Audit & Certification

Odoo for Audit & Certification is a complete business management solution designed to help audit and certification organizations manage clients, audits, documents, projects, compliance activities, and daily operations from a single platform.

Odoo ERP for Audit & Certification manages audit planning, document control, compliance tracking, and invoicing in one platform. BroadTech centralizes certification workflows, cuts administrative overhead, and ensures complete compliance visibility.

If your audit and certification organization relies on spreadsheets, emails, and disconnected applications to manage clients, audits, documents, and compliance activities, you’re limiting efficiency and growth. Odoo brings CRM, Project Management, Documents, Timesheets, Invoicing, Accounting, and other business tools together in one platform, giving your team complete visibility and control. Manage client relationships, plan and track audits, organize important documents, monitor tasks and billable hours, simplify invoicing, and focus more on delivering accurate, reliable, and efficient audit and certification services.

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Audit & Certification Features

Client Management

Maintain client information, contacts, engagements, and audit history.

Task & Activity Management

Assign audit tasks and track their progress across teams.

Audit Project Management

Organize audit assignments, tasks, deadlines, and deliverables.

Timesheets

Record auditor hours against specific clients, engagements, and activities.

Audit Scheduling

Plan audit activities, auditor availability, client visits, and review timelines.

Expense Management

Track travel and other expenses associated with audit assignments.

Document Management

Centralize audit evidence, reports, certificates, procedures, and supporting documents.

Automated Invoicing

Generate invoices based on audit services, project milestones, timesheets, or agreements.

Compliance Tracking

Monitor requirements, findings, corrective actions, and compliance deadlines.

Audit & Performance Reporting

Analyze audit progress, resource utilization, findings, revenue, and profitability.

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