AI Accounting Auto-Categorization

AI Accounting Auto-Categorization is a module ECOSIRE builds for your specific chart of accounts and journals. At its core it adds a prediction service that, for each draft account.move.line or imported account.bank.statement.line, proposes an account, analytic distribution and tax code with a confidence score. Predictions are produced by a model trained on your own posted history (partner, label, amount sign, journal, memo tokens) and exposed on the line via compute fields with @api.depends, so a reviewer sees the suggestion inline and either accepts it with one click or corrects it. Every correction is written back as a training signal, so accuracy on your real vendors and descriptions climbs over the first weeks rather than staying frozen.

Technically the module ships as a proper addon: a __manifest__.py declaring dependencies on account (and account_accountant where Enterprise features are targeted), new models/ extending account.move.line, account.bank.statement.line and a res.config.settings panel, an inference service that can call an external LLM/ML endpoint or a locally hosted model over JSON-RPC, and batched ir.cron jobs plus base.automation automated actions to score incoming statements as they land. Bank reconciliation matching goes beyond native reconciliation models with fuzzy amount/date/reference scoring and a suggested counterpart account, surfaced in a custom OWL widget inside the reconciliation view. Anomaly and duplicate detection runs over recent account.move records to flag near-duplicate vendor bills and out-of-pattern amounts, rendered in a QWeb review report and a dashboard action. Access is locked down with ir.model.access.csv and record rules so predictions and training data respect company and accounting-team boundaries, and all suggestion/override activity is logged for audit.

Because this is build-to-order, nothing ships as a blind download. We start with a short scoping call, map your chart of accounts, journals, tax positions and close workflow, then build and tune the module on a staging copy of your database. You get the installable source for your exact Odoo version (17.0, 18.0 or 19.0), UAT on staging, a training session for your accounting team, and a defined post-go-live support window. Typical delivery is 2-4 weeks from confirmed scope.