On-Premise Integration
Connectors and middleware for on-premise systems: ERP, accounting, operational databases, and proprietary platforms. No cloud migration required.
Business process automation
AI Agents That Keep Your Books and Enter Your Data
Odyssey AI also builds for the back office: an agent that posts your books to QuickBooks, an agent that reads documents and posts the clean records, and custom software that connects the on-premise and cloud systems you already run.
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AI Bookkeeping
Odyssey Bookkeeper Agent
The Odyssey Bookkeeper Agent moves financial data from your operating systems into QuickBooks Desktop or QuickBooks Online. It reads transactions, invoices, receipts, and journal entries, checks them, and posts them. Records that need a human decision go to a review queue.
- Reads transactions from bank feeds, invoices, and operating records
- Checks each entry against your chart of accounts and classification rules
- Posts to QuickBooks Desktop and QuickBooks Online
- Flags exceptions and sends them to a review queue
- Full audit trail on every posted entry
First National Bank
Business Account Statement
Account No.
****7842
Period: Mar 1 – Mar 31, 2024
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 03/02/24 | Office Supplies — Staples | $247.50 | $8,412.00 | |
| 03/05/24 | Client Payment — Ref 4471 | $5,200.00 | $13,612.00 | |
| 03/08/24 | Vendor Invoice — TechServ | $1,890.00 | $11,722.00 | |
| 03/12/24 | Payroll Direct Deposit | $6,750.00 | $4,972.00 | |
| 03/15/24 | Client Payment — Ref 4488 | $3,100.00 | $8,072.00 | |
| 03/22/24 | Software Subscription | $89.00 | $7,983.00 |
Closing Balance$7,983.00
Purchase Order
Document Type: PO — For Vendor Use Only
PO Number
PO-2024-3391
Date Issued
March 18, 2024
Req. Delivery
April 4, 2024
Vendor
Apex Industrial Supply Co.
8800 Supply Rd, Dallas, TX 75201
Terms: Net 30
FOB: Destination
Ship To
Harrington Manufacturing Co.
1200 Industrial Blvd
Chicago, IL 60601
Attn: Receiving Dept.
| SKU / Part No. | Description | Qty | Unit Price | Extended |
|---|---|---|---|---|
| AIS-440-B | Hex Bolt Assortment — Grade 8 | 500 | $0.18 | $90.00 |
| AIS-2210-M | Machine Lubricant — 1 Gal Drum | 12 | $24.50 | $294.00 |
| AIS-887-S | Safety Gloves — Cut-Resistant L/XL | 48 | $6.75 | $324.00 |
| AIS-103-F | Filter Element — Industrial HVAC 20x20 | 24 | $12.90 | $309.60 |
Subtotal$1,017.60
Freight / Handling$42.00
Tax (8%)$81.41
PO Total$1,141.01
Authorized By
Date Approved
AI Data Entry and Document Processing
Odyssey Data Entry Agent
The Odyssey Data Entry Agent takes copy-and-paste work off your team. It watches the data sources you define, pulls structured records out of them, checks each field against your business rules, and posts the clean record to the target system. Where compliance or oversight requires it, a person reviews the record before it posts.
For delivery tickets and handwritten slips, see AI logistics data entry for delivery companies.
- Reads PDFs, spreadsheets, web forms, and email attachments
- Checks every field against rules you set
- Posts to CRMs, ERPs, spreadsheets, and internal databases
- Logs where each record came from and where it was posted
- Sends records that fail a rule to your team for review
Custom Software Development
Software Built Around Your Existing Systems
Not every workflow fits a SaaS product. Odyssey designs and builds custom software that connects to what you already run, whether that is on-premise, cloud, or both. We take your operating requirements and build the system that connects the parts of your business no packaged product covers. Odyssey is based in Colleyville, Texas, in Dallas-Fort Worth, and builds for companies across the United States.
Cloud-Native Systems
Custom applications built for the cloud that connect SaaS platforms, automate workflows that span several tools, and replace manual handoffs between them.
Hybrid Architecture
Systems that connect on-premise infrastructure to cloud services. Secure, auditable, and built for regulated environments.
Clio Manage Integration
An AI Billing Agent for Law Firms on Clio
For law firms on Clio Manage, the agent sends payment reminders, stops them when a payment posts, requests retainer top-ups and answers staff questions from inside Clio. A build fee from $2,500, then from $599 a month. Watch the demo on its page.
Price
What it costs
Bookkeeping and data-entry agents: a build fee from $5,000, then from $500 a month. Custom software is priced per project, from $10,000.
The pricing section of our FAQ page lists what the monthly fee covers and what can cost extra.
Guides
Articles on AI bookkeeping and data entry
How to automate payment reminders in Clio Manage
How an AI billing agent sends payment reminders in Clio Manage every weekday, stops them when a payment posts, and what it leaves your staff.
Custom application development: what you actually get
Custom application development sounds open-ended. Here is what a build contains, in what order it happens, what it costs, and how long it takes.
What AI accounting software does, and what it leaves you
AI accounting software comes in four kinds. What each one posts without asking you, what it hands back, and the questions that tell them apart.