AI-Powered Extraction

• Multi-Provider Support: OpenAI GPT-4 Vision, Claude 3.5 Sonnet, Azure Document Intelligence, Google Cloud Vision
• Intelligent Field Detection: Automatic extraction of vendor info, invoice numbers, dates, amounts, line items, and taxes
• Confidence Scoring: AI provides confidence levels for each extracted field
• Template-Based Extraction: Customizable extraction templates for different invoice types
• Real-Time Processing: Extract invoice data in seconds with detailed processing logs

Automated Workflow

• Confidence-Based Routing: Auto-process high-confidence invoices, flag uncertain data for review
• Queue Management: Priority-based processing with automatic retry mechanisms
• Email-to-Invoice: Automatically process invoices received via email attachments
• Workflow Engine: Configurable rules for routing based on confidence scores and document types
• Batch Processing: Handle multiple invoices simultaneously

Vendor Enrichment

• Auto-Create Vendors: AI creates new vendor records from extracted data
• Vendor Matching: Smart matching to existing vendors using AI confidence scoring
• Field Updates: Propose updates to existing vendor records with review workflow
• Data Validation: Review AI-detected vendor information before applying changes

Accounting Integration

• Default Journals: Configure default purchase journals for AI-created invoices
• Expense Accounts: Set default expense accounts for line items
• Smart Notifications: Email alerts for processing completion, failures, or low confidence
• Invoice Creation: Automatically create draft vendor bills in Odoo Accounting

Cost Management

• API Cost Tracking: Monitor AI processing costs by provider, document, and time period
• Rate Limiting: Built-in API rate limiting to control costs and comply with provider limits
• Provider Statistics: Track success rates, response times, and API usage per provider
• Cost Analytics Dashboard: Visualize AI spending trends and optimize provider selection

System Requirements

• Odoo 19.0 Enterprise Edition with Account Accountant module
• Python 3.11 or higher
• AI Provider Account (at least one):
  • OpenAI API key (GPT-4 Vision)
  • Anthropic API key (Claude 3.5)
  • Azure subscription (Document Intelligence)
  • Google Cloud project (Vision API)

Python Dependencies

The module requires the following Python packages (automatically declared in manifest):

• openai - OpenAI GPT-4 Vision API
• anthropic - Claude 3.5 API
• azure-ai-formrecognizer - Azure Document Intelligence
• azure-ai-textanalytics - Azure Text Analytics
• cryptography - Encrypted credential storage
• bleach - HTML sanitization
• Pillow - Image processing
• PyMuPDF - PDF processing
• psutil - System monitoring

Step 1: Install Python Dependencies

Install the required Python packages:

pip install openai anthropic azure-ai-formrecognizer azure-ai-textanalytics cryptography bleach Pillow PyMuPDF psutil

Step 2: Install Module in Odoo

1. Download Invoice Pro from the Odoo App Store
2. Navigate to Apps in Odoo
3. Click Update Apps List
4. Search for "Invoice Pro"
5. Click Install

The module will automatically install with Account and Account Accountant modules as dependencies.

Step 3: Obtain AI Provider Credentials

OpenAI (GPT-4 Vision):

1. Sign up at https://platform.openai.com
2. Navigate to API Keys
3. Create new secret key
4. Copy the API key (starts with sk-)

Anthropic (Claude 3.5):

1. Sign up at https://console.anthropic.com
2. Navigate to API Keys
3. Create new API key
4. Copy the API key (starts with sk-ant-)

Azure Document Intelligence:

1. Create Azure account at https://portal.azure.com
2. Create "Document Intelligence" resource
3. Record the endpoint URL and API key
4. Note your Azure region

Google Cloud Vision:

1. Create project at https://console.cloud.google.com
2. Enable Cloud Vision API
3. Create service account and download JSON key file
4. Upload JSON key to Odoo file system

Step 1: Configure AI Provider

1. In Odoo, go to Settings → Invoice Pro → AI Providers
2. Click Create and fill in:
   • Provider Name: Descriptive name (e.g., "OpenAI GPT-4")
   • Provider Type: Select your AI provider
   • API Key or Endpoint: Provider credentials
   • Priority: Higher numbers process first (default: 10)
   • Active: Enable the provider
3. Click Test Connection to verify credentials
4. Click Save

