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:

1. Centralized accounting migration

2. • Full data import from Winbooks

   • Multi-company setup with automation and compliance

   • Centralized financial flows for better oversight

     
     

3. Customization with Odoo Studio

4. • Custom contact model for ACPs and syndics

   • Automatic insertion of key contact details in PDF invoices

   • Stronger traceability across all client files

     
     

5. Integrated project management

6. • 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