Bot recipe · Finance

Expense policy checker.

Checks new draft bills and expenses against the policy before anyone posts them.

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 12:00

It works with

Its changes

Chatter notes ask as you; run as itself.

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.

For each new draft, check the policy in the instructions (limits per category, receipts required, VAT ID present for EU vendors). Note problems in the bill's chatter. List the ones fine to post.
Conversations
One per bill (T11), or one per run.
Credits
About 5 to 20 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

More recipes like it.

  • Invoice chaser

    Lists overdue invoices each Monday and drafts a polite reminder for each customer.

    On a schedule Odoo Outlook Gmail

  • Bank reconciliation suggestions

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

    On a schedule Odoo

  • Receipts by email

    Turns receipts you forward to its address into draft bills in Odoo.

    Mail to its address Odoo

  • Vendor bills from a shared folder

    Picks up bills arriving in an Outlook folder and files them in Odoo.

    Mail in Outlook Odoo Outlook

  • Stripe payouts to Odoo

    Explains each Stripe payout line by line so the bank line reconciles in Odoo.

    On a schedule Odoo

  • Failed payment follow-up

    Drafts a friendly note when a customer's card fails, with the link to update it.

    On a schedule Chatwoot Outlook

  • Month-end close checklist

    On the first workday, checks what's left before the books can close.

    On a schedule Odoo

  • Weekly cash report

    Reports cash, receivables, and payables with a 13-week forecast chart.

    On a schedule Odoo

  • Subscription metrics

    Reports MRR, new, expansion, churn, and the top movers each month.

    On a schedule Chargebee

Start from this recipe.

Sign up, open Bots, and pick Expense policy checker. Every part of it stays yours to change.

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