Use case

Supplier invoices read into Odoo, ready for a person to approve

Typing supplier bills is slow and error-prone. We set up a step that reads each bill from email or a scan, finds the supplier and purchase order, and creates a draft bill in Odoo with the PDF attached. A person checks and posts it; nothing is posted on its own.

How it works

No.PointWhat it means in practice

01Bills arriveForwarded to a bills inbox, uploaded, or scanned.

02ReadSupplier, invoice number, date, amounts and tax are read from the PDF or image.

03MatchThe supplier and the purchase order are found in Odoo; duplicates are caught.

04DraftA draft vendor bill is created with the document attached.

05ExceptionsBills that do not match the order, or look unusual, are flagged with the reason.

06ApproveA person reviews and posts. The ledger never changes without them.

Why accountants build it

Getting the tax code and the account right matters more than reading the numbers. We set the rules with the same care we apply to our own clients' books, and we test on your real bills before it goes live.

Questions people ask

Does Odoo not do this already?

Odoo Enterprise has its own document digitisation. We set that up where it fits, or build a reader for Community and for formats it handles poorly.

What about Urdu or handwritten bills?

Printed bills read well; handwritten ones are flagged for a person.

Can it work with QuickBooks or Xero?

Yes, through their APIs.