Step 2: Configure Accounting Integration

1. Go to Settings → Invoice Pro → Accounting Integration
2. Configure:
   • Default Purchase Journal: Journal for AI-created vendor bills
   • Default Expense Account: Fallback account when line items lack specific accounts
   • Email Notifications: Enable processing status notifications
   • Notification Recipients: Email addresses for alerts
3. Enable Email-to-Invoice Processing (optional):
   • Automatically extracts PDF/image attachments from incoming emails
   • Creates InvoicePro documents and queues them for AI processing
   • Auto-creates vendor partners from sender email addresses
   • Validates file types and sizes before processing
4. Click Save

Step 3: Review Extraction Templates

Default templates are provided for common invoice types:

1. Go to Settings → Invoice Pro → Extraction Templates
2. Review templates for:
   • Vendor Invoices
   • Credit Notes
   • Purchase Orders
   • Receipts
3. Customize field mappings if needed
4. Create new templates for specialized document types

Step 4: Process Your First Invoice

1. Go to Accounting → Invoice Pro → Documents
2. Click Create or Upload
3. Attach an invoice PDF or image file
4. Click Process with AI
5. Select your AI provider (or use default)
6. Monitor the AI Processing tab for real-time extraction
7. Review extracted data and confidence scores
8. Click Create Invoice to generate draft vendor bill

AI Processing Workflow

Upload and Queue:

1. Invoice documents are uploaded via UI or email
2. Documents are automatically queued for processing
3. Queue prioritizes based on document type and configuration

AI Extraction:

1. Selected AI provider receives the document
2. Provider extracts structured data:
   • Invoice number and date
   • Vendor name and details
   • Due date and payment terms
   • Line items with descriptions, quantities, unit prices
   • Tax amounts and totals
   • Currency information
3. Each field includes confidence score (0-100%)
4. Processing logs show AI reasoning and field extraction

Confidence-Based Routing:

• High Confidence (>90%): Automatically approve for invoice creation
• Medium Confidence (70-90%): Flag for manual review
• Low Confidence (<70%): Require user validation

Manual Review:

1. Review Dashboard shows documents needing attention
2. Users can validate, correct, or reject extracted data
3. Side-by-side view of source document and extracted data
4. One-click approval for accurate extractions

Vendor Enrichment Workflow

When AI processes an invoice:

New Vendor Detection:

1. AI extracts vendor information (name, address, VAT, contact details)
2. System searches for matching existing vendors
3. If no match found with high confidence:
   • Creates new vendor record with AI-extracted data
   • Flags vendor for review if confidence is low
   • Logs creation in vendor enrichment log

Vendor Matching:

1. AI extracts vendor details from invoice
2. System compares to existing vendor database:
   • Exact name match (100% confidence)
   • Fuzzy name matching (70-99% confidence)
   • VAT number matching (90-100% confidence)
   • Address similarity scoring
3. High-confidence matches auto-link to invoice
4. Low-confidence matches require manual vendor selection

Vendor Field Updates:

1. AI detects differences between invoice data and vendor record
2. Proposes updates for fields like:
   • Address changes
   • Contact information
   • VAT number updates
   • Payment terms
3. Updates with >90% confidence auto-apply to empty fields
4. Updates to existing fields require user approval
5. "AI Review" tab on vendor form shows pending updates

Email-to-Invoice Processing

When enabled, the system automatically processes invoice emails:

Automated Flow:

1. Incoming email arrives at configured address
2. System extracts PDF/image attachments
3. Validates file type (PDF, JPEG, PNG) and size (<10 MB)
4. Creates InvoicePro document for each attachment
5. Auto-creates vendor partner from sender email
6. Queues document for AI processing
7. Sends confirmation email to sender when processing completes

Configuration:

1. Go to Settings → Invoice Pro → Email-to-Invoice Processing
2. Enable Automated Email Invoice Import
3. Configure:
   • Which email addresses trigger automatic processing
   • File size and type validation rules
   • Whether to send confirmation emails
   • Auto-create vendor behavior

Processing Dashboard

The dashboard provides real-time monitoring of AI processing:

