Features

Supported Environment

On-Premises:

Yes

M-Files Standard Cloud:

Yes

M-Files Isolated Cloud:

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More Integrations

Odoo Integration

Extend Odoo with M-Files Document Management

Synchronize Core Odoo Objects with M-Files

Access M-Files Views from Odoo Objects

Customer Portal Functionality for M-Files Users

ERP Integration and Data Management

Seamless ERP Integration

Extending Odoo with M-Files, a professional Document Management System, ensures real-time data synchronization. This integration allows financial records, invoices, customer data, and other operational details to be up-to-date and accessible across both platforms. This seamless integration eliminates manual data entry, reducing errors and ensuring accurate information for decision-makers.

ERP System Synchronization

Core Odoo objects such as CRM data, companies, customers, suppliers, products, and employees are synchronized with M-Files. This synchronization ensures consistency and accuracy in financial and operational data, which is crucial for reporting, budgeting, and strategic planning.

Master Data Interface via Web Services

Compatibility with various Odoo versions, both Enterprise and Community, and all M-Files versions, through web services, allows for flexible integration. This flexibility ensures that businesses can leverage the best tools available without being limited by system incompatibilities.

Unified ERP System Interface

A unified interface for Odoo and M-Files simplifies the management of documents and ERP functions. This simplification enhances operational efficiency and reduces the likelihood of errors caused by system fragmentation.

Invoice and Transaction Processing

Advanced Invoice Matching

Commercial transactions generated in Odoo, such as AR and AP invoices, quotations, and purchase and sales orders, are saved and managed in M-Files. This advanced matching process ensures that businesses only pay for goods or services received, preventing overpayment and fraud. It also aids in managing cash flow and maintaining good vendor relationships.

Purchase Order Automation

Automating purchase order creation in Odoo speeds up the procurement process, reduces human error, and maintains an audit trail. This efficiency is crucial for managing supply chains and inventory, enabling quick responses to market demands or production needs.

Efficient Batch Processing

Handling transactions in batches in Odoo allows for processing large volumes of data simultaneously, improving overall efficiency. This method significantly reduces processing time, especially important for businesses with high transaction volumes.

Adaptable Voucher Generation

Odoo's ability to generate vouchers based on different criteria allows for tailored financial management. This adaptability meets specific business or regulatory requirements, which can vary across industries and regions.

Thresholds-Dependent Approvals

Configurable approval processes based on specific thresholds in Odoo create a controlled and secure transaction processing environment. This setup is vital for managing risk, ensuring that large or unusual transactions receive necessary scrutiny and approval.

Dual or Multiple Approvals Configuration

The capability for dual or multiple approvals in transaction processing within Odoo adds an extra layer of security and oversight. This feature helps prevent fraud and errors by requiring multiple authorizations for significant transactions.

Non-Deletable Transaction Records

Odoo secures transaction records to be non-deletable, preserving the integrity of financial and operational data. This permanence is crucial for audits and maintaining a reliable historical record of business activities.

Advanced Invoice Matching

Purchase Order Automation

Efficient Batch Processing

Adaptable Voucher Generation

Thresholds-Dependent Approvals

Dual or Multiple Approvals Configuration

Non-Deletable Transaction Records

Document Management and Archiving

Automated Document Archiving

M-Files automatically archives critical documents such as invoices and purchase orders. This feature ensures safe storage and easy retrieval, essential for audit trails and historical data analysis.

Document Cross-Linking

Cross-linking documents for retrieval from both M-Files and Odoo enhances information accessibility. This connectivity ensures that relevant documents can be quickly found, regardless of their initial storage location, improving workflow efficiency.

Version History Maintenance

M-Files maintains a version history of every document, tracking changes over time. This feature is important for ensuring data integrity and understanding the evolution of documents, which can be crucial in resolving disputes.

Regulatory Compliant Archiving

Compliance with regulatory standards in M-Files is vital for businesses in regulated sectors. This compliance helps avoid fines and maintain market reputation by meeting legal requirements.

Operational Efficiency and Flexibility

Scalable Deployment

The integration of Odoo and M-Files ensures scalability, supporting business growth without the need for complete system overhauls. This feature is key for adapting to increased operational demands while maintaining performance.

High-Performance Architecture

A system designed for high transaction volumes ensures that Odoo and M-Files can handle peak periods without performance degradation. This reliability is crucial for continuous operations and customer satisfaction.

Operational Flexibility

The ability to operate in both batch and real-time modes in Odoo and M-Files provides flexibility to match different business workflows. This flexibility optimizes processing times and adapts to varying operational scales.

Complete Operational Traceability

Traceability of every operation within Odoo and M-Files provides a detailed audit trail, crucial for accountability and transparency. This feature is important in environments where compliance with regulatory standards and internal audits is a priority.

Security and Compliance

Enterprise-Level Security

Robust security measures in Odoo and M-Files protect sensitive business and customer data from cyber threats. This protection is crucial for safeguarding against breaches, maintaining customer trust, and meeting regulatory compliance standards.

Distributed Workflow Management

Support for multi-location and multi-company operations in Odoo and M-Files allows businesses to manage decentralized entities under a unified system. This centralized control maintains consistency in processes and policies across different branches.