Managing financial data has always been one of the most critical yet complex aspects of ERP usage. While systems like Odoo and QuickBooks offer strong reconciliation features for connected banks and structured transactions, many organizations still struggle with data ingestion from unconnected banks, emails, and other unstructured sources.
This is where our AI-Powered ERP Data Ingestion and Processing with Multi-Level Approvals solution comes in — combining Low-Code UI with AI/OCR technologies to streamline financial data processing with human oversight.
The Challenge
Finance teams are drowning in manual tasks:
- ❌ Slow, error-prone transaction classification
- ❌ Rigid approval workflows
- ❌ Limited visibility into financial trends
- ❌ Compliance risks and audit stress
Your ERP wasn’t built for this. Our solution is.
Our Solution
Our add-on integrates seamlessly with Odoo and QuickBooks to deliver:
- 🔍 AI-Powered Classification: Automatically tag and categorize transactions with 95%+ accuracy
- ⚙️ Rule-Based Approval Workflows: Customize routing based on financial policies
- 🧠 RAG-Driven Insights: Enrich data with contextual intelligence from external sources
- 📊 Predictive Analytics: Spot anomalies, trends, and risks before they impact your bottom line
💡 Why This Matters
| Feature | Without Add-On | With Add-On |
|---|---|---|
| Classification | Manual, inconsistent | AI-driven, real-time |
| Approval | Delayed, manual routing | Automated, policy-based |
| Insights | Basic reports | Predictive, enriched |
| Compliance | Reactive | Audit-ready, proactive |
| Efficiency | High effort | Streamlined, scalable |
Example Use Case
A mid-sized company with three different banks and dozens of local vendors:
- Bank A provides CSV exports with custom headers.
- Bank B only supports Excel downloads.
- Bank C is connected directly but only updates once a day.
- Vendors send bills in PDF, scanned copies, or WhatsApp images.
Instead of manual uploads and reconciliation, our solution:
- Normalizes all bank data via Rule Based Automations.
- Extracts structured vendor bill data using AI-powered OCR.
- Routes everything through Human Approvals.
- Posts validated transactions directly to ERP.
Result: Faster month-end closing, less manual work, and more reliable financial data.
💰 Pricing That Makes Sense
Flat monthly rate. Scale with your needs.
| Starter Plan – $99/month | Professional Plan – $299/month | Enterprise – Custom pricing |
✔ Basic ingestion & classification ✔ Up to 5,000 transactions/month | ✔ Full AI & RAG capabilities ✔ Up to 25,000 transactions/month ✔ Custom approval workflows | ✔ Unlimited usage ✔ Dedicated support ✔ Private model tuning |
📈 Real Results
“We cut our month-end close time by 40% and reduced classification errors by half. It’s like giving our ERP a brain.” — CFO, Mid-size Retail Company
Optional Add-Ons:
- Extra AI classification packs
- RAG query bundles
- Custom rule engines
🔌 Seamless Integration
- ✅ Compatible with Odoo (v14+) and QuickBooks Online/Desktop
- 🔐 Secure, GDPR-compliant architecture
- 🧩 Minimal setup—no disruption to existing workflows
Final Thoughts
ERP systems like Odoo & QuickBooks are powerful, but they are only as good as the data fed into them. With our AI-Powered ERP Data Ingestion and Processing with Multi-Level Approvals solution, organizations can finally bridge the gap between messy real-world financial data and structured ERP accounting.
This approach not only saves time but also ensures accuracy, compliance, and peace of mind for finance teams.
🚀 Ready to Upgrade Your ERP?
Let’s make your financial operations smarter, faster, and future-proof.
📩 Contact us today for a free consultation on your ERP integration.
