What Problem Does It Solve?
What Problem Does It Solve? Business owners, managers, and accountants waste valuable time manually entering daily expenses, supplier payments, and employee advances into Odoo. Getting quick balance reports usually requires logging into the ERP, navigating multiple menus, and generating complex reports. Managing post-dated checks often relies on manual tracking, leading to missed due dates. This workflow solves these by: -- Allowing users to record financial transactions simply by sending a natural language message (e.g., via Telegram or Botpress). -- Automatically fetching real-time account balances and supplier statements, returning them instantly in the chat. -- Setting up automated calendar reminders for post-dated check due dates. -- Handling the entire double-entry accounting process in the background without human intervention. How to Configure It Chat Platform Setup** -- Add the webhook URL from this workflow to your Telegram Bot, Botpress, or preferred chat interface. Odoo Setup** -- Connect your Odoo credentials in n8n. -- Open the "Build [X] Entry" code nodes and replace the placeholder journal_id and currency_id with your actual Odoo system IDs. AI Setup** -- Add your OpenAI API key (or swap the node for Google Gemini/Anthropic). -- Open the "AI Financial Agent" node and update the # ACCOUNT MAPPING section with your specific Odoo Chart of Accounts codes. Calendar Setup (Optional)** -- Connect your Google Calendar credentials if you want the workflow to automatically schedule reminders for check due dates. How It Works Webhook catches the new text message from your chat platform. An AI Agent analyzes the Arabic natural language and extracts the intent, amount, date, check details, and specific account categories. Routing: -- For Expenses, Payments, or Advances → The workflow searches Odoo for the correct IDs, builds a balanced double-entry journal record, creates it, and posts it. -- For Post-Dated Checks → Extracts the due date and creates a Google Calendar event before posting the entry to Odoo. -- For Balance Inquiries → Fetches the relevant ledger lines, calculates total debits/credits, and formats a clean Arabic text summary. A success confirmation or the requested financial report is instantly sent back to the user in the chat. Customization Ideas Expand the AI prompt and routing switch to handle Customer Invoices or internal Petty Cash transfers. Add an approval step (e.g., sending a Slack/Email button) before the workflow officially "posts" large transactions in Odoo. Change the AI prompt to support multiple languages or different regional dialects. Log a backup of all financial chat requests into Google Sheets or a Notion database for auditing. For more info Contact Me. An n8n automation workflow template by khaled yasser.
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