Appsoft Technology - Web and Mobile App Development Company

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Odoo turned payment chaos into financial clarity

Web+Mobile support

Platform

Web+Mobile support

Industries

E-commerce

Services

FinTech

Country

USA

From tax troubles to effortless compliance with Odoo 18

A mid-sized retail business was struggling with delayed invoicing, manual tax handling, and scattered payment tracking. These inefficiencies disrupted cash flow, caused compliance concerns, and limited visibility into overall financial performance across departments.

As the business grew, managing finances manually became unsustainable. The client needed a smarter, automated system to simplify invoicing, streamline tax compliance, and improve accuracy. These challenges led them to choose Odoo 18, an integrated solution that brought automation, transparency, and control to their financial operations.

“Thanks to Odoo, we automated sending 10,000 invoices monthly, ensuring accurate tax, seamless payment tracking, and consistent cash flow, transforming our financial visibility.”

-Yves Morel, Director at Bazile Telecom

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Client's problem statement​

A mid-sized retail company was facing invoicing delays, tax errors, and poor financial visibility due to manual workflows and disconnected systems. These inefficiencies affected cash flow, slowed reporting, and created compliance risks across their growing operations.

To overcome these hurdles, they adopted Odoo 18’s automated accounting suite. By streamlining invoicing, payment tracking, and tax calculations, alongside real-time syncing with sales and inventory. They gained financial clarity, reduced errors, and boosted decision-making.

Tax & Invoice Management Logo
Client's problem statement5

The challenges

  • Manual entries caused delays and frequent financial errors.
  • Manual tax work led to reporting errors and lost time.
  • Disconnected systems blocked real-time financial insights.
  • Late payments hurt cash flow and invoice tracking.
  • Inconsistent reports made decisions unclear and risky.

The solutions

  • Automated invoices and entries cut errors and saved time.
  • Auto tax rules ensured accurate VAT/GST and compliance.
  • Integrated apps sync data for real-time financial reports.
  • Smart follow-ups improved cash flow and reduced payment delays.
  • Custom reports gave a clear view of financial health.

We automated invoicing, bank reconciliation, and journal entries using Odoo 18, eliminating manual errors and delays while enabling faster, more accurate financial tracking that empowered the client with real-time visibility and control.

The Solutions
The Solutions-1

By integrating accounting with sales, inventory, and procurement, we created a single source of truth for finances. This gave the client instant access to accurate data, smarter reports, and faster, more informed business decisions.

Tools & Technologies

We used Odoo 18’s Accounting, Tax, and Reporting modules integrated with sales, inventory, and procurement, automating invoicing, payment tracking, and tax compliance while ensuring real-time financial visibility and smooth decision-making.

Python
PostgreSQL
Odoo 18
Razorpay
Features

No more missed payments. Odoo-powered features keep tracking on point

  • Bank Reconciliation

    Odoo auto-matched transactions with bank statements, reducing manual errors and speeding up reconciliation.

  • Tax Automation

    Automated VAT/GST and currency conversions ensured fast, compliant tax reporting.

  • Payment Tracking

    We enabled multi-gateway support and automated reminders, boosting on-time payments and cash flow.

  • Data Synchronization

    Real-time syncing between finance, inventory, and procurement gave accurate financial insights instantly.

    Design

    Custom Odoo design synced sales, inventory, and accounts seamlessly.

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