Integrations roadmap
Odoo is our technical and commercial anchor. It is the only ERP connected today. Other ERPs and CRMs will follow demand, and none is committed to a date.
Available today#
Available
DisponibleOdoo 15 to 20
Direct JSON-RPC connector. Community and Enterprise. Odoo Online, Odoo.sh and self-hosted.
On demand
PlanifiéPennylane
Priority track for French and Belgian SMBs combining Pennylane (accounting) with an operational ERP. Read connection via the Pennylane API. Nothing has been started to date.
On demand
PlanifiéSage 50 / Sage 100
Connection via Sage API (read) to enable Finance and Data Quality agents for Sage-equipped SMBs. Nothing has been started to date.
Later
PlanifiéSalesforce
For SMBs using Salesforce as primary CRM. Enables the Sales agent.
Later
PlanifiéHubSpot
HubSpot connector + deal sync. Ideal for tech SMBs on HubSpot + Stripe.
Later
PlanifiéNetSuite
For international mid-market on NetSuite. Starting with Finance and Supply Chain agents.
Later
PlanifiéMicrosoft Dynamics 365
Read connection to enable UpBoard agents in companies running Dynamics that want agentic intelligence beyond Copilot.
Using another ERP?#
Our architecture is ERP-agnostic, each connector is an isolated module. If you use an ERP not on this roadmap (Cegid, EBP, ERPNext, Akeneo, etc.), talk to us: we prioritise connectors by demand.
Why Odoo first?#
Three strategic reasons:
- A very large Odoo installed base worldwide, growing fast in the SMB segment (UpBoard's target)
- Open technical architecture (PostgreSQL, Python ORM, modules) enabling deep connectors
- In-house expertise: Max, UpBoard's founder, has 16 years on Odoo and more than 130 Odoo implementation projects
That expertise is encoded in the agents' business logic, a hard-to-replicate advantage.
Read next
See UpBoard working on your Odoo data
A few minutes, read-only, no card. Then a trial on your real data: 14 days, or until the trial credit is used up.
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