Odoo ERP for Banking Industry | Software for Financial Services

Odoo ERP for Financial Services Company

Modernize Financial Industry through ERP Implementation

Odoo ERP for Wholesale Distribution Business

Reduce heavy operating costs and get higher investment returns

Odoo ERP is a very powerful software solution for every industry including the financial services sector. Banks, credit unions, savings, and loan associations, investment companies, insurance companies, brokerage firms, and other financial institutions are facing quick changes in demands and high competition. Furthermore, this sector has to strictly comply with the regulatory and legal requirements by having precise and accurate information on time. Also, transparency is a basic requirement to adhere to regulatory compliance. Instead of tough competition and rapid demand change, Odoo ERP for financial services is a proven solution to boost the profitability of financial services companies. Odoo financial accounting management software is affordable and provides fast return as well as reducing the heavy operating costs. Important to realize, financial service providers like banks are more concerned about error and data breach. This business financial management software seamlessly eliminates all the possibilities of errors and data breaches.

ERP for the financial services industry takes care of the privacy concerns of the companies and leaves no room for errors. Equally important, it collects, stores, and interprets data, at the same time, it keeps the client information intact. Odoo is the most trusted and perfect financial services ERP solution. OdooExpress is the top-ranked Odoo partner company in the USA, UK, Australia, and UAE. The main motive of the financial service organization is to increase sales, improve customer service and reduce operating costs. With this in mind, our ERP system manages and streamlines operations on a single platform.

Get complete visibility across the organization

Get a 360-degree view of all operations by using financial services ERP software. Our ERP software for financial services can truly assist the financial and banking-related industries successfully. Important to realize, Odoo has numerous applications integrated into one single system. Now, you don't have to implement different software systems for different business needs, obtain all the business applications at one place, that sure makes it much easier in the progress of a company. Odoo software solution manages front-end as well as back-office operations, as can be seen, it is an end-to-end financial solution. Also, it is a scalable software system that always fits in any growing or changing business. The major benefit of implementing this system is you can customize functionality according to your company needs. All things considered, get higher investment returns with our strong ERP solution.

Features of Odoo Financial Services ERP

Save time by using a modern user interface that is based on Google Material Design trend.

Create invoices automatically and reduce redundant data entry.

Reconcile a payment with several invoices and pay multiple invoices at a time.

Have quick and instant access to all accounting features from anywhere with portables or mobile devices like tablets and smartphones.

Powerful bank interface, synchronize bank statements with the bank automatically and also get automated reconciliation.

Get paid easily and more quickly because it supports online payment with credit cards. Also, it supports multiple payment gateways like Paypal, Authorize.net, Adyen, etc.

Intelligence customer portal where customers can track their order status, invoices, and payments as well.

Also, track all the employee expenses, with the help of this system that helps you to record every employee validation and reimbursement.

Bill digitalization feature allows easy upload of scanned PDF or image format files for the initiation of vendor bills and also allows automatic creation of bills with the use of AI.

Odoo ERP for Financial Services Company

Modernize Financial Industry through ERP Implementation

Reduce heavy operating costs and get higher investment returns

Get complete visibility across the organization

Save time by using a modern user interface that is based on Google Material Design trend.

Create invoices automatically and reduce redundant data entry.

Reconcile a payment with several invoices and pay multiple invoices at a time.

Have quick and instant access to all accounting features from anywhere with portables or mobile devices like tablets and smartphones.

Powerful bank interface, synchronize bank statements with the bank automatically and also get automated reconciliation.

Get paid easily and more quickly because it supports online payment with credit cards. Also, it supports multiple payment gateways like Paypal, Authorize.net, Adyen, etc.

Intelligence customer portal where customers can track their order status, invoices, and payments as well.

Also, track all the employee expenses, with the help of this system that helps you to record every employee validation and reimbursement.

Bill digitalization feature allows easy upload of scanned PDF or image format files for the initiation of vendor bills and also allows automatic creation of bills with the use of AI.

Easily track cash transactions on a regular basis with opening and closing and manage cash registers flawlessly.

The smart reconciliation tool easily reconciles propositions automatically and searches efficiently.

Supports multi-currency and multi-companies by integrating all of them in a single system.

Enables you to define multiple users with different access rights.

Get a real-time cash flow statement with so many options in the filters.

Its tax engine supports tax computations such as percentage, price included/excluded, partial exemptions, etc.

Tax audit report feature enables you to check the tax report whether it is computed correctly or not for audit purposes.

Easily track asset and depreciation boards for automatic generation of amortization entries.

Also, track your budget to compare it with the actual performance.

Integrate financial management system with sales, inventory, purchase, and CRM.