Finance Features

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Beautiful User Interface

A fast and modern user interface your users will love. Based on Google Material Design trend.

Easy Setup

Simplified initial setup with a configuration progress bar (example: set your initial balances from one screen).

Reduce Data Entry

No need to create invoices manually, print and send them, register bank statements, follow-up payments… Automate more, save time.

Bank Interfaces

Get your bank statements automatically synced with your bank. Save time with Automated reconciliation.

Collaboration & Alerts

Follow what interests you and get automatic alerts, collaborate on documents easily.

Pay Multiple Invoices

Ability to reconcile a payment with several invoices using a button on the payment form.

Accounts Receivable

Clean Customer Invoices

Odoo invoices are easy to create, beautiful and full featured. (payment terms, multiple taxes, discounts, pricelists, …)

Draft Invoice Propositions

Draft invoices are created automatically by Odoo based on sales order, timesheets or delivery orders.

Advanced Payment Terms

Support for multiple payments for one invoice, cash discounts, advance invoice, partial reconciliations.

On-the-fly Payment Reconciliation

When creating an invoice, Odoo suggests outstanding payments automatically so that you don’t have to reconcile it later.

Get Paid Easily

Credit Card Payments

Get paid quickly by supporting online payment with credit cards. We support main payment gateways like, Ingenico, Paypal, Adyen, Stripe, etc.

Customer Portal

Your customer can track their order status, invoices, and payments through their portal.

Automated Follow-ups

Odoo proposes emails, follow-ups letters, and tasks automatically to ease your credit collection process.

Advanced Customer Statements

Get clear reports on customer statements and navigate easily through the documents to understand every customer use case.

Aged Receivable Balance

The aged receivable report gives you a clear overview of overdue payments and treasury forecast.

Accounts Payable

Control Supplier Bills

Manage purchase orders, incoming products, and vendor bills all seamlessly in one place.

Forecast Expenses

Get a clear forecast of your future bills to pay.

Employee Expenses

Track employee expenses, from the recording by every employee to the validation and reimbursement.

Pay Bills

Print Checks

Get a proposition of supplier bills to pay and print checks in batch in just a few clicks.

Automate Wire Transfers

Automate payments to suppliers with SEPA, ACH, PAP based on propositions by Odoo to pay at the right date.

Deposit Ticket

Keep track of deposit tickets in just a few clicks to ease the bank reconciliation process.

Organize Payment Orders

Support your own payment flows with optional validation steps.

Bank & Cash

Automate Bank Feeds

Get your bank feeds automatically from the bank. 15,000 banks supported, mostly U.S., Canada and NZ ones.

Import Statements

If your bank is not supported, use OFX, QIF, CSV or Coda files to import statements easily.

Manage Cash Registers

Track every cash transaction with opening and closing easily.

Easy Reconciliation

Smart Reconciliation Tool

Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation. Odoo matches 95% of invoices & payments automatically and the smart matching tool allows to do the remaining 5% super fast.

Reconciliation Report

Audit differences between your accounts and your bank statement balance to ease reconciliation.

Easy Outstanding Payments

Get partial and full reconciliation proposition directly from the invoice or the bank statement.

Advanced Access rights

Access Control Lists

Access rights are super flexible. Default configurations are already setup for accountants and advisers.


Multi-currency Support

Get your currencies rate updated automatically every day.

Multiple Users

Define as many users as you want with different access rights.

Multi Companies

Get all your subsidiaries integrated in the same system with consolidation reports in real time. Automate business flows with inter-company rules.

Multi Journals

Organize your document into several journals (by departments, by type of activity) to split roles across several users.

Performance Reports

Business Intelligence Reports

Use Odoo pivot table to navigate through the information: consolidations, drill-up/down, group data, filters, etc. Multiple standard reports are available – Profit & Loss, cash flow statements, cash reports, executive summary and aged payable/receivables, etc. Get standard reports and chart of accounts available for 80+ countries. Export to Excel and PDF.

Customizable KPI’s

Define your own KPIs based on formulaes: gross margin, customer acquisition costs, growth rate by products,…

Customizable Dashboards

Create your own dashboard by assembling custom reports. Generate reports for any time period, comparing time period. Get dynamic calculation of certain fields e.g. YTD earning. Share filters and dashboard across teams.

Perpetual Fiscal Year Closing

No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.

Annotate Any Report

All reports are full dynamic allowing you to navigate easily. Create multiple annotations. Annotate reports to add your notes for the managers inline.

Legal Statements

Profit & Loss

Navigate easily through the flow of information from the Profit & Loss report.

Balance Sheet

Get your current year earnings automatically reported to your balance sheet to report at any time without having to close/open fiscal years.

Cash Flow Statement

Get a cash flow statement in real time with lots of options in the filters.

Tax Reports

Get your tax reports in accrual or cash based, formatted according to the right country.

General Ledger

Search and filter in the general ledger easily and zoom into documents in just a click.

Country-specific Statements

Intrastat reports, VAT statement, P&L/BS of the country, listing of VAT subjected customer, etc.

Advanced Tax Management

Odoo’s tax engine support a wide range of tax computations: price included / excluded, percentage, grid, tax on taxes, partial exemptions, etc.

Tax Audit Report

The tax audit report allows you to check how the tax report is computed for audit purposes. In the tax report, select a line and click on the “audit” button to audit the journal items (base and tax in the same report).

Consolidated Journal Report

The consolidated journal displays what happened in each journal organized month by month for readability.

Analytic Accounting

Hierarchies of Cost Accounts

Structure automatically your analytic accounts based on projects, contracts, departments, etc.

Multiple Plans

Manage multiple analytic plans with default values and assignations ratios between cost accounts or projects.

Fully Integrated

Get analytic entries automatically produced based on timesheets, supplier bills, work orders, etc.


Automatic Invoicing

Manage subscription and recurring revenues easily with contracts. Automate recurring invoices, payments and renewal alerts.

Customer Portal

Your customers can change their plans, order upgrades or downgrade / unsubscribe through the customer portal. (Based on your configuration)

Renewal Alerts

Your salesperson get automated alerts when contracts have to be renewed.

Recurring Revenues & Extra

Manage multiple subscription plans, templates and extra fees.

Assets & Revenues

Assets Management

Track assets, depreciation boards and generate amortization entries automatically. Manage all events on your assets in just a few clicks.


Track your budget and compare actual performance with different budget. Manage budget on your financial accounting or analytic accounts.

Revenue Recognition

Manage multi-year contracts, automate deferred revenues entries and get clear dashboards on your recurring revenues.

Revenue Dashboard

Get all your SaaS metrics in a clear dashboard: MRR, Churn, CAC, CAC ratio, Growth forecasts, ARR, CLT, CLTV.


Web-service API

Connect third party applications with the Odoo web service API. We support all languages: python, PHP, java, c#, ruby, …

Flexible Import-Export

Use the built-in import-export tool to mass import or export. You can export then import the same data to mass update through excel sheets.

Google Spreadsheet Integration

Connect Google spreadsheet to Odoo Saas to create your own dashboard in your favorite spreadsheet pulling data automatically from Odoo. Very useful for budgets, commission plans, etc.

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