Other integrations Accounting software

Cashplannr × Odoo

Cashflow forecast on your Odoo accounting.

What does this integration do?

Cashplannr links to the Odoo Accounting module (online or self-hosted). We read your general ledger, open invoices and bank entries and lay a live cash layer on top for you and your finance team.

What data do we sync?

General ledger

Account moves, journal entries and analytic axes. Full foundation for the forecast.

AP / AR

account.move + account.move.line for open AR and AP invoices.

Bank

Bank entries and reconciliation status from Odoo, or via Ponto on top for daily balances.

Multi-company

Multiple Odoo companies in one database? We consolidate them in one dashboard.

What do you get?

What Odoo doesn't show

Odoo keeps your books, but no forward-looking cashflow. Cashplannr lays that layer on top.

Forecast 24 months out

Pattern recognition on your Odoo history. AI suggestions to accept or override.

Multi-entity consolidation

For group structures with several Odoo companies or a mix with other tools.

How to connect?

01

Connect Odoo

Enter your Odoo URL and authorize Cashplannr as an API user with read scopes.

02

Pick companies

Select which Odoo companies or databases to connect. Separate access per company.

03

Live within minutes

Initial history sync, then continuous. No maintenance on your side.

Secure & GDPR-compliant

Read-only API user

Cashplannr operates with an API user that has read-only scopes. No write actions on your Odoo.

Online or on-premise

Odoo Online, Odoo.sh and self-hosted setups are supported.

EU data

Processing and storage within the EU. Fully GDPR-compliant.

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