Skip to Content

US SOX-Style

121.80 121.80

Instant digital delivery after payment confirmation.
License: OPL-1, every download is watermarked.
Terms and Conditions
Compatible with Odoo 18.0 · 19.0
OPL-1 license · Odoo 18.0 & 19.0
US SOX-Style for Odoo — preview banner

US SOX-Style

SOX-Style Internal-Controls & Maker-Checker: control matrix, JE approval over thresholds, evidence capture and deficiency tracking

SOX-Style Internal-Controls & Maker-Checker: control matrix, JE approval over thresholds, evidence capture and deficiency tracking

Key Features

COSO control matrix mapping every key control to

COSO control matrix mapping every key control to its COSO component, business process, control objective, financial-statement assertion, control type (preventive / detective / corrective), automation level and testing frequency, with an own

Segregation-of-duties maker-checker on journal entries

any move whose total exceeds a company threshold must be submitted by a maker and approved by a different checker before it can be posted. The system hard-blocks the same person from being both maker and checker.

Configurable approval thresholds per company and journal, wi

Configurable approval thresholds per company and journal, with an optional second-approver tier for very large amounts and a live lookup that picks the applicable threshold for any amount.

Control testing workflow (test of design and test

Control testing workflow (test of design and test of operating effectiveness) with sample size, exceptions found, automatic pass / pass-with-exceptions / fail conclusion and its own maker-checker review before a test result is locked.

Structured evidence capture

attach screenshots, reports and sign-offs to each test as immutable, dated, attributed evidence records ready for external auditors.

Deficiency tracking classifying each finding as a control

Deficiency tracking classifying each finding as a control deficiency, significant deficiency or material weakness, with root cause, remediation plan, owner, due date, overdue detection and a validated-then-closed lifecycle.

Live control health metrics

pass rate, last-tested date, next test due date computed from frequency, and open-deficiency counts per control.

Automated monitoring cron that flags overdue remediation ite

Automated monitoring cron that flags overdue remediation items and controls whose testing is past due.

Immutable approval and test audit trail through Odoo

Immutable approval and test audit trail through Odoo chatter so every decision is time-stamped and attributed.

Use Cases

US companies subject to Sarbanes-Oxley (SOX 404) that need a defensible internal-controls-over-financial-reporting (ICFR) program.
Controllers and finance managers who want maker-checker segregation of duties on high-value journal entries.
Internal-audit and SOC-reporting teams replacing fragile control spreadsheets with a structured, evidenced, audit-ready system.

Screenshots

US SOX-Style — Control matrix
Control matrix
US SOX-Style — Deficiencies
Deficiencies
US SOX-Style — Evidence
Evidence
US SOX-Style — Journal entry approvals
Journal entry approvals
US SOX-Style — Control tests
Control tests
US SOX-Style — Approval policies
Approval policies

Why Choose This Module

Stop running your SOX 404 and SOC internal-control program out of spreadsheets. This application gives finance and internal-audit teams a single, auditable home for the COSO control matrix, maker-checker approval of journal entries over configurable thresholds, structured evidence capture and a full deficiency-remediation tracker.

Specifications

  • Compatible: Odoo 18.0 / 19.0
  • License: OPL-1
  • Languages: English
  • Author: Pokutsoft
  • Dependencies: base, mail, account
  • Support: support@pokutsoft.com

Update date: 2026-07-05