Stock levels on the site and in the warehouse never match
We connect the store to accounting through an integration (automatic data exchange between programs). Orders and stock update without manual copying.
Accounting and ERP where orders, stock and money match
Your website brings orders, the CRM holds customer history, and the accounting system records the money and stock. We set up Odoo, QuickBooks, Xero or BAS and connect them to the rest, so data is entered once. Licences and accounts are in your name under the agreed terms.
Quote and schedule after your brief
Who it's for
- Owners who run the books in spreadsheets and lose track of stock
- Online stores where web orders are copied into accounting by hand
- Companies that outgrew simple bookkeeping software and need ERP (one system for accounting, inventory, purchasing and finance)
- Businesses that need QuickBooks or Xero with correct taxes and bank feeds
Problems we solve
The bookkeeper keys in documents by hand, makes mistakes and runs late
We set up templates, charts of accounts and posting rules. Invoices and delivery notes are created from the order in one click.
You cannot see which products and customers actually make money
We build reports for margin by product, overdue invoices and cash flow. You open them in the system instead of assembling them in a spreadsheet each week.
The system is installed, but nobody knows how to use it
We remove unused modules, keep what you need and train your people on your own data. We also write a short guide for new hires.
What's included
- Review of your current setup and choice of system: Odoo, QuickBooks, Xero or BAS
- Chart of accounts, product catalogue, customers and suppliers
- Data migration from old software and spreadsheets: balances, contacts, items
- Roles and access rights for bookkeeper, sales and warehouse
- Integration with your website, CRM and payment providers
- Bank feeds, tax codes and multi-currency settings
- Document templates: quote, invoice, delivery note, credit note
- Owner reports: cash, receivables, margin, stock
- Team training and a written guide
- One month of support after launch
Choose the scope
Use a package to describe what you need. We agree on the quote and schedule after reviewing your brief and requirements.
01
Start
Freelancers and small companies that need order in their books
- Setup of one system: QuickBooks, Xero or Odoo Accounting
- Chart of accounts, templates and reports
- Migration from spreadsheets
- Training for the bookkeeper
02
Accounting + Website
Online stores and service companies that take orders on the web
- Everything in Start
- Website integration: orders, stock, prices
- Payment and shipping connections
- CRM link
- Automatic invoices and delivery notes
03
Full ERP
Companies with a warehouse, purchasing and several departments
- Odoo or BAS ERP implementation
- Inventory, purchasing, sales, manufacturing or services
- Migration from legacy systems
- Roles, reports and an AI assistant for routine tasks
- Team training and support
How we work
Brief and requirements
You describe the task and current workflow. We clarify requirements, choose a first stage and prepare a quote.
System choice and pilot
We agree on the system and a measurable KPI, for example the time it takes to issue an invoice. First we run one process on a copy of your data.
Setup and data migration
We build the structure, move balances and connect the website and bank. Everything is tested on real scenarios.
Training and launch
We train your team and run the old and new systems in parallel for a few days. Only then do we switch the old one off.
Support
For one month we fix small issues. All accounts, licences and files are already yours.
Scope and limits
- We do not replace your accountant or file your returns. We configure the system; tax decisions stay with your accountant.
- We do not promise to migrate messy data without cleaning. Duplicates and errors in old spreadsheets have to be fixed together.
- Licences and hosting are not included in our price. You pay them directly to the vendor.
FAQ
Which should I choose: Odoo, QuickBooks or Xero?
QuickBooks and Xero suit companies that mainly need bookkeeping, invoicing and bank reconciliation. Odoo fits when you also need inventory, purchasing and CRM in one system. BAS is for businesses with Ukrainian accounting rules. The choice depends on your country, processes and budget.
Can accounting connect to my website?
Yes. Shopify, WooCommerce and custom sites have ready connectors or an API (a way for programs to exchange data). Sometimes a small custom script is needed, and we flag that in the estimate upfront.
How much do licences cost?
We prepare a quote after reviewing your brief and requirements. A first stage can cover: setup of one system: QuickBooks, Xero or Odoo Accounting; Chart of accounts, templates and reports. Scope, payment and schedule are agreed before work starts.
Will we lose data during the move?
Before migration we take a full backup and run a trial import. We then run both systems in parallel for a few days to check balances. The old system is switched off only after you confirm.
Do I pay the full amount upfront?
Payment terms are agreed with the quote before work starts. For a staged project, we describe the result and acceptance criteria for each stage. Support and third-party services are listed separately.
Can AI be added to accounting?
Yes, for narrow tasks: reading supplier invoices, drafting payment reminders, answering questions from your data. An AI agent does not make decisions for the bookkeeper. It prepares a draft, and a person checks it.
Start with your task
Describe your business, the outcome you need and your current workflow. We will clarify the requirements and prepare a quote after your brief.