Read-only controlling · for Odoo · Swiss made
Controlling for Odoo
you can rely on.
fincon reads your Odoo bookings — strictly read-only, never changing anything — and turns them into an SAP-CO-style controlling view: pivot with drilldown to the single booking, contribution margin, budget, cash planning, month-end close and a KPI cockpit. With an annual report as PDF and a dedicated service-delivery module for IT service providers. Swiss data residency, no US cloud.
- Read-only
- Odoo 19
- RZO Gais
- Swiss DPA + GDPR
How it works
Three steps to a controlling view.
No migration, no second database. fincon attaches to your existing Odoo — strictly read-only.
Connect Odoo
fincon connects to your existing Odoo with a read-only API key. No migration, no double entry — it reads straight from your bookings.
Read strictly read-only
A technical read-only guard rules out any write-back. fincon turns your figures into an SAP-CO-style view — without ever changing anything in Odoo.
Analyse & drill down
Pivot, contribution margin, budget, VAT, balance sheet and cockpit. One click drills to the single booking — with a deep link back to Odoo.
Self-hosted in your own infrastructure or managed from the Eastern Switzerland data centre.
Illustrative view with sample data (Demo Services AG).
On the controller's desk
What lands on your desk every day — and how fincon answers it.
Controllers and CFOs ask the same questions every day. fincon answers them straight from your Odoo bookings — traceable down to the document, no Excel export, and without anyone touching the ledger.
Why are we below budget — and where exactly does it come from?
From the bottom line down to the single booking in a few clicks: the pivot with drilldown shows which cost centre, order and document drives the variance. A deeplink back to Odoo instead of hours of digging through an export.
Which order makes money — and which one quietly costs us?
Contribution margin down to the document, from receivables and payables, allocated per article. Negative margins, un-invoiced costs and open orders surface immediately — before they hit the annual result.
Will the cash last the coming weeks — and who pays late?
Forward-looking liquidity projection from open items, plus DSO/DPO and liquidity ratios. You spot bottlenecks and slow payers while there is still time to act.
Does the close add up — or is there an error somewhere?
A balance sheet that reconciles to the P&L, a trial-balance check and automatic findings that flag anomalies and implausible bookings. The close is sanity-checked in minutes instead of days.
Does the VAT return match the underlying bookings?
VAT by statutory tax rate, reconciled against the accounts. You see discrepancies before filing — not once the correction gets expensive.
What does the group really earn — without intercompany revenue?
Group consolidation with automatic intercompany elimination instead of a manual Excel workbook. A P&L per company and a reconciled group total at the push of a button.
What are our assets still worth — and what does renting them earn?
An asset register with the book value per asset class, plus which devices are out on rent at customers and the rental income they have already earned — live from the bookings instead of a separate spreadsheet.
How productive is the team — and how much unbilled work is sitting around?
Utilization and realization per employee plus valued WIP: delivered, not-yet-invoiced hours sorted by age. You catch stalled billing before it turns into lost revenue.
Features
The numbers a controller actually needs.
Controlling & planning
Pivot with drilldown
SAP-CO-style cost accounting: free dimensions and measures, cross-tabs, IBCS charts with result bridges (waterfalls), a foreign-currency view — and one click drills down to the single booking with a deep link into Odoo.
Contribution margin & orders
Order margin computed from the actual documents: revenue from customer invoices, cost from vendor bills, article-accurate attribution. Negative margins and open orders surface.
Profitability, ABC & concentration
ABC / Pareto analysis per customer and article, break-even with a fixed/variable split, MRR/ARR with churn and net revenue retention — and the concentration risk (largest customers and suppliers, HHI).
Budget, plan versions & forecast
Budget from Odoo with plan/actual, YTD variance and commitments — plus your own plan and forecast versions with an editor and CSV import, appearing as extra scenarios in the pivot. Forecast snapshots measure your own accuracy (bias, MAPE).
13-week cash plan
Direct liquidity planning week by week: expected payments from the open items, recurring payments such as payroll and rent, planned one-offs and the VAT payable — with a warning before the balance drops below your minimum.
Liquidity & cash flow
An indirect cash-flow statement with a cash bridge, ratios such as DSO/DPO and liquidity ratios, the tendency of the payment durations, and a forward projection from the open items.
Close & audit
Month-end close monitoring
“Can we close?” per company and period: automatic checks (trial balance, unclassified accounts, VAT reconciliation, critical findings, missing accruals) plus a checklist with sign-off.
