| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3202 |
| Technical Name |
eh_ai_account |
| License | OPL-1 |
| Website | https://erpheritage.com.au |
| Versions | 16.0 17.0 18.0 19.0 |
AI for Accounting
Enable AI agents to answer accounting questions by giving them tools to look up customer balances.
Why this module
AI for Accounting
get_customer_balance Tool
Agents search your partner database by customer name and retrieve the outstanding receivable balance in a single call. Fuzzy matching handles partial names gracefully.
Accounting Topic Included
Pre-configured agent topic primes the LLM to handle accounting queries professionally, format amounts with two decimals, and use the balance tool only when appropriate.
Built on EH AI Agents Engine
Inherits all engine capabilities: multi-turn conversation, role-based access control, usage logging, budget tracking, and support for any OpenAI-compatible LLM endpoint.
Day in the life
Handling a Customer Inquiry
A sales agent asks the AI: 'How much does Zeta Industries owe us?' The agent invokes get_customer_balance with the customer name. The tool searches the res.partner table, finds the match, and returns their credit balance. The Accounting topic context ensures the agent reports the amount clearly with proper decimal formatting, then the sales agent has the answer without leaving Odoo.
Edge cases
The cases most modules quietly ignore.
In the shipped code today, each one a place where a cheaper module silently does the wrong thing.
If a customer name search finds no matching partner, the tool returns a clear 'No customer found' message rather than an error, allowing the agent to prompt for clarification.
The tool uses case-insensitive partial matching (ilike), so agents can look up 'Zeta' and find 'Zeta Industries' without exact spelling.
Customers with no outstanding receivables return a balance of 0.00 with proper decimal formatting, so the agent reports solvency clearly.
What is inside
Built to do the job, end to end.
- Tool Schema. get_customer_balance accepts a single required parameter: customer_name (string). The agent provides the customer name; the tool returns a human-readable balance string.
- Database Integration. The tool queries the res.partner model directly, reading the 'credit' field (standard Odoo receivable balance). No intermediate models or custom fields required.
- Agent Instructions. The Accounting topic includes explicit instructions telling agents to 'use get_customer_balance to look up what a customer owes' and to 'always state amounts clearly with two decimals'.
Honest about the edges
What this does not do, so nothing surprises you.
- Does not generate invoices, payments, or accounting entries.
- Does not support payable balances (vendor credit), only customer receivables via the credit field.
- Does not filter by company, date range, or invoice status, returns the full outstanding balance.
- Does not integrate with external accounting systems or APIs.
- Requires the base account module and eh_ai Agents Engine to function.
AI agents, customer balance, receivables lookup, accounting automation, agent tools, LLM integration, Odoo AI, bring-your-own-key
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