The Scenario
You're the finance controller and it's the second Tuesday of the month. Fifty vendor invoice PDFs have accumulated since last cycle — the URLs are in column A of a Google Sheet your AP team built. Your job is to run all fifty through Odoo's OCR, collect the extracted fields, and before the file goes to your CFO, flag anything that looks wrong: missing totals, due dates that are already in the past, VAT numbers that didn't extract. The CFO is reviewing the batch on Thursday. You have Wednesday.
The bad version:
- Submit each invoice URL to Odoo manually, wait for OCR, copy extracted fields into columns B through G row by row — 50 times.
- Build a separate pass through the completed sheet to identify anomalies: scan column C for blanks, compare column D values against today's date, check column E for missing VAT numbers.
- Email the CFO a sheet with a "Flags" column you populated by hand, knowing there's a reasonable chance you missed something in row 34.
A finance review process that runs on manual inspection has a ceiling. The anomaly you miss on a Tuesday afternoon is the one that surfaces during the audit.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your invoice sheet, connects to Odoo through its built-in integration, submits the batch for extraction, collects results, and can run the validation logic inline — flagging anomalies at the same time as it writes the extracted fields, not as a second pass you have to schedule separately.
Submit all 50 invoice PDF URLs in column A to Odoo Parse Invoice, collect results into columns B through G (total, due date, supplier, VAT, IBAN, currency), then add a Flags column flagging any row where total is empty or due date is before today
What You Get
- Columns B through G fill with extracted total, due date, supplier name, VAT number, IBAN, and currency for all 50 rows
- A Flags column appears with a value for any row where total is blank or due date is before today's date
- Rows where OCR returns an error land a status note in the Flags column rather than a silent blank
- The CFO receives a sheet where anomalies are already surfaced — no secondary audit pass required
What If the Data Is Not Quite Ready
Some invoices have expected totals in column H that should be validated against the extracted total
Process my Excel invoice-review sheet through Odoo Extract — parse each invoice, paste extracted fields, and in a final column mark 'REVIEW' for any invoice where the extracted total does not match the expected total in column H
You want separate flag categories rather than a single Flags column
Submit all invoice URLs in column A to Odoo Parse Invoice, write extracted fields to columns B through G, then populate a Status column with: 'MISSING TOTAL' if column B is empty, 'PAST DUE' if due date is before today, 'NO VAT' if VAT number is empty, 'IBAN MISSING' if IBAN is blank — and 'OK' for rows that pass all checks
A subset of invoices are already processed and shouldn't be resubmitted
For rows in column A where column B is empty, submit to Odoo Parse Invoice and write extracted total, due date, supplier, VAT, IBAN, and currency to columns B through G — skip rows where column B already has a value, then run validation flags on the full sheet including previously processed rows
Full extraction, validation, and summary report in one prompt
Submit all 50 invoice URLs in column A to Odoo Parse Invoice, write extracted total, due date, supplier, VAT, IBAN, and currency to columns B through G, populate a Flags column with the specific issue for each anomalous row, sort the sheet so flagged rows appear at the top, and add a summary block below the data showing total invoices, count flagged, total extracted value, and count with missing IBAN
The summary block gives your CFO the overview and the flagged rows give the detail — built in the same pass that ran the extraction.
Try It
Get the 7-day free trial of SheetXAI and open your vendor invoice sheet with PDF URLs in column A, then ask it to run the full batch through Odoo and flag anomalies in the same step. For related tasks, see batch invoice parsing without validation and querying Odoo ERP data directly into your sheet.