Freelance, consulting and umbrella operations, unified in one Odoo hub
Track compliance ceilings, bill missions without double-counting a single hour, run umbrella activity accounts, and ship GDPR-safe skills profiles — all from the same Odoo workspace.
The problem
French freelancers, consultants, umbrella companies and ESNs juggle four different kinds of overhead in spreadsheets and disconnected tools: tracking revenue against Urssaf ceilings and VAT thresholds, billing time-and-materials or fixed-price missions without losing margin to double invoicing, maintaining a per-consultant activity account with carried-forward balances and management fees, and rewriting anonymized skills profiles by hand for every RFP. Each gap alone eats billable time; together they risk compliance penalties and lost revenue.
The solution
One Odoo-native module models all four workflows together: configurable compliance ceilings with year-end projections, multi-consultant mission billing with live colored margins, umbrella activity accounts with fees and reserves, and dual-rendered GDPR-gated skills profiles with match scoring — backed by single-screen scorecards, pre-generation previews and a consultant self-service portal.
Everything four separate tools used to cover
Every capability below is implemented in the module.
Compliance scorecard
Track every activity's revenue ceiling, VAT threshold, year-end projection and alert status side by side, with historical fiscal-year comparisons and a last-verification audit trail.
Urssaf declaration prep
Calculate revenue by period against regime-specific deadlines and prepare declaration figures in one click — the module never transmits anything, keeping filing liability where it belongs.
Multi-consultant missions
Run time-and-materials or fixed-price missions with more than one consultant assigned, a versioned rate grid, and a live green/yellow/red margin indicator on every mission card.
Double-billing-safe invoicing
Generate a T&M invoice in one click from all unbilled validated time at the effective rate; the same time entry can never be invoiced twice, enforced at the data level.
Fixed-price budgets & burn-down
Break fixed-price missions into milestones, watch a live burn-down against the planned budget, and block time entries that would overflow the budget without an explicit override.
Umbrella activity accounts
Keep a rolling, period-based activity account per consultant with carried-forward balances, contract-specific versioned management fees, and full prior-period history.
Reserve & salary-coverage tracking
Monitor financial reserve adequacy against configurable thresholds and see a salary-coverage indicator that answers whether the account balance can cover the consultant's pay.
GDPR-gated skills profiles
Build a hierarchical skills taxonomy with graduated levels per consultant, then render the same profile internally (named) or anonymized for clients — distribution is blocked at the data level until consent is on file.
Skill-match scoring
Score a consultant against a client need with a percentage adequacy and a line-by-line gap analysis, including recency-weighted experience and training/hiring recommendations for weak areas.
How it works
Configure your activities
Run the setup wizard to declare activities, ceilings, VAT thresholds, rate grids and management-fee contracts for your organization.
Log missions, time & accounts
Assign consultants to missions, validate time entries and expenses, and let each umbrella activity account roll forward automatically.
Preview, then generate
Check live totals in the invoice, declaration, statement or skills-profile preview before committing a single document.
Monitor & get alerted
Watch consolidated scorecards and margin dashboards, while scheduled reminders flag approaching ceilings, deadlines, overdue invoices and low balances.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. The module installs as one coherent app, but each domain — compliance, consulting missions, umbrella accounts and skills profiles — works independently. Use only the menus your business needs.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Freelance, Consulting & Umbrella Company Management
Urssaf and VAT threshold scorecards, multi-consultant mission billing with double-billing protection, umbrella activity accounts and GDPR-gated skills profiles with skill-match scoring.
Buy on Odoo App Store