$ 30.33
Financial Insight Suite
Automate General Ledger, Trial Balance, and Aging analytics with AI-powered commentary, reusable presets, and export-ready reporting packages.
Enhanced Features in This Version
Professional Capabilities for Your Business
Currency-level Aging Totals
Designed by Odoo Engineering
One-click Pivot Analysis
Open a pivot view directly from the GL wizard to analyze debits and credits by account, journal, and customer-no extra setup.
Multi-sheet Excel Exports
GL and Customer Ledger now export Excel workbooks with Summary, Details, and Raw Data tabs-ready for pivot tables and executive summaries.
Company-wide Preset Sharing
Save presets as Private or share with your company. Teams open consistent report views without reconfiguring filters.
Email Scheduler
Monthly emails deliver Customer Ledger and Aging summaries to selected recipients-perfect for controllers and CFOs.
Smarter Performance
Heavy computations leverage caching with automatic invalidation whenever journal entries are posted or removed.
Before & After Financial Insight Suite
Before
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After
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What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_financial_insight_suite" -> Click Install
- Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
- Initial configuration: Access the module settings from the main menu
Basic Usage
- Launch a report: Choose GL, Trial Balance, Customer Ledger, or Aging from Accounting -> Financial Insight and apply your filters.
- Save presets: Click "Save Preset" to store frequently used configurations for the close calendar.
- Use AI commentary: Trigger "Financial AI Health" to request updated insights before meetings.
- Export deliverables: Generate PDF or XLSX packets directly from each wizard for auditors and executives.
Tips & Best Practices
- Schedule AI financial health jobs weekly to keep leadership packets fresh.
- Share presets with managers so their dashboards mirror accounting controls.
- Use smart buttons on Accounts to launch ledger views during reconciliation.
- Pair with oe_financial_reports_core for extended statutory layouts when needed.
Important Notes
Ensure report_xlsx is installed for spreadsheet exports and confirm each company has fiscal periods defined. Multi-company users must belong to the appropriate security groups to load consolidated totals.
Frequently Asked Questions
Q: Which Odoo versions are supported?
A: oe_financial_insight_suite is available for Odoo 12 through 19 Community and Enterprise editions. Contact us for backporting or forward-port services if you need other versions.
Q: Do I need additional modules for exports?
A: The module requires report_xlsx for spreadsheet exports. PDF exports work out-of-the-box. We bundle all templates and assets-no extra purchases are required.
Q: Can the AI analysis be customized?
A: Yes. The module extends ai.job with a financial health function. You can adjust thresholds, job scheduling, and prompts through standard Python inheritance.
Launch Demo Instance
Explore Financial Insight Suite in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
Data CleanerAuto-fixes addresses, names, phones with smart AI rules |
Message AnalysisSentiment, urgency, and topic extraction for partners |
Advanced SearchNatural language queries across your database |
QuickBooks BridgeAI-guided sync with QuickBooks Online |
Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install Financial Insight Suite today and experience the difference quality makes.
Launch Demo Get in Touch© 2025 Odoo Engineering. All rights reserved.
Professional Odoo modules built with excellence in the USA.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 5895 |
| Technical Name |
oe_financial_insight_suite |
| License | OPL-1 |
| Website | https://odooengineering.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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