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EasyAI - AI Assistant for Dolibarr (Mistral, Claude, OpenAI)

mp23914d20261027151325

New

Ask your ERP in your own language: reports with charts and Excel, answers from your manuals. Confirms before writing. Requires EasyAPI.

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  • Author EasySoft Tech SL
  • Module version 1.72.0
  • Release date 10/27/2026
  • Access to download and updates 1 year
  • How to contact support info@easysoft.es
  • Compatibility Dolibarr V15 - V24   -   PHP7.1 - 8.4
  • Last update 11/09/2026 05:31 PM

More info...

EasySoft Tech - Solutions that drive your business

Ask your Dolibarr the way you'd ask a colleague

EasyAI puts an AI assistant inside Dolibarr. You write to it in your own language and it answers with your company's data, pulls up the report with its chart and Excel file, or gets the quote ready for you. It works with the permissions of whoever is using it, and it checks with you before it creates, changes, deletes or sends anything.

0 SQL
the AI never writes free-form queries
EU
European provider (Mistral) by default
8
interface languages
V15–V24
PHP 7.1 or later

The problem it solves

Your data is already in Dolibarr. Getting it out in time usually comes down to the one person who's good with the lists and with Excel. And as soon as you hook an AI up to your ERP, another question comes up: how far can it go, and where does your customers' data end up?

What you run into What it costs you
Finding out how much you've invoiced a customer, or which product leaves the best margin, means filtering lists and copying data into a spreadsheet. Hours every month, and decisions made without the numbers because "we'll look at it later".
An AI assistant that creates invoices or fires off SQL queries from a single sentence, without asking for confirmation. One misunderstanding is all it takes to end up with a wrongly issued document, or with data that user wasn't supposed to see.
Customer data sent to an outside AI with no explanation of what goes out, where it goes and with what consent. A GDPR problem that you answer for, as the controller of that data.

EasyAI goes into Dolibarr as the user who is using it, with exactly the same permissions. If that user can't see supplier invoices, neither can the assistant, and any change waits until you confirm it.

WHAT MAKES IT DIFFERENT

Reports with charts and Excel, and the AI never touches SQL

Ask for "revenue by month" or "top customers" and EasyAI builds it with its own report engine. The AI can only pick from a closed catalog of data (it grows by itself with the modules you have enabled), and the server checks the request before running it. You get a table, chart and Excel file right there in the chat, and it's saved in "My reports". The next time someone asks something similar, that report gets reused. SQL is the language used to query the database directly, and here the AI never writes it.

See it in action

Real screenshots on Dolibarr 18.

EasyAI chat with suggestions and the quick commands drop-down
The chat, with the drop-down that opens when you type "/" and your saved conversations on the left. The assistant is called KIWI (Knowledgeable Intelligent Workflow Interface), and you can rename it.
Consent notice shown before the assistant is used for the first time
The first time, each user reads what data is sent to the AI and decides whether to give consent.
Telemetry / GDPR tab showing what data leaves and where it goes
The transparency tab explains what is sent, where to, how long it's kept and how to exercise your GDPR rights.
Knowledge base showing the semantic index status and the loaded documents
The knowledge base, with your Knowledge Management articles and the documents you've uploaded.
AI provider settings with the hidden key and the list of models
Provider settings. The key always stays hidden.

How EasyAI works

Aspect EasyAI
Writes Before writing it shows a card with what it is really going to do and waits for your confirmation, which the server checks with a one-time token
Queries Closed, validated catalog; sensitive columns are never exposed
Reports Table, chart and Excel in the chat, saved in "My reports"
Your manuals Knowledge base with semantic search that cites its source
GDPR EU provider by default, per-user consent and a transparency tab
Spending Monthly cap per user in euros and a limit of messages per hour
Accessibility Works with keyboard and screen reader, in a light or dark theme
Compatibility Dolibarr 15 to 24 and PHP 7.1 or later

What you can ask it

In your own words, in any of the 8 languages.

MANAGEMENT
“Revenue by month this year”
“Which product leaves me the best margin?”
“Top 10 customers”
ADMINISTRATION
“Which customers owe me the most?”
“Show me my latest invoices”
/invoice
SALES
“Create a draft quote for…”
“How much have I invoiced this customer?”
/customer
TEAM
“What does our returns policy say?”
“How many products are in stock?”
/help

What's included

Run your ERP by talking to it
Looks up and creates third parties, products, quotes or invoices through EasyAPI, always as the logged-in user. Before writing it shows you a card with what it is going to do (the fields that change, the lines and the total) and, when it is done, leaves you the link to the record.
Answers that cite your documents
It reads validated Knowledge Management articles and the documents you upload. It finds the answer even if you word the question differently or ask in another language, and tells you which document it came from.
Privacy you can show
Comes with Mistral, a European provider. Each user gives their consent, the chat always tells you you're talking to an AI, a tab explains which data goes out and every action of the assistant is logged. If you want, emails, phone numbers, IBANs and tax IDs are masked.
You choose the AI
Mistral, Anthropic (Claude), DeepSeek or any OpenAI-compatible service, including a local model with Ollama. With most providers, you pick the model from a live list.
Requests that run on their own
Ask it «every Monday at 9, tell me the overdue invoices» and it does it on its own, with your permissions, leaving the result in a conversation. For each task you choose whether it only tells you, leaves the changes prepared for you to confirm or, if the administrator allows it, makes them itself.

