Automate your invoices in Odoo
Automates supplier invoices before posting them to Odoo. Calitem extracts the data, compares orders and receipts and prepares accounts and analytical distribution so that each expense arrives with its allocation.
Integration of Calitem with Odoo
The connection adapts to the version, applications and hosting of Odoo. The environment must have integration access; The available fields depend on the installed modules.
Odoo Online
- Environment with integration access enabled
Odoo.sh
- Applications and modules of your database
Own installation
- Connected environment version and modules
What is Calitem?
Calitem is the AI accounting system that automates accounts payable, from receiving documents to posting journal entries in your ERP.
It is designed for companies where each invoice can require several checks: finding the purchase order, checking what was received, allocating the expense and obtaining the right approval. Calitem connects this work with your accounting rules and business systems.
Companies and accounting firms can automate the extraction, matching of invoices, purchase orders and delivery notes, approvals and the generation of accounting entries in Odoo.
Why integrate Calitem with Odoo
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for Odoo. Your team stops entering the same data by hand.
Respect your accounting structure
The mapping uses your chart of accounts and is tailored to accounts and analytical plans. Each invoice arrives with the information your accounting needs.
Reduces operational load
Automate document collection, checks and approvals. Your team can focus on the differences that need revision.
How the integration works
Calitem connects the documentary path with the Odoo database used by your company. Prepare invoices, check purchasing documents, and assign accounting and analytical information before shipping. The journals, taxes and validation processes continue in Odoo.
Invoice transmission to Odoo
Calitem prepares the supplier invoice with header, lines, taxes and purchase references for Odoo. Reconciliation with orders and receipts identifies differences before applying approvals and sending the result to the connected environment.
The invoice OCR is the starting point. Calitem also cross-references each invoice with the purchasing documents, assigns the allocations and applies the process approvals before sending the accounting result.
- Verified purchases: Differences in quantity, price or tax are pointed out to the team.
- Accounting result: categories, subaccounts and allocations are prepared before transmitting it to Odoo.
Supplier and customer synchronisation
Calitem identifies the supplier on the invoice and prepares its data along with the lines, amounts and taxes. The connection relates the result to the corresponding record of Odoo and to the company to which the document belongs.
The Calitem team configures contact matching within the integration. Thus, the identification of the supplier is part of the accounting process of the invoice and its assignment and approval rules.
Assignment to cost centers
Calitem uses AI to assign entire documents or invoice lines to your cost centers. The allocation can be done in several ways, depending on how the expense is organized:
- Description of the cost center. The AI relates the content of the document with the description of the center to identify the corresponding allocation.
- Supplier. A supplier can be associated with a cost center to assign its invoices.
- Shipping address. The address of the document allows the expense to be related to a headquarters, store, construction site or other center.
- Product of each line. The allocation can depend on the product, allowing the lines of the same invoice to be distributed between different centers.
The allocation relates to the accounts and analytical plans configured in Odoo. Calitem can prepare a distribution by line when an invoice includes expenses from different projects or centers, respecting the fields available in the modules of the connected environment.
Operate with multiple companies
Calitem organizes documents by company and prepares your accounts, taxes and analytical distribution according to Odoo settings. Invoices from different companies maintain their separate destination, also when the companies are managed in the same database.
Implementation of integration with Odoo
The Calitem team is responsible for connecting Odoo and configuring companies, accounts, allocations and approvals. Initial connection work can be completed in one day. The standard implementation includes configuration, review, training and production for one week; The calendar adapts to the scope and the connected environment.
- Day 1
Connection with Odoo
We connect the environment and configure the invoice route to accounting.
- Days 2–5
Accounting setup
We configure company codes, accounts, cost centers and approvals, and check data exchange.
- Day 6
Review and training
We review the configuration and show your team how to work with the integration.
- Day 7
Put into production
We activate the connected workflow between Calitem and Odoo.
Calitem and Odoo FAQ
What Odoo environment does Calitem integrate with?
The connection adapts to the version, applications and hosting of Odoo. The environment must have integration access; The available fields depend on the installed modules.
Can I use Calitem as invoice OCR for Odoo?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for Odoo. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
What does the Odoo environment need to connect?
You must have integration access enabled. The connection adapts to the hosting, version and installed modules; In Odoo Online, external access depends on the conditions of the contracted service. The Calitem team is responsible for setting up the exchange.
How are cost centers assigned?
The allocation relates to the accounts and analytical plans configured in Odoo. Calitem can prepare a distribution by line when an invoice includes expenses from different projects or centers, respecting the fields available in the modules of the connected environment.
Can I manage several companies?
Calitem organizes documents by company and prepares your accounts, taxes and analytical distribution according to Odoo settings. Invoices from different companies maintain their separate destination, also when the companies are managed in the same database.
Does Calitem replace Odoo?
No. Odoo maintains the accounting and financial processes of the management system. Calitem automates the receipt, extraction, verification, approval and accounting preparation of supplier invoices before sending the result.
Do I have to prepare files for implementation?
The Calitem team is responsible for setting up the connection and data correspondence with Odoo. The native connection avoids routine exports and manual file transfers; The workflow adapts to the version and environment of your company.
How much does Calitem cost?
Check the current conditions in the Calitem pricing page.
Connect Calitem with Odoo
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
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