About Us a5bhf February 6, 2020

Imagine your financials working for you — not against you

When your accounting is timely, accurate, and intelligently automated:

  • Cash flow surprises fade away — replaced by clear, predictable planning
  • Hiring decisions are made with real data, not gut guesses
  • Investors and partners see you as a business they can trust and grow with
  • Tax season becomes routine — not a last-minute scramble
  • Your team wins back valuable hours for strategy and growth
  • You gain instant visibility into your margins, performance, and opportunities
  • Behind the scenes, your accounting runs quietly but powerfully — protecting what you’ve built and unlocking what’s next.

How We Help

Whether you need day-to-day bookkeeping, a smarter ERP setup, or CFO-level insights, we tailor what we do to match where you’re headed:

  • Accurate, on-time reporting — no more guesswork
  • Seamless bank reconciliations & automation to free up your team
  • Clear cash flow tracking so you can plan ahead, not just react
  • Audit-ready records that stand up to scrutiny
  • Thoughtful advisory to guide decisions, big and small

You didn’t start your business to spend your days untangling data — but the right partner can help you use that data to grow with purpose.

PivotAide empowers businesses to thrive through intelligent, integrated solutions. As a trusted advisor in accounting and business development—with deep expertise in Odoo ERP—we help small and mid-sized companies streamline operations, increase efficiency, and scale for growth.

  • Founded on a belief that precision in finance and strategy drives business success.
  • Partnering with clients from diverse industries to deliver tailored, high-impact solutions.
  • Committed to clarity, collaboration, and long-term impact in every engagement.

Our Mission

To deliver end-to-end accounting, financial, and operational excellence. We blend robust Odoo ERP tools with expert advisory services to build systems that support sustainable growth—so you can focus on what matters: growing your business.

What We Do

Accounting & Financial Services

We bring precision to your finances using Odoo and industry best practices:

  • Full-cycle bookkeeping & financial statement preparation
  • Odoo Accounting implementation, setup, and migration
  • Cash flow forecasting, budgeting, compliance, and analytics
Business Development & Fractional CFO Services

Boosting your bottom line with strategy + execution:

  • Market analysis & growth planning
  • Sales process optimization & CRM strategy
  • Operations diagnostics & process redesign
  • Business Development Advisory — We help you identify new opportunities, refine your business model, and design growth strategies that deliver real, measurable results. Whether you’re launching a new venture or expanding an existing one, our experts provide practical, actionable insights every step of the way.
  • Financial Planning & Analysis (FP&A) — Get a clear picture of your finances. We build budgets, forecasts, and performance dashboards that help you make informed decisions and manage cash flow effectively.
  • Fractional CFO Services — Access the expertise of an experienced CFO without the full-time overhead. We oversee your financial health, ensure compliance, manage investor and stakeholder reporting, and guide you through complex financial decisions—so you always have a trusted partner in your corner.

Funding & Investment Readiness — From preparing investor decks to improving your financial controls, we position your business to attract funding and scale sustainably.

Odoo ERP Accounting Implementation & Customization

From setup to scaling, we’re with you every step of the way:

  • Tailored Odoo Accounting Configuration — We design and implement a system that matches your unique workflows, so your finance team works smarter, not harder.
  • Module Development & Integrations — We build or customize modules and connect your Odoo system to other critical tools to keep your operations seamless.
  • Expert Support & Training — We train your team for smooth adoption and provide reliable maintenance and upgrades to keep your Odoo system performing at its best.
Odoo Integration & Migration

Connect, upgrade, and future-proof your business with a seamless Odoo experience.

  • Integration Services — We integrate Odoo with your existing tools, software, and third-party applications, creating a single source of truth for your operations. Say goodbye to data silos and manual entry—hello to streamlined workflows and real-time insights.
  • Migration Planning & Execution — Whether you’re moving from legacy systems or another ERP, we map out the entire migration process to ensure your data stays safe, accurate, and complete.
  • Testing & Validation — We run comprehensive tests and quality checks, so your new Odoo system runs smoothly from day one.
  • Go-Live Support & Optimization — We’re by your side during go-live and beyond—troubleshooting, optimizing, and fine-tuning your setup to match your evolving needs.

Why Pivot Aide?

Certified Expertise

We’re not just Odoo enthusiasts—we’re certified. Our team brings in-depth functional and technical knowledge to every project.

End-to-End Partnership

From discovery and planning to implementation and support, we stay with you at every step—no handover gaps, no drop-offs.

Finance-First Approach

With accounting roots, we design systems that support clean financials, smooth audits, and smarter growth insights.

Efficiency & Growth

Optimize workflows from day one—no more errors, no more silos. Just streamlined operations that fuel scalable growth.

Our Approach

1
Consultation & Discovery

We learn your business, pain points, and goals.

2
Strategic Planning

Together, we create a tailored roadmap for finance, systems, and operations.

3
Implementation & Integration

We configure Odoo, implement financial controls, and automate key processes.

4
Training & Adoption

Empower your team with hands-on training, documentation, and change management.

5
Ongoing Support & Optimization

We stay by your side—supporting, tuning, and scaling as your business grows.

Join Us on Your Next Growth Stage

Ready to level up your finance and tech infrastructure? Let’s talk.