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Odoo for accounting firms that run on recurring work.

For firms that deliver bookkeeping, year-end and advisory engagements and need owners, review stages, deadlines and engagement margins visible in one system.

Book an ERP Readiness Call

Free, 30 minutes, with a senior consultant. You leave with a recommended first phase or a clear reason to wait.

Odoo screen for accounting firms

Give every recurring engagement an owner, a deadline and a visible margin. Connect client acquisition, recurring engagements, staff capacity and your firm's finances in Odoo.

  • Engagement delivery

    Organize recurring bookkeeping, year-end and advisory work with owners, review stages and deadlines.

  • Billing and margins

    Connect service agreements, recorded time, expenses and invoices to review engagement profitability.

  • Capacity and service

    Plan accountant and reviewer workloads; Growth adds client-ticket ownership and response targets.

Core or Growth

Both include workflow adaptation, training, a dedicated project manager and launch stabilization.

Core

For firms connecting client work, recurring fees and internal finance.

DeliveryProposed 8 to 10 weeks

  • Customization: Light customization: up to 32 hours.
  • AI use cases: Two: one summary or drafting workflow and one document capture or classification workflow.
  • Data migration: 1 source system; up to 8 agreed data objects.
  • Integrations: 1 named standard connector.
  • Launch stabilization: 30 business days; up to 10 advisory hours.
Scope the Core package for your firm

Growth

For firms adding people operations, structured client support and deeper oversight.

DeliveryProposed 10 to 14 weeks

Everything in Core, plus:

  • Customization: Up to 64 hours instead of 32.
  • AI use cases: Core's 2 use cases plus 3 more, including up to 2 internal agents grounded in approved sources.
  • Data migration: Up to 3 source systems instead of 1, with no limit on data objects.
  • Integrations: Up to 3 named standard connectors instead of 1.
  • Launch stabilization: 45 business days instead of 30, with up to 22 advisory hours instead of 10.
Scope the Growth package for your firm

Timelines depend on scope, data readiness and timely client decisions.

How the Core package is delivered

Core runs through the five stages every Flectic project uses. Growth adds a second test cycle and up to two rollout waves.

  1. 01

    Discover and scope

    We confirm scope, the named connector, data objects and data direction before configuration starts.

  2. 02

    Configure and adapt

    Light customization: up to 32 hours.

  3. 03

    Migrate and connect

    We migrate master data and open transactions from one source system, up to 8 agreed data objects, using clean templates you supply.

  4. 04

    Test and train

    One formal user acceptance testing (UAT) cycle plus defect retest, cutover rehearsal, sign-off and one go-live. Your champions train in 6 two-hour sessions for up to 8 people, with recordings and process guides.

  5. 05

    Launch and stabilize

    After go-live, 30 business days of launch stabilization with up to 10 advisory hours from the consultant who built it.

Core and Growth, deliverable by deliverable

Growth includes everything in Core. Each row shows where Growth goes further.

DeliverableCoreGrowth
App coverageThe Core apps listed below.Everything in Core, plus the Growth apps listed below.
CustomizationLight customization: up to 32 hours.Up to 64 hours instead of 32.
AI use casesTwo: one summary or drafting workflow and one document capture or classification workflow.Core's 2 use cases plus 3 more, including up to 2 internal agents grounded in approved sources.
Data migration1 source system; up to 8 agreed data objects.Up to 3 source systems instead of 1, with no limit on data objects.
Third-party integrations1 named standard connector.Up to 3 named standard connectors instead of 1.
Reporting4 configured native reports or views.Core's 4 reports, plus 1 dashboard per module.
Training6 two-hour sessions; up to 8 champions; recordings and 8 process guides.Same as Core: 6 two-hour sessions, up to 8 champions, recordings and 8 process guides.
Project managementDedicated manager; weekly 30-minute status meeting.Dedicated manager; weekly 1-hour status meeting instead of 30 minutes, plus a fortnightly steering review.
Testing and launch1 formal user acceptance testing (UAT) cycle plus defect retest; cutover rehearsal, sign-off and one go-live.2 UAT cycles instead of 1, plus cross-company and integration tests and up to 2 planned rollout waves.
Launch stabilization30 business days; up to 10 advisory hours.45 business days instead of 30, with up to 22 advisory hours instead of 10.
Delivery timeline8 to 10 weeks10 to 14 weeks

The Odoo apps in each package

Odoo appKey featuresWhat it does for your firm
ContactsCompanies; people; addresses; tagsMaintain client entities, representatives and billing contacts.
CRMLeads; pipeline; activities; forecastingTrack advisory enquiries, follow-ups and new-business opportunities.
SalesQuotes; orders; pricing; billing policiesPrepare fixed-fee, hourly or milestone service proposals.
SubscriptionsRecurring plans; invoices; renewalsBill recurring bookkeeping, controller and advisory services.
AccountingLedger; receivables/payables; taxes; bank reconciliation; analyticsManage the firm's books, collections and service-line results.
ExpensesReceipts; approvals; reimbursement; reinvoicingReimburse staff and recover chargeable engagement expenses.
ProjectTasks; stages; milestones; dependencies; profitabilityCoordinate recurring engagements, deadlines and review tasks.
TimesheetsTime entry; task allocation; validation; reportingCapture billable effort and review engagement labour costs.
PlanningRoles; shifts; schedules; project allocationAllocate accountants and reviewers across client workloads.
DocumentsFolders; tags; requests; sharing; access rightsCollect client files and control access to engagement material.
SignTemplates; roles; signing order; request statusRequest signatures on engagement letters and service agreements.
AppointmentsBooking types; availability; questions; remindersLet clients book consultations and recurring review meetings.
AIContextual drafting; summaries; classificationDraft document requests and classify engagement information.
StudioFields; views; layouts; automation; approval rulesConfigure engagement fields, review steps and document layouts.

Configuration focus. Engagement and reviewer fields, recurring delivery templates, proposal layouts and approval steps.

Feature coverage, budgets, company setup and accounting localization for your country are agreed during design. Invoicing sits within Accounting; Calendar handles meetings and reminders. Essential contact/staff records support the configured workflows. Odoo Enterprise with Studio-compatible licensing is assumed.

Questions buyers ask

What does every package include?

Workflow adaptation, training, a dedicated project manager and launch stabilization. Core configures the apps for day-to-day operations, and Growth adds people operations, client support and management dashboards.

Does Growth include everything in Core?

Yes. Growth keeps every Core deliverable and adds the Growth apps, more customization hours, more AI use cases, more data sources and connectors, and a longer launch stabilization.

How long does it take?

Core is proposed at 8 to 10 weeks and Growth at 10 to 14 weeks. Timelines depend on scope, data readiness and timely client decisions.

Which Odoo edition do you assume?

Odoo Enterprise with Studio-compatible licensing. Accounting localization for your country, budgets and company setup are agreed during design.

What do the AI use cases cover?

Core includes two: one summary or drafting workflow and one document capture or classification workflow. Growth: Core's 2 use cases plus 3 more, including up to 2 internal agents grounded in approved sources. A consultant checks each output before your team uses it.

What is not included?

Software licenses, hosting, taxes and paid connectors are confirmed separately. Work after launch stabilization is scoped as a new phase.