| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1104 |
| Technical Name |
clario_ocr |
| License | OPL-1 |
Clario OCR Accounting Automation for Odoo 17
Automate supplier invoice processing with AI-powered OCR and generate draft vendor bills directly inside Odoo.
Overview
Clario OCR integrates Microsoft Azure Document Intelligence with Odoo 17 to extract structured financial data from invoices and receipts. The module reduces manual data entry, improves accounting accuracy, and accelerates vendor bill processing.
Business Benefits
- Reduce manual accounting workload
- Accelerate invoice processing
- Improve financial accuracy
- Standardize vendor bill creation
Key Features
- Automatic invoice and receipt OCR processing
- Vendor detection and intelligent partner matching
- VAT, subtotal, and total validation logic
- Reference number extraction with fallback handling
- Multi-currency support
- Seamless integration with Odoo 17 Accounting
- Secure Azure API configuration via Settings
How It Works
- Upload an invoice or receipt document.
- The document is securely processed by Azure Document Intelligence.
- Structured financial data is extracted automatically.
- A draft vendor bill is generated inside Odoo.
- The user reviews and confirms the entry.
Installation and Setup Guide
1. Deployment Options Overview
The Clario OCR module requires an Odoo environment that supports third-party modules. Users can deploy the system using either cloud-based hosting (Odoo.sh) or an on-premise installation.
Odoo Online (SaaS version) does not support custom modules and is therefore not compatible with Clario OCR.
2. Option A: Cloud Deployment (Odoo.sh)
Users may deploy Clario OCR using Odoo.sh, which is the official cloud hosting platform for Odoo.
- Managed hosting
- Automatic deployment
- GitHub integration
Installation steps:
- Create an Odoo.sh project
- Link a GitHub repository containing the Clario OCR module
- Deploy the project
- Install the module from the Apps menu
Note: Odoo.sh is a paid service and requires a subscription.
3. Option B: Local Deployment (On Premise, Recommended for Testing)
For development, testing, or cost-effective usage, users can deploy Odoo locally.
Method 1: Docker Setup (Recommended)
This is the recommended approach due to its simplicity and consistency.
Requirements:
- Docker
- Docker Compose
If Docker is not installed, download and install it from:
- https://www.docker.com/products/docker-desktop/
After installation, ensure Docker is running before proceeding.
Steps:
git clone https://github.com/harry-lynnoo/odoo-17-clario-ocr.git
cd odoo-17-clario-ocr
docker-compose up
Open Odoo in your browser:
http://localhost:8069
Create a database and log in to start using the system.
Method 2: Manual Installation (Advanced Users)
Users may also install Odoo manually using Python and PostgreSQL.
Requirements:
- Python (3.x)
- PostgreSQL
- Odoo 17 source code
Steps:
- Install dependencies (Python and PostgreSQL)
- Download Odoo 17 source code
- Configure the odoo.conf file
- Add the Clario OCR module to the addons directory
python odoo-bin
Access Odoo via browser and create a database to begin using the system.
Video Guides
1. Module Installation in Odoo
This video demonstrates how to install the Clario OCR module from the Odoo Apps menu. The process includes searching for the module, installing it, and enabling the OCR features inside the Odoo environment.
- Open the Apps menu in Odoo
- Search for Clario OCR
- Click Install
- The module becomes available in the Accounting workflow
2. Using Clario OCR to Process Invoices
This video shows the complete OCR workflow. Users upload an invoice or receipt, and Clario automatically extracts structured accounting data and generates a draft vendor bill inside Odoo.
- Upload an invoice or receipt
- Clario sends the document to Azure Document Intelligence
- Extracted data is processed and validated
- A draft vendor bill is automatically generated
3. Azure Document Intelligence Setup
This video explains how to create a Microsoft Azure account, provision a Document Intelligence resource, obtain the API endpoint and key, and configure them inside Clario OCR settings in Odoo.
- Create a new account or sign in to the Azure Portal
- Create a Document Intelligence resource
- Copy the API Endpoint and API Key
- Open Odoo -> Settings -> Clario OCR
- Paste the endpoint and key to activate OCR processing
Third-Party Service Requirement
Clario OCR integrates with Microsoft Azure Document Intelligence to perform optical character recognition (OCR) and structured data extraction from invoices and receipts.
To use OCR processing, users must provide their own Azure Document Intelligence API endpoint and key within the Clario OCR settings in Odoo.
Microsoft Azure offers a free tier that includes up to 500 pages of document processing per month, which is sufficient for many small and medium business use cases.
Microsoft Azure is a third-party cloud service. Any usage, billing, or service limitations are managed directly by Microsoft and are not included in the price of this module.
Technical Specifications
- Compatible with Odoo 17
- Built using standard Odoo ORM architecture
- No hardcoded credentials
- Multi-company compatible
- Fully uninstallable without database corruption
Support
For technical support or inquiries, please contact:
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.
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