Accounting
Your own practice books, plus a template for how you configure client-facing Odoo instances if you resell or recommend it.
Industries
Odoo for accounting and bookkeeping practices, built around client work, not generic retail.
Accounting and bookkeeping practices need client management, recurring billing and clean financial reporting more than they need inventory or manufacturing features. Wedoo Systems, an official UK Odoo Partner, configures Odoo around practice workflows, and migrates client and billing data from your current system.
Relevant modules for a practice
Not every Odoo module is relevant here; these are the ones we configure most for accounting and bookkeeping practices.
Invoicing and recurring billing
Fee structures, retainers and milestone billing configured against actual client agreements, not generic invoice templates.
CRM
Track prospective clients and engagement pipeline alongside existing client relationships in one place.
Two more things to plan for
One more challenge, and one more module, worth planning for early.
Repeated onboarding
Onboarding a new client means re-entering the same information into multiple systems.
Timesheets and analytic accounting
See true profitability per client or engagement, not just fees billed.
Related expertise
Accounting firms connect directly into Finance, implementation and migration.
Accounting
Odoo Accounting
Chart of accounts, invoicing and bank reconciliation, set up properly from day one.
Explore ImplementationOdoo Implementation
A phased rollout that de-risks go-live, with data migration, testing and training built in.
Explore MigrationOdoo Migration
Contacts, products, invoices, stock and opening balances migrated, validated and reconciled before go-live.
Explore IndustriesOdoo for General Business
For businesses that do not map onto a single industry template.
ExploreOdoo for Accounting Firms FAQs
Do you have specific accounting industry experience?
We scope every engagement around your actual processes rather than a generic template. Tell us about your practice and we will confirm fit during a consultation.
Can you migrate our existing client and billing data into Odoo?
Yes. See our migration pages for QuickBooks, Xero and Sage, or get in touch if you use a different system.
Next step
Running an accounting or bookkeeping practice?
Tell us what you use today and what is not working. We will give you a realistic view of what Odoo can do.