Odoo data, where your reporting already lives
Odoo runs a lot of European mid-market businesses, and the moment one of them wants group reporting or a customer-facing portal, the question becomes how to get the data out cleanly and keep it current. We are building the connector that does it, and the portal layer that sits on top.
Odoo is happy to run your business. It is less happy to explain it.
Being adapted from connectors already running in production against other European ERPs. Not yet shipped to a customer. If you run Odoo and this is a problem you have, we would like to build it with you.
The problem
Odoo runs the business. It rarely runs the reporting.
Odoo is capable, and it is still one system among several. As soon as a group needs consolidated numbers, or a partner needs to see their own data without being given a login to your ERP, the answer sits outside Odoo. That is the gap this fills: a maintained pipeline out, and a controlled surface on top.
- Group reporting across Odoo and whatever else the business runs.
- A customer or partner surface that exposes their data, and only theirs.
- One refreshed model behind both, rather than exports emailed around.
What we are building
A connector, and a portal that stands on it.
Two halves, and either is useful alone. The connector keeps Odoo data flowing on a schedule into a destination you own. The portal is the customer-facing layer on top, with per-account scoping, so a trade customer signs in and sees their orders, documents and balances without anyone opening the ERP to them.
- Scheduled sync into Power BI, SQL Server or Microsoft Fabric.
- Per-account scoping in the portal, so customers see their own data and nothing else.
- Built on the same portal foundation as our production platforms.
Where it stands
In development, on foundations that are not.
We would rather say this plainly than dress it up. The Odoo end is being adapted and has not shipped to a customer. What it is being adapted from has: our connector core already runs scheduled syncs against several European ERPs in production across four countries, and the portal half sits on the same platform that carries our fund-compliance and legal systems. The pattern is proven, the Odoo target is not yet.
- Connector core in production today against other European ERPs.
- Portal foundation shared with systems that run real customers.
- Early-access partners get the roadmap shaped around their Odoo setup.
The detail, in one place.
- Source
- Odoo
- Destinations
- Power BI, SQL Server, Microsoft Fabric
- Portal
- Per-account scoped customer and partner access
- Foundation
- Proceptio connector core and portal platform, both in production elsewhere
- Status
- In development, no customer deployment yet
Frequently asked questions
Can I buy this today?
If it is unfinished, why does the page exist?
What is already proven?
Do I have to take both the connector and the portal?
Related
Built for one client
If you need something around Odoo now rather than later, this is the route that exists today: systems we build for one company, with the build log to prove it.
B2B ordering portal
The shipped portal this one's customer layer is modelled on, running on other ERPs.
Our products
Everything we build and operate, from ERP data platforms to compliance systems.
