A professional-grade financial intelligence tool that generates visual reports and ledger-based analytics directly from Odoo ERP data.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install odoo-reporting
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install odoo-reporting using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Odoo Financial Intelligence?
Odoo Financial Intelligence is a specialized skill designed to bridge the gap between complex ERP data and actionable business insights. It provides a secure, read-only interface to query salesperson performance, customer analytics, and deep ledger-based financial data. By leveraging Openclaw Skills, users can automate the creation of high-fidelity reports without the risk of accidental data modification.
This tool is built with a focus on evidence-first reporting, ensuring that every balance sheet and P&L statement is calculated using real-time journal entries. It supports multiple international accounting standards and automatically generates professional visual assets including dark-themed WhatsApp cards, A4 PDF reports, and detailed Excel workbooks, making it an essential companion for CFOs and sales managers alike.
Odoo Financial Intelligence Use Cases
- Creating automated Profit and Loss statements and Balance Sheets based on real-time ledger entries.
- Monitoring sales team performance with automated month-over-month trend analysis and comparison charts.
- Managing liquidity through automated Accounts Receivable (AR) and Accounts Payable (AP) aging reports.
- Generating executive summary snapshots for rapid stakeholder updates via WhatsApp.
- Auditing financial health with deep-dives into cash flow, burn rates, and runway projections.
How Odoo Financial Intelligence Works
- The user requests specific Odoo data or a financial report through a natural language interface.
- The skill validates the request and collects missing parameters such as date ranges or specific company IDs.
- It establishes a secure connection to the Odoo instance via XML-RPC or JSON-RPC using locally stored credentials.
- Read-only queries are executed against core Odoo models like account.move, sale.order, and res.partner.
- The tool processes the raw data locally to compute financial metrics, adhering to the detected accounting standard (e.g., IFRS or US GAAP).
- Visualizations and formatted reports are generated and stored in the local output directory for immediate user access.
Odoo Financial Intelligence Setup
To get started with this skill, navigate to the asset directory and run the installation script:
cd skills/odoo/assets/autonomous-cfo
./install.sh
You must configure your Odoo credentials in the .env file within the assets folder:
# Edit assets/autonomous-cfo/.env
ODOO_URL="https://your-odoo-instance.com"
ODOO_DB="your_database_name"
ODOO_USER="your_username"
ODOO_PASSWORD="your_api_key"
Verify your configuration by running the diagnostic tool:
./venv/bin/python src/tools/cfo_cli.py doctor
Odoo Financial Intelligence Data Schema & Taxonomy
The skill maintains a structured output taxonomy for all generated financial intelligence. Reports are organized into the following local directories:
| Directory | Description | Format |
|---|---|---|
output/pdf_reports/ |
Formal financial statements and summaries | |
output/whatsapp_cards/ |
High-impact KPI cards with dark theme | PNG |
output/charts/ |
Individual data visualizations and trends | PNG |
output/excel/ |
Detailed data exports for manual analysis | XLSX |
All data processing is ledger-based, utilizing account.account for structure and account.move.line for transaction accuracy.
Odoo Financial Intelligence Advanced Features
- Automatic Accounting Standard Detection: Dynamically formats reports based on jurisdiction (IFRS, US GAAP, Ind-AS, etc.).
- Real-time Equity Calculation: Computes current year earnings dynamically to ensure balance sheets always balance correctly.
- Multi-Backend Support: Switch between legacy XML-RPC and high-performance JSON-RPC for Odoo 19+ instances.
- Defense-in-Depth Security: Strict client-side read-only enforcement prevents accidental data mutations.
- Custom Ad-hoc Analytics: Compare arbitrary metrics such as direct vs. indirect expenses using the specialized ad-hoc command engine.
- Integrated Visualizer: Automatically generates charts for every report without requiring manual triggers through Openclaw Skills.
SKILL.md
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