Connect your ERP, receive insights
In 4 simple steps, turn your dormant ERP data into revenue-generating business actions.
Connect your ERP
5 minutes, zero technical skills
- Enter your Odoo instance URL
- Create a dedicated API key (read-only)
- UpBoard.ai verifies the connection automatically
- No installation on your server
Agents analyze your data
Continuously, 24/7
- Each agent scans data in its domain
- Pattern, anomaly and opportunity detection
- Comparison with industry benchmarks
- Continuous learning on your historical data
Receive actionable insights
Not charts, recommendations
- "5 dormant quotes represent €67,500 in potential revenue"
- "Product REF-2847 will be out of stock in 5 days"
- "Client ABC Corp has a €28,400 unpaid invoice for 45 days"
- Each insight includes a recommended action
Approve and the agent executes
You stay in control, always
- The agent proposes the action, you approve or reject
- Pre-written follow-up emails sent on approval
- Alerts to relevant teams
- Impact tracking for each action
Our guarantees
Read-only by default
AI doesn't modify anything without your explicit approval
5-minute setup
No installation, no technical skills required
Immediate first insights
Your first insights are generated as soon as you connect
Frequently asked questions about getting started
How do you connect Odoo to an artificial intelligence?
The connection relies on Odoo's standard API key mechanism: you create a dedicated key for UpBoard.ai in your settings, with read-only rights, then enter your instance URL. Nothing is installed on your server: no module to deploy, no change to your database. This approach works with Odoo Online, Odoo.sh and self-hosted instances, from version 17 to 19. The connection is verified automatically and your agents start analyzing your data within minutes.
How long before you see results?
The first insights arrive as soon as you connect: dormant quotes, unpaid invoices, stock anomalies, signals your data already contains. The first week typically produces quick, quantified wins, such as a customer follow-up list prioritized by amount. After a month, the agents have enough history to surface trends: payment delays drifting, sales seasonality, suppliers slipping. The more you use the platform, the more the learning memory tailors recommendations to your context.
Can the AI modify my ERP?
No, not without you. Agents work read-only by default: they analyze, compare and recommend, but write nothing to your Odoo. When a concrete action is proposed, sending a follow-up, creating an activity, it always goes through your explicit approval before execution: that's the human-in-the-loop principle, non-bypassable on the platform. Every approved action is logged and auditable, and you can restrict the API key to read-only rights for an additional technical guarantee.
Do you need to clean your data before starting?
No, quite the opposite. UpBoard.ai agents ship with more than 90 data quality checks that detect duplicates, incomplete records, configuration inconsistencies or invoice sequence gaps. The initial scan gives you an objective assessment of your database and tells you what to fix first. Imperfect data is no reason to wait: it becomes one of the first projects the platform helps you tackle.
Which areas of my Odoo are covered?
Each agent covers a business domain: Sarah analyzes your sales and pipeline, Marc your purchasing and suppliers, Sophie your stock and logistics, Élise your finance and accounting, Léa your customer support, Lucas your points of sale. Analyses also cross domains, cash flow tension often shows up in both sales AND purchasing. You activate the agents you need, depending on your plan.
Ready to try?
Connect your Odoo in 5 minutes and get your first insights for free.