Let AI suggest the partner and the account of your unreconciled bank transactions from their label and amount, choosing only among your own partners and accounts, with a confidence and a reason.
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AI Bank Matching reads the label and the amount of your unreconciled bank transactions and suggests the partner and the account.
The labels and amounts and the names of the candidate partners are sent to your own AI model (OpenAI-compatible or Anthropic), with the personal data masked. The AI Connector is included.
32 automated tests with a simulated provider: the candidates, the batches, the confidence levels, the apply and dismiss steps, the transactions already matched and the access rights. It has not been run against a live provider here.
Illustrated guide in English and Arabic and an Arabic translation of the module.
Odoo 19.0 Community with Invoicing, and an account with an AI provider (OpenAI-compatible or Anthropic) or a model on your own server.
The files in the archive you can download after you buy.
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Install and use it in a few lines.
wiz = env['taqnix.ai.bank.suggest'].create({'journal_id': bank_journal.id})
wiz.action_suggest() # creates one suggestion per unreconciled transaction (30 at a time)
suggestions = env['taqnix.ai.bank.suggestion'].search([('state', '=', 'pending'), ('confidence_level', '=', 'high')])
suggestions.action_apply() # sets the partner and the account on the transactionsSetup, settings and troubleshooting, written by the author.
Every release, newest first.
No. It is given a list of candidate partners (found from the words of the label) and your accounts, and it answers with their numbers. If none fits, there is no suggestion.
No. It prepares them: it sets the partner and moves the line from the suspense account to the suggested account. You reconcile or post as usual.
No. A transaction that already has a partner keeps it, and a transaction that is already partly matched is not changed.
Each has a confidence (high from 80%, medium from 50%) and a reason. Filter the high-confidence ones and start with them.
It is shown the account you usually used for each candidate partner, so a vendor you always book to the same account is suggested that account.
30 per run, sent to the AI 10 at a time. Run it again for the next ones.
Yours: any OpenAI-compatible service or Anthropic, through the AI Connector that is included. You pay your provider for the tokens.
Yes. The module is translated and works right to left, the labels can be in Arabic, and the documentation is in Arabic too.
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AI Bank Matching for Odoo 19 Community – Suggest the Partner and Account of Bank Transactions
$79.00