| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1277 |
| Technical Name |
jjro_ai_report_narrator |
| License | OPL-1 |
| Website | https://aski.dev |
| Versions | 16.0 17.0 18.0 19.0 |
AI Month-End & Board Report Narrator — Numbers In, Board Report Out
Turn your month-end numbers into a written board report: an AI executive summary, the key variances vs last period, the risks and clear recommendations — as a PDF and email, on schedule. Bring your own API key.
Your month-end close, written up for the board — KPIs vs last period, the variance chart and the full narrative, in one place.
- Shows numbers — someone still has to interpret them
- No summary, no risks, no recommendations
- You still write the board email by hand
- Writes a real board report: summary, variances, risks, actions
- Reads your accounting and compares it to last period for you
- Delivers a PDF + email, on demand or every month — with optional AI
Save the hours you spend every close turning figures into a written summary — and hand the board a document, not a spreadsheet.
Numbers in, board report out
Choose a month (or let the monthly job run). It reads your real accounting — no setup, nothing to import.
One click computes revenue, COGS, gross profit, expenses, net result, cash, AR and AP — each vs the previous period.
The AI narrates the summary, variances, risks and recommendations. Export the PDF or email it to the board.
A written report, ready for the board
A clean, full-page PDF — a branded header, the KPIs with this-period-vs-previous and the % change, a financial summary table, and the narrated analysis: executive summary, key variances, risks to watch and recommendations.
AI narration — optional, your own key
Add your own Anthropic Claude or OpenAI key and the AI writes the read from your own figures, in your language — a short executive summary, the material variances explained, the risks and concrete recommendations. Re-run it, print the PDF or send by email in one click. The module calls the provider directly from your Odoo — you control the model and the cost — and it never posts or changes anything.
Every close in one place
Every report you generate is kept — period, dates, revenue, net result and status — so you can look back at any month's close and its narrative whenever you need it.
Set it up once
Set your material-variance threshold and, if you want it automatic, turn on the monthly job. Add AI with your provider, model and API key, and test the connection in one click.
Features
- Written month-end / board report, not a dashboard — a real narrated document: executive summary, variances, risks, recommendations.
- Real numbers, computed for you — revenue, COGS, gross profit, operating expenses, net result, cash, AR and AP, each compared to the previous period with the variance and the %.
- AI narration (optional, bring your own key) — Anthropic Claude or OpenAI writes the read from your own figures, in your language. It never posts or changes anything.
- PDF + email, on schedule — generate on demand or let the monthly job produce and send it to your recipients automatically.
- A cockpit to review it — the latest report with KPI tiles, the variance chart and the full narrative, plus every past report in one place.
- Works on any Odoo — figures come from standard accounting (account types), in your company currency, whatever chart of accounts you use. Community and Enterprise, nothing to configure per instance.
Perfect for finance managers, controllers, accountants and business owners who spend hours every close turning figures into a written summary.
Keywords: month-end close, board report, board pack, management report, financial report, MIS report, executive summary, variance analysis, P&L, income statement, CFO report, monthly reporting, financial narrative, AI report, scheduled report, PDF report, Claude, GPT, OpenAI, Anthropic, finance, accounting.
Requires the Accounting/Invoicing app. Works with Odoo Community and Enterprise.
This is a scheduled written artifact. If you want to ask your Odoo questions in natural language and get figures by chat or voice, that is a different tool: Aski. https://aski.dev
Questions, or want a quick personalized demo? Email me at jhonrojas.dev@gmail.com — I am happy to answer questions or set up a short demo.
Support: jhonrojas.dev@gmail.com · License: OPL-1
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1277 |
| Technical Name |
jjro_ai_report_narrator |
| License | OPL-1 |
| Website | https://aski.dev |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module