Overview
CSM Tech implemented a powerful, all-in-one Finance Management Solution (FMS) built on Odoo for a fast-growing municipal corporation. The client drives urban development and public service delivery and it sought to modernize and streamline its financial operations. Our end-to-end ERP-based solution automates core accounting functions, enhances cash flow visibility, and ensures compliance with complex regulatory frameworks—empowering finance teams to work smarter, faster, and with greater accuracy. Deployable on cloud, on-premise, & hybrid models the solution is backed by real-time reporting & business intelligence.
Challenges
Our Solutions: Finance Management Solution
End-to-end finance management solution for automating financial management within a unified ERP platform
Modules and Features
- 01. Core Accounting Module – Includes multi-company and multi-currency general ledger, vendor management, invoicing, and payment automation.
- 02. Financial Process Automation – Automates daily transactions to save time and reduce errors, includes bank reconciliation & payment processing, tax management & compliance, payroll & employee expense management.
- 03. Financial Planning & Control – Supports budgeting, cost management, reporting, Financial Reporting & Analytics, multi-entity operations, and multi-currency support for better oversight.
- 04. Integrations & Advanced Features – Includes Integration with other Odoo Modules, AI-Powered Finance Automation.
- 05. Connects with sales – Connects with sales, inventory, and Al-driven features for enhanced performance.
Unique Value Propositions
Business Benefits
- Accelerated Accounting Cycles – Automated ledgers and transactions reduce turnaround time for financial close.
- Centralized Multi-Branch Oversight – Single-point visibility into all branches for consistent financial control.
- Effortless Compliance – Streamlined workflows ensure adherence to tax laws and audit requirements.
- Data-Driven Decisions – Audit-ready reports and BI analytics enable strategic planning and forecasting.
- Growth-Ready Infrastructure – Highly scalable system supports expansion without adding operational complexity.
Impact
- 72% ERP Cost Reduction – Lower software and operational expenses through an integrated open-source platform.
- 60% Less Manual Workload – Automated transaction handling frees up finance teams for higher-value tasks.
- 80% Faster Financial Close – Significantly reduced month-end and year-end closing times.
- 1M+ Transactions Annually – Processed with accuracy, speed, and minimal manual intervention.
- 50% Better Cost Control – Improved budget adherence through real-time expense monitoring.
- 70% Faster Reporting – Accelerated delivery of financial insights to stakeholders.
By replacing fragmented legacy systems with a unified, automated Finance Management Solution, CSM Tech helped the client achieve significant operational efficiencies, cost savings, and improved decision-making capabilities. This transformation has positioned them for scalable growth while maintaining compliance and financial transparency in an increasingly complex business environment.
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