Self-hosted general ledger, invoicing and bookkeeping with Odoo, ERPNext or LedgerSMB, and how audit, tax and entity requirements change the choice.
What auditors test when the general ledger runs on self-hosted Odoo, ERPNext or LedgerSMB: user access reviews, segregation of duties, change management for customizations and upgrades, database access, backups and the evidence to keep each quarter.
Bookkeeping for German entities on self-hosted software: SKR03 and SKR04 charts, audit trail and immutability of posted entries, retention and data access for tax audits, receiving structured e-invoices, and what the hosting company must document.
Running the books of several companies on one self-hosted system: intercompany entries, separate tax and currency settings, consolidated reporting, plan and edition limits on multi-company, and when each entity should have its own instance.
Finance stack for subscription businesses: syncing invoices and payments from a billing system, deferred revenue schedules, multi-currency receivables, audit readiness for SOC 2 and investors, and when a SaaS bookkeeping tool is still the better fit.
Keeping ledgers, invoices and payroll postings on EU infrastructure under the company's control: hosting options per edition, GDPR for customer and employee records in finance data, backups and access by the hosting provider and support partner.
After an acquisition: moving the target's ledger onto the group's Odoo or ERPNext instance or keeping it separate, chart of accounts mapping, opening balances, transitional service agreements and audit evidence for the first group close.
Requirements to settle before choosing self-hosted accounting software: entities and currencies, localization and tax, e-invoicing, bank feeds and reconciliation, approval workflows, audit trail, reporting, integrations and the license terms of each candidate.
Questions for vendors and implementation partners bidding on an open source accounting rollout: edition and license, localization coverage, data migration approach, upgrade path, support hours, hosting responsibilities and how audit evidence is produced.
Cost components of running Odoo, ERPNext or LedgerSMB yourself against a SaaS accounting subscription: licenses or none, hosting, implementation and localization, upgrades, support and internal finance and IT time, plus the drivers that move each one.
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