An Odoo configuration can be technically correct and financially wrong.
Know what is wrong before you start fixing it.
A focused review of your finance setup in Odoo. The point is not to open a project: it is to determine whether the accounting behind your system holds up, and to tell you which parts to deal with first.
Twenty minutes on a call, then written findings. Nothing is changed in your system, and the document is yours — including if you take it to someone else.
What we look at
Ten points, every one of them checkable. That is what separates a review from a conversation.
- General ledger and journal setup.
- Accounts receivable and payable, and what has been sitting in them.
- Bank flows and payment providers.
- VAT, taxes and fiscal positions.
- Inventory valuation and costing.
- Clearing and suspense accounts — the ones nobody has emptied.
- Outstanding items and reconciliations.
- Multi-company, branches and intercompany, where they exist.
- The financial processes that actually matter in your business.
- The quality and usability of the reporting you produce today.
How it works
Three steps, and the third commits you to nothing.
- 1A twenty-minute callYou tell us what your Odoo does today and where it hurts. No preparation needed — asking the useful questions is our job, not yours.
- 2We look at the configurationThe ten points above, in your environment. We read how Odoo is set up; we do not read through your customer ledger.
- 3You get the findingsWhat we found, what it is costing you, and what we would fix first. Yours to use however you want.
What a wrong configuration costs before anyone sees it
Nothing, for months. Then all at once: an inventory figure on the balance sheet the warehouse does not confirm, twelve months of sales with the wrong VAT treatment, a suspense account nobody can justify any more. The cost is not the error — it is the moment you find it, at year-end, or in an inspection.
- 20 minon a call, with nothing to prepare on your side
- Writtenfindings you keep, whatever you decide next
- 0changes made to your system during the review
What you receive
A concrete overview of findings, risks and priorities.
- The list of what is wrongPoint by point, with the screen or the entry that shows it. Not “your VAT needs review”, but which fiscal position, on which sales, since when.
- What each one risks costingA correction, a delayed close, a possible reassessment. That ranking is what decides the order of work — not our preference.
- What we would fix firstThree things, not thirty. A review that hands back thirty points has not done the prioritising; it has moved it onto you.
- What is fineSaid as well, and not out of politeness: knowing what not to touch is worth as much as the rest.
What this review is not
Three things we would rather write down beforehand than explain afterwards.
- It is not a read of your commercial data. We look at how your Odoo is configured; we do not go through your customer ledger.
- Nothing is changed in your system during the review. It is a read of the current state — any fix is a separate decision, taken by you.
- The findings are yours. If you take them to another provider, that is a legitimate outcome and we will not make it awkward.
What we get asked before booking
There is none, and the reason is simple: twenty minutes tells us whether we can be useful to you. That is cheaper for us than quoting blind, and less unpleasant for you than receiving a blind quote. If the finding is that there is nothing to do, we will tell you that too.
No. You show us your Odoo as it is. A configuration tidied up for a review is no longer the configuration we need to see.
A chartered accountant who works in Odoo every day. It is the only way to tell whether a setting is technically correct and financially wrong: you have to know both sides.
At no point. We look. Any correction is a separate decision, quoted and accepted by you before anything moves.
That is the most common case and it is not a problem: we do not bid for their scope. The findings are about the accounting, not about their work — and they are often useful to them, because they supply the accounting rule nobody ever wrote down.
A few working days after the call. If it takes longer, it is because we found something worth verifying before writing it down.