Accounting Firm

Odoo for Accounting Firms is a complete business management solution designed to help accounting professionals manage their daily operations from a single platform.

Odoo ERP for Accounting Firms streamlines client bookkeeping, invoicing, expense tracking, and financial reporting on one platform. BroadTech helps firms automate repetitive accounting tasks, centralize client records, cut manual work, and deliver faster service.

If your accounting firm relies on spreadsheets, disconnected applications, or manual processes, you’re limiting efficiency and growth. Odoo brings accounting, invoicing, expenses, documents, CRM, project management, and other business operations together in one platform, giving your team complete visibility and control. Automate routine accounting tasks, manage client information efficiently, simplify financial workflows, and deliver better service while focusing on what matters most—your clients and your business.

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Accounting Firm Features

Client Management

Manage accounting clients, contacts, activities, and engagement history.

Project Management

Manage recurring accounting activities, deadlines, assignments, and client deliverables.

Accounting & Bookkeeping

Manage financial transactions, reconciliations, reporting, and accounting operations.

Recurring Invoicing

Automate monthly, quarterly, or annual billing for accounting services.

Document Management

Organize financial documents, receipts, reports, and client records securely.

Expense Management

Track employee and client-related expenses and associate them with appropriate projects.

Tax & Compliance Management

Organize tax-related activities, deadlines, documentation, and compliance workflows.

Client Portal

Give clients access to documents, invoices, projects, and relevant financial information.

Timesheets

Track billable time spent on bookkeeping, tax preparation, advisory, and other client services.

Financial Reporting

Generate financial, client profitability, revenue, and business performance reports.

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