Resource planning
Forward-looking capacity, skills matching, bench tracking, utilization forecasts.
Odoo PSA for US firms — from utilization to invoice.
Odoo for US consulting firms, law firms, marketing agencies, and engineering services: project accounting with WIP and revenue recognition, timesheet-to-invoice automation, resource planning, utilization tracking, multi-entity / multi-currency for firms with international clients.
500K+
Employees · largest Odoo HR engagement
50+
Odoo implementations
20 yrs
Enterprise delivery from Virginia
PSA is where finance and operations stop being separate.
Professional-services firms have a peculiar operational shape: every hour either bills a client, costs the firm, or both. Utilization rates of 60-80% drive profitability. Most firms run this on Excel + a separate billing tool + QuickBooks — and lose visibility into project margins until quarter-end, by which point loss-making engagements are 3 months old.
Odoo PSA closes that loop: timesheets feed directly to client invoicing (auto-generated drafts, professional formatting, approval workflow) AND to project costing (real-time WIP, project P&L, revenue recognition per ASC 606). Resource planning shows who's available next month, what they cost, where utilization gaps are.
Typical deployments: $60K-$200K for 20-200 person firms, $200K-$500K for 200-1,000 person firms with multi-entity.
— PSA scope
Time, projects, billing, utilization.
Project accounting
WIP, revenue recognition (ASC 606), project P&L, retainer management, change-order tracking.
Timesheets
Mobile + web + Slack timesheet entry, approval workflows, multi-rate per consultant / project.
Billing automation
Timesheet-to-invoice with one click, professional formatting, multi-currency, retainer drawdowns.
Multi-entity
Multi-currency, multi-tax, multi-fiscal-year, intercompany transfers, consolidated reporting.
Trust accounting
For law firms — IOLTA-compliant trust accounting, client-fund tracking, escheatment monitoring.
— Questions
US PSA Odoo — what firms ask.
How does Odoo handle ASC 606 revenue recognition?
Configurable per engagement: percentage-of-completion based on time, milestone-based, deliverable-based, ratable. Each contract structures recognition rules; Odoo posts entries automatically. Audit-ready records.
Can it handle multi-currency for international clients?
Yes — multi-currency throughout. Time captured in employee's home currency, billed in client currency, posted to revenue in firm reporting currency with FX gain/loss handling.
Does Odoo do law firm trust accounting (IOLTA)?
Yes — IOLTA-compliant client-fund tracking, trust-to-operating transfers, escheatment monitoring. Configurable to specific state bar rules. We've configured this for law firms in Virginia and DC.
What about partner / owner compensation calculations?
Configurable: revenue-share, points-based, eat-what-you-kill, hybrid. Origination credit, working credit, supervisory credit, expense allocation. Partner-level P&L reporting.
Are you a certified Odoo partner?
Certified Odoo partner since 2012. ISO 12207 + ISO 27001 group-level certifications. 50+ implementations including a 500K-employee national-government engagement.
How do I get started?
30-minute discovery call → paid 2-4 week structured discovery → written solution design + firm fixed-fee proposal. The discovery fee is refundable against the implementation if you proceed.
Scope a US PSA rollout from utilization to invoice.
30-min discovery → structured discovery → phased rollout. Time, projects, billing, utilization in one platform.
Talk about your firm