$ 120.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 3348 |
| Technical Name |
scs_invoice_ai_ocr |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 3348 |
| Technical Name |
scs_invoice_ai_ocr |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
OCR AI - Invoices & Bills
AI Invoice OCR: Claude, GPT-4o, Gemini & Groq. Auto-extract vendor bills & customer invoices from PDF/image. Duplicate detection. PO matching. Live dashboard. India GST ready.
Features
Screenshots
User Guide
FAQs
Highlighted Features
Multi-provider AI
Switch between Claude, GPT-4o, Gemini, and Groq from one settings screen. No code change needed — just pick your provider and API key.
Dynamic model management
Models are stored as database records, not hardcoded. Add, deactivate, or swap AI models directly from the UI — zero code, zero restart.
Smart retry on low confidence
When AI confidence drops below your threshold, the module automatically re-extracts using a more focused prompt — up to 2 attempts before flagging for review.
Auto-confirm by confidence
Invoices that exceed your confidence threshold are confirmed automatically. Lower-confidence results show a review dialog so nothing slips through unchecked.
Correction learning
User corrections to partner names and product mappings are remembered and applied automatically on the next import, reducing manual work over time.
Bulk PDF processing
Upload multiple invoice PDFs at once. The module converts each page to images at configurable DPI and sends them to the AI in a single batch.
OCR audit log
Every extraction is logged with provider, model, confidence scores, token usage, and processing time — giving full traceability for every imported invoice.
Indian GST-ready extraction
Automatically extracts GSTIN, HSN/SAC codes, IRN, e-way bill number, and CGST/SGST/IGST splits from Indian invoices and bills.
Detailed Features
OCR dashboard and full audit trail
A live dashboard under the Accounting menu shows KPI tiles, provider breakdown, and a recent imports table. Every extraction stores the raw AI JSON, confidence scores, token usage, and processing time — giving complete traceability on every invoice.
3-step wizard — Upload → Review → Done
A guided wizard walks through every import. Confidence scores are shown with colour-coded badges (High/Medium/Low). All extracted fields are editable before the invoice is created, organised across tabs: Header, Partner, Lines, India GST, and Raw JSON.
Smart retry on low confidence
When the AI confidence score falls below your threshold, the module automatically re-sends the invoice using an enhanced forensic prompt — up to 2 fully automatic retry attempts. No manual intervention needed for poor-quality scans or handwritten bills.
Duplicate invoice detection
Catches duplicate bills before they cause costly double payments. Runs both exact matching (same reference and partner) and fuzzy matching (amount within ±1%, date within ±7 days) on every import, blocking duplicates silently.
Bulk ZIP upload
Upload a single ZIP file containing multiple PDFs and process them all in one click. Each PDF is individually converted to images at your configured DPI, sent to the AI, and imported as a separate invoice — no need to upload files one by one.
India GST compliance
Extracts GSTIN (supplier and recipient), HSN/SAC code per line item, IRN (e-Invoice Reference Number), e-Way Bill number, place of supply state code, and full CGST/SGST/IGST tax splits.
Purchase order auto-matching
Automatically links extracted vendor bills to confirmed Purchase Orders in Odoo — matching by exact PO name, vendor reference, or fuzzy amount. Eliminates manual PO lookup after every import and keeps the 3-way match intact.
Screenshots
AI Invoice OCR — Menu Navigation & Configuration
Navigate to:
Accounting → AI Invoice OCR
This menu provides quick access to all OCR-related features, including invoice import, dashboard, logs, and configuration.
AI Invoice OCR — General Settings Panel
The General Settings panel provides complete control over how invoice data is extracted and processed.
Choose the AI model provider used for invoice data extraction:
- Claude (Anthropic)
- Gemini (Google)
- Groq (LLaMA)
- GPT-4o (OpenAI)
API Key & Model Configuration
- Enter the API key for the selected provider
- Select the Model Quality Tier (e.g., Economy, Standard, High Accuracy)
- Ensures flexibility between cost and extraction accuracy
Behavior Configuration
Fine-tune how the OCR system behaves:
-
Auto-Confirm Threshold (%)
Automatically validates invoices when confidence exceeds the defined threshold -
Max Pages per PDF
Limits the number of pages processed per document -
DPI for PDF Conversion
Controls image quality during PDF-to-image conversion -
Default Document Type
Defines the default document created (e.g., Vendor Bill)
Automation & Intelligence Features
-
Auto-Confirm Invoice after Import
Automatically confirms invoices based on confidence score -
Correction Learning
Learns from manual corrections to improve future extraction accuracy -
Smart Retry on Low Confidence
Automatically retries extraction using fallback strategies when confidence is low -
Retry Threshold (%)
Defines when the system should trigger a retry
OCR AI Models
OCR Dashboard
OCR Dashboard
Provides an overview of:
- Processed invoices
- Validation status
- Extraction performance
Import Invoice via AI OCR
Upload Invoice:-
Upload a single invoice (PDF, PNG, JPG), select the document type (Vendor Bill or Customer Invoice), and optionally link to an existing record. A “How It Works” panel explains AI capabilities, including support for scanned and handwritten invoices.
