Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Accounting
  3. Credit Risk & Collections Intelligence - AR Cockpit v 16.0
  4. Sales Conditions FAQ

Credit Risk & Collections Intelligence - AR Cockpit

by Jhon Jairo Rojas Ortiz https://aski.dev
Odoo

$ 199.00

v 16.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 1566
Technical Name jjro_credit_risk
LicenseOPL-1
Websitehttps://aski.dev
Versions 16.0 17.0 18.0 19.0
  • Description
  • Manifest
  • License

Credit Risk & Collections Intelligence — Know Exactly Who to Chase First

Score every customer's credit risk, segment your receivables, estimate recoverability and get the next collection action — on a live, interactive cockpit. Optional AI analysis. Bring your own API key.

Credit risk cockpit: score, segmentation, aging, recoverability and the suggested collection action.

Your whole receivables book, scored and segmented — exposure, aging, recoverability and the next action, at a glance.

This is not just a “credit limit” check
A basic credit-limit module
  • Just warns you at order time
  • One field, one customer at a time
  • No score, no priority, no plan
Credit Risk Cockpit
  • Scores & ranks your whole receivables book
  • DSO, aging, at-risk exposure, recoverability & estimated provision
  • Tells your team who to chase first and the next action — with optional AI

Collect even one overdue invoice a little sooner and it has already paid for itself — many times over.

Turn receivables into decisions

1. Open

Open Credit Risk. It reads your posted customer invoices and payment history — no setup, nothing to import.

2. Recompute

One click builds a profile for every customer: a 0-100 risk score, a risk segment, aging, exposure and recoverability.

3. Act

Each customer gets a suggested collection action and alerts, so your team knows who to chase first — and why.

A risk card for every customer

Click any customer for a full risk card — score gauge, days-to-pay, % overdue, credit-limit usage, aging, recoverability, payment-behavior trend, alerts and the suggested action.

Per-customer credit risk card with score, metrics, aging, alerts and suggested action.

Every indicator, on one profile

Open the full profile for the complete picture — score, segment, priority, exposure, overdue, delinquency index, days-to-pay, credit-limit usage, recoverability, customer age, zone, aging, alerts and the suggested action. All computed from your own accounting data.

Full customer credit risk profile with every indicator on one screen.

AI analysis — optional, your own key

Add your own Anthropic Claude or OpenAI key and get a short narrative and a recommended next action per customer, in your language. The module calls the provider directly from your Odoo: no data goes through a third party, and you control the model and the cost. The AI never posts or changes anything.

AI-written credit risk narrative and recommended next collection action for a customer.

Set it up once

Choose your risk thresholds and, if you want AI, your provider, model and API key. Test the connection in one click.

Configure scoring thresholds and your own Anthropic or OpenAI API key.

Features

  • Credit risk score (0-100) per customer — from real payment behavior: days-to-pay, % overdue, delinquency, exposure and credit-limit usage.
  • Risk segmentation — your whole portfolio classified Low / Medium / High / Critical, with counts and exposure per segment (thresholds you control).
  • Aging analysis — 0-30 / 31-60 / 61-90 / 90+ buckets, by customer and overall.
  • Recoverability — estimated probability and recoverable amount per customer.
  • Suggested collection action — follow-up, preventive, intensive or review, so you chase the right accounts first.
  • Business KPIs — DSO, portfolio overdue, at-risk exposure, estimated provision (loss), insured exposure and top-5 concentration.
  • Live interactive cockpit — filter by segment, salesperson, zone or insurance and drill down to each customer; not a static report.
  • Alerts & observations — auto-flagged: 90+ days overdue, chronic late payments, low recoverability, credit limit nearly used and more.
  • AI analysis (optional) — Anthropic Claude or OpenAI, your own key; a narrative and recommendation per customer, in your language.
  • Works on any Odoo — computes from standard accounting data and uses the customer's State/Province as the zone; if you track credit insurance on the partner it is picked up automatically. Community and Enterprise.
  • Multilingual — English, Spanish, French, German, Italian and Portuguese (BR).

Perfect for finance, credit and collections teams that need to see real exposure, prioritize collections and justify decisions — not just print an aged balance.

Keywords: credit risk, collections, accounts receivable, AR management, DSO, aging report, dunning, receivables, credit scoring, collection priority, bad debt, provision, portfolio risk, recoverability, days sales outstanding, Claude, GPT, OpenAI, Anthropic, finance, CFO, treasury.

Requires the Accounting/Invoicing app. Works with Odoo Community and Enterprise.

More from the author: Aski — ask your Odoo in natural language by chat or voice, and get real figures from your phone. https://aski.dev

Support: jhonrojas.dev@gmail.com  ·  License: OPL-1

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 1566
Technical Name jjro_credit_risk
LicenseOPL-1
Websitehttps://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

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with