Date: 29.10.2025 (2025-10-29)
Simon Furer (29.10.2025) • https://www.linkedin.com/in/simonfurer/ • CFO at Voliro (35 ppl)
Questions: • Accounting: AR / AP; • Odoo as ERP -> manufacturing company • MRP, inventory management etc. • Odoo is similar to MSFT dynamics, Oracle Netsuite, SAP etc. • Everything is shit, nobody likes it - a lot of hiccups but you need one • Automation: • They started with AP to automate: • Invoices comes in per email or post -> scanned • OCR liest aus • Built in Odoo -> commodity • Vorschlag für AP Clerk der verifiziert analogen Beleg with digital Beleg -> Kostencenter -> then hit payment • OCR makes mistakes - 95% accurate • A lot of overpromising - a lot of Anfragen for financial automation - he looks at everything • They are very efficient with their AP process - compared to other companies • With every tool you can do a good workflow -> process optimisation is important -> he set the processes • 150 invoices per week -> one junior person doing it • Other companies: automatic upload • They get invoices Prepf • They digitised Jahresabschlüsse in the company before • He understands why it does not work • Check -> they build a new ERP system • https://www.linkedin.com/in/eliankool/?originalSubdomain=ch • He wants to build a multi ledger accounting systems • Includes tax accounting and reporting • -> man verbucht Beleg einmal und dann distributed in different Stellen: finance vs. business reporting • Odoo: • Purchase order is created and compared in Odoo • Link to each other • Feedback concept: • He does not really understand it -> what it he product? • Is it the workflow? • He thinks: • We want to build an agent that orchestrates everything • Challenge with PO: • technical person create PO -> accounting sends invoice to wrong people / department • Agent cant communicate with suppliers • What they do humans: comparison of data and edge cases -> connecting the dots • E.g. physical invoice is lost • All other integrations between tools is done • Demo of process in Odoo • He said it is super easy but then it was an edge case -> PO split into multiple invoices; OCR did not detect correct price; price changed between PO and invoice • Monthly reconciliation • Bank transactions are in the accounting tool -> works really well in accounting tools • 99% of the time confirm in one second - payment is created Odoo -> easy to match • Währungskurse sind wichtig; Transferkonten sind wichtig: Währungsverluste • Monthly closing: • 3 to 5h for accounting per week • Monthly closing 20min • Most valuable flows for him? • Integration between tools • Expense tools, accounting and Excel, connect with FP&A • FP&A -> he uses GSheets • Context: team setup? internal and external? • • Biggest objections / challenges in his daily life? • • Which tasks are the biggest pain? With magic wand -> what would he solve? • • Which tasks would he focus on? • • Do they already have automations? Which ones? How well do they work? • • Which companies would he target? • • General feedback to pitch? •