Odoo, implemented around
how you actually operate.
Discovery first, then a configured system: accounting, operations and reporting in one place, with data migration, training and support after go-live.
Odoo, implemented around
how you actually operate.
Discovery first, then a configured system: accounting, operations and reporting in one place, with data migration, training and support after go-live.
Growing Canadian businesses that have outgrown disconnected tools.
ERP earns its cost when operations and finance stop reconciling to each other by hand. If that is not your problem, an ERP is an expensive answer to a different question.
- You run an incorporated business in Canada.
- Operations and accounting sit in separate systems and are reconciled manually.
- Inventory, projects, manufacturing, field service or multiple entities add real complexity.
- You need reporting that ties operational activity to the financial statements.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
Growing Canadian businesses that have outgrown disconnected tools.
ERP earns its cost when operations and finance stop reconciling to each other by hand. If that is not your problem, an ERP is an expensive answer to a different question.
- You run an incorporated business in Canada.
- Operations and accounting sit in separate systems and are reconciled manually.
- Inventory, projects, manufacturing, field service or multiple entities add real complexity.
- You need reporting that ties operational activity to the financial statements.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
Configured by the people who have to close the books in it.
The accounting configuration is designed first, not retrofitted after go-live when the operational modules are already live.
Discovery
Current processes, systems, data and the reporting you need, mapped and agreed before anything is configured.
Accounting configuration
Chart of accounts, HST/GST and provincial sales tax handling, bank feeds, AP and AR, and the period close, set up for Canadian requirements.
Operational modules
Sales, purchasing, inventory, projects, manufacturing or field service, configured to the way your business actually runs.
Data migration
Master data and opening balances moved from your existing systems and reconciled against them before go-live.
Training, automation and support
User training, automation of the repetitive steps, and ongoing support once you are live.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →Configured by the people who have to close the books in it.
The accounting configuration is designed first, not retrofitted after go-live when the operational modules are already live.
Discovery
Current processes, systems, data and the reporting you need, mapped and agreed before anything is configured.
Accounting configuration
Chart of accounts, HST/GST and provincial sales tax handling, bank feeds, AP and AR, and the period close, set up for Canadian requirements.
Operational modules
Sales, purchasing, inventory, projects, manufacturing or field service, configured to the way your business actually runs.
Data migration
Master data and opening balances moved from your existing systems and reconciled against them before go-live.
Training, automation and support
User training, automation of the repetitive steps, and ongoing support once you are live.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →Discovery, then a scoped implementation.
Scope, modules, data and user count are established before implementation pricing is discussed.
Consultation
Thirty minutes. What you run today, where the manual reconciliation happens, and what is driving the change.
Discovery and scoping
Processes and data mapped, modules and integrations identified, and the implementation scoped.
Configuration and migration
The system configured, data migrated and reconciled, and the workflow tested with your team.
Go-live, training and support
Go-live with training, then ongoing support and further automation as you settle in.
Discovery, then a scoped implementation.
Scope, modules, data and user count are established before implementation pricing is discussed.
Consultation
Thirty minutes. What you run today, where the manual reconciliation happens, and what is driving the change.
Discovery and scoping
Processes and data mapped, modules and integrations identified, and the implementation scoped.
Configuration and migration
The system configured, data migrated and reconciled, and the workflow tested with your team.
Go-live, training and support
Go-live with training, then ongoing support and further automation as you settle in.
No fixed price on an unscoped implementation.
Implementations run over because the scope was never established, not because the software was wrong. We would rather spend the discovery time than issue a number we cannot stand behind.
Scope before price
Processes, modules, data and users are assessed first. Software licensing is separate from implementation and is quoted separately.
Accounting is not an afterthought
The finance configuration is designed by accountants who work in these systems, not added once the operational side is already live.
Support continues
The same firm can run your bookkeeping, payroll and reporting inside the system it built, so knowledge does not leave at go-live.
No fixed price on an unscoped implementation.
Implementations run over because the scope was never established, not because the software was wrong. We would rather spend the discovery time than issue a number we cannot stand behind.
Scope before price
Processes, modules, data and users are assessed first. Software licensing is separate from implementation and is quoted separately.
Accounting is not an afterthought
The finance configuration is designed by accountants who work in these systems, not added once the operational side is already live.
Support continues
The same firm can run your bookkeeping, payroll and reporting inside the system it built, so knowledge does not leave at go-live.
Before you book.
Is Odoo right for every business?
No. Plenty of businesses are better served by cloud accounting and a small number of well-chosen tools. If that is our read, we will tell you before you spend anything on an implementation.
What does an implementation cost?
We scope before we price. Cost depends on modules, process complexity, data condition and user count, and Odoo's own licensing is separate from our implementation work.
Can you run our accounting in Odoo afterwards?
Yes. Bookkeeping, payroll and management reporting can continue inside the system as an ongoing engagement.
Before you book.
Is Odoo right for every business?
No. Plenty of businesses are better served by cloud accounting and a small number of well-chosen tools. If that is our read, we will tell you before you spend anything on an implementation.
What does an implementation cost?
We scope before we price. Cost depends on modules, process complexity, data condition and user count, and Odoo's own licensing is separate from our implementation work.
Can you run our accounting in Odoo afterwards?
Yes. Bookkeeping, payroll and management reporting can continue inside the system as an ongoing engagement.
Begin with discovery.
A consultation on what you run today, and whether an ERP is genuinely the right answer to it.
Begin with discovery.
A consultation on what you run today, and whether an ERP is genuinely the right answer to it.