Xero-to-Odoo ERP Migration with AI Invoice Processing for a $100M Solar Company
Challenge
This solar panel company sells at roughly $100M per year. At that volume, cost is everything: margins live and die on how precisely each expense is tracked, job site by job site. But the company was growing faster than its financial tools could keep up. Leadership couldn't see costs clearly, let alone control them in real time. Financial history was locked in Xero, invoices arrived faster than they could be entered by hand, and answering "where is our money going" meant exports, spreadsheets, and waiting.
This solar panel company sells at roughly $100M per year. At that volume, cost is everything: margins live and die on how precisely each expense is tracked, job site by job site. But the company was growing faster than its financial tools could keep up. Leadership couldn't see costs clearly, let alone control them in real time. Financial history was locked in Xero, invoices arrived faster than they could be entered by hand, and answering "where is our money going" meant exports, spreadsheets, and waiting.
Solution
Webisoft migrated the client to Odoo and transferred its full financial history from Xero, with complete continuity and no data loss. On that foundation, we added AI-powered invoice detection, which ingests every incoming invoice and extracts its data automatically, with no manual entry required. We then built an analytics layer for cost control: live pivot tables on real data, broken down by job site, category, and period, with no exports needed.
Webisoft migrated the client to Odoo and transferred its full financial history from Xero, with complete continuity and no data loss. On that foundation, we added AI-powered invoice detection, which ingests every incoming invoice and extracts its data automatically, with no manual entry required. We then built an analytics layer for cost control: live pivot tables on real data, broken down by job site, category, and period, with no exports needed.
Results
The client now runs on Odoo with its entire Xero history intact. Invoices are captured automatically by AI, at the pace of the business rather than the pace of manual entry. Leadership sees and steers costs in real time, at the level of detail a $100M operation demands, working from today's numbers instead of last month's spreadsheet. Cost tracking stopped being a bottleneck and became a lever for decision-making.
The client now runs on Odoo with its entire Xero history intact. Invoices are captured automatically by AI, at the pace of the business rather than the pace of manual entry. Leadership sees and steers costs in real time, at the level of detail a $100M operation demands, working from today's numbers instead of last month's spreadsheet. Cost tracking stopped being a bottleneck and became a lever for decision-making.