Key Metrics:

• Total documents processed
• Success rate by provider
• Average processing time
• Total AI API costs
• Documents awaiting review

Activity Log:

• Detailed processing history
• Error messages with stack traces
• Filter by date, provider, or status
• Export logs for analysis

Provider Statistics:

• Health status per provider
• Success rates and response times
• API cost tracking
• Usage trends over time

Authentication Issues

Error: "Invalid API key"

• Verify the API key in AI Provider configuration
• Ensure you copied the full key including prefix (sk- for OpenAI, sk-ant- for Anthropic)
• Check if the key has expired or been revoked
• Test connection using the Test Connection button

Error: "Insufficient credits" (OpenAI)

• Check your OpenAI account billing status
• Add credits or update payment method
• Monitor usage at https://platform.openai.com/usage

Processing Issues

AI extraction returns empty results

1. Check the document quality:
   • Ensure PDF is not password-protected
   • Verify images are not too low resolution (<300 DPI recommended)
   • Check if document is in a supported language
2. Review processing logs in the AI Processing tab
3. Try a different AI provider
4. Check extraction template matches document type

Low confidence scores

• Use a different AI provider (Claude and GPT-4 Vision typically perform better on complex invoices)
• Improve document quality (rescan at higher resolution)
• Create custom extraction template for this invoice format
• Manually validate and save - system learns from corrections

Processing timeout

• Check network connectivity to AI provider
• Verify API rate limits haven't been exceeded
• Reduce document file size
• Try processing during off-peak hours

Vendor Matching Issues

Wrong vendor matched to invoice

1. Go to the vendor record
2. Click the AI Review tab
3. Review the confidence score for the match
4. Manually select the correct vendor
5. Save - this improves future matching

Duplicate vendors created

• Use the Vendor Merge feature in Odoo Contacts
• Improve vendor matching by adding VAT numbers to vendor records
• Review AI confidence thresholds in Settings
• Consider using stricter matching rules

Invoice Creation Issues

Error: "Missing default journal"

• Go to Settings → Invoice Pro → Accounting Integration
• Set a default purchase journal
• Save and retry invoice creation

Wrong expense account assigned

• Configure default expense account in Settings
• Create custom extraction template with account mapping
• Update product categories with correct expense accounts

API Cost Management

Unexpected high costs

• Review API usage in Provider Statistics
• Check if multiple providers are being used unnecessarily
• Implement rate limiting in provider configuration
• Consider using Azure or Google Vision for high-volume processing (often lower cost)
• Filter out low-quality or non-invoice documents before processing

Rate limit exceeded

• Reduce automatic processing frequency
• Spread processing across multiple providers
• Implement queue priority to process critical invoices first
• Contact provider to increase rate limits

For Developers

Key Models:

• invoice_pro.document - Main document model with AI processing
• invoice_pro.ai.provider - AI provider configuration
• invoice_pro.extraction.template - Extraction templates
• invoice_pro.queue - Processing queue management
• invoice_pro.field.change - Vendor field update tracking
• invoice_pro.audit.log - Complete audit trail

Key Methods:

# Trigger AI processing
document.action_process_with_ai(provider_id=None)

# Create invoice from extracted data
document.action_create_invoice()

# Get extraction results
extraction_data = document.extraction_data

# Manual field correction
document.update_extracted_field('invoice_number', 'INV-2025-001')

# Vendor matching
vendor = document._match_vendor(extracted_name, extracted_vat)

AI Provider Integration:

The module uses provider-specific services in services/providers/:

# Get provider service
from odoo.addons.invoice_pro.services.ai_service_factory import AIServiceFactory

service = AIServiceFactory.get_service(provider)

# Process document
result = service.extract_invoice_data(document_binary, template)

# Result includes:
# - extracted_data: Dict of field values
# - confidence_scores: Dict of confidence per field
# - processing_log: Detailed extraction log
# - api_cost: Cost of this API call

Security

• Never share AI API keys - they provide access to your account and incur charges
• Rotate API keys regularly (recommended: every 6 months)
• Use separate API keys for development and production
• Enable audit logging to track all AI processing
• Restrict Invoice Pro access to accounting team members only
• Review vendor enrichment logs for suspicious changes

