Build the finance apps your team needs on top ofaccounting

Invoice dashboards, AP/AR tracking, expense capture with OCR, 3-way matching, jurisdiction-aware tax reporting — reading and writing live to your NetSuite, Odoo or SAP accounting data.

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Start from a template. Ship it in minutes.

Production-ready apps, all connected to your ERP. Fork one, prompt Leo to make it yours.

No templates yet for this category — we're adding more every week.
USE CASES

Finance apps real teams are running today

Pick a starting point — every prompt below is a live template, click to load it in the chat.

Invoice & AR Dashboard

Live receivables with aging buckets, customer-level outstanding balances and one-click follow-up emails — pulled from account.move.

OdooStripeQuickBooks
Get paid faster
Click to use this template →

3-Way Matching (PO + GR + Invoice)

Match vendor invoices to purchase orders and goods receipts automatically. Flag mismatches, route exceptions to AP.

OdooSAP
Eliminate manual invoice matching
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Expense Capture with OCR

Employees snap a receipt on their phone, OCR reads the amount and vendor, the line lands in Odoo coded to the right GL account.

OdooOCR
Stop chasing receipts
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Quote Builder

Build professional quotes from your product catalog with reusable blocks. Push approved quotes to Odoo as sale orders.

Odoo
Send quotes in minutes
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Tax & Profit Analysis

Profit reporting by entity, product, customer or jurisdiction — with tax breakdowns that follow your local rules.

OdooSAP
See where the money actually goes
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AP / Vendor Portal

Self-service portal for vendors to view POs, submit invoices and track payment status — without giving them ERP access.

Odoo
Cut AP inbox noise
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THE GAP

Your ERP closes the books.

It doesn't help your team run finance day-to-day.

Your ERP holds the ledger. Your finance team runs on spreadsheets, email threads and a parallel set of books in QuickBooks or Xero. That's the gap HelloLeo closes.

WITHOUT HELLOLEO

Books live in your ERP. The day-to-day runs on Excel, email and a second accounting system.

  • AR follow-up in a shared spreadsheet, copy-pasted from the ERP every Monday
  • Vendor invoices forwarded by email, re-keyed into the ERP by AP
  • Expense receipts on Slack threads, GL-coded from memory by the controller
  • Tax reports stitched together in Excel, week of every filing
  • QuickBooks and the ERP reconciled by hand because nobody owns the bridge
WITH HELLOLEO

A finance app generated in minutes, reading and writing live to your ERP and your books.

  • Live AR aging dashboard with one-click follow-up emails logged to the customer
  • 3-way matching that auto-validates PO + GR + invoice and posts to account.move
  • OCR receipt capture from the employee phone, GL-coded on submit
  • Tax analysis sliced by jurisdiction, exported for the filing in two clicks
  • A real connector between your ERP and QuickBooks / Xero / MYOB — kept in sync nightly
INTEGRATIONS

Bridge your ERP to the rest of the finance stack.

Your apps read live from NetSuite, Odoo or SAP — and plug into the accounting, payments and expense tools around them: QuickBooks, Xero, Sage, DATEV, Stripe, Ramp.

FEATURES

The finance ops your ERP never gave you

Live AR & AP, Not Month-End Snapshots

Real-time receivables, payables and cash position pulled straight from account.move. Aging buckets that update as invoices post — not as the controller refreshes a pivot.

Tax & Compliance, Your Jurisdiction

Profit reports sliced by entity, VAT/sales-tax breakdowns by region, multi-currency consolidation. Leo writes the logic to your local rules — no off-the-shelf module to wrestle with.

Bridge to QuickBooks, Xero, MYOB, DATEV

Hybrid setups (ERP in NetSuite or Odoo, books in QuickBooks/Xero/MYOB) are a first-class citizen. Leo writes the connector, maps the GL accounts and keeps the two sides in sync.

Approvals Where People Actually Live

Expense, invoice and PO approvals routed into email, Slack or a portal — not buried in the ERP. Finance gets the audit trail; approvers get one click.

Why HelloLeo, not a generic AI coding tool?

AI coding tools (Claude Code, Cursor, Codex…) are built for developers starting from scratch. HelloLeo is built for Odoo business teams.

Built for Odoo, not blank

Generic AI

Starts from a blank environment, knows nothing about your Odoo modules or data.

HelloLeo

Natively connected to your Odoo. Your modules, custom fields and history are already part of the context.

Production data is safe by default

Generic AI

Works against your live database with no guardrails. One bad prompt can overwrite production.

HelloLeo

Isolated staging environment with automatic backups. Changes reach production only after you approve them.

One-click deploy and Odoo SSO

Generic AI

You handle servers, hosting, domains and OAuth integrations from scratch for every app.

HelloLeo

One-click publish and Odoo SSO out of the box. Your team logs in with their existing credentials.

Managed runtime and support

Generic AI

Self-hosted means self-managed. No monitoring, no alerts, no help when something breaks.

HelloLeo

Fully managed infrastructure with monitoring, alerts and a real support team that knows Odoo.

Frequently Asked Questions