Flexible, Reliable, and Cost-Effective Odoo Solutions with Enhanced Accounting Functionality
About
The client delivers cloud-based Voice over Internet Protocol (VoIP) phone services tailored for businesses, offering flexible, dependable, and affordable communication solutions. Their comprehensive suite of services encompasses voice calls, messaging, faxing, SMS, and MMS capabilities, as well as virtual phone numbers. Alongside these offerings, they provide convenient features like call routing, recording, and analytics, all easily accessible through a user-friendly online portal.
Project Highlights
The client's services prioritize flexibility, reliability, and cost-effectiveness, catering to businesses seeking improved communication capabilities without costly investments in hardware or software. The company provides diverse features like call routing, call recording, and analytics, conveniently accessible through an intuitive online platform. The company aims to transition from QuickBooks to Odoo for accounting, citing enhanced functionality and features. As a multi-company organization, they require a compatible architecture and data migration from 2018 due to challenges faced with QuickBooks.
The Challenges
- Match Making:Setting up QuickBooks and Odoo entails intricate procedures.
- HIPAA Compliance:Synchronizing eight different companies in QuickBooks with Odoo was a challenging task.
- User-Centric Interface:Limiting data retrieval to 2018 from a decade-long database carried the risk of compromising data accuracy.
- Data Mapping:The challenge involved conducting a comprehensive reconciliation process to ensure its accuracy.
Tech Stack
Odoo
PostgreSQL
Python
AWS
Quickbooks
Azure DevOps
Result
Seamless Integration
Their adept management of technical complexities ensured the smooth integration of the two systems in the sandbox and live server environments.Multi-Company Sync Success
We achieved multi-company architecture and synced eight entities in Odoo, showcasing expertise.Data Accuracy Assurance
Our code development ensured accurate and reliable data with date range.Enhanced Financial Management
Successful reconciliation, UAT, and migration to Odoo improved financial management effectively.
