Integrations – Accounting Software
Automate document management and reporting—integrating Odoo CRM with accounting software takes your business to a whole new level of efficiency. By connecting to M.E.Doc and MASTER:Accounting, you can instantly transfer documents from the CRM to the accounting system for registration, digital signature, and further accounting.
Once you've set up the integration between your CRM and accounting systems, you'll be able to automate data exchange between the sales department and the finance department. As a result, information about deals, invoices, and payments is transferred more quickly through the accounting system. This reduces the risk of errors and saves time, especially when a company works with a large volume of clients and documents.
Which accounting software programs can be integrated with this system?
MEDoc
The software is used to submit electronic reports to government agencies, register tax invoices in the Unified Register of Tax Invoices (ERPN), and exchange source documents with business partners. Odoo CRM can be configured to automatically transfer data on invoices and transactions to M.E.Doc, which simplifies interactions with the State Tax Service, the Pension Fund of Ukraine, and the State Statistics Service.
MASTER: Accounting
A comprehensive program for accounting and tax reporting, human resources management, payroll, and inventory management in accordance with Ukrainian law. Integrating CRM with the accounting software allows you to synchronize information about customers and contracts, as well as ensure consistency between the sales department and the accounting department.
What are the benefits of integrating Odoo CRM with accounting systems?
When a CRM system and accounting operate separately, there may be delays in document processing and an increased risk of errors. Integrating CRM with ERP and accounting unifies business processes into a single digital ecosystem and ensures the seamless flow of data between departments. The main advantages of this solution are:
- Separation of operational and regulatory accounting while maintaining data integrity. Each department operates in its own environment without losing up-to-date information.
- The accounting department continues to operate using the familiar MASTER system, without changing established processes or internal procedures.
- Operations teams use Odoo to manage sales, customers, and day-to-day business processes.
- Quick closing of reporting periods thanks to automatic data exchange between systems.
- Fewer errors occur during document transfer, since a significant portion of the operations are performed automatically.
- Reducing the time spent exchanging documents with business partners and speeding up the approval of workflows.
Achieve greater accounting accuracy and better control over your financial and operational activities by integrating your CRM with your accounting system.
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What data is synchronized between the CRM and the accounting system?
| Synchronization Data | What is shared between the CRM and the accounting department |
| Customer cards | Contact information, company details, and information on responsible persons |
| Contracts and Commercial Documents | Contracts, invoices, commercial proposals |
| Order | Information about customer orders and their fulfillment statuses |
| Payments | Information on Incoming Funds and Paid Invoices |
| Outstanding debt | Data on Accounts Receivable and Accounts Payable |
| Product Lineup | List of goods and services available for sale and accounting |
| Financial Documentation | Documents for Accounting and Tax Reporting |
| Interaction History | Information about sales, invoices, payments, and communication with customers |
Integrating CRM with accounting services supports a unified information environment for all company departments. This enhances control over the company's financial processes.