Findings & journal-entry testing
Rule-based controlling anomalies with Odoo deep links and a workflow (assign, resolve) — including audit classics over manual entries: weekend postings, round amounts, backdated entries.
VAT, open items & balance sheet
VAT by statutory rate with reconciliation, AR/AP aging with due dates, a balance sheet that ties to the P&L, plus a trial-balance check in the cockpit.
Asset register & rental
Every asset with its acquisition value and book value per asset class, the devices out on rent with the rental income earned, plus a depreciation forecast — live from the bookings.
Reporting & board
Commentary & board pack
Controller commentary attached right to the cockpit, margin and budget — flowing into the board pack (Excel and PDF): KPIs, P&L, balance sheet, liquidity and the controller's narrative in one document.
Annual report builder
Compose the annual report from building blocks: cover, management letter, KPI highlights, P&L, balance sheet, outlook — as a clean PDF with your own accent colour. Configurations stay saved and reusable.
Cockpit & alerts
A KPI cockpit with a P&L bridge and proactive alerts on critical KPIs (DSO, liquidity, concentration, margin, NRR) — you maintain the thresholds yourself. Plus an e-mail digest to start the week.
AI assistance — PII-free
An optional variance-commentary draft and natural-language questions against your numbers (“ask your numbers”). Runs on Infomaniak in Switzerland and only ever receives anonymized aggregates — never names or addresses.
Service delivery for IT service providers (MSP)
Effective hourly rates
Discount-aware instead of flattering: an hour on a 100%-discount line earns 0. Billed and realized rate per employee and customer, with a monthly trend against creeping rate erosion.
Flatrate calculation
Flat fee on order A, hours delivered at 100% discount on order B? fincon joins both per customer: total ledger revenue against all delivered hours — with a coverage ratio and a minimum-rate flag.
Ticket economics & SLA
Who creates how many tickets, and what do they cost in hours? Plus SLA attainment by priority and customer, overdue open tickets, and response and resolution times from the Odoo helpdesk.
Subscription margin & customer review
Recurring revenue per customer minus the license cost of the same subscription articles — and a review cockpit per customer (QBR) with revenue, rate and ticket trends, prepaid packages and open items, as a page and a PDF handout.
Platform & trust
Strictly read-only
fincon never writes back to Odoo. A technical read-only guard plus a read-only API key rule out any mutation — no risk to your books.
Group consolidation
Several companies into one group view: P&L per company, elimination of intercompany revenue and balances, a reconciled consolidated total.
Utilization & WIP
Employee utilization and realization from the timesheets, plus valued and aged WIP — delivered, not-yet-invoiced work at a glance.
Sovereign & secure
Operated in the Eastern Switzerland data centre, zero-trust access via Octelium + Keycloak, open source under AGPL-3.0. Fully bilingual (DE/EN) with Swiss number formatting.
Board-ready outputs
From drilldown to finished document.
Analysis is half the job — in the end you need a document you can hand to the board, the bank or the customer. fincon produces it straight from the reconciled numbers.
Board pack
KPIs, P&L, balance sheet, liquidity and concentration risk — including the controller's commentary. One document for the board meeting, on demand.
Annual report
Composed from building blocks: cover, management letter, KPIs, P&L, balance sheet, outlook — with your own accent colour, reusable every year.
Customer review (QBR)
The service review per customer as a clean handout: revenue, hours & rate, flatrate coverage, tickets & SLA, prepaid packages and open items.
For IT service providers & MSPs
Your service business, in numbers that tell the truth.
Flat fees, prepaid packages, tickets and subscriptions — in a service business the margin lives between the orders. fincon computes it where it really sits: in the bookings, timesheets and helpdesk tickets of your Odoo.
Does every flatrate carry its effort?
Total revenue per customer against all delivered hours — flat-fee and delivery order in one line, with a coverage ratio and traffic light.
What does an hour really earn?
Discount-aware rates per employee and customer: billed vs. realized, with a trend against creeping rate erosion.
Which customer makes the noise?
Tickets and ticket hours per customer, SLA attainment by priority, overdue open tickets — straight from the Odoo helpdesk.
The customer meeting, prepared.
A review cockpit per customer (QBR): revenue and rate trends, flatrate coverage, tickets & SLA, prepaid packages, open items — as a PDF handout.
fincon vs. Odoo standard
What Odoo covers — and where fincon adds.
