AI Bill Digitization
Adds a "Digitize with AI" button to draft vendor bills. It reads the attached PDF or image with Claude, extracts the vendor, dates, reference and line items, and pre-fills the bill — leaving it in draft for you to review and post. It never posts on its own.
Adds a "Digitize with AI" button to draft vendor bills. It reads the attached PDF or image with Claude, extracts the vendor, dates, reference and line items, and pre-fills the bill — leaving it in draft for you to review and post. It never posts on its own. Built on top of the AI Assistant (Claude) module, which it depends on and which provides the Anthropic connection and consent settings.
Data transmission & privacy (please read)
This module sends data to an external service. Digitizing a bill uploads the full attached document (PDF/image) to Anthropic's API (api.anthropic.com) for processing by Claude.
- Nothing is sent until an administrator explicitly opts in under Settings → AI (provided by the AI Assistant module). Before that opt-in, no data leaves your Odoo instance.
- Privacy policy: https://www.anthropic.com/legal/privacy
- You use your own Anthropic API key; ETS does not proxy or store your documents.
Because the entire attachment is transmitted, review the privacy policy and your own data-handling obligations — vendor bills often contain third-party and financial details — before opting in.
Features
- "Digitize with AI" button on draft vendor bills (
in_invoice/in_refund). - Extracts vendor, invoice/due dates, reference and line items from the attached PDF or image.
- Pre-fills the bill's header and lines, then leaves it in draft for human review — never auto-posts.
- Reuses the AI Assistant module's provider, API key and consent gate — no separate configuration.
Configuration
1. Install the module (depends on AI Assistant (Claude) and account). 2. Complete the AI Assistant setup: opt in to external transmission under Settings → AI and configure your Anthropic API key. 3. Open a draft vendor bill with a PDF/image attachment and click Digitize with AI.
Limitations
- Runs only on a draft vendor bill (
in_invoice/in_refund) that has a PDF or image attachment; otherwise it raises a clear error. - Overwrites the bill's line items and header fields from the document — intended for draft bills you're about to review.
- Extraction quality depends on the document and the Anthropic model; always review before posting.
- Requires the AI Assistant module, its opt-in, and an outbound connection to
api.anthropic.com.
Tests
4 automated tests covering the draft/attachment guards and the digitize flow.
Screenshots: TODO (capture from staging).
Built and maintained by ETS.inc — support via the address on this listing.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3109 |
| Technical Name |
ets_ai_account |
| 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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