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AI & Intelligent Automation

AI inside Odoo, with security designed in

Natural-language assistants can make ERP faster to use, but only if they respect the same permissions as your users. We engineer AI features for Odoo with that principle at the core.

The business challenge

Why organisations come to us

AI promises productivity, but connecting a language model to business data without controls creates real risk.

  • Users spend time navigating menus to find or update simple records.
  • Generic AI tools have no secure access to ERP data.
  • Unrestricted AI access could bypass access rights or modify data unintentionally.
  • Organisations want to choose between cloud and self-hosted models.
  • Management needs an audit trail of AI-initiated actions.

What we provide

Scope of the service

01

AI assistant for Odoo

A chat and voice assistant in the Odoo backend that works as the logged-in user.

02

Allow-listed tool layer

The model can only request registered operations validated on the server.

03

Confirmation flow

Create, update and delete actions require explicit user confirmation.

04

Provider choice

Adapters for OpenAI, Anthropic Claude and OpenAI-compatible self-hosted endpoints.

05

Audit and logging

Conversations, tool calls and outcomes recorded for review.

06

Process automation

AI-assisted steps combined with standard Odoo automation where it adds value.

Capabilities

Technical and functional capabilities

  • Model and field allow-lists per deployment
  • Enforcement of Odoo access rights and record rules
  • No execution of generated code or SQL
  • Expiring, signed pending actions for confirmations
  • Voice input with transcription
  • Configurable providers and models

Relevant Odoo applications

  • Odoo backend
  • Contacts
  • CRM
  • Sales
  • Custom models

We work with Odoo Community and Odoo Enterprise and advise on the implications of each.

Our approach

How we deliver this service

  1. 01

    Use cases

    Identify tasks where AI genuinely saves time.

  2. 02

    Guardrails

    Define allowed models, fields, actions and approvals.

  3. 03

    Build

    Implement tools, prompts and provider configuration.

  4. 04

    Evaluate

    Test accuracy, permissions and failure handling.

  5. 05

    Adopt

    Roll out to selected users and expand gradually.

Benefits

What your business gains

Faster interaction

Find and update records in plain language.

Controlled risk

AI cannot exceed the user's permissions.

Data choice

Use cloud or self-hosted models according to policy.

Transparency

Every AI action is logged.

Related work

Solutions and case studies

Automation

AI Odoo Agent

A secure AI copilot for Odoo: natural-language and voice commands that search, create and update records through allow-listed tools.

View solution
Automation

Multi-Level Approval Engine

Configurable approval flows for purchase orders, expenses, payments or any Odoo model, with unlimited levels, delegation, escalation and audit.

View solution
MRM product

AI-Assisted Odoo Operations

MRM Tech Sol product engineering

A secure AI copilot for Odoo 19 Community that performs record operations through a validated tool layer with confirmations and audit.

  • Odoo 19
  • Python
  • OWL
Read case study

FAQ

Frequently asked questions

No. Our design limits the assistant to registered tools, allowed models and fields, and the signed-in user's permissions.

Yes. OpenAI-compatible endpoints such as self-hosted model servers can be configured where data policy requires it.

That depends on the provider and your agreement with them. We help you choose a provider and configuration that matches your policy.

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Need an Odoo solution tailored to your business?

Let's discuss your requirements, your current systems and what you want to achieve.