Real-time portfolio
Balances, due dates, interest and late fees calculated automatically by loan, product and branch.
ERP for fintechs, lenders and financial firms
The operational core your lending business needs to grow with control
Origination, loan servicing, accounting and collections connected, with full traceability for audits and regulatory reporting.
Benefits
What your operation gains
01 02 Accounting without manual reconciliation
Every disbursement, payment and charge-off creates its journal entry. Month-end close stops taking weeks.
03 Audit-ready
Configurable regulatory reports, digital loan files and a full change log for auditors and regulators.
04 Connected to your ecosystem
We integrate credit bureaus, banks, ACH/SPEI, payment gateways and your mobile app through APIs.
How it works
A clear process, start to finish
- 01
Regulatory and operational assessment
We review credit products, origination flows, chart of accounts and regulatory obligations.
- 02
Solution design
We define the architecture: Odoo as the accounting core with specialized servicing modules, or integration with your current core.
- 03
Phased implementation
We start with accounting and servicing, then collections and digital channels. Each phase has measurable acceptance criteria.
- 04
Assisted operation
We support closings, audits and regulatory changes with a team that knows your operation.
FAQ
What clients usually ask
Does it work for regulated entities and Mexican SOFOMs?
Yes. The solution is designed for non-bank lenders, including Mexican SOFOM ENR, SOFOM ER and SOFIPO entities, considering their reporting and anti-money-laundering obligations.
Can I keep my current loan core?
Yes. We can integrate your core with Odoo as the accounting and collections layer, or migrate you completely if your current system is limiting growth.
Where is the data hosted?
On the cloud of your choice (AWS, Azure, Google Cloud or Odoo.sh) or on your own infrastructure, with encryption, backups and role-based access controls.
How is this service priced?
Each project is quoted after an assessment, because it depends on your credit products, portfolio volume and integrations. Book a call and we will deliver a fixed-scope proposal.
Ready for the next step?
Book a 30-minute call with a specialist. We review your case and propose a clear scope.
Solutions
Other solutions
- Includes price estimator
Odoo ERP implementation
Assessment, configuration, migration, training and support, with tax localization for the United States and Mexico.
Explore the solution - Custom quote
WhatsApp marketing and collections
Campaigns, payment reminders and customer service on Meta's official WhatsApp Business API, integrated with your ERP or CRM.
Explore the solution - Custom quote
AI agents for your customers
Conversational agents that serve, qualify and follow up with your customers on WhatsApp and web, connected to your systems.
Explore the solution - Custom quote
Custom software development
Portals, apps and integrations built for your operation, with modern architecture and teams in your time zone.
Explore the solution