ERP Transformation

Finance-Led ERP Transformation

Most ERP implementations are run by IT or a vendor. They configure the system. Nobody owns the numbers. A finance-led implementation puts a CFO in charge of the project — and delivers a system that your finance function can actually rely on.

Why most ERP projects fail

ERP implementations run by IT produce systems that finance cannot use

An ERP system is, at its core, a financial system. It records transactions, manages inventory valuations, drives the general ledger, and produces the numbers the business runs on. When a vendor or IT team runs the implementation without a finance lead, the result is a system that works technically but produces unreliable data.

Chart of accounts gets set up wrong. Inventory costing method does not match the business model. Reporting does not align with how management actually thinks about the business. Month-end close is harder than before, not easier.

Wrong chart of accounts

Set up by someone who has never closed a month-end. The structure makes sense on day one and creates reconciliation problems for years.

Costing method mismatch

Average cost configured because it was the default. The business runs on standard cost or FIFO. Inventory values are wrong from month one.

Reporting that does not fit

Standard reports built for a generic business. Management accounts need three customisations and a manual export to be usable.

The finance-led approach

A CFO running your ERP implementation from day one

I bring both CFO experience and hands-on Odoo implementation capability. That combination is unusual — most ERP consultants are not finance professionals, and most finance professionals have not implemented an ERP system themselves.

I design the financial architecture before any configuration begins. Chart of accounts, cost centres, reporting structure, inventory costing, tax configuration, and month-end close process — all defined up front, in line with how the business needs to operate, not in line with system defaults.

Book a discovery call

Finance-led ERP scope

  • Financial architecture design before configuration begins
  • Chart of accounts and cost centre structure
  • Inventory costing method and valuation setup
  • Tax and GST configuration (ATO-compliant)
  • Management reporting framework built in-system
  • Data migration from MYOB, Xero, or legacy systems
  • Month-end close process design and documentation
  • Finance team training and handover

Odoo 17, 18, and 19. Fixed fee per engagement. See all services →

How it works

Four phases from current system to live Odoo

Phase 01

Financial architecture

Design the chart of accounts, cost structure, reporting framework, and costing method before touching the system. This is the phase most implementations skip.

Phase 02

Configuration

Build Odoo to the financial architecture spec. Accounting, inventory, purchasing, sales — configured in sequence, with the ledger as the anchor.

Phase 03

Data migration

Clean, validate, and migrate opening balances, customer and supplier records, and inventory from your current system. No shortcuts on data quality.

Phase 04

Go-live and close

Run the first month-end in Odoo alongside the team. Fix what does not work. Hand over a system the finance function can run independently.

Running an ERP project and need a finance professional to lead it?

A 30-minute call will make it clear whether there is a fit. No commitment required.

Book a discovery call