Features · the AI agent for Odoo

Everything in Odoo —
now driven by an AI agent.

Your team already has Odoo. erpAIbridge puts an AI agent in front of it — one that finds records, answers "how much / how many / which," drafts quotes, chases overdue invoices, and makes governed changes on request — in plain language, in seconds, with a preview before anything is written.

 Read-safe by default · governed writes with dry-run preview · full audit trail · Odoo 16–19
Overview

What it is, who it's for, how it works

The short version first — then everything it can do.

What is it

Governed AI for Odoo

erpAIbridge is a governed AI layer for Odoo ERP. It lets an AI agent read and act on your Odoo in plain language — safely — and ships with an assistant already fluent in Odoo. An AI solution by IndaPoint.

Who it's for

Any team running Odoo

Finance, sales, inventory, HR and operations — anyone who needs an answer out of Odoo or a routine job done in it, without learning where every field lives. Odoo partners and agencies also deliver it to their own clients under their brand — see the partner program.

How it works

Ask → draft → approve

You ask in plain language. The agent reads Odoo through a secure connection, drafts any change, and waits for a person to approve before it commits — logging every action. Nothing installed inside Odoo; works with any module across Odoo 16–19, cloud or fully private on-premise.

15
agent tools
14
server-delivered Odoo skill packs
~90%
smaller responses
100%
Odoo agent benchmark
16–19
Odoo versions
What it does for you

Just ask — in your own words

There's nothing to learn. You talk to it like you'd talk to a capable assistant who knows your business inside out. It does two kinds of things: answer questions about your business — always safe — and, only when you allow it, make changes, always showing you a preview first.

Ask & find out always safe · only looks, never changes
Look it up

Find anything, instantly

Pull up any customer, order, invoice, lead, product or stock item just by describing it — no menus, no filters to build.

Get the numbers

Answers, not spreadsheets

"Revenue this month," "sales by rep," "how many open orders" — it does the totals and comparisons for you, on the spot.

Use plain names

No IDs, no codes

Say "Acme" or "that invoice from March." It works out exactly which record you mean — you never memorise anything.

Fits your business

Knows your setup

It understands how your Odoo is arranged — your custom fields included — so answers match your business, not a generic template.

Always true

Real data, never invented

Every figure comes from an actual record in your Odoo. It doesn't guess or make numbers up — you can trust what it tells you.

One question, everywhere

Sees the whole picture

Customers, sales, invoices and stock all at once — you don't jump between apps or stitch reports together yourself.

Get things done only when you allow it · you preview & approve first
Create & update

Draft it for you

Quotes, new customers, opportunities, updates — it prepares the change and shows you exactly what it'll do before anything is saved.

Move work forward

The everyday steps

Confirm a quotation, post an invoice — the routine actions that keep things moving, done on your say-so.

No surprises

Nothing happens by accident

It previews every change first and can't remove anything unless you've specifically allowed it. You're always the one who approves.

Paperwork

Files where they belong

Attach and pull up documents on a record — contracts, POs, receipts — so everything lives in the right place.

Real-world use cases

The same job — Odoo alone vs. with the agent

Odoo can do all of this. The difference is how — the clicks, the training, the field names, the exports. Open the one that matches your work.

