Okimia vs Sage XRT
Monitor your cash, decide which due dates to settle, execute your payments and trace their accounting entries: Okimia brings these steps together in a single workflow.
Compare the workflow, not a list of ticked boxes
Sage XRT Solutions is bank communication software that also covers treasury and payments. The real question is which workflow your team wants to use day to day.
Configurable bank communication software to structure your flows
Bank connectivity, treasury, payments and controls are offered across a set of modules and configurations.
- Bank exchanges and order transmission
- Validation workflows and secure signing
- Forecasting, reporting and reconciliation functions
The platform for managing your SME’s treasury
The same data feeds your cash position, your payment decisions, their execution and your accounting preparation.
- Multi-bank, multi-entity view, forecasts and scenarios
- Supplier workflow, from preparation to reconciliation
- Payment account, corporate cards and investment of surplus cash
Every step of the payment, in one place
Submitting to the bank and signing both matter. But your team first has to decide what to pay, then see the impact of each payment on its cash position and its accounting.
Your supplier invoices become payments ready to process
Pull invoices and due dates from your management tools, gather supplier details and prepare payments in Okimia.
Your team has a shared view of upcoming payments.
Decide what to pay with your cash position in view
Choose which due dates to settle based on your balances, expected receipts and forecast. You assess the impact of payments before choosing their date and the account to debit.
Send your orders to the bank from the same workflow
Once payments are prepared, create or import your payment orders and send them to the bank. The decision becomes an action, in step with how you manage your due dates.
Have payments signed by authorised people
Validate and sign your payments via EBICS TS, according to your organisation’s authorisations. Authorised users act on prepared payments, right up to signing.
Trace your payments through your bank flows and accounting entries
Match bank transactions to paid invoices and prepare the entries for your accounting. You follow each payment through to how it appears in your accounts.
Why choose Okimia?
3 reasons why the CEOs and CFOs of ambitious SMEs prefer Okimia.
A powerful, complete tool, without the complexity
Scenarios, forecasts, automation: everything you need to track, manage and forecast your cash is there.
An intuitive interface, built for efficiency
Okimia is software that's both simple and 100% adaptable to your company's specifics.
Responsive customer service, always there for you
At Okimia, "support" isn't an anonymous ticket — it's a competent human who knows you.
They replaced their spreadsheet and they're not going back.
I adopted Okimia to find a cheaper alternative to Agicap, which is really overpriced. A very friendly and responsive team for onboarding, initial configuration, and day-to-day use.
Sébastien L.
Excellent solution for managing cash flow and building forecasts. Simple and effective, with a perfect sense of customer service. Kudos to the whole team!
Rémi Thivolle
Intuitive and high-performing cash flow management software. The team is very responsive. Excellent value for money. Highly recommended.
Guillaume Wambergue
We're here to help
Have more questions?
Don't hesitate to contact our teams.
Is Okimia suited to my SME?
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.
Is Okimia hard to get to grips with?
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.
What does Okimia support look like?
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.
Do I need to change my current tools?
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.
Request a demo
30 minutes with a specialist who will set up Okimia for your business. They will answer all your questions and show you the product in real-world conditions.
Free trial
Create your account and connect your banks in 5 minutes. 7 days free to explore Okimia at your own pace, no commitment.
