Build Odoo-Powered AI Tax Assistant
Budget: $750 – $1,500 USD
RFP: AI-Powered IRS Deduction Assistant + Tax-Only Chatbot (Odoo.sh v18 Enterprise)
Platform: Odoo.sh v18 Enterprise
Location: Florida, USA
Entity Type: Single-Member LLC
Tax Profile:With W-2 income as well
Subscriptions:
• Odoo Enterprise (Odoo.sh)
• ChatGPT Plus
• Google Workspace
⸻
Project Overview
You will develop a fully automated, token-efficient IRS-compliant Tax AI Assistant that:
• Classifies both business and personal expenses using GPT
• Automatically reviews personal spending for missed business deductions or personal tax write-offs
• Reclassifies eligible personal transactions into business journal upon approval
• Tags expenses with IRS publication references and GPT reasoning
• Allows for manual override of percent or fixed deduction values
• Provides dashboards, audit exports, and a tax-only GPT chatbot
• Runs 100% within Odoo.sh v18 Enterprise, with no external servers
⸻
Developer Objectives for Efficient Tax AI Automation
Token Optimization
• Classify only new or changed transactions daily
• Reuse past GPT results when vendor + amount + description match
• Log token count per GPT call
• Avoid duplicate GPT requests for same transaction type
Personal Expense Review
• All personal account transactions (from Plaid bank feeds) must be reviewed
• Flag potential business deductions (e.g., internet, office supplies, subscriptions)
• Flag personal write-offs (e.g., medical expenses, charitable donations, retirement contributions)
• If business-related, allow user to:
• Approve
• Reject
• Reclassify → Creates copy in business journal with audit log and links to original
⸻
Developer Deliverables
1. GPT-4 Deduction Classifier
• Trigger: Monthly after Plaid sync
• Input: Data from account.move.line (see below)
• Output:
• deduction_type: business / personal / mixed
• business_use_percent or fixed_deductible_amount
• irs_publication
• irs_reason
• Optimized for token cost and reusability
2. Custom Fields on account.move.line
Field Description
irs_tag Deduction category (from GPT)
irs_reason Justification
irs_publication IRS reference
business_use_percent % used for business (editable)
business_use_fixed_amount $ deductible (editable)
deduction_final_amount Calculated
deduction_type Business / Personal / Mixed
deduction_status Suggested / Approved / Reclassified / Rejected
Manual override of percent/fixed amount should lock the auto-calculated value.
⸻
3. Approval & Reclassification Logic
• Approve / Reject / Reclassify buttons per transaction
• When reclassified:
• Clone into business journal
• Link original + new entry
• Add memo with GPT reason + IRS reference
• Reclassification flow applies to all personal → business eligible deductions
⸻
4. Deduction Dashboard
• Breakdown of business vs personal deductions
• Top IRS categories used
• W-2 offset estimation from personal write-offs
• GPT cost (token usage summary)
• Status chart: Suggested / Approved / Reclassified
⸻
5. Audit Export Wizard
• Filters: status, date, IRS pub
• Fields exported:
• Original data (partner, journal, amount)
• Deduction metadata (type, amount, IRS ref, reason)
• Approval info
• Output: PDF + XLSX
⸻
6. Tax-Only Chatbot
• Use Chat AI-Bot: for OpenAI from Odoo App Store
• Integrated in backend only (Discuss app)
• Prompt scope restricted to IRS deduction logic
• Must cite only from:
Pub # Title
535 Business Expenses
946 Depreciation
587 Home Office
463 Travel, Gift, Car
502 Medical
970 Education
590-A/B Retirement
526 Charitable Contributions
530 Homeowner
334 Small Business Guide
505 Withholding & W-2
3 Armed Forces Guide
15, 15-A Employer Tax Guide
⸻
GPT Automation & Examples
Daily Scheduler
• Auto-scans imported bank transactions daily
• Includes business and personal journals
• Sends structured prompt to GPT with:
• partner, description, amount, journal, date, tags, account_id, user_context
• Caches results to reduce token use
GPT Example
Input:
• Description: “Amazon – Office Supplies”
• Amount: $78.24
• Journal: Personal Checking
• GPT Response:
{
"deduction_type": "Business",
"business_use_percent": 100,
"irs_publication": "535",
"irs_reason": "Office supplies used for business deductible under Pub 535"
}
Admin can reclassify this from personal to business books via workflow.
