Odoo implementation - Our success story for Accounting & Finance domain

Company Profile

JL Patel & co. is a reputed Accounting & Finance company provides professional services including consulting, auditing and support.

Its 34 years of experience helps their clients to comply with the law while doing business.

Key Problems

Bills are not created and sen to clients on time.

Cash flow is not balanced with operating cost.

Physical documents are the main assets to be taken care of properly.

Employee record management is hard after expanding to 100+ full-time employees.

The Solutions

Extensive automation for Invoicing functionality for on-time bill creation.

Explore accounting and finance module of Odoo with customization.

Implemented Human resource functionalities of Odoo to manage employee record and related processed smoothly.

Document manager system to digitize all physical records.

The Impact 

Caseflow increased to 30% over the period of three quarters.

Store documents safely with easy access.

Employee data are an online and predictable analysis of available for human resources and it’s cost.