AI Invoice Digitization for Odoo

Intelligent invoice digitization for Odoo, powered by AI. Replaces Odoo's native Enterprise-only OCR with a more accurate, truly learning extraction pipeline.

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Features

Extraction

• AI-powered extraction -- Upload a vendor bill (PDF or image), get structured data auto-filled in seconds
• Multi-provider architecture -- 6 AI providers: Anthropic (Claude), OpenAI (GPT-4o), Google (Gemini), xAI (Grok), DeepSeek, Mistral AI
• Document recognition -- Optional Azure Document Intelligence or AWS Textract for enhanced extraction (3 configurable modes)
• Factur-X / ZUGFeRD full parsing -- Structured invoices are parsed from embedded CII XML at zero AI cost, with full line item extraction
• Vision retry fallback -- When text-based extraction produces poor results, the module automatically retries using vision mode (image)
• Extraction preview -- Review extracted data (vendor, reference, amounts, line items, warnings) in a dialog before applying to the invoice
• Batch extraction -- Select multiple invoices in list view and trigger AI extraction in batch, with progressive save
• Language detection -- Automatic document language detection (7 languages) injected into the AI prompt for better date and number interpretation
• Multi-language -- Processes invoices in any language (French, English, German, Spanish, Italian, Dutch, etc.)
• Multi-currency -- Detects and maps currencies automatically
• Credit note detection -- Automatically distinguishes invoices from credit notes
• QR code extraction -- Extracts payment data (IBAN, amount, reference) from Swiss QR-bill and EPC QR codes in PDF invoices (optional pyzbar)
• Structured table extraction -- Optional pdfplumber integration for better line item accuracy on text-based PDFs

Extraction modes

• Guided (default) -- Full fiscal context (chart of accounts, taxes, vendor memory) + full matching + all validations + learning
• Simplified -- Taxes only in prompt, partner + tax matching, no account/product/PO matching — ideal when accountants allocate accounts manually
• Free -- Raw extraction: no Odoo context, no matching, arithmetic validation only — for import into external tools

Smart matching

• Partner matching -- Matches vendors by VAT number, name, or email
• Tax matching -- Matches extracted tax rates to your Odoo tax configuration, vendor-aware
• Payment terms matching -- Matches extracted payment conditions (e.g. "30 jours net") to Odoo payment terms
• Account matching -- Assigns expense accounts to invoice lines using vendor history, category mapping, and fallback rules
• Product matching -- Matches vendor product codes against product.supplierinfo and internal references for automatic product assignment
• Purchase order matching -- Automatically matches invoices to purchase orders when the purchase module is installed (3-tier: exact, fuzzy, amount/date)

Learning & reliability

• Learns from corrections -- When you correct a field, the system remembers and applies it to future invoices from the same vendor
• Account learning -- Line-level account corrections are remembered per vendor and description, then auto-applied on future extractions
• Vendor reliability scoring -- Track extraction accuracy per vendor, detect template changes
• Vendor memory export/import -- Transfer learning data between Odoo instances via JSON

Safety checks

• Document qualification -- Detects pro-forma invoices, quotes, and "PAID" stamps before processing
• Cross-validation -- Mathematical verification of totals, tax calculations, and line item sums
• IBAN validation -- Mod-97 checksum verification on extracted bank details (catches OCR errors)
• Buyer verification -- Checks the invoice is addressed to the correct Odoo company
• Duplicate detection -- Warns before creating duplicate invoices
• Amount anomaly detection -- Flags invoices with unusual amounts compared to vendor history
• Rate limiting -- Prevents duplicate or excessive concurrent extractions

Operations

• Auto-apply high confidence -- When all confidence scores are high and the vendor is reliable, extraction is applied automatically without preview
• Rounding correction -- Automatically compensates rounding differences between extracted totals and Odoo-computed totals (configurable strategy and tolerance)
• Background extraction with auto-refresh -- Optional async extraction via cron, with a client-side polling widget that auto-opens the preview when done
• Multi-company support -- Vendor memory, scores, and detections are scoped per company
• Email integration -- Auto-create and extract vendor bills from incoming emails
• Extraction analytics -- Graph and pivot views on extraction logs (cost, volume, tokens) and vendor scores (accuracy), accessible via the view switcher
• Confidence indicators -- Visual green/yellow/red indicators on each AI-filled field
• Debug mode -- Full logging of prompts, responses, tokens, and costs

Compatibility

Odoo Version	Status
Odoo 19	Supported (branch 19.0)
Odoo 18	Supported (branch 18.0)
Odoo 17	Supported (branch 18.0)
Odoo 16	Supported (branch 18.0)

Edition	Status
Community	Supported
Enterprise	Supported

Hosting	Status	Notes
Odoo.sh	Supported	Full support. Custom modules and outbound API calls allowed.
On-premise (self-hosted)	Supported	Full support. No restrictions.
Third-party hosting	Supported	Works on any host that supports custom Odoo modules.
Odoo Online (SaaS)	Not supported	Odoo Online does not allow custom modules. SaaS support is planned for v2.