⸻
Final Deliverables
• GPT classification engine (token-optimized)
• Custom deduction fields with manual override logic
• Reclassification workflow for personal → business
• Dashboard with deduction trends and W-2 offset
• Audit export wizard
• IRS-locked GPT Chatbot (backend only)
• Deployment instructions for Odoo.sh
⸻
Budget
• Fixed
• Include GPT prompt tuning / update service
• Include token usage reporting logic
⸻
Proposal Requirements
• Demonstrated experience with:
• Odoo.sh custom modules
• OpenAI / GPT API integrations
• Timeline and budget breakdown
• GitHub, Odoo.sh branch
Platform: Odoo.sh v18 Enterprise
Location: Florida, USA
Entity Type: Single-Member LLC
Tax Profile:With W-2 income as well
Subscriptions:
• Odoo Enterprise (Odoo.sh)
• ChatGPT Plus
• Google Workspace
⸻
Project Overview
You will develop a fully automated, token-efficient IRS-compliant Tax AI Assistant that:
• Classifies both business and personal expenses using GPT
• Automatically reviews personal spending for missed business deductions or personal tax write-offs
• Reclassifies eligible personal transactions into business journal upon approval
• Tags expenses with IRS publication references and GPT reasoning
• Allows for manual override of percent or fixed deduction values
• Provides dashboards, audit exports, and a tax-only GPT chatbot
• Runs 100% within Odoo.sh v18 Enterprise, with no external servers
⸻
Developer Objectives for Efficient Tax AI Automation
Token Optimization
• Classify only new or changed transactions daily
• Reuse past GPT results when vendor + amount + description match
• Log token count per GPT call
• Avoid duplicate GPT requests for same transaction type
Personal Expense Review
• All personal account transactions (from Plaid bank feeds) must be reviewed
• Flag potential business deductions (e.g., internet, office supplies, subscriptions)
• Flag personal write-offs (e.g., medical expenses, charitable donations, retirement contributions)
• If business-related, allow user to:
• Approve
• Reject
• Reclassify → Creates copy in business journal with audit log and links to original
⸻
Developer Deliverables
1. GPT-4 Deduction Classifier
• Trigger: Monthly after Plaid sync
• Input: Data from account.move.line (see below)
• Output:
• deduction_type: business / personal / mixed
• business_use_percent or fixed_deductible_amount
• irs_publication
• irs_reason
• Optimized for token cost and reusability
2. Custom Fields on account.move.line
Field Description
irs_tag Deduction category (from GPT)
irs_reason Justification
irs_publication IRS reference
business_use_percent % used for business (editable)
business_use_fixed_amount $ deductible (editable)
deduction_final_amount Calculated
deduction_type Business / Personal / Mixed
deduction_status Suggested / Approved / Reclassified / Rejected
Manual override of percent/fixed amount should lock the auto-calculated value.
⸻
3. Approval & Reclassification Logic
• Approve / Reject / Reclassify buttons per transaction
• When reclassified:
• Clone into business journal
• Link original + new entry
• Add memo with GPT reason + IRS reference
• Reclassification flow applies to all personal → business eligible deductions
⸻
4. Deduction Dashboard
• Breakdown of business vs personal deductions
• Top IRS categories used
• W-2 offset estimation from personal write-offs
• GPT cost (token usage summary)
• Status chart: Suggested / Approved / Reclassified
⸻
5. Audit Export Wizard
• Filters: status, date, IRS pub
• Fields exported:
• Original data (partner, journal, amount)
• Deduction metadata (type, amount, IRS ref, reason)
• Approval info
• Output: PDF + XLSX
⸻
6. Tax-Only Chatbot
• Use Chat AI-Bot: for OpenAI from Odoo App Store
• Integrated in backend only (Discuss app)
• Prompt scope restricted to IRS deduction logic
• Must cite only from:
Pub # Title
535 Business Expenses
946 Depreciation
587 Home Office
463 Travel, Gift, Car
502 Medical
970 Education
590-A/B Retirement
526 Charitable Contributions
530 Homeowner
334 Small Business Guide
505 Withholding & W-2
3 Armed Forces Guide
15, 15-A Employer Tax Guide
⸻
GPT Automation & Examples
Daily Scheduler
• Auto-scans imported bank transactions daily
• Includes business and personal journals
• Sends structured prompt to GPT with:
• partner, description, amount, journal, date, tags, account_id, user_context
• Caches results to reduce token use
GPT Example
Input:
• Description: “Amazon – Office Supplies”
• Amount: $78.24
• Journal: Personal Checking
• GPT Response:
{
"deduction_type": "Business",
"business_use_percent": 100,
"irs_publication": "535",
"irs_reason": "Office supplies used for business deductible under Pub 535"
}
Admin can reclassify this from personal to business books via workflow.
⸻
Final Deliverables
• GPT classification engine (token-optimized)
• Custom deduction fields with manual override logic
• Reclassification workflow for personal → business
• Dashboard with deduction trends and W-2 offset
• Audit export wizard
• IRS-locked GPT Chatbot (backend only)
• Deployment instructions for Odoo.sh
⸻
Budget
• Fixed
• Include GPT prompt tuning / update service
• Include token usage reporting logic
⸻
Proposal Requirements
• Demonstrated experience with:
• Odoo.sh custom modules
• OpenAI / GPT API integrations
• Timeline and budget breakdown
• GitHub, Odoo.sh branch