And also

  • You can talk to the assistant as in a call, also from your phone: it answers aloud at once, you can interrupt it, and what you ask of the ERP it does with your permissions. To create or change anything it asks for a "yes".
  • You can create agents with a specific job: their instructions, which part of the knowledge base they read, which areas of the ERP they may use and who uses them. An orders agent, for example, only works with orders and customers, even if asked for something else.
  • You can write skills: a workflow in plain text, for example how to prepare an order and for which customer, that the assistant follows step by step. An optional fast mode runs all the steps in one go.
  • You can dictate instead of typing, using the browser's voice input (free) or a transcription service.
  • You can attach a CSV or an .xlsx spreadsheet to the chat and the assistant reads the table; with EasyOCR, also an invoice as a PDF or a photo, and it pulls out its data. If you ask, it files the document in the record you name, once you confirm.
  • With /health you see which ERP data needs a look (repeated tax IDs, contacts without an email, overdue invoices…) and with /remind you prepare the payment reminders for what is overdue: each email goes out only when you confirm it. If you turn it on, a daily review tells you in the chat about repeated third parties and forgotten drafts.
  • It comes with quick commands (/invoice, /customer, /product, /quote and /help) that the administrator can change or add to.
  • It learns how your team works so it can answer faster. Each user can see what it has learned, switch it off or delete it.
  • You can set a monthly spending cap per user and a limit of messages per hour. Each user sees what they have spent and what is left.
  • You can give it your own name, logo and greeting, along with your company's tone and rules.
  • You can stop it halfway with "Stop". If the connection drops, your question waits and goes out by itself when it comes back, only once.
  • Each user picks in "My preferences" the language it answers in and whether they want it light or dark. By default it follows the Dolibarr theme and uses your brand colour.
  • It installs as an app on a phone or a computer, with its own page when there is no connection.
  • Tables and charts in the chat read well in light and dark, can be browsed with the keyboard and download to Excel or PNG.
  • If something is off, the "Diagnostics" tab tells you what fails and how to fix it, and tests one by one the tools the assistant uses.

Getting started

1
Install and enable EasyAPI. It's the module EasyAI uses to read from and write to the ERP.
2
Enable EasyAI from Setup › Modules.
3
Choose the AI provider, paste your key and click "Test connection": it tells you straight away whether it works.
4
The first time, each user accepts the privacy notice, and from then on they can start typing.

Requirements

Dolibarr V15 to V24 (tested on V15, V18 and V24)
PHP 7.1 or later
Required module EasyAPI installed and enabled (sold separately)
AI provider Your own API key (Mistral, Anthropic, DeepSeek, OpenAI…) or a local model with Ollama
Updates 365 days of access to updates

Before you buy

Does my data leave the EU or get used to train the AI?
By default it uses Mistral, which has its servers in the EU and, by default, doesn't train on what it receives through its API. If you pick a provider outside the EU, the transparency tab warns you. With Ollama, the data stays on your own infrastructure. Passwords, keys and sensitive columns are never sent.
What if the AI gets it wrong and invoices or deletes something it shouldn't?
You decide how much autonomy it has, and out of the box it does nothing on its own: whatever it is about to create, change, delete or send waits on a card with the changes until you confirm it. Deleting, sending, validating, paying and closing always ask for confirmation, in any mode. It also checks that the data it is about to write came up in the conversation, and it works with the permissions of the logged-in user: if that user can't delete invoices, neither can the assistant. Everything is recorded in the activity log.
How much does it cost to use the AI?
You pay your provider directly with your own key; we charge nothing for usage. It depends on how much it is used and on the model. EasyAI works out the cost in euros with the price of each model, shows each user what they have spent and lets you set a monthly cap per user (10 € in a new installation). It also caches the fixed part of each request to spend less.
Why does it need EasyAPI?
EasyAI doesn't go into the database by itself. It reads and writes through EasyAPI, with the same permissions and controls as any other integration, so your Dolibarr's rules still apply.
How can I try it without putting my data at risk?
Queries and reports only read. Anything that writes asks for confirmation, but once you confirm, the record really is created. If you'd like to test it at your own pace, install it on a copy of your Dolibarr first.
Can I adapt it to my needs?
Yes. You get all the source code. And a lot can be changed from the settings without touching any code: the assistant's name, its tone, your company rules or the quick commands.
What happens when the 365 days are up?
The module keeps working. The 365 days cover access to new versions; once they run out, you can keep using the version you have installed and renew whenever you like.

Actively maintained

EasyAI is currently at version 1.72. Before each release it goes through its automated tests, also in the browser on Dolibarr 15, 18 and 24. You can read what changed in each version in the module's "ChangeLog" tab.

31
modules published on Dolistore
100%
full source code
8
interface languages
365
days of updates

Is it a good fit for what you need?

Write to us about your case and we'll tell you honestly whether EasyAI will work for you.

info@easysoft.es www.easysoft.es



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org