ERP for US Financial Services Firms
Run accounting, client relationships, documents, approvals and HR for lenders, advisors, insurers and fintech companies in one Odoo ERP. Serving businesses across the United States.
Or call +1 (539) 224-5216
- Official Odoo Partner
- Most projects live in 4 to 6 weeks
- 24/7 support after go-live
In Brief
What Is ERP for Financial Services?
ERP for financial services is software that runs the operations around a firm's core platform in one system: multi-entity accounting, client relationships and onboarding, documents, approvals and HR.
Discuss your finance ERP projectWho it is for
Lenders, advisors, insurers, brokers and fintech companies whose finance, client and HR records are spread across spreadsheets and separate tools.
How FlowEazy delivers it
FlowEazy sets up Odoo Accounting, CRM, Documents, Sign, Approvals and HR, connects Odoo to your core platform and banks through APIs, and configures access rights and audit logs with your compliance team.
For US companies
Odoo is set up with US charts of accounts and multi-entity consolidation, with role-based access and audit logs agreed with your compliance team.
The Problems We Solve
Where financial services firms lose time on the operations around their core platform, and what one system changes.
Without One System
Client onboarding documents collected over email
Month-end close built from spreadsheets across entities
Approvals for spending and vendor payments with no audit trail
Leads and renewals tracked in personal files
With FlowEazy and Odoo
Onboarding checklists with documents and e-signatures stored against the client
Multi-company accounting with consolidated reports
Approval rules and a log of who changed what
A CRM pipeline for leads, renewals and client reviews
What FlowEazy Sets Up for Financial Services Firms
The Odoo areas a financial services implementation usually covers.
Accounting and Consolidation
Multi-company, multi-currency accounting with bank synchronization and consolidated reports.
CRM and Client Onboarding
Pipelines for leads and renewals, with onboarding checklists and client documents.
Documents and E-Signature
Central document storage with access rights, and agreements signed online.
Approvals and Audit Trail
Approval steps for spending and payments, with a record of who changed what and when.
Helpdesk and Client Service
Tickets, service levels and a client portal for requests.
HR and Payroll
Employee records, recruitment, appraisals, leave and payroll.
Good to know: Odoo is not a core banking, trading or policy administration platform. FlowEazy uses it for the operations around that platform and connects the two through APIs.
FlowEazy Services for Financial Services Firms
The parts of our Odoo, software and AI work that a financial services project usually draws on.
Accounting Software Solutions
Multi-company, multi-currency accounting with bank synchronization and consolidated reports.
Learn more SoftwareCRM Software Solutions
Pipelines for leads, renewals and client reviews, with onboarding checklists.
Learn more OdooOdoo Integration
Odoo connected to your core platform, banks and payment systems through APIs.
Learn more SoftwareCustom Business Software
Client portals and internal tools built around your products and controls.
Learn more AIMachine Learning Solutions
Models that score risk and flag unusual transactions for review.
Learn more AIAI Testing Services
Evaluation and red-team testing for AI assistants before they reach clients.
Learn moreHow a Financial Services ERP Project Runs
Most FlowEazy implementations go live in 4 to 6 weeks. Larger rollouts are phased by department or site.
Discovery and Scope
We map your accounting, onboarding and approval processes with the people who run it, then agree the scope, timeline and cost in writing.
Configuration
Odoo is configured around that flow, module by module, on a test system you can try as it takes shape.
Data Migration
We move charts of accounts, open balances, clients, vendors and employee records from your current tools and check the figures with your team.
Integrations and Custom Work
Anything standard Odoo does not cover is built as a custom module or connected through an API.
Testing and Training
Your users run real scenarios on the test system and are trained on their own screens before go-live.
Go-Live and Support
We switch over on an agreed date and stay with you afterwards, with 24/7 technical and functional support.
Plan Your Financial Services ERP Project With FlowEazy
Tell us how you work today. You receive a custom strategy within 24 hours, then a written proposal with scope, timeline and milestones.
Financial Services ERP for US Businesses
What working with FlowEazy looks like for teams in the United States.
US Accounting and Access Controls
Odoo is set up with US charts of accounts and multi-entity consolidation, with role-based access and audit logs agreed with your compliance team.
Support in Your Time Zone
Calls, training and go-live are scheduled in US business hours across Eastern, Central, Mountain and Pacific time, backed by 24/7 support.
A Written Plan Before Work Starts
You receive a custom strategy within 24 hours of your enquiry, then a proposal with scope, timeline, costs and milestones.
NDA-Protected Engagements
Your requirements, data and source code stay confidential. Every engagement is covered by an NDA.
Frequently Asked Questions
Common questions about ERP for financial services.
