How a Karachi Accounting Firm Automated 70% of Recurring Work with Odoo
ECOSIRE configured Odoo Accounting with multi-company support, creating isolated chart-of-accounts for each client within a single Odoo instance. Recurring journal entries and invoices were set up as automated sequences, eliminating repetitive manual input. The Documents module was deployed with a standardized folder structure and tagging system, with a WhatsApp-to-Odoo integration that automatically routes incoming client documents to the correct project folder. Project and Timesheets modules were configured with tax filing deadline tracking, automated reminders at 30/15/7 days before due dates, and a partner dashboard showing all upcoming deadlines across clients.
关键事实
面临的挑战
Manual Repetitive Bookkeeping
The firm managed 85 monthly retainer clients. Each month, staff manually entered recurring journal entries, generated invoices, and reconciled bank statements for every client. Over 70% of entries were identical month-to-month, yet each one required manual input because Tally lacked automation for multi-company recurring entries.
Document Chaos
Client documents — bank statements, receipts, tax notices — arrived via WhatsApp, email, and physical drop-off. Files were stored in a folder structure that only the assigned accountant understood. When staff were absent, locating a specific document for a client query could take hours.
Tax Filing Deadline Pressure
During tax season, the firm regularly missed FBR filing deadlines for lower-priority clients because there was no centralized task management. Partners only discovered overdue filings when penalty notices arrived, damaging client relationships and incurring avoidable fines.
取得的成果
“Our accountants used to spend the first week of every month doing the exact same data entry they did last month. Now Odoo handles the repetitive work, and our people focus on advisory — which is where the real value is for our clients.”
下一步
The firm is piloting Odoo Sign for digital engagement letters and tax authorization forms. They also plan to deploy a client-facing portal where clients can upload documents and track the status of their filings directly.