Odoo covers many controlling functions, far more in the Enterprise edition than in Community. fincon sits on top as a read-only analytics layer — with analyses Enterprise does not offer, and a group consolidation with real intercompany elimination. Switch between the editions:
| fincon | Odoo Enterprise | |
|---|---|---|
| Balance sheet / P&L / general ledger | ||
| SAP-CO pivot with drilldown to the booking | Partial | |
| Contribution margin from AR/AP documents | Partial | |
| Profitability / ABC analysis | ||
| Break-even & what-if | ||
| Price/volume variance | ||
| Budget plan/actual | ||
| Commitments (Obligo) & year-to-date variance | Partial | |
| Revenue forecast from logged hours | Partial | |
| Group consolidation | Aggregation | |
| Intercompany elimination (automatic) | Limited | |
| Cash-flow statement | ||
| Liquidity projection (forecast) | ||
| DSO / DPO / working-capital ratios | Partial | |
| VAT overview & reconciliation | ||
| Open items / aging | ||
| Multi-currency / FX exposure view | ||
| Recurring revenue (MRR / ARR) | ||
| MRR / ARR by product & service | Partial | |
| Subscription churn & net revenue retention (NRR) | Partial | |
| Payment-duration trend (DSO/DPO tendency) | ||
| Employee utilization & realization | Partial | |
| WIP — unbilled services (valued & aged) | Partial | |
| Concentration / dependency risk (HHI) | ||
| Proactive alerts (KPI thresholds) | ||
| Rolling forecast (best/base/worst) | ||
| Asset register with book value per class | ||
| Rented-out assets & rental income | ||
| Cost-centre allocation (BAB) | ||
| Controlling findings (anomalies) | ||
| KPI cockpit at a glance | Partial | |
| Multiple companies in one view | Partial | |
| 13-week cash plan (direct) | ||
| Own plan versions & forecast accuracy (bias, MAPE) | ||
| Month-end close monitoring (checks + checklist) | ||
| Journal-entry testing (audit checks) | ||
| Board pack with controller commentary (PDF/Excel) | Partly | |
| Annual-report builder (PDF) | ||
| AI assistance — Switzerland, PII-free | ||
| MSP: flatrate coverage, effective rates, ticket/SLA, subscription margin | ||
| Customer review cockpit (QBR) with PDF handout | ||
| Strictly read-only — no risk to the ledger | ||
| No per-user licence cost |
Community is open source; balance sheet / P&L / cash flow usually come via OCA add-ons. Enterprise is paid (per user) and includes dynamic reports, consolidation and subscriptions. Odoo's consolidation is mainly an aggregation with account mapping — true intercompany elimination is limited. Assessment to the best of our knowledge (Odoo 18/19), without warranty.
Behind fincon
We built fincon because we needed reliable, read-only controlling on Odoo ourselves — without handing our figures to a US cloud. Today we run it for our customers from Switzerland.
Open source on GitHub
fincon is open source under AGPL-3.0. Review the code before you trust it with your figures.
View the repositorySwiss made & hosted
Built and operated in St. Gallen, hosted in the Eastern Switzerland data centre (RZO Gais).
Pricing
Run it yourself, or let us run it.
fincon attaches to your Odoo and needs no infrastructure of its own when self-hosted. As a managed SaaS we run it for you in the Eastern Switzerland data centre — single-tenant, accessed via zero-trust.
Self-hosted
≈ EUR 2'120 / year
You run fincon on your own infrastructure next to Odoo. Commercial licence, Helm chart and ArgoCD templates included.
- Commercial licence (AGPL exception)
- Helm chart + ArgoCD
- Email support
- Updates included
Managed (SaaS)
≈ EUR 105 · billed annually
We run fincon for you in the Eastern Switzerland data centre, connected to your Odoo, accessed via zero-trust and Keycloak.
- Single-tenant in RZO Gais
- Each additional company for the same client: +CHF 49/mo.
- Zero-trust access (Octelium)
- 99.9 % SLA
- Ongoing updates & support
All modules included — controlling, planning, close, annual report, AI assistance and service delivery (MSP). No module surcharges.
Need your own dedicated Kubernetes cluster or several companies? We quote that individually — talk to us.
Trust & transparency
Read-only, open source, operated in Switzerland.
- Odoo access
- Strictly read-only
- Location
- RZO Gais, Appenzell
- Compliance
- Swiss DPA + GDPR
- Licence
- AGPL-3.0
FAQ
Frequently asked questions
Get started
See fincon with sample data.
Click through a complete demo environment with the numbers of a fictional Swiss company — pivot, contribution margin, budget, VAT, cockpit. No login, no sign-up.
Contact
Let's talk about your controlling
Questions about self-hosting, managed operation, the Odoo connection or pricing? Drop us a line — we usually reply within 1–2 business days.