Vertical Financial Statements, any dimension you close on

Generate clean, vertical Balance Sheet and Profit & Loss statements sliced by analytic account, analytic plan, or consolidated across companies — saved, re-runnable, and ready to export.

The problem

Native Odoo statements report at the legal-entity level only. Finance teams running projects, cost centers, or multiple companies have to export to a spreadsheet and rebuild the Balance Sheet or P&L by hand every close just to answer "what is the P&L for this project?" or "what does our combined balance sheet look like?" — slow, error-prone, and stale the moment new entries post.

The solution

Configure a statement once — type, period, companies, analytic scope — and regenerate it every close in one click. Statements read live from posted journal items, consolidate across companies with combined and per-company columns, and let you drill straight from any line down to the entries behind it.

Capabilities

Everything a close-time statement needs

Every capability below is implemented in the module.

01

Vertical Balance Sheet & P&L

Standard vertical-format statements — sections, sub-sections, accounts, and totals — computed directly from posted journal items, no enterprise reporting module required.

02

Analytic account & plan slicing

Scope a full statement to one analytic account, or roll up an entire analytic plan including child plans, with amounts proportioned by each line's analytic distribution percentage.

03

True multi-company consolidation

Select any set of companies and see a Combined column alongside a per-company breakdown on every line — not just a single-company filter dressed up as consolidation.

04

Multi-period comparison

Compare against the previous period, previous year, or a custom date range, with variance and variance percentage computed on every line automatically.

05

Line-level drill-down

Click any account line to open the exact journal items behind it — investigate a figure without leaving the report or rebuilding it in a spreadsheet.

06

Saved, re-runnable configurations

Define a statement's dimensions, period, and company scope once, then regenerate it with fresh numbers every close in a single click — no rebuilding from scratch.

07

PDF & XLSX export

Print a formatted PDF statement or export to XLSX in one click, ready to circulate to auditors, management, or the board.

08

Depreciation & asset visibility

Depreciation accounts surface as their own Profit & Loss sub-section, so scheduled asset depreciation is never hidden inside a generic expense line.

09

Discuss chatter & activities

Every saved statement carries a chatter thread and activities, so reviewers can discuss and sign off on the numbers right where they were generated.

Workflow

How it works

1

Configure

Pick statement type, period, target companies, comparison mode, and an optional analytic account or plan — one panel, one setup.

2

Generate

Click Generate and the statement builds a full vertical line table directly from posted journal items in seconds.

3

Review & drill down

Check the balanced indicator, compare against the prior period, and click any line to see the entries behind it.

4

Export & share

Print to PDF or export to XLSX, and discuss the result with your team right in the record's chatter.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

It is fully Community-compatible. Every statement is computed directly from journal items in plain Python; no enterprise accounting reporting module is required.

Get the app

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.

Vertical Financial Statements by Company

Vertical Balance Sheet and P&L sliced by analytic account or plan and consolidated across companies, with multi-period comparison, line-level drill-down, saved configurations and PDF/XLSX export.

Buy on Odoo App Store