NATIVE INTEGRATION

Finaxis + Odoo: turn your ERP into a collections engine

Connect Finaxis to your Odoo in under 15 minutes. Your CRM, Sales, Project, and Inventory modules become fuel for follow-ups that respect customer context — without touching your account_followup module.

Join the waitlist
Finaxis — AI platform automating B2B accounts receivable for SMBs and mid-market companies Odoo
Trusted by Quebec SMBs running Odoo
The problem

Odoo unifies everything — except collections intelligence

You chose Odoo precisely to break down the silos between CRM, sales, projects, and accounting. But when it's time to chase an invoice, the account_followup module knows nothing about the active project, the quote signed last week, or the open support ticket. Your follow-ups start from zero, with no context. Finaxis plugs in on top of Odoo and brings every module into the collections conversation — without touching your existing configuration.

Your Odoo modules don't talk to each other for collections

CRM knows the relationship stage, Sales knows the quote history, Project knows the active delivery. But the account_followup module sends the same cold reminder to everyone, as if it didn't know the customer.

Reminder levels are too rigid

The D+7 / D+30 / D+60 tiers fire off like a steamroller, no matter who you're talking to. A strategic customer is treated exactly the same as a chronic late payer.

No automatic suspension on payment received

A wire transfer arrives Saturday, the next reminder goes out Monday morning because no one reconciled the entries. The customer feels insulted, your team loses face.

No visibility beyond the Accounting module

Leadership sees issued invoices but never the actual collections by customer segment, project, or sales rep. Cash decisions get made in the dark.

Connecting Odoo to a third-party tool: maze or compromise

Apps Store connectors are too rigid, API integrations too technical for an SMB. Neither option truly respects your workflows — or your time.

Collection agencies arrive too late

Recovr, Debitura, Debtist trigger at D+30 or D+60. But 80% of late payments resolve in pre-collection, without escalation — provided you have the intelligence to do it from day one.

WHY FINAXIS

Why connect Finaxis to Odoo

Finaxis reads all your Odoo modules in complementary mode — without replacing anything — and turns the ERP context into follow-ups that respect the customer relationship while accelerating collections.

Native sync with every Odoo edition

OAuth in under 15 minutes for Odoo Online and Odoo.sh, API key for Community or self-hosted Enterprise. Finaxis reads your Accounting, CRM, Sales, Project, and Inventory modules in real time — without writing anything to Odoo you haven't approved.

Follow-ups personalized by your Odoo modules

We cross-reference CRM (segment, opportunity, last interaction), Sales (open quotes, expansion), Project (active delivery), and Accounting (payment history) to adapt the tone, channel, and timing of every follow-up. Your best customers don't get the same message as a late payer.

AI assistant connected to your Odoo data

Chat with your billing cycle: "Which invoices over 30 days late belong to a customer with an open project?", "Send a soft nudge to Champion-tier customers with an active order." The AI executes — you stay in control.

Multi-channel coordinated by contact

Email, SMS, and AI-powered calls — orchestrated by the preferred channel on the Odoo customer record (res.partner). No follow-up goes unanswered because a single channel was ignored.

Anti-double-chase and strict white-label

Finaxis listens to Odoo bank reconciliation: a reconciled payment instantly suspends the active sequence. And every communication goes out under your name, email, and voice — your customers never see Finaxis.

Cross-module collections view

Collections dashboard by project, by sales rep, and by CRM segment. 30-day cash forecast that cross-references Sales pipelines and issued invoices. Leadership finally sees where the money actually goes.

HOW IT WORKS

How it works

Four steps to plug Finaxis into your Odoo and start intelligent collections — without touching your existing configuration.

1

Connect your Odoo account

OAuth for Odoo Online and Odoo.sh, API key for Community or self-hosted Enterprise. Under 15 minutes, no code, no IT involvement.

2

Finaxis reads your modules

Accounting, CRM, Sales, Project, and Inventory. Read-only by default, limited and audited writes for the follow-up actions you've approved.

3

AI configures the strategies

Finaxis detects your segments, payment cycles, and preferred channels, then proposes follow-up strategies you validate in copilot mode.

4

You collect faster

Follow-ups sent at the right time, in the right tone, with no double-sends. Your native account_followup module stays active as a safety net.

