01
One platform
Odoo replaces QuickBooks plus the patchwork of inventory, CRM, project, and reporting tools around it. One login. One source of truth.
Vertrex × Business Summit 2026
Your QuickBooks
is asking for help.
You've outgrown the books, but you haven't found the right next step. Beyond the Books is Vertrex's program for moving growing SMBs from QuickBooks to Odoo — cleanly, in 8 to 16 weeks, with a Philadelphia team that actually shows up.
Book a 20-minute call
No pitch. No slide deck. Just a conversation.
If any of these sound familiar
We should talk.
- 01Month-end close is taking longer than it should.
- 02Your team lives in Excel exports and manual reconciliations.
- 03You can't see real-time inventory, sales, or cash position.
- 04QuickBooks is choking on your transaction volume or user count.
- 05You've outgrown QuickBooks but haven't found the right next step.
What Vertrex delivers
One platform. One team. One plan.
02
Full migration
Customers, vendors, GL history, AR/AP, inventory — moved cleanly. Archive what you don't need to keep live. Your past comes with you.
03
8–16 week delivery
Published framework. Kickoff template. Weekly cadence. You always know where the project stands — no mystery, no drift.
04
Local accountability
Philadelphia-based team. Real people. Real meetings. 15+ years in the NetSuite and Odoo ecosystems. We answer the phone.
05
Switch-in-May incentive
Limited migration promotion live this month. Worth a 20-minute conversation if you're even thinking about it.
Claim it →
Limited window
See if you qualify
Switch in May. Land before quarter-end.
Next step
20 minutes.
20 minutes.
That's all we need.
We'll talk about what you're running today, what's breaking, and whether a migration even makes sense for a business your size. If it doesn't, we'll tell you.
- No slide decks
- No follow-up barrage
- Direct line to Brian-Michael Lewis, VP Sales & Marketing
V
Brian-Michael Lewis
VP of Sales and Marketing, Vertrex, LLC