| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 708 |
| Technical Name |
cons_ai_close_copilot |
| License | OPL-1 |
| Website | https://kabranov.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 708 |
| Technical Name |
cons_ai_close_copilot |
| License | OPL-1 |
| Website | https://kabranov.com |
Close your books in hours, not days
The Close Copilot runs an automated battery of accounting checks for every close period, flags anomalies, computes a close-readiness score and writes your close memo with AI — like the intelligent close dashboards of big-ticket ERPs, natively in Odoo.
8 automated close checks
Draft entries & invoices, unreconciled bank lines, suspense balances, missing recurring bills, duplicate vendor bills, statistical outliers, lock dates — one click, every period.
Close-readiness score
A severity-weighted 0–100% score tells you exactly how far you are from a clean close. Critical failures block closing — advisors can force with a reason.
AI close memo
One click writes a controller-grade close summary: P&L movements, open issues with their financial statement impact, recommended adjustments.
Run the checks. See what blocks your close.
Every check shows severity, affected record count and a one-line explanation. Click View to jump straight to the offending records and fix them.
Let the AI write your close memo
The AI is grounded strictly in your figures: P&L vs. previous period, open receivables and payables, and the live check results. No invented numbers, ever.
Result. Net income of €48,210, up 8.4% on February, driven by a €31k revenue increase in product sales while operating expenses stayed flat.
Attention. Marketing expense is 2.1× its six-month average; one vendor bill (€4,800) is flagged as a potential duplicate — verify before payment.
Recommended adjustments. Accrue the two missing recurring vendor bills (≈ €3,150) and post the three draft bills before locking the period.
Bring your own AI key — free tier supported
Choose Google Gemini (free tier available) or Anthropic Claude, paste your API key, pick a model, test the connection. Only aggregated figures are sent to the provider you choose — your data stays on your server.
What gets checked
| Check | Why it matters |
|---|---|
| Draft journal entries | Unposted entries dated inside the period distort the result |
| Draft invoices & vendor bills | Revenue and expenses are understated until posted |
| Unreconciled bank lines | Cash per books must match the bank before closing |
| Suspense account balance | Receipts parked in suspense are not fully booked |
| Missing recurring vendor bills | Vendors billed every prior month but not this one → missing accrual |
| Duplicate vendor bills | Same vendor + same reference twice → don't pay twice |
| Unusual account activity | Statistical outliers vs. each account's own 6-month history |
| Lock dates | Nobody should post into a closed period |
FAQ
Does my accounting data leave my server?
Only the aggregated figures shown in the AI context (P&L totals, check results) are sent to the AI provider you configure. Individual journal entries never leave Odoo, and the checks themselves run 100% locally.
Do I need Odoo Enterprise?
No. The module runs on Odoo 19 Community and Enterprise. It only depends on the standard Accounting and Mail modules.
What does the AI cost?
You bring your own API key. Google Gemini offers a free tier that is more than enough for monthly closes; Anthropic Claude is pay-per-use (a close memo costs fractions of a cent).
Multi-company?
Yes — each close cycle belongs to a company, and all checks respect it.
Pairs perfectly with the AI AR Collections Agent
Both modules share one AI configuration — paste your API key once.
Author & support: Riste Kabranov • Odoo 19 • License: OPL-1
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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