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  1. APPS
  2. Documents
  3. CODEerts AI Document OCR | Invoice & Bill Data Extraction | Odoo Document Scanner & Data Capture | Auto-Create Records from PDFs v 18.0
  4. Sales Conditions FAQ

CODEerts AI Document OCR | Invoice & Bill Data Extraction | Odoo Document Scanner & Data Capture | Auto-Create Records from PDFs

by CODEerts https://www.codeerts.com
Odoo

$ย 287.99

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 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 Discuss (mail)
Community Apps Dependencies Show
Odoo Document Management System (DMS) | Advanced DMS File Manager | Document Portal & Secure Share Links | Folder Access Control | Document Content Search
Lines of code 3373
Technical Name codeerts_dms_ocr
LicenseOPL-1
Websitehttps://www.codeerts.com
Versions 17.0 18.0 19.0
  • Description
  • Manifest
  • License
CODEerts  ยท  Odoo 18

AI Document OCR and Data Extraction

Read invoices, bills and any document,
then create the matching Odoo record automatically.

A free template engine reads known layouts at no cost. An optional AI engine, using your own key, reads scans and photos and maps the fields for you. Header and line items, reviewed before anything is created.

Free Template EngineAI Engine (Your Key)Reads Scans & PhotosAutomatic Field MappingHeader & Line ItemsReview Before CreateSave as TemplateAuto-Extract on UploadEmail to FolderCost EstimateAny Odoo ModelCommunity Friendly
Free + AI
Two Engines
Any Model
Anthropic / OpenAI
PDF / Scan
And Photos
Any Model
Target Record
v18
Compatible

What this module does

AI Document OCR and Data Extraction reads your documents and turns them into Odoo records. Point a folder at any target model, drop in a PDF, scan or photo, and the fields are read out and mapped onto the record, ready for one-click creation after a quick review.

Two engines work together. A free local template engine recognises a known layout by its keywords and pulls values with anchor or regex rules at no per-document cost. An optional AI engine, using your own Anthropic or OpenAI key, reads documents with no text layer and maps their fields automatically. It extracts header values and line items, and never creates anything without showing you the values first.

The data-entry problem every finance team knows

Retyping the same documents

Vendor bills, invoices and forms arrive every day and someone keys the vendor, dates, totals and every line by hand.

OCR add-ons that cost per page

Paid recognition services and IAP credits add up fast, and you never quite know what a busy month will cost.

Scans and photos nothing can read

A phone photo of an invoice has no text layer, so a plain search or import cannot pull a single field from it.

๐Ÿ”
Free for known layouts

Save one document as a template and every future document with that layout is read by the local engine at no cost.

๐Ÿค–
AI for the awkward ones

Scans, photos and unknown layouts go to an AI you control, with your own key, and the fields map themselves.

โœ…
You review, then create

Every value is shown for review first. Fix anything, then create the record with a single click.

Everything in the box

๐Ÿ—‚๏ธ Folder-Wise Field Mapping

Give each folder an extraction profile that targets any Odoo model, so bills, receipts and forms each land in the right place.

๐Ÿ†“ Free Local Template Engine

Match a layout by its keywords and pull values with anchor or regex rules. No external service, no per-page fee.

๐Ÿค– Bring-Your-Own-Key AI

Anthropic and OpenAI are ready out of the box, with a pluggable layer for Google Gemini, Azure OpenAI and Ollama.

๐Ÿ“ท Vision for Scans and Photos

When a document has no text layer, the AI engine reads it as an image, so scans and phone photos are extracted too.

๐Ÿงฉ Automatic Field Mapping

The AI is guided to the target model's own writable fields, so mapping happens on its own. List specific fields when you want control.

๐Ÿ“‹ Header and Line Items

Extract the record fields and the table rows together, so an invoice arrives with its line items intact.

๐Ÿ’พ Save as Template

Turn one AI result into a reusable local template. It learns the keywords, the field anchors and the line-item rules for free replay.

๐Ÿ‘€ Review Before Create

See every value with its source, edit what you want, and only then create the record. Nothing is posted behind your back.

๐Ÿ“ง Auto-Extract and Email to Folder

A document dropped in a folder, or emailed to its alias, is read the moment it arrives and staged for review.

๐Ÿ›ก๏ธ Guarded Auto-Create

Automatic record creation only runs for a real signed-in user with create rights, so an emailed document can never bypass access control.

๐Ÿ’ฐ Cost Estimate and Page Guard

See an estimated cost per AI call, and cap how many pages of a document ever go to the AI in one go.