Requirements

• Odoo 19 (Community or Enterprise) — for Odoo 16-18, use branch 18.0
• Python 3.10+
• An API key from one of the supported providers: Anthropic, OpenAI, Google AI, xAI, DeepSeek, or Mistral AI
• No additional Python packages required -- the module uses only Odoo's standard dependencies

Optional dependencies

These packages are not required but unlock additional features:

Package	Feature	Install
facturx	Factur-X / ZUGFeRD structured invoice detection	pip install facturx
pdfplumber	Structured table extraction from text-based PDFs	pip install pdfplumber
pyzbar	QR code extraction (Swiss QR-bill, EPC QR)	pip install pyzbar + system library libzbar

Install libzbar on your system:

# Debian/Ubuntu
sudo apt-get install libzbar0

# macOS
brew install zbar

# Odoo.sh: add libzbar0 to your apt_packages file

The module detects these packages at runtime and degrades gracefully when they are absent.

Installation

1. Clone or download this module into your Odoo addons directory:

   cd /path/to/odoo/addons
   git clone https://github.com/PaulArgoud/account-invoice-digitize-ai.git account_invoice_digitize_ai

2. Restart the Odoo server:

   sudo systemctl restart odoo

3. Update the apps list:

   • Go to Apps > Update Apps List

4. Install the module:

   • Search for "AI Invoice Digitization" in the Apps list
   • Click Install

Configuration

1. Go to Invoicing > Configuration > Settings
2. Scroll to the AI Invoice Digitization section
3. (Optional) Configure Document Recognition:
   • Service: Select an external recognition service (Azure Document Intelligence or AWS Textract) or leave as "None (built-in)"
   • Mode: Choose how the recognition service works with the AI:
     • Full recognition -- Recognition service extracts data, AI as backup only
     • Combined -- Recognition service + AI cross-checks results
     • Text extraction only -- Recognition service extracts text, AI analyzes it
   • Credentials: Enter the provider-specific credentials (Azure endpoint + key, or AWS access key + secret + region)
4. Configure Invoice Analysis:
   • AI Service: Select your AI provider:
     • Anthropic (Claude) -- Default, recommended. Claude Haiku (fast), Sonnet (balanced), Opus (max accuracy)
     • OpenAI (GPT) -- GPT-4o (recommended), GPT-4o Mini (affordable)
     • Google (Gemini) -- Gemini 2.0 Flash (very affordable), 2.5 Flash (balanced), 2.5 Pro (best quality)
     • xAI (Grok) -- Grok 3 (advanced), Grok 3 Mini (affordable), Grok 2 (balanced)
     • DeepSeek -- DeepSeek Chat (fast, very affordable), DeepSeek Reasoner (chain-of-thought)
     • Mistral AI -- Mistral Small 3.2 (fast, affordable), Mistral Medium 3.1 (balanced), Mistral Large 3 (best quality)
   • API Key: Enter your provider's API key
   • Model: Choose the AI model (list updates automatically based on selected provider)
   • Extraction mode: Choose how much accounting context the AI receives:
     • Guided (default) -- Full context: chart of accounts, taxes, vendor history, automatic matching
     • Simplified -- Taxes only: AI receives tax rates, accountant allocates accounts manually
     • Free -- Raw extraction: no Odoo context, no automatic matching
   • Extract invoice lines: Extract individual line items (contextual help adapts to Accounting module presence)
   • Automatic extraction: Auto-extract when vendor bills arrive by email
   • Background extraction: Queue extractions for background processing (requires cron)
   • QR code extraction: Extract payment data from Swiss QR-bill and EPC QR codes (enabled by default, requires pyzbar)
5. (Optional) Configure Post-processing:
   • Auto-apply high confidence: Skip preview when all confidence scores are high and the vendor is reliable
   • Rounding correction: Compensate rounding differences with configurable strategy (adjust line or add rounding line) and tolerance
   • Confidence indicators: Show/hide colored confidence badges on extracted fields
   • Learning from corrections: Enable/disable learning, with configurable threshold per vendor
6. (Optional) Configure Advanced Options:
   • Detailed logging: Record full extraction details for troubleshooting
7. (Optional) Click "Test Extraction" to validate your configuration with a sample invoice (4 test modes: full pipeline, text extraction, document recognition, prompt preview)

