Complete IT system for accountants & bookkeepers
Accountants and bookkeepers handle large volumes of data, many clients, and high requirements for accuracy, documentation, and consistent workflows. At the same time, there is constant pressure to improve efficiency, scalability, and quality in day-to-day operations. Many firms currently use multiple systems for bookkeeping, receipts and attachments, reporting, time tracking, and client administration – which often leads to manual work, double entry, and a lack of data consistency.
With Odoo, you get one unified, integrated system for accounting, bookkeeping, customer management, and reporting.
Odoo for accountants & bookkeepers
Odoo is an integrated platform that brings all key business processes together in one solution, including CRM, accounting, invoicing, document management, and reporting. All Odoo apps run on a single shared database, which means data is updated in real time and reused across functions without manual processes.
For accountants and bookkeepers, this means that financial data, documents, and supporting documentation are not spread across systems, but consolidated into one platform that supports your daily work and internal processes.
In practice, this enables you to:
- manage accounting and bookkeeping in one unified system
- standardize and streamline internal workflows
- reduce manual work and the risk of errors
- work more systematically with documentation and history
- maintain an ongoing overview of key figures and financial data
This holistic approach is especially valuable in an industry where efficiency, traceability, and accurate documentation are essential.
Consequences of using multiple business systems
When bookkeeping, documents, reporting, and administration are handled across several separate systems, a number of challenges typically arise:
- Manual workflows and double entry
Data often has to be moved manually between systems, which is time-consuming and increases the risk of errors - Lack of connection between documents, postings, and reports
Documentation is stored in one place, accounting in another, and the link between them becomes difficult to maintain - Inconsistent workflows across tasks and clients
A lack of standardization makes it harder to scale the business - Heavy onboarding of new clients
Each client requires setup across multiple systems with different workflows - Limited overview and reporting
Management insight often requires manual exports and consolidation of data
As the number of clients grows, these challenges become increasingly visible in the form of higher time consumption, reduced scalability, and pressure on quality.
How Odoo supports accountants’ and bookkeepers’ work
Odoo serves as the unified platform for the internal operations of accounting and bookkeeping firms. All relevant functions work together on a single shared database, so data is automatically shared in real time across accounting, documentation, client data, time tracking, reporting, and other apps:
Odoo Accounting brings together general ledger, accounts receivable, accounts payable, payments, and VAT in one system. Postings are generated directly from invoices, payments, and bank integrations, reducing the need for manual entries and ensuring more consistent accounting.
When accounting is integrated with the rest of the Odoo platform, the same data can be used directly in reports, dashboards, and internal follow-up without exports or manual consolidation.
With Odoopilot – itpilot’s configuration and tailored setup of Odoo Accounting – the system is used in compliance with the Danish Bookkeeping Act. Odoopilot is approved by the Danish Business Authority (Erhvervsstyrelsen) as a digital bookkeeping system, which means you can use Odoo Accounting and the rest of the Odoo platform fully in your internal operations.
Odoo CRM gives accountants and bookkeepers a structured overview of clients, contacts, agreements, and history – in one place. CRM is used as an internal working tool to:
- keep track of client information and relationships
- document communication, meetings, and agreements
- create tasks and follow-ups linked to clients
- ensure important knowledge is not scattered across individual emails or notes
CRM is closely integrated with accounting and documents, allowing client data to be reused across the system without double entry.
With Odoo Timesheets, working time can be logged directly on tasks, clients, or internal activities. This provides accountants and bookkeepers with a precise overview of time usage and resource allocation within the business.
Time tracking can be used for:
- internal follow-up on capacity usage
- assessing task types and workload
- better resource planning
- a basis for invoicing, where relevant
Because time tracking is integrated with both CRM and accounting, data remains consistent and up to date.
Odoo Documents provides a central place to store and organize receipts, agreements, working papers, and other documentation. Documents can be linked directly to accounting entries, clients, or tasks.
This ensures:
- better structure and overview
- less dependence on local drives and email
- a clear link between documents and postings
- easy access to documentation for controls and audits
Odoo provides access to dashboards and reports based on real-time data from accounting, time tracking, and other modules. Accountants and bookkeepers can work with updated key figures without having to collect data from multiple systems.
Reporting can be used for:
- internal follow-up on finances and operations
- assessment of resource usage
- planning and prioritization
- documentation and management oversight
Odoo supports detailed role-based access control, allowing access to data to be governed by roles and responsibilities. At the same time, changes and activities are logged, creating traceability in accounting and documentation.
This is particularly important in accounting and bookkeeping firms where requirements for controls, documentation, and transparency are high.
ISAE 3000 & 3402 and business-critical systems
When accounting and bookkeeping firms select an IT system for internal operations, it is essential to work with a vendor that operates with documented controls and processes.
itpilot holds both ISAE 3000 and ISAE 3402 assurance reports. This means our internal processes, controls, and IT governance have been reviewed and assessed by an independent auditor. For accounting and bookkeeping firms, this provides added assurance when choosing a partner for a business-critical system.
Benefits of consolidating accounting, clients, and processes in one system
When Odoo is used as a unified platform for internal operations, you gain:
A consistent data foundation across accounting and reporting
Less manual work and fewer errors
Improved traceability and documentation
Stronger management oversight based on real-time data
A scalable solution that can expand as the business grows
Why choose itpilot as your Odoo partner?
itpilot is a certified Odoo partner with solid experience in accounting, finance, and professional service companies. We use Odoo in our own daily operations, giving us practical insight into how the system works in real-life workflows.
We support you with consulting, setup, implementation, onboarding, and ongoing support, so you get a solution that works in practice and can evolve along with your business.
Get an Odoo solution for your accounting or bookkeeping firm
Do you want to work with a modern, integrated system that consolidates accounting, clients, and processes – while automating a large part of the manual work?
Get a non-binding conversation about Odoo and learn how itpilot can help you get started.