Sales & CRM — turn a lead into a confirmed quote "Create a quote for Acme — 10 desks and 4 chairs — and confirm it." +
The Odoo-only way
  • Search the customer, open the CRM app, create a quotation
  • Look up each product, remember exact names and units
  • Add lines one by one, set quantities, check the price list
  • Save, then find and click the Confirm action
  • Knowing which fields and buttons to use = training + practice
With the erpAIbridge agent
  • Resolves "Acme" and the products for you — no exact names needed
  • Drafts the quotation and shows a preview of every line first
  • You say "confirm" — it runs the whitelisted confirm action
  • De-dup means a double request can't create two quotes
  • Zero Odoo training required for the person asking
Value A 2-minute, multi-screen task becomes one sentence — anyone on the team can do it, safely.
Finance & AR — chase overdue money before it ages "Which invoices are overdue, by how much, and draft a follow-up to the top 5." +
The Odoo-only way
  • Filter account.move by status, due date, payment state
  • Sort, eyeball the aging, tally per customer
  • Export to a spreadsheet to see the real picture
  • Open each contact, write each follow-up email by hand
With the erpAIbridge agent
  • Aggregates overdue AR grouped by customer instantly
  • Ranks by amount and days overdue in one answer
  • Drafts a tailored, professional follow-up per customer
  • Can send them via the email/messaging skill on your approval
Value Month-end AR review drops from an afternoon to a coffee — and the money gets chased sooner.
Inventory & Operations — catch stock problems before they cost a sale "What's low on stock, and which open orders does it put at risk?" +
The Odoo-only way
  • Check inventory app, filter by on-hand vs. reordering rules
  • Cross-reference against open sale orders manually
  • Hope someone remembers to look before it's a backorder
With the erpAIbridge agent
  • Reads stock levels and open demand in one pass
  • Surfaces the at-risk items and the orders they affect
  • On a schedule, it can run this every morning and message you
Value Turns a reactive, "we ran out" scramble into a proactive daily heads-up.
Management reporting — ask the business a question in plain English "How did we do this quarter — top customers, revenue vs. last quarter, biggest open deals?" +
The Odoo-only way
  • Three apps (Sales, Invoicing, CRM), three reports
  • Pivot tables, filters, and manual reconciliation
  • Someone who knows Odoo reporting has to build it
With the erpAIbridge agent
  • Pulls across sales, invoices and pipeline in one answer
  • Compares periods and explains the numbers in words
  • Every figure is grounded in a real record — no made-up data
Value Executives self-serve the answers they used to wait on someone to compile.

Browse the full example library, by department →

Why an agent, not just Odoo

What the AI adds that clicking through Odoo can't

Odoo is powerful — and that power has a learning curve. The agent removes the curve and adds judgment, speed and safety on top of the ERP you already run.

Six things the agent adds on top of Odoo Plain language · discovery · compaction · cross-model · self-correction · safety +
Plain language

No app, no field names

Ask for what you want in your own words. The agent maps it to the right models, fields and filters.

Learn Odoo's apps & formsjust ask
Discovery

It never guesses

Before acting, it inspects the schema and resolves names to real IDs, so it works on your Odoo config, custom fields and all.

Guess field namesschema-checked
Compaction

~90% less noise

Odoo payloads are huge and cryptic. The agent strips empty fields and decodes relations, so answers are fast, cheap and readable.

110 KB raw9.6 KB clear
Cross-model

Joins the dots

One question can span customers, orders, invoices and stock at once — no jumping between apps and exports.

3 apps, 3 reports1 answer
Self-correcting

Errors that teach

Every failure names the fix ("did you mean email? call odoo_schema"), so the agent recovers instead of giving up.

Cryptic tracebacksguided recovery
Safe by design

Preview, then commit

Writes are dry-run first, de-duplicated, allow-listed, and logged — with Odoo's own per-user permissions still on top.

Irreversible clickspreview + audit
Beyond the ERP

Where it gets powerful: Odoo + the rest of your work

The agent isn't only an Odoo tool. It ships with skills for messaging, email, research, documents and automation — and because it's one agent, it can chain them into a single request. That's where an ERP task becomes an end-to-end business workflow.

Odoo skill packs

Domain know-how, delivered securely

14 server-delivered skill packs teach the agent to use Odoo well — across sales, finance, inventory, manufacturing, purchasing, projects, HR, helpdesk and audit review, plus multi-company and version-aware syntax.

