Today
Billable time goes unbilled
With Odoo
Timesheets feed invoices directly.
Odoo ERP for Professional Services
ERP Solution for Professional Services Industry
Quote, staff, time-track and invoice projects without re-keying a line. Odoo shows margin per project while the work is still running.
TimesheetsProject marginResource planningRetainers
Projects and billingLive
PRJ
Project Alpha
Budget against actualTS
Timesheets this week
Billable hours loggedPLN
Team planning
Next two weeksINV
Billing run
Time and milestonesSample data for illustration.
The problem
Where professional services teams lose time and money
Separate tools and spreadsheets slow everyone down. These are the gaps we close first.
Today
Project margin shows up too late
With Odoo
Cost and revenue per project, live.
Today
Quotes take days
With Odoo
Quotes built from service templates, signed online.
Today
Staff are over or under booked
With Odoo
Resource planning across projects and people.
Today
Retainers are tracked in sheets
With Odoo
Recurring invoices for retainers and subscriptions.
Today
Expenses are chased by email
With Odoo
Expenses captured and re-billed to clients.
Odoo apps we configure
The Odoo apps behind a professional services ERP
Start with the apps you need. Add more as you grow.
PRJ
Project
Tasks, milestones and project profitability.
TS
Timesheets
Billable hours by project and task.
PLN
Planning
Shifts and resource allocation.
SAL
Sales
Quotes and orders from service templates.
SUB
Subscriptions
Retainers and recurring billing.
ACC
Accounting
Invoicing and project margin.
EXP
Expenses
Capture and re-bill expenses.
SGN
Sign
Engagement letters signed online.
How it works
From first step to final invoice, one connected flow
Select a step to see what Odoo does at that point.
Win the workQuotes come from service templates.
Agentic AI for Odoo
Agentic AI in ERP for Professional Services Firms
We do not stop at implementation. Our AI agents sit on top of your Odoo and answer in seconds what used to take five screens and a spreadsheet, so partners and project managers decide faster.
Today
Switch screens, copy, compare
Project→Timesheets→Planning→Sales→Accounting
With the HireBeans AI agent
Ask once, get the answer
One question→One answer with next steps
Try a question
AI
HireBeans AI agentConnected to your Odoo apps
Which projects are losing margin and why?
Reading ProjectReading TimesheetsReading Accounting
2 projects below target margin
Project AlphaHours above estimateOver
Project BetaScope added, not billedUnbilled
Project GammaOn planOK
Billing the added scope on Beta recovers margin fastest. The agent can draft the change order.
Sample data for illustration. Real answers come from your own Odoo database.
Instant reporting
Ask in plain words and get a ready table or chart. No report building and no exports.
One answer across apps
The agent reads sales, stock, production, purchase and accounts together.
Decision support
Risks, shortages and margin dips arrive with a suggested next step.
Proactive briefings
Daily summaries and alerts, so problems surface before they reach a customer.
Actions with approval
The agent drafts the RFQ or reschedules the order. A person approves before anything is saved.
Role-based access
Each user sees only what their Odoo access rights allow.
ConnectWe link the agent to your Odoo apps and reports.
TeachWe add your documents, rules and FAQs as context.
GovernAccess rights, approvals and audit trail are set up first.
ImproveWe review answers with your team and tune over time.
Business benefits
What professional services businesses gain with Odoo
Bill every hour
Timesheets flow into invoices.
Live project margin
Know profit before the project ends.
Faster quotes
Templates and online signature.
Balanced teams
Plan people against real capacity.
Predictable revenue
Retainers billed automatically.
One system
Sales to cash on one database.
Sectors we serve
Professional Services sectors we implement for
Consulting
Time and milestone billing.
Accounting & Legal
Retainers and engagement letters.
Architecture & Design
Phased projects and approvals.
Marketing Agencies
Campaign projects and retainers.
Engineering Services
Resource planning and timesheets.
Training Providers
Courses, clients and billing.
Our implementation methodology
How we implement Odoo for your business
1
Discovery Call
2
L-1 Demo
3
Project Kickoff
4
UAT
5
Go-Live
6
Support
SPOC
Single Point of Contact
One named person owns your project from discovery to support. No chasing, no hand-offs, no confusion.
Questions
ERP for professional services: common questions
What is agentic AI in ERP for a professional services company?
It is an AI agent connected to your Odoo that answers questions across project, timesheets, planning, sales, accounting, prepares reports and suggests next steps. Partners and project managers ask in plain words instead of opening several screens.
Can Odoo bill time and materials and fixed price?
Yes. Odoo Sales and Timesheets support time and materials, fixed price and milestone billing.
Can we plan resources across projects?
Yes. Odoo Planning lets you allocate people to projects and see availability.
Can we move from spreadsheets or another system?
Yes. We migrate data from spreadsheets, legacy systems and older Odoo versions, and reconcile it with you before go-live.
How is the project priced?
You can choose result-based pricing, with a 10% deposit and the balance on delivery, or hourly pricing for support and ongoing changes.
Ready to see project margin in real time?
Book a demo and we will map your processes to Odoo.
Get started
Tell us what you need. We will take it from here.
Share a few details and our team will reach out to plan your Odoo project, AI agents or rescue.
- A discovery call to understand your business
- An L-1 demo on your own processes
- One named point of contact from kickoff to support
IM
Ishit MehtaFounder & Delivery Head
ishit@hirebeans.cloud · 6359 117272
ishit@hirebeans.cloud · 6359 117272