Performance

• Set appropriate queue processing intervals (default: every 5 minutes)
• Use file filtering to exclude non-invoice documents
• Monitor API usage to avoid throttling and unexpected costs
• Process large batches during off-hours
• Consider multiple AI providers for load distribution
• Archive old processed documents to maintain performance

Accuracy

• Always review low-confidence extractions (<90%)
• Create custom extraction templates for frequent vendor formats
• Validate vendor enrichment changes before applying
• Manually correct extraction errors - system learns from corrections
• Use high-resolution scans (300 DPI minimum) for best results
• Test new AI providers with sample documents before production use

Cost Optimization

• Start with Azure Document Intelligence or Google Vision (often lower cost for invoices)
• Use OpenAI or Claude for complex, multi-language, or poorly formatted invoices
• Implement confidence thresholds to reduce manual review workload
• Monitor daily costs and set budget alerts
• Process similar invoices in batches with the same provider
• Consider pre-filtering documents to exclude non-invoices

Maintenance

• Review API cost reports monthly
• Archive old extraction logs to maintain database performance
• Test AI provider connections before API key expiration
• Keep module updated to latest version for improved AI accuracy
• Monitor vendor enrichment quality and adjust confidence thresholds
• Review and update extraction templates quarterly

Professional Support

Get help from our team of Odoo and AI integration experts:

• Email: support@syntaxandsabotage.io
• Response time: Within 24 hours
• Includes: Configuration assistance, troubleshooting, custom AI provider integration

Documentation & Resources

• Module Documentation: Included with module
• GitHub Repository: https://github.com/syntax-sabotage/odoo-enterprise-apps
• Website: https://syntaxandsabotage.io

Frequently Asked Questions

Q: Which AI provider is most accurate for invoices?

A: Claude 3.5 Sonnet and OpenAI GPT-4 Vision typically provide the best accuracy (>95%) for complex invoices. Azure Document Intelligence is excellent for standard invoice formats and often the most cost-effective. Google Cloud Vision offers good multilingual support.

Q: What happens if an invoice is processed incorrectly?

A: You can manually correct extracted fields before creating the invoice. The system learns from corrections to improve future accuracy. All processing is logged for audit purposes.

Q: Can I use multiple AI providers simultaneously?

A: Yes, configure multiple providers with different priorities. The system will try the highest priority provider first and fall back to others if needed.

Q: How are API costs calculated?

A: Each AI provider has different pricing models. The module tracks API usage and estimates costs based on provider pricing. You'll be billed directly by the AI provider.

Q: Can I process invoices in languages other than English?

A: Yes, all supported AI providers handle multiple languages. Claude and GPT-4 Vision support 95+ languages. Specify the language in extraction templates for best results.

Q: What's the maximum file size for processing?

A: The module supports documents up to 10 MB by default. Larger files can be processed by adjusting settings, but may incur higher API costs.

Q: Does the module work with Odoo Community Edition?

A: No, Invoice Pro requires Odoo 19.0 Enterprise Edition with the Account Accountant module.

Q: Can I customize the extraction fields?

A: Yes, create custom extraction templates to add or modify fields. You can also extend the module to add custom field processing logic.

Q: How long does processing take?

A: Typically 5-30 seconds per invoice depending on document complexity, file size, and AI provider. Processing happens in the background queue.

Q: Is my invoice data sent to AI providers?

A: Yes, invoice documents are sent to the selected AI provider for processing. Ensure you comply with your organization's data privacy policies. All providers have enterprise-level security and privacy commitments.

Version 19.0.1.0 (October 2025)

Initial Release for Odoo 19:

• Multi-provider AI support (OpenAI, Claude, Azure, Google Vision)
• Automated invoice data extraction
• Confidence-based workflow routing
• Vendor enrichment with smart matching
• Email-to-invoice automation
• Accounting integration with default journals
• API cost tracking and analytics
• Processing dashboard with provider statistics
• Customizable extraction templates
• Complete audit trail and change tracking
• Queue-based asynchronous processing
• Multi-company support with data isolation

Testing:

• Comprehensive functional testing completed
• All AI providers verified for invoice extraction
• Security and encryption validated
• Performance benchmarks established