Document Type Selection
Choose the appropriate document type before starting AI extraction to ensure correct processing and accounting flow.
AI Extraction Summary:-
After processing, the system displays extracted invoice data with confidence scores (Overall, Partner, Amounts, Dates) and key fields like Invoice Number, Dates, Currency, Payment Terms, and PO Reference. High-confidence invoices are ready for quick confirmation.
Partner Matching:-
Automatically matches the vendor/customer with existing Odoo records. Users can create a new partner if no match is found.
Invoice Line Items:-
Displays extracted line items with details such as description, tax codes, pricing, and totals. All fields remain editable before final confirmation.
Review & Edit:-
Users can validate and modify extracted data to ensure accuracy before creating the invoice.
Success Confirmation:-
Once saved, the invoice is created as a draft with a confirmation message and a quick link to open it directly in Odoo.
Bulk Import (ZIP)
Bulk Import — Upload ZIP Archive:-
Upload a ZIP file containing multiple invoices (PDF, PNG, JPG, JPEG, WEBP). Each file is processed individually by AI, and draft invoices are created automatically.
Bulk Import — Ready to Process:-
After selecting the ZIP file, users can review details and click “Process All Files” to start AI extraction for all documents.
Bulk Import — API Cost Confirmation:-
Displays a confirmation dialog informing users that each file will trigger AI API calls and incur provider-based costs. User confirmation is required to proceed.
Bulk Import — Processing Results:-
Shows a summary of completed processing with success and failure counts. Each file is listed with its draft status, allowing users to open and review invoices.
Handwritten Invoice
OCR Import Logs
Tracks:
- Extraction history
- Confidence scores
- Errors and retries
- Audit trail for compliance
User Guide
1. Introduction
The AI Invoice OCR module automates invoice data extraction using advanced AI providers such as Claude, GPT-4o, Gemini, and Groq. It supports PDF, scanned, digital, and handwritten invoices, reducing manual data entry and improving accuracy.
2. Key Features
- Multi-provider AI support (Claude, GPT-4o, Gemini, Groq)
- Automatic invoice data extraction
- Confidence-based validation
- Smart retry on low confidence
- Correction learning for continuous improvement
- Bulk invoice processing (ZIP upload)
- OCR audit logs and tracking
- Editable extracted data before confirmation
3. Installation
3.1 Python Dependencies
Install only the required packages based on your selected AI provider:
pip install anthropic # Claude
pip install openai # GPT-4o
pip install google-genai # Gemini
pip install groq # Groq (LLaMA)
pip install pdf2image # PDF to image conversion
pip install Pillow # Image processing
⚠️ Note:
- Install poppler-utils on your OS for PDF processing
- Only install the provider(s) you plan to use
4. Configuration
Navigate to:
Accounting → Configuration → Settings → AI Invoice OCR
4.1 Basic Setup
- Select your AI Provider
- Enter your API Key
-
Choose Model Quality:
4.2 Advanced Settings
-
Auto-Confirm Threshold (%)
Automatically confirms invoices above a confidence level -
Max Pages per PDF
Limits document size -
DPI for PDF Conversion
Controls image clarity -
Default Document Type
Vendor Bill or Customer Invoice
4.3 Smart Features
- Enable Smart Retry on Low Confidence
- Set Retry Threshold (%)
- Enable Correction Learning
5. Using AI Invoice OCR
5.1 Import Single Invoice
Navigate to:
Accounting → AI Invoice OCR → Import Invoice
Steps:
- Upload invoice file (PDF, PNG, JPG)
- Select Document Type
- (Optional) Link existing invoice
- Click Process with AI
5.1.1 Review Extracted Data
After processing:
- View confidence scores (Overall, Partner, Amounts, Dates)
-
Check extracted fields:
- Invoice Number
- Dates
- Currency
- Payment Terms
- PO Reference
5.1.2 Partner Matching
- System auto-matches vendor/customer
- Option to create new partner if not found
5.1.3 Invoice Lines
- Review extracted line items
-
Fields include:
- Description
- Quantity
- Price
- Taxes
✅ All fields are editable before confirmation
5.1.4 Confirm Invoice
- Click Save to create draft invoice
- Open invoice for final validation
5.2 Bulk Import (ZIP Upload)
Navigate to:
Accounting → AI Invoice OCR → Bulk Import
Steps:
- Upload ZIP file containing invoices
- Select Document Type
- Click Process All Files
5.2.1 Cost Confirmation
- System shows API usage warning
- Confirm to proceed with processing
5.2.2 Processing Results
-
View summary:
- Successful imports
- Failed imports
- Open individual draft invoices
5.2.3 Review Draft Bills
Each invoice includes:
- Vendor details
- GST/VAT info
- Invoice references
- Extracted amounts
6. OCR Logs & Audit
Navigate to:
Accounting → AI Invoice OCR → Logs
Track:
- Extraction history
- Confidence scores
- Errors and retries
- Processing timestamps
FAQ
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No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
Yes, the module is fully compatible with Odoo Community and Enterprise editions.
You will get 30 Days of free support on any doubts, queries, bug fixing, or any issue related to this addon.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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