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The value chain in four links

Most tools stop at the first link. UpBoard covers all four, that is how data becomes action.

The observation#

Your data is already in Odoo. The problem has never been the tool: it is the lack of intelligence between raw data and a concrete decision.

A dashboard shows you a declining curve. It does not tell you why. It does not tell you what to do. It does not do it for you.

UpBoard is built around a four-link value chain.

  1. Étape 1

    Visualisation

    Dashboards, tables, charts. This is where most BI tools stop.

  2. Étape 2

    Interpretation

    Understanding what the numbers mean in your business context, seasonality, and history.

  3. Étape 3

    Recommendation

    Identifying high-impact actions, prioritising them, and quantifying them in euros.

  4. Étape 4

    Action

    Execution in your ERP, after your validation. PO draft, prepared email, min/max adjustment.

Link 1, Visualisation#

UpBoard does not reinvent the dashboard. If you already use Power BI, Metabase, or Odoo views, keep them. Our Health Score (domain overview) is included but it is not our core value proposition.

What classic BI does: curves, bars, maps. You hunt for the insight yourself.

Link 2, Interpretation#

This is where it gets interesting. For every figure flagged, the agent explains why it is abnormal:

  • "Your sales are down 12% this month, but it is seasonal; your 2024 and 2025 history showed the same dip at the same date"
  • "Your margin on category X is falling, analysis traces an 8% purchase price increase from supplier Y on 14 March"
  • "Your DSO is rising, concentrated on three customers who represent 60% of receivables"

That interpretation draws on 12 to 24 months of your history, not generic rules.

Link 3, Recommendation#

The agent does not say "all good" or "watch out". It proposes concrete, prioritised, euro-quantified actions:

  • "Follow up first on your dormant quotes, ranked by the amount at stake, with the follow-up email already drafted"
  • "Adjust min/max on your zero-rotation items, with the cash tied up valued line by line"
  • "Fix the missing legal mentions on this month's customer invoices, with the affected documents listed"

The amounts shown are yours: they are computed from your Odoo records, not from a sector average. This is the link consulting firms charge a premium for.

Link 4, Action#

Once you accept a recommendation, the agent executes in Odoo:

  • Creates a purchase order draft with the right supplier
  • Drafts the follow-up email, ready to send
  • Applies the new min/max settings
  • Notifies the relevant team

Always after human validation. No outbound action is ever triggered without your explicit consent. Read our commitment.

Architecture at a glance#

For technical profiles:

  • Backend: LangGraph orchestrates agents, FastAPI exposes the API, PostgreSQL (with pgvector) and Redis for persistence and cache
  • AI models: Claude (Anthropic), a fast model to route each request and a more powerful model for analysis
  • Odoo connection: direct JSON-RPC connector, compatible with Odoo 15 to 20, with Redis cache
  • Scheduling: automatic scans at fixed times, four times a day
  • Hosting: Infomaniak, in Switzerland, with strict per-customer data isolation

Details on the Architecture page.

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