurate and time-consuming.
Tax filing deadlines, audit schedules, and compliance dates for dozens of clients — one missed deadline can mean penalties and lost trust.
Some clients are fixed-fee, others hourly. Some engagements have caps. Managing different billing models manually leads to revenue leakage.
Purpose-built ERP modules and custom solutions that address your industry-specific needs.
Every client engagement in one place — team assignments, milestones, documents, communications, and billing. Partners see firm-wide utilization at a glance.
Desktop and mobile timers with automatic activity suggestions. Weekly timesheet approvals with manager review and missing-entry reminders.
Regulatory deadline calendars with automated reminders, escalation workflows, and status dashboards. Never miss a filing date again.
Support fixed-fee, hourly, milestone, and retainer billing models. Auto-generate invoices from approved timesheets with engagement-specific rates.
Clients upload documents, sign engagement letters, review deliverables, and pay invoices through a secure branded portal.
Visual capacity planning shows team allocation across engagements. Identify overloaded staff and balance workloads before deadlines crunch.
Review your service lines, client portfolio, billing structures, and current tools to design an optimal practice management workflow.
Set up engagement templates, billing models, deadline calendars, and document workflows aligned with your firm structure.
Migrate client master data, engagement history, and outstanding WIP from your existing systems.
Train partners, managers, and staff on time tracking, billing, and client portal. Phased go-live by department.
Yes. Billing rates can be set at the employee level, engagement level, or client level with automatic rate selection based on configurable priority rules.
We implement role-based access controls, encrypted storage, and audit trails. Clients can only access their own documents, and all uploads/downloads are logged.
It can, but it does not have to. Odoo Accounting can serve as your firm ledger, or we can integrate with your existing software (QuickBooks, Xero, etc.) for client accounting while using Odoo for practice management.
Tell us about your accounting & financial advisory business and we'll design a tailored ERP solution within 24 hours.