- No central platform for managing audit records
- Manual billing and timesheet tracking
- Difficulty assigning staff to engagements
- Delayed reporting to clients
Case Study for
MASAR / SAB
Project Type
ERP Setup for Accounting & Audit Firm
Project Industry
Finance
Challenges
Our Process
We implemented Odoo to digitize MASAR’s core operations, including timesheets, invoicing, and client management. Custom workflows were added for engagement tracking and audit timelines. Automated alerts were enabled to ensure timely client reporting and internal reviews.
Technologies
We
Use
Odoo
JavaScript
PostgreSQL
Python
Conclusion
MASAR/SAB shifted from manual processes to a centralized ERP that supports every audit engagement. Timesheets and invoicing became automated, reducing billing mistakes and delays. Staff assignments are now tracked in real time, ensuring workloads stay balanced. Clients receive reports faster with improved accuracy and structure. These changes allow the firm to operate at scale while maintaining the reliability clients expect.