So it knows the discover→ground→draft→review loop and the right fields per model — without installing proprietary prompt files on your machine.
Messaging

WhatsApp · Slack · Telegram

Deliver answers and alerts where your team already talks, or let staff query Odoo from chat.

e.g. "Every morning, message me the day's overdue invoices on WhatsApp."
Email

Draft & send follow-ups

Turn an Odoo finding into a written, on-brand email — and send it on your approval.

e.g. "Draft dunning emails for the top 5 overdue accounts and send after I review."
Automations

6 ready to switch on

Overdue-invoice chase, month-end checklist, weekly pipeline digest, stale-quote nudge, low-stock reorder, timesheet reminder — each drafts to a person's inbox. Department presets set them up per team in one step.

e.g. "Turn on the daily overdue-invoice chase and deliver it to me at 8am."
Research & web

Enrich with outside data

Look up a prospect, verify details, or gather context before creating a lead or quote.

e.g. "Before I add this lead, find the company's size and website."
Data & documents

Analyse & produce

Data-science and document skills turn Odoo exports into charts, summaries and shareable reports.

e.g. "Chart this quarter's revenue by product line and write a one-page summary."

One request, many skills — end to end

Because it's a single agent, an Odoo task doesn't stop at Odoo. It reads the ERP, reasons over the result, and delivers the outcome through whatever channel fits — automatically, on a schedule, with your approval on anything that leaves the building.

Read Odoo (overdue AR) Rank & explain Draft follow-ups Send via email/WhatsApp Log & schedule weekly
New · the WhatsApp channel

Ask your Odoo from WhatsApp

Link it once by scanning a QR — exactly the way WhatsApp Web works — and your erpAIbridge agent answers in the chat with yourself. Same tools, same skills, same Odoo connection as the desktop app. No new app for your team to learn, and nothing installed inside Odoo.

Governed by design

Powerful for you, safe for your data

Every capability above sits behind guardrails. The agent can be as read-only or as capable as you decide — and you can prove exactly what it did.

Audit, monitoring & recoverability

Prove exactly what the AI did — a trail Odoo can't give you

Standard Odoo, Community and Enterprise alike, keeps no real who-changed-what history — the usual answer is a third-party module, and even then not per AI action. Because every erpAIbridge call passes through one governed gateway, the trail is built in: cross-client, role-scoped, and on your own infrastructure.

What the trail records, and how you read it The record · the dashboard · review in chat · role-based access · SIEM streaming · restore +
Complete record

Who, what, when — and the values

Every tool call is recorded with the signed-in Odoo user, the tool, the model and record, the outcome, and the duration.

With before/after on each changed field is stored as an exact old → new value, not just a field name.
Built-in dashboard

/audit and /reports, served by the bridge

A filterable timeline with old→new diffs, plus a usage dashboard broken down by user, tool, model, outcome and day. Export any view to CSV.

No install — it's a web page the bridge serves; nothing added inside Odoo.
Review in chat

Ask the agent what changed

The odoo_audit tool lets any connected AI answer questions about the trail directly in conversation.

e.g. "What did you change on Acme Corp last week?" or "Who set this price?"
Role-based access

Decided by Odoo, not an app setting

Visibility follows each person's role in Odoo itself — admins and managers see the whole organisation; everyone else sees only their own actions. Resolved server-side, never spoofable from a client.

So there's no second directory of permissions to maintain.
Streaming & SIEM

File and webhook out of the box

Alongside the queryable store, every event streams to a JSONL file and an optional webhook — forward it to Splunk, Loki, or any SIEM.

Hosted records field names only; self-host and desktop capture full values on your infra.
Recoverable

Restore a previous value

Because the old value is recorded, restoring it is one previewed, approved write — safer than a blind "undo", and itself audited.

Deliberate — recoverability by diff, not a destructive rollback engine.
Deployment & delivery

Run it managed — or fully private, inside your walls

Nothing is installed inside Odoo either way. Choose the model that fits the client, and ship it as your brand.

Managed

We host the backend

The fastest start — we run the connection; the client installs the AI agent and points it at their Odoo. No infrastructure for you to manage.

Fully private

Self-host in the client's network

For regulated or security-sensitive clients: the backend is one stateless container you run inside the client's own network — even air-gapped — with the assistant on their machines. Point it at a local model and nothing leaves their walls.

See it on your data

Put the agent in front of your Odoo.

Book a demo and we'll show it running against a live Odoo — reading, reporting, and making a governed change with a preview — in minutes.