Odoo Financial Intelligence

This skill enables interaction with the Odoo financial system to perform audits, generate reports, and analyze business intelligence.

Tools and Commands

The core functionality is provided by the cfo-cli (bundled in scripts/).

Core Capabilities

1. Financial Summary: Get a snapshot of invoices and expenses.
2. Cash Flow: Check bank balances and petty cash status.
3. VAT Reporting: Calculate Output/Input VAT and net liability.
4. Trend Analysis: Monthly revenue vs. spending comparisons with visualization.
5. Anomaly Detection: Use AI (Gemini) or rules to find duplicate bills, missing taxes, or payment outliers.
6. Natural Language Query: Ask complex questions about the financial data.

Usage

Environment Setup

The skill requires the following environment variables (stored in autonomous-cfo/.env):

• ODOO_URL
• ODOO_DB
• ODOO_USER
• ODOO_PASSWORD
• GOOGLE_API_KEY (for Gemini intelligence)

Common Workflows

1. Quick Financial Pulse

Check the last 30 days: ./scripts/cfo-cli summary --days 30

2. VAT Liability Check

./scripts/cfo-cli vat --date-from 2026-01-01 --date-to 2026-03-31

3. Monthly Trends with Charts

./scripts/cfo-cli trends --months 12 --visualize

4. Forensic Audit (AI Anomaly Detection)

./scripts/cfo-cli anomalies --ai

5. Natural Language Questions

"What was my most expensive month in 2025?" ./scripts/cfo-cli ask "What was my most expensive month in 2025?"

Delivery Guidelines

When the skill generates files (charts, reports, data exports):

1. Proactive Sending: Do NOT just provide a download link. Use the message tool to send the file directly to the chat.
2. Formatting:
   • Images (PNG, JPG): Send as an image with a summary caption.
   • Documents (PDF, XLSX, CSV): Send as a document attachment.
3. Captions: Always include a brief summary of the file's content in the message caption.