Power FX
Client description
Power FX supports co-owners, property managers, and building syndicates in their energy transition projects, combining technical analysis, financial advisory, and project coordination. Their structured approach is based on deep knowledge of collective real estate challenges.
Industry
Energy transition consulting, real estate management
Apps used
Accounting, Sales, Purchase, Studio, Project
Objective
To centralize and automate multi-company accounting, while tailoring tools to the specific needs of building co-ownerships (ACP) and syndics, in order to improve reliability, productivity, and visibility.
Challenge
Before Odoo, Power FX had to:
Migrate its multi-company accounting from Winbooks
Manually manage contacts, documents, and project tracking
Adapt its processes to a complex client base (ACP, syndics)
Follow up on projects with limited traceability after order validation
Solution
Deployment of a tailored Odoo environment aligned with their operational model:
Centralized accounting migration
Full data import from Winbooks
Multi-company setup with automation and compliance
Centralized financial flows for better oversight
Customization with Odoo Studio
Custom contact model for ACPs and syndics
Automatic insertion of key contact details in PDF invoices
Stronger traceability across all client files
Integrated project management
Automatic project creation upon order validation
Tracking of milestones, tasks, and budgets directly in Odoo
Improved coordination between finance and operations
Results
Reliable and automated multi-company accounting
Time saved for both finance and project teams
Smooth client management for ACPs and syndics with unified history
Project follow-up directly linked to the sales pipeline
Better strategic and operational visibility for management
