What is Odoo

Odoo is an open-source ERP platform that offers a wide range of integrated business applications, including accounting, sales, inventory, CRM, and more. It is widely used by SMEs across various industries due to its modular structure, scalability, and flexibility. Within Odoo, the Accounting module is particularly important for managing financial transactions, invoices, vendor and customer records, and general ledger data.

Competing Software
Several other platforms also serve the SME market with strong accounting and ERP capabilities:

Exact Online - A comprehensive cloud-based business software solution offering accounting, CRM, and industry-specific modules.

Yuki - A Visma company providing smart accounting software tailored for accountants and entrepreneurs in the Netherlands and Belgium.

What is Power BI?

Power BI is Microsoft’s powerful business intelligence and data visualization tool. It allows users to connect to different data sources, transform raw data, and build interactive dashboards and reports. Power BI enables organizations to gain deeper insights, track KPIs, and make well-informed, data-driven decisions.

Added value of integrationg Odoo into Power BI

This Power BI app bridges the gap between Odoo and advanced analytics by connecting directly to Odoo’s accounting and financial data such as invoices, journals, accounts receivable/payable, and budgeting information and visualizing it in a structured, insightful way. The app is designed to help users better understand their financial health, monitor operational efficiency, and support strategic decision-making.

By combining Odoo’s comprehensive data management capabilities with Power BI’s visualization power, this app allows users to:

Track financial metrics and trends in real-time.
Visualize key elements such as revenue, outstanding receivables and payables, and profitability ratios.
Use interactive dashboards for cash flow forecasting, budget monitoring, and aging analysis
Improve transparency, accelerate financial reporting, and enhance data-driven planning.

Whether you're a financial manager, business analyst, or SME owner, this integration gives you a clearer, real-time view of your business, all within an intuitive Power BI environment.

Use cases

Please see below some of the reports and use cases that have been tackled with Odoo as a source.

Authenticating to Odoo from Power BI

Acces your Odoo environment

Log in to your Odoo instance. This could be your production or test environment
(e.g. https://yourcompany.odoo.com or a custom domain).

Navigate to your user profile

Click on your user icon in the top-right corner and go to “Preferences”.

Create a new API Key

Scroll down to the API Keys section and click “New API Key”.

Give the key a name, for example: “Power BI Access Token”
Confirm your password when prompted
Copy the API key when it appears (you’ll only see it once)

Collect the required credentials

You will now have the following information:

API Key: This is your personal token for secure access. Store it safely — it replaces your password in the connection.
Example: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
Username: This is your login email in Odoo (e.g. john.doe@company.com)
Database name: This is the technical name of your Odoo database. You can find it on the login screen or ask your admin.
Example: mycompany-test
Odoo URL: The base URL of your Odoo instance
Example: https://mycompany.odoo.com

Enter the details in the Power BI Template App

Open the Power BI file provided with the Odoo integration.
When prompted, enter:

URL → your Odoo instance URL
Database → your Odoo database name
Username → your Odoo email
Password → the API Key generated in step 3

Wait, I need more information!

We encourage you to contact us if you're in need of some more advanced functionalities such as:

Predict your expected income and expenses
Adaptation to custom reporting needs
Integration with other systems or Odoo modules
Performance improvements / incremental refreshes / technical problems

You can simply contact us by sending an email to with your inquiry: info@plainsight.pro

Do you also happen to use Harvest, Officient or Exact Online at work? If so, be sure to check out our other template apps via the following link.

Author: Thijs Bruwiere

Thijs Bruwiere

Thijs Bruwiere is a final-year Master's student in Business Economics: IT and Management at Ghent University. During his internship, he used his financial background from a previous Master’s degree to work with data. He created a Power BI app that connects to Odoo’s accounting system to show clear financial dashboards. These dashboards help users understand key metrics like receivables, payables, and profit margins.

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Reporting on Odoo with Power BI