Your Odoo can run itself

We automate collections, work cycles, pipelines and reporting on your live system — in weeks, not years. By the two partners you actually talk to.

Dashboard· Fortis Financial Group
Jun 2026running unattended
Receivables Unchased
$127,843 +$48K found today
Current Pipeline
$2,563,000 +12% vs last month
Automations Live
47 100% deployed
Win Rate
82% +8% vs last period

AR Recovery · Week over Week

Automation deployed at Week 4

+94% collected
W1
W2
W3
W4
W5
W6
W7
W8

Pipeline by Stage

New / Unqualified$1.24M
Qualified$840K
Proposal Sent$392K
Frozen — no next step$280K

AR Collection Status

54%collected
Collected on time54%
Pending follow-up28%
90+ days overdue18%
AR Aging — Open Invoices≡ Filter
ClientInvoiceAmountDays OverdueStatus
Meridian CorpINV/2025/0041$48,200127dReminder #3 sent
Vega SolutionsINV/2025/0038$31,40089dReminder #2 sent
Allied BrandsINV/2025/0031$19,80063dReminder #1 sent

Built on the stack you already run

OdooOdoo
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GoogleGoogle
LinkedIn
TelegramTelegram
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WhatsAppWhatsApp
GmailGmail
SheetsSheets
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QuickBooksQuickBooks
OdooOdoo
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GoogleGoogle
LinkedIn
TelegramTelegram
StripeStripe
WhatsAppWhatsApp
GmailGmail
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n8nn8n
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QuickBooksQuickBooks

The actual cost

Every Odoo system leaks.Most teams don't know how much.

Not because the system is broken — because the system was never configured to run without people pushing it.

$100K–$400K

sitting uncollected

Receivables chased from memory, reminder by reminder. No escalation rules. No system — just someone remembering.

12–30 hrs/wk

rebuilt by hand

Recurring work cycles re-created every week. Subscription billing done manually. Time spent recreating what Odoo should already know.

40–60%

of pipeline frozen

Leads with no scheduled activity, no next step, no owner. A CRM that stores deals instead of moving them.

4–8 hrs

assembling Monday's report

Data you already have, manually pulled into a spreadsheet. Every week. Before any real decision can be made.

These are averages from Pulse™ Audits on real Odoo systems. Your number is in there — we just haven't found it yet.

Pulse™ shows you where the money leaks.

Every audit starts inside your live system — not a questionnaire. We map the receivables nobody chases, the work your team re-creates by hand and the leads frozen without a next step, then rank every leak by what it costs you per year. Delivered in 48 hours as an interactive report you keep.

See what Pulse™ finds in yours

Findings · ranked by cost

14 total
CRITICAL

$300K chased from memory

No follow-up levels configured. Every dollar depends on a human remembering.

CRITICAL

Recurring business billed by hand

25+ monthly clients, only 9 subscriptions active.

HIGH

System stopped being the truth

3,852 overdue tasks — urgent and dead look identical.

HIGH

Paid capacity asleep

30 apps installed, 2 automations running.

MEDIUM

No lead has a next step

Zero scheduled activities in the entire CRM.

Then we make your system run itself.

Collections that chase themselves. Work cycles that create themselves. A pipeline that schedules its own next step — and a Monday 8am report that tells you what happened while you weren't looking. Built with Odoo-native mechanisms on your live system, automation by automation.

Automate my Odoo →

Automation map · by ROI

2.5 mo payback
01

Collections engine

$30K/yr
1 week
02

True recurring billing

$11K/yr
1 week
03

Self-creating work cycles

$29K/yr
1–2 weeks
04

Hygiene + escalation

trust
4 days
05

Lead scoring + routing

$30K/yr
1 week
06

Monday 8am CEO report

visibility
3 days

Field notes

Three systems. One pattern.

Accounting firm · 13 people

Fortis Financial Group

$90K+

per year leaking from manual operations

30 Enterprise apps installed, 2 automations running. $300K in receivables chased from memory, 25+ recurring clients billed by hand. Six automations, 2.5-month payback.

Custom manufacturing · 35 people

Forgeline Manufacturing

$150K+

per year in panic purchases, line stops, blind margins

An ERP that knows the line needs material before the plant manager does — and tells no one. No reordering rules, BOM costs 18 months old.

B2B advisory · 8 people

Vantage Advisory

$902K

frozen in the CRM with no next step on any deal

234 leads, zero scheduled activities across the entire pipeline. A team running sales on memory and follow-up instinct — no system, no visibility, no repeatable motion.

Client names changed. Numbers real, from system audits.

Get in touch

Not ready to book yet?

Tell us what's broken — we'll tell you if it's fixable.

Aida Bermúdez

Aida Bermúdez

Operations & Delivery

Hannah Fernández

Hannah Fernández

Strategy & Growth

Who does the work

Two partners. No handoffs, no juniors, no ticket queue.

Aida runs every Pulse™ and builds the automations — she's the one inside your system. Hannahreads every finding through a commercial lens: what's blocking revenue, not just what looks broken.

You talk to the people doing the work — on the call, in the debrief, and on WhatsApp when your report is ready. We take a handful of clients at a time. That's the model, not the limitation.

Talk to us — book a call

Pricing

Three steps. Each one earns the next.

No retainers to start. No proposals into the void. You pay for the conversation, the diagnosis pays for the build.

Discovery Call

You talk, we listen. We tell you whether your problem is configuration, process or automation — and what it costs you.

$75/ 15 min
  • Direct with both partners
  • Pattern recognition from real Odoo systems
  • Clear next step — or honest 'you don't need us'
Most popular

Pulse™ Audit

Full-system or per-module audit of your live Odoo. Every leak found, ranked by what it costs you per year.

from $497/ one-time
  • Read-only access — we sign confidentiality to you
  • Delivered in 48 hours as an interactive report
  • Implementation plan with final pricing included
  • 100% of the fee credited to implementation

Implementation

We build the automations on your live system — native Odoo mechanisms, nothing that breaks on upgrade.

Custom/ scoped
  • Scoped and priced by your Pulse™ report
  • Delivered in weeks, automation by automation
  • Each one works before we move to the next
  • Optional care retainer after delivery

FAQ

Questions we get before the call

48 hours from the moment we get read-only access to your system. You get a fully interactive report — not a slide deck, a live dashboard — with every finding ranked by dollar impact.

All three. We've worked in cloud-hosted, on-prem, and Odoo.sh environments. The audit and the automation approach are the same regardless of hosting.

That's exactly the profile we work with. We're not implementing Odoo from scratch — we're diagnosing what's broken in a working system and building the automations that close the gap.

Yes, always. We sign your NDA before we access anything. During Pulse™, our access is read-only — we don't touch your data, we read it.

A 15-minute discovery call at $75. There's no minimum beyond that. If there's no fit after the call, you leave with a clear picture of your problem — that's the only promise we make.

Consultants implement clean systems. We fix working ones that leak. We come in after go-live, find what's broken or misconfigured, and build automations on native Odoo mechanisms — nothing that breaks on upgrade.

How much is another month of manual operations costing you?

Fifteen minutes. You bring the frustration — we bring pattern recognition from every Odoo system we've taken apart.

Book your discovery call — from $75
● Pulse™ fee 100% credited● native Odoo — nothing breaks on upgrade● booked through our own automated Odoo