Odoo

Extracts data from financial documents and resumes into your ERP, automates the parsing of bank statements, and synchronizes extracted invoice data with your ledger.

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Why use Ceven?

  1. AI native Odoo integration

    • Describe the outcome and Ceven picks the right Odoo calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Odoo data, across all 12 of its actions.
  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Odoo access.
    • Per user and per environment credentials instead of shared keys.
  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Odoo, when, and on whose behalf.
    • The agent pauses and asks when Odoo is unclear instead of plowing ahead.
  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Odoo.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Odoo action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Odoo, and when to use it.

Parse invoice document
Use this to submit an invoice PDF for AI extraction of totals, due dates, and VAT numbers.
Get invoice parsing result
Pull the extracted data from a previously submitted invoice using the document token.
Parse expense document
Submit a receipt or expense image to extract the country, date, and total amount.
Get expense extraction result
Retrieve the final parsed fields for a submitted expense document.
Parse bank statement document
Upload a bank statement for OCR processing to get start and end balances.
Get bank statement result
Pull the extracted bank statement lines and balance data using the token.
Parse applicant resume
Submit a CV or resume to extract the name, email, and phone number of a candidate.
Get applicant parsing result
Retrieve the extracted contact fields from a processed resume document.
List databases
Pull a list of all available Odoo databases on the server to ensure you are targeting the right environment.
JSON RPC call
Execute a general API call to Odoo for custom object manipulation or data retrieval.
Check invoice status
Poll the extraction endpoint to see if an invoice has finished processing.
Extract supplier IBAN
Use the invoice parsing tool to specifically isolate the supplier bank details for payment.
Odoo JSON RPC Call
JSON RPC endpoint for Odoo external API calls. Provides the same functionality as XML RPC but with JSON encoding. DEPRECATED in v19.0 and scheduled for removal in v20.0 (Fall 2026). Use JSON-2 API at POST /json/2/{model}/{method} instead.

13 actions · scroll to see them all

Frequently asked questions

Ceven uses the Odoo Extract API to process documents asynchronously. When you upload an invoice or resume, the agent sends the file to Odoo and receives a document token. Because OCR takes time, the agent does not wait on the line. Instead, it enters a polling loop, checking the status of that token at regular intervals. Once Odoo marks the status as done, the agent pulls the final JSON result containing the extracted fields and pushes them into your specified Odoo record or another connected app. This ensures that your workflows do not time out while waiting for complex AI extraction to complete on the Odoo server side.
Ceven currently utilizes the JSON RPC and XML RPC protocols to communicate with Odoo. It is important to note that Odoo is deprecating the JSON RPC endpoint in version 19.0 and plans to remove it entirely by Fall 2026. To prepare for this, Ceven is transitioning toward the JSON 2 API. If you are running an older on premise version of Odoo, you should verify that your server allows external RPC calls. Most Odoo SH and Odoo Online instances have this enabled by default, but some custom firewall configurations may block the ports needed for the agent to communicate with your database.
Yes. The agent can use the List Databases tool to identify every available database on your Odoo instance. This is particularly useful for companies that maintain separate databases for development, staging, and production. Once the agent identifies the correct database name, it uses that identifier in the header of all subsequent API calls. You can build a workflow that mirrors data from a staging database to production or aggregates reports across multiple regional databases. Just ensure that the user account used for the connection has the necessary administrative permissions to view the database list on the server.
If the Odoo Extract API cannot read a document, it will return an error status or a low confidence score for the extracted fields. Ceven can be configured to handle these failures gracefully. You can set up a conditional branch in your workflow that detects a failed parsing result and automatically creates a task in Odoo Project for a human to review the document manually. This prevents bad data from entering your accounting ledger while ensuring that no invoice goes unpaid. The agent can even attach the original file and the specific error message from Odoo to the task for faster resolution.
Yes. The agent can automate the top of your recruitment funnel by using the Parse Applicant Resume tool. When a new resume arrives via email or a portal, the agent pushes the document to Odoo for OCR. It extracts the name, email, and mobile phone number automatically. Instead of a recruiter manually typing this data, the agent creates a new lead or applicant record in the Odoo CRM or Recruitment module. This allows your team to focus on interviewing rather than data entry. You can also trigger an automated welcome email via Odoo as soon as the parsing is successful.
The agent uses the Parse Bank Statement Document tool to turn PDF statements into structured data. It extracts the starting balance, ending balance, and every individual transaction line. Once this data is pulled, the agent can match these lines against existing invoices in Odoo to automate the reconciliation process. This removes the need to manually upload CSV files or type in transactions. If the agent finds a transaction that does not match any known invoice, it can flag it as a new expense or create a draft vendor bill for your approval, keeping your books accurate in real time.
The user account connected to Ceven must have permissions that match the actions you want the agent to perform. For example, if you want the agent to parse invoices and create records, the user needs write access to the accounting and invoicing modules. For resume parsing, the user needs access to the recruitment module. We recommend creating a dedicated API user in Odoo with fine grained permissions rather than using a primary admin account. This allows you to audit exactly what the agent is doing in the Odoo logs and ensures that the agent cannot access sensitive payroll or HR data it does not need.
Yes, by using the JSON RPC call action, the agent can trigger almost any function available in the Odoo API. You can request a specific search for records based on complex filters and then have the agent format that data into a summary. For instance, you could ask the agent to find all invoices that are more than thirty days overdue and summarize the total amount by customer. The agent will query Odoo, process the list, and can then push that summary into a Slack channel or an email. This turns Odoo into a proactive reporting tool rather than a static database.

Alternatives to Odoo

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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