Catalog / Chatboo / Financial health
Chatboo skill · /financial-health

Financial health

A written report over the last 12 months (months=24 for two years): sales and purchases against a year earlier, money owed both ways, cash, days to collect and customer concentration. The figures come from code; the AI writes the analysis, the risks and the recommendations on top of them, in the language of the person asking.

At a glance

Command /financial-health
Argument months=24
Odoo 14.0 · 15.0 · 16.0 · 17.0 · 18.0 · 19.0 · 20.0

How skills work

A skill is a procedure written once, in code. Type / in the chat and pick one, or ask in your own words: each skill also answers to its own phrases.

  • Almost free. The figures come from code, not from the AI. A skill with no arguments, or with named ones (months=6), calls no AI. Arguments in your own words (the last two years) take one very short call, and the same words are remembered the next time. Only two cases spend real tokens: the report of /financial-health, and a photo or a scan in /bill-draft.
  • It asks for what is missing. The skill asks in the chat; /top-sales asks one question at a time. If your next message is about something else, the skill lets go and the chat carries on.
  • It only reads. Skill code runs in a read-only box, with the rights of the person who asks, in the active company. A skill that proposes a record opens its form; only Save writes.
  • Each one its own screen. A chart, cards you can move around the chat, or a full page.
  • Yours too. A good answer can be saved as a new skill from the chat. The ones in the module are examples to build your own from; each client's own are written by their consultant.