Dynamic financial reports, audit-ready from day one.
Generate 10+ configurable financial statements, track KPIs live, and close periods with a guided audit trail — all inside Odoo, no spreadsheets or consultants required.
Native Odoo reporting is static and shallow, forcing finance teams to export data to spreadsheets just to answer basic questions. Access-rights and filter configuration require technical setup, and there is no guided way to prove a closed period was properly reviewed — leaving controllers exposed at audit time.
All In One Financial Reports puts 10+ configurable statement templates, a live preview wizard with a plain-language filter builder, a KPI dashboard, and a guided period-lock wizard with a full audit trail in one app — so finance teams self-serve without developer help.
Everything a finance team needs to report and close
Every capability below is implemented in the module.
Report Template Gallery
Browse 10+ ready-to-use financial statement templates — Balance Sheet, Profit and Loss, Trial Balance, General Ledger, Aged Receivable and Payable, Cash Flow, Executive Summary, Partner Ledger, and Tax Report — each with a description before you run it.
Live Report Wizard
Generate any report on demand with a configurable period, posted-or-all entries, and instant on-screen preview — no export-to-spreadsheet round trip.
Human-Readable Filter Builder
Include or exclude journals, accounts, partners, and analytic accounts through plain tag pickers instead of technical domain syntax.
Period Comparison and Variance
Compare any report against the previous period or year with automatic variance and variance-percent columns built in.
KPI Oversight Dashboard
At-a-glance profitability, financial position, and liquidity cards — income, expense, net profit, assets, liabilities, equity, bank, receivable, and payable — computed live from posted entries.
Guided Period-Close Wizard
Walk through locking a fiscal year, tax return, or hard-locking a period, with built-in draft-entry and unreconciled-line checks before you confirm.
Full Audit Trail
Every period lock is recorded with who locked it, when, the previous lock date, and notes — ready for an auditor to review.
Point-and-Click Access Matrix
Configure per-report, per-group view, export, and customize permissions from an editable grid — no technical setup required.
Configurable Report Structure
Each template's line structure — sections, subtotals, account-type or code-based rules — is fully editable so statements match your chart of accounts.
How it works
Browse the Gallery
Open the Reports Gallery and pick a template from 10+ ready-made financial statements.
Set Filters and Period
Choose the date range and comparison mode, then use the Filter Builder to include or exclude journals, accounts, partners, or analytic accounts.
Generate and Review
Click Generate to see the report rendered instantly on screen with debit, credit, balance, and variance columns.
Lock and Audit
When the period is ready to close, run the guided Period Lock wizard, confirm reconciliations, and get a permanent audit-trail entry.
See it in action
From the report gallery to the guided period lock — every screen finance teams actually use.
Financial Overview dashboard: profitability, position, and liquidity KPIs computed live from posted journal entries.
Reports Gallery: browse 10+ ready-to-use financial statement templates with icons and a one-click Generate button.
Balance Sheet template detail: structural lines with account-type rules, editable in the Structure tab.
Generate Report wizard: choose the period and comparison mode, then use the plain-language Filter Builder to include or exclude journals, accounts, partners, or analytic accounts.
Guided Period Lock wizard: pick the lock type and date, review draft-entry and unreconciled-line warnings, then confirm reconciliation before locking.
Lock Audit Log: a permanent record of every period lock, with who locked it, when, and the previous lock date.
Report Templates configuration: manage all 10 templates and their structural lines from one list.
Access Matrix: a point-and-click grid to grant view, export, and customize rights per report and per user group.
Frequently asked
Which Odoo accounting data does this module use?
It reads directly from your existing Odoo chart of accounts and journal entries through the core Accounting app — no separate ledger or data migration is required.
Can I customize which accounts appear in a report?
Yes. The Filter Builder lets you include or exclude specific journals, accounts, partners, or analytic accounts for any report you generate.
Does locking a period require developer access?
No. The Guided Period Lock wizard is available to users in the Financial Reports Manager group and writes the standard Odoo lock-date fields, with every lock recorded in the audit log.
Can I control who sees which reports?
Yes. The Access Matrix lets you grant view, export, and customize permissions per report and per user group from a single editable grid.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Dynamic financial reporting suite for Odoo: General Ledger, Trial Balance, Aged Balances, Balance Sheet, Profit and Loss, Cash Flow, and a guided period-lock audit workflow.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1251 |
| Technical Name |
cerevantix_all_in_one_financial_reports |
| License | OPL-1 |
| Website | https://cerevantix.com |
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