Bot recipe · Finance

Bank reconciliation suggestions.

Matches new bank lines with invoices and bills in Odoo, and reconciles the ones you approve.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Odoo Chat with Work
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every weekday at 8:00

It works with

Its changes

Every reconciliation asks, on a card Odoo checks first.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

List unreconciled bank lines. For each, take the suggested matches and check amount, partner, and reference. Propose only exact or near-exact matches, with the reason. List the rest for a person.
Conversations
A new conversation each day.
Credits
About 10 to 40 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Finance

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Start from this recipe.

Sign up, open Bots, and pick Bank reconciliation suggestions. Every part of it stays yours to change.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.