Turn incoming invoices into checked drafts in Odoo.
Extract invoice details, compare them with purchase records, and prepare draft bills for review. Your finance team can focus on mismatches and approvals instead of copying fields from each document.
- Attachments opened and copied by hand
- Mismatches found late in processing
- Fields matched to purchase records
- Draft bills and exceptions ready to review
- Less manual capture
- Earlier mismatch detection
- More time for finance review
Best for: Finance and operations teams processing invoices, receipts, and purchase documents by hand
What you get
- Document intake and extraction workflow
- Duplicate, total, and purchase-matching checks
- Draft bill creation and exception queues
- Quality results and finance-team handover
Scope & integrations
- Collect files from agreed document folders or intake channels.
- Extract supplier, dates, currency, totals, and line items, including multilingual files.
- Check duplicates, purchase context, totals, and agreed tolerances using rules.
- Create draft bills and route missing fields or mismatches to reviewers.
When this helps
- Invoice details are copied from files into Odoo.
- Duplicate documents and purchase mismatches take time to investigate.
- Incomplete records delay review and create repeated corrections.
How we measure the difference
We record the starting point and agree targets with you before the pilot.
- Minutes per document
- Field accuracy
- Exceptions needing correction
- Time from receipt to reviewed draft
Control at launch
Bills remain drafts. Payments, posting, bank-detail changes, and new suppliers require human review and approval.
How the work happens
01Sample the documents and exceptions
Agree fields, document varieties, languages, and the checks finance needs before approval.
02Connect extraction and validation
Use native capabilities where they fit and additional extraction tools where sample results justify them.
03Trial the draft-and-review workflow
Measure field accuracy, handling time, and exception routing against representative files.
Common questions
Can you extract documents in different languages?
Yes, including mixed-language documents. We choose tools and test representative files for your languages, layouts, and scan quality.
Can it approve bills or pay suppliers?
The launch scope prepares checked drafts. Your finance team retains control of approval, posting, and payment.
What happens to duplicate or mismatched invoices?
They are held for review with the original document and the reason for the flag. We agree matching rules and tolerances with your team.