Okimia was designed for small finance teams in SMEs — CFOs, Finance Managers, business owners who manage their treasury without an army of treasurers. The tool works equally well for a single entity or a multi-company group.

The interface was designed so that you don't need to train yourself. Look at our testimonials — you'll see many of them highlight how simple and intuitive the platform is, as well as the support we offer to help you get started.

From the moment you subscribe, you are assigned a dedicated Okimia expert. They support you with bank connection, configuring your category plan, and setting up your forecast. Going forward, they remain your direct point of contact — no anonymous ticket system, no team rotation. If you have a question, you know who to ask.

No. Okimia connects to your banks, your accounting tools (Pennylane, Sage, Cegid, Odoo...) and your ERP. Your existing stack stays intact — Okimia plugs into it to centralise your treasury view.

The switch happens in three stages. First, an Okimia expert reviews your current configuration — category plan, bank connections, forecast structure — to understand what you've built. Then, they reconfigure Okimia from that foundation, without asking you to start from scratch. Finally, a validation session lets you check that the data is consistent before closing your Agicap account. The majority of migrations take less than a week. Our teams handle the technical side; you handle your treasury.