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Finance

Spreadsheets

✳︎ Spreadsheets on live business data

Familiar spreadsheet formulas, but the cells pull live data from your CRM, sales and accounting. Budget vs actual, commission calculations and custom KPIs update themselves - the export-to-Excel ritual disappears.

ODOO MODULE✳︎
CATEGORYFinance
Why it matters

The finance department is where every process in the company eventually lands - and where every disconnected tool sends its bill. Spreadsheets works because it does not import your business: it lives inside it. The invoice knows the order it came from, the payment knows the invoice, the report knows everything.

The export-to-Excel ritual disappears.

Month-end stops being an expedition. Bank lines match themselves, follow-ups chase debtors politely and relentlessly, and the P&L is not a document someone assembles - it is a screen that is always current. Your accountant stops being an archaeologist and becomes an advisor.

FIG.01 — THE RECONCILIATION
BANKINVOICESRECONCILIATION — LINES MATCH THEMSELVES
Technical drawing · Finance
How it works
the loop runs itself · tap a step to hold it
STEP 01Pull live pivots into cells
STEP 02Add your formulas
STEP 03Numbers refresh themselves
STEP 04Share the live report
✳︎
The export-to-Excel ritual disappears.
Key capabilities
Spec sheet · 4 functions
Pivot data from any Odoo app into cells
Live refresh - reports never go stale
Budgets and forecasts vs real figures
Standard formulas, charts and conditional formatting
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
A business analyst maps Spreadsheets to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

Spreadsheets in Odoo: one module, one shared database, zero double entry.

Spreadsheets is one of the standard Odoo applications in the Finance family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting - information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose Odoo Spreadsheets to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Spreadsheets for: pivot data from any odoo app into cells; live refresh - reports never go stale; budgets and forecasts vs real figures; standard formulas, charts and conditional formatting. Because the module is part of the Odoo platform, every action leaves a clean trail for reporting - managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Spreadsheets for companies in Switzerland, France, Germany, the EU and Armenia - including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Spreadsheets working on your own processes - on a free demo.
Book a Demo