Technical details

How the Odoo integration works

Authentication

OAuth 2.0 (Odoo Online, Odoo.sh) or API key (Community / self-hosted Enterprise)

Connection time

under 15 minutes

Data flow direction

reads ERP modules; limited, audited writes for approved follow-up actions

Sync frequency

continuous sync via the Odoo API (XML-RPC or JSON-RPC)

What this integration enables, exclusively!

  • Cross-module orchestration: CRM, Sales, Project, and Inventory feed the follow-up strategies
  • Respectful coexistence with the native account_followup module — Finaxis enriches, doesn't replace
  • Anti-double-chase via Odoo bank reconciliation listening
  • Complementary mode — Finaxis pollutes neither your chart of accounts nor your existing workflows
  • Compatible with all Odoo editions and hosting modes (Online, .sh, Community, Enterprise)
COMPARISON

What Finaxis does that Odoo alone doesn't

Discover the power of AI combined with your accounting data.

Follow-up personalization

Fixed D+7 / D+30 / D+60 tiers, generic message
AI follow-ups personalized by CRM, Sales, and Project context

Coexistence with account_followup

Native module only
Your Odoo tiers respected and enriched by AI, never replaced

Anti-double-chase

Manual check required before every send
Automatic suspension on Odoo bank reconciliation

Conversational AI assistant

None for accounts receivable
Copilot connected to all your Odoo modules, executes actions

Coordinated multi-channel

Email / SMS / letter via IAP credits, manual choice per tier
Email + SMS + AI call, chosen automatically based on the customer record

Cross-module view

Reporting limited to the Accounting module
Collections by project, by CRM segment, and by sales rep

White-label

Variable depending on templates and signatures
Every communication under your brand, Finaxis invisible
FAQ

Frequently asked questions

Everything you need to know about the integration.

The connection is made directly from Finaxis. For Odoo Online and Odoo.sh, we use OAuth in a few clicks. For Odoo Community or self-hosted Enterprise, we use an API key generated from your user settings. Either way, it's under 15 minutes — no code, no IT involvement.

Finaxis runs in complementary mode. Read-only by default on your Accounting, CRM, Sales, Project, and Inventory modules. Writes are limited and audited — only for the follow-up actions you've approved (notes, activities, communication logs). Your Odoo stays clean.

No. Every communication goes out under your company's name, email, and voice. Your customers only see your brand — Finaxis stays invisible behind the scenes.

No. Your reminder levels, templates, and scheduled activities in account_followup stay untouched. Finaxis layers on top as an intelligence layer: the AI proposes follow-ups enriched by cross-module context, but your native module stays active as a safety net. Your accountants don't lose any of their bearings.

We cross-reference in real time data from CRM (customer segment, open opportunity, last sales interaction), Sales (active quotes, account expansion, order history), Project (active delivery, milestone to validate), and Accounting (payment history, partially paid invoices). The tone, channel, and timing of every follow-up adapt to that context. A customer with an active delivery doesn't get the same message as one whose quote was just rejected.

Finaxis listens to Odoo bank reconciliation. As soon as a payment is reconciled with an invoice, the active sequence for that invoice is instantly suspended — automatically, without your team's involvement. No more dry follow-up sent Monday morning to a customer who paid Saturday.

Yes. Contact our sales team to start a trial and see results before committing to a plan.

Yes, we are CASA Tier 2 certified. All data is hosted in Canada (Quebec Law 25 compliance), encrypted end-to-end, and protected by OAuth 2.0 (Online / .sh) or by a rotatable API key (Community / self-hosted Enterprise).

Yes. Finaxis is compatible with Odoo Online, Odoo.sh, self-hosted Odoo Enterprise, and self-hosted Odoo Community (v15 and higher). For versions earlier than v15, a CSV import is available and custom connectors can be developed as needed — contact our sales team to assess your configuration.

Connecting Odoo and the initial sync usually takes under 15 minutes. If you use Microsoft 365 or Google Workspace (Gmail), you can also connect your inbox in the same flow and send a first follow-up in copilot mode within those 15 minutes. Response-rate improvements typically show after 30 days of use, and you should expect about 90 days to reach a 15-25% reduction in your overall DSO.

Ready to turn Odoo into a collections engine?

The Odoo integration is coming soon. Join the waitlist to be among the first to connect your Odoo to Finaxis.

Join the waitlist