Usage

Single invoice

1. Create a new vendor bill: Invoicing > Vendors > Bills > Create
2. Upload a PDF or image of the invoice
3. Click "Digitize with AI"
4. A preview dialog shows the extracted data (vendor, reference, date, total, line items, warnings) -- click "Apply to Invoice" or "Discard"
5. Review the auto-filled fields -- confidence indicators show extraction reliability
6. Correct any fields as needed -- corrections are remembered for future invoices from the same vendor

Smart cache: If you discard and click "Digitize" again with the same attachment, the cached result is reused at no additional API cost. Use "Re-extract" to force a fresh API call. After background extraction completes, click "View Results" to open the preview from cached data.

Batch extraction

1. Go to Invoicing > Vendors > Bills
2. Select multiple draft invoices in list view
3. Click Action > Batch AI Extraction
4. Review the summary (ready / skipped counts), then click Extract All

How It Works

1. Document analysis -- The module detects the file type, extracts text (or uses vision for scanned documents), and checks for structured data (Factur-X)
2. Document recognition (optional) -- If configured, an external recognition service (Azure Document Intelligence or AWS Textract) processes the document before or instead of the AI
3. AI extraction -- The document is sent to the selected AI service. The prompt content depends on the extraction mode: chart of accounts + taxes + vendor history (guided), taxes only (simplified), or raw extraction (free)
4. Cross-validation -- Extracted amounts are mathematically verified (totals, tax calculations, line item sums)
5. Field mapping -- Data is mapped to Odoo fields with confidence scores. Matching depth depends on the extraction mode (full in guided, taxes only in simplified, none in free)
6. Learning (guided mode) -- User corrections are stored per vendor and applied to future extractions

Extraction Pipeline (sequence diagram)

sequenceDiagram
    participant U as User
    participant O as Odoo (account.move)
    participant D as Document Processor
    participant P as Pre-processor (optional)
    participant AI as AI Provider
    participant V as Validator
    participant M as Vendor Memory

    U->>O: Upload PDF + Click "Digitize with AI"
    O->>D: Extract text / QR codes / detect Factur-X
    alt Factur-X found
        D-->>O: Structured XML data (zero cost)
    else External pre-processor configured
        O->>P: Send document (Azure DI / AWS Textract)
        P-->>O: OCR result + confidence
        alt OCR Replacement mode + high confidence
            O->>V: Cross-validate pre-processor data
            V-->>O: Validation passed
        else Fallback to AI
            O->>AI: Prompt + document + fiscal context
        end
    else Standard extraction
        O->>M: Load vendor corrections + history
        M-->>O: Past corrections, preferred values
        O->>AI: Prompt + document + fiscal context + vendor memory
    end
    AI-->>O: Structured JSON (function calling)
    O->>V: Cross-validate (totals, IBAN, QR data, buyer, duplicates)
    alt Validation failures >= 2 (text mode)
        O->>AI: Retry in vision mode (PDF as images)
        AI-->>O: Structured JSON (vision)
        O->>V: Cross-validate again
    end
    V-->>O: Validated data + confidence scores
    alt Auto-apply (high confidence + reliable vendor)
        O->>O: Apply directly (skip preview)
        O->>U: Notification "Auto-applied"
    else Standard flow
        O->>U: Preview dialog (vendor, ref, amounts, warnings)
        U->>O: Apply to invoice
    end
    O->>O: Match partner, taxes, accounts, products, PO
    O->>M: Store AI snapshot for correction tracking
    Note over U,M: User corrects fields → stored in vendor memory → auto-applied next time
    Note over O,AI: 6 AI providers: Claude, GPT, Gemini, Grok, DeepSeek, Mistral
    Note over O,AI: Diagram shows Guided mode. Simplified: taxes only, no account matching. Free: no context, no matching.

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Data Privacy

Invoice data is sent to the selected AI provider's API for processing. Review the privacy policy of your chosen provider: Anthropic, OpenAI, Google, xAI, DeepSeek, Mistral AI.

API keys are stored encrypted in Odoo's system parameters with restricted access (admin only).

Author

Paul ARGOUD

License

This module is licensed under the GNU Affero General Public License v3.0 (AGPL-3).