๐Ÿ”‘ Your Key Stays With You

The API key is stored on your own database and sent only to the provider you choose. A Test Connection button checks it in one click.

How it works

1
Point a folder at a model

On any folder, set an extraction profile: the target Odoo model, an optional AI provider and the fields you care about.

2
Drop in a document

Upload a PDF, scan or photo, or email it to the folder alias. A known layout is read for free; anything else goes to the AI.

3
Review the mapped fields

The header values and line items appear mapped to the model fields, each marked resolved or needing a look. Fix anything you want.

4
Create the record

One click builds the vendor bill, invoice or any target record, lines and all, using your own access rights.

5
Save it as a template

Turn that first AI result into a reusable template, so the next document from the same sender is read by the free engine.

Screenshots

See it in action, from a read document to a reusable template.

STEP 1 OF 5 - The AI read an invoice and mapped every field

The AI read an invoice and mapped every header and line field for review

STEP 2 OF 5 - Every document, its engine and the record it created

The extractions list showing each document, its engine and the record it created

STEP 3 OF 5 - Bring your own key and test the connection

An AI provider configured with your own key and a Test Connection button

STEP 4 OF 5 - Pick any model from Anthropic, OpenAI or Google Gemini

The pluggable AI model catalog across Anthropic, OpenAI and Google Gemini

STEP 5 OF 5 - Save one AI result as a reusable template

A learned template with keywords, exclusions and field mapping for free replay

Technical information

Version
18.0
License
OPL-1
Editions
Community & Enterprise
Dependencies
CODEerts DMS

Technical name: codeerts_dms_ocr  ยท  Builds on CODEerts Advanced Document Management System. The free local engine needs no external service; the AI engine uses your own provider key and requires no OCR credits.

Frequently asked questions

How do I extract data from invoices and PDFs into Odoo records?

Set an extraction profile on a folder, choose the target model, and drop in a document. The module reads the fields and maps them to the record, then shows a review screen where you confirm and create it. Repeat layouts can be saved as a free local template so future documents are read at no cost.

Do I need another app for this to work?

Yes. This app extends the CODEerts Document Management System, which provides the folders, documents and access control it reads from. Install that app first. It is sold separately on this store, and Odoo asks for it automatically when you install this one.

Do I need a paid OCR service or IAP credits?

No. The local template engine reads documents that have a text layer for free, with no external service. For scans, photos or unknown layouts you can turn on the AI engine using your own Anthropic or OpenAI key, so you pay your provider directly and nothing goes through a middleman.

Can it read scanned documents and photos, not just text PDFs?

Yes. When a document has no text layer, the AI engine reads it as an image, so scans and phone photos of invoices and forms are extracted too.

Do I have to map every field by hand?

No. The AI engine is guided to the target model's own writable fields, so mapping is automatic. If you prefer control, you can list exactly which fields it should fill, folder by folder.

Is it safe to let emailed documents create records automatically?

Yes. Emailed documents are always staged for review, and automatic record creation only runs for a real signed-in user who holds create rights on the target model, so an anonymous email can never bypass your access control.

Which AI providers and Odoo versions are supported?

Anthropic and OpenAI are ready out of the box, with a pluggable layer for Google Gemini, Azure OpenAI and self-hosted Ollama. Use the version selector at the top of this page to pick your Odoo release; it works on both Community and Enterprise.

The team behind this module

About CODEerts

Full-Service Odoo ERP Agency  ยท  Solutions That Scale

Every module in our store is built from real client work, tested in production and maintained long-term by a team of Odoo certified consultants. When you need more than an app, we deliver the full solution.

๐Ÿ—๏ธ Implementation

Full Odoo roll-outs from requirements to go-live, across any industry and company size.

๐Ÿงฉ Custom Development

Bespoke modules, OWL components and business logic built precisely to your workflow.

๐Ÿ”„ Migrations

Zero-data-loss upgrades from older Odoo versions with full custom module porting.

Odoo
Certified
6+
Years
50+
Projects
10+
Industries
CODEERTS APPS

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See every CODEerts app on the Odoo Apps Store.

Need Help?

Questions, customization requests, or bug reports. We respond fast.

Email Us
Support

CODEerts  ยท  Response within 1-2 business days

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies Show
Odoo Document Management System (DMS) | Advanced DMS File Manager | Document Portal & Secure Share Links | Folder Access Control | Document Content Search
Lines of code 3373
Technical Name codeerts_dms_ocr
LicenseOPL-1
Websitehttps://www.codeerts.com
Odoo Proprietary License v1.0

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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
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LGPL, MIT, or proprietary licenses similar to this one).

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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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