Guard
Available at launch- On vendor bills (warning only): bill without a PO, bill above the PO, duplicate bill, tax position, e-invoice fields.
Available at launch Use case · illustrative
Overdue cash ranked by how each customer really pays, and a month-end open list from day one.
The problem. Overdue invoices are chased late or not at all. Payments sit unreconciled. Month-end close takes days because nobody has a list of what is still open.
Last reviewed:
The question they ask
Why is DSO (days sales outstanding) high and close slow?
What Erpmate gives them
Overdue invoices ranked by how each customer really pays, reminders drafted, and the month-end open list from day one. Proposals only, nothing posted.
The Cash agent's Monday report
You give each agent one goal. Erpmate shows the distance to that goal every week, and everything it did to get there.
Cash agent
Weekly report · week 6
DSO 61 → 52 days · target 45 by 31 March
- 38 reminders drafted, 35 sent by your team.
- ₹84 lakh collected from invoices more than 30 days overdue. TODO(Kazim): USD figure
- Credit hold proposed on 2 customers: 1 accepted, 1 rejected (reason saved).
- Refused 3 actions: missing payment terms on the customer record.
What I need: consent to read the collections mailbox.
The business
Illustrative example- A distributor with ₹120 crore revenue TODO(Kazim): USD figure
- Two companies, three warehouses, 40 Odoo users
- Odoo 18 Enterprise
Free reading · 48 hours
Illustrative exampleWhat the free reading found
- Average customer payment past terms
- 19 days
- Share of overdue cash owed by six customers
- 55%
What Erpmate does every day
-
-
Cash
Available at launch (basic)- Overdue invoices ranked by each customer's real payment behaviour, with the reminder drafted. Your team sends it.
- Proposes credit holds on customers who are slipping. A person accepts or rejects each one.
- Unreconciled payments and draft entries listed, and a month-end open list so close starts on day one, not day five.
- Audit checks: duplicate documents, unusual amounts per account (including Benford's law) and segregation-of-duties conflicts.
Proposes only — never posts to your accounts.
-
Cash
Coming next- Cash-flow projection.
Proposes only — never posts to your accounts.
Join the early list for the Cash agent
Goals the owner tracks
Illustrative example
-
DSO (Cash)
61 → 45 days by 31 March
Safe by design
-
Approve first
Nothing runs that you did not approve.
-
Shadow mode
Every rule practises before it acts.
-
Undo everything
An undo is stored before any write.
-
A "why" for every action
The rule, the evidence and the limits checked.
Related use cases
See what your Odoo is hiding.
Free. Read-only. Report in 48 hours.