Business plan software: build your forecasts in real time
Import your data in one click, generate reliable forecasts, and secure your financial decisions without relying on a manual Excel file.
4.9/5
Manage your cash flow and forecasts: simply, quickly, and with confidence with Okimia
Okimia reinvents the way SMEs build and manage their financial forecasts. No more spending hours consolidating outdated Excel files: automate updates, focus on analysis, and make decisions backed by reliable, traceable numbers.
Automatic synchronization
Connect your bank accounts once, then let Okimia automatically import every transaction. No more manual consolidation or data lags.
Stay in control of your models
Build robust forecasts with simple, easy-to-understand formulas.
Test before you decide
Model several versions of the future in just a few clicks. Compare the impact of longer customer payment terms or a 10% drop in sales, all automatically.
Designed for decision-makers who don't have time to tinker
CFOs and finance managers
All your cash centralized, reliable forecasts, and more time for analysis (where you add real value).
SME leaders
Immediate visibility into your finances, so you know whether you can hire and invest or need to hold back (at a glance, not in 3 days).
Accounting professionals
Reliable figures generated automatically for your clients, and more time for advisory work (where your expertise truly makes the difference).
Bank-grade security
Bank connections, payments and investments through licensed partners. Your data is encrypted and hosted in France.
Human support
A dedicated account manager for setup and ongoing support. Not a chatbot, a real person who knows your context.
Broad connectivity
ERP, invoicing software, CRM... Okimia connects to your existing ecosystem to centralize financial data effortlessly.
A complete cash management and optimization tool
Cash tracking, supplier payments, surplus deposits: everything you need, in one interface.
Automated cash management
Real-time tracking. Tailored forecasting. Instant reporting. Multi-entity consolidation. A platform designed for finance teams who want clarity.
Simple, frictionless payments
Centralize your supplier payments and issue virtual or physical cards with usage rules that you define.
Cash that works for you
From Okimia, access a risk-free rate in one click and earn interest paid daily. Withdraw your funds in under 24 hours, with no fees.
They replaced their spreadsheet and they're not going back.
I use Okimia to see my cash flow more clearly, and as a startup, it makes a real difference. The tool is simple and intuitive — I recommend it!
Thomas Sadoul
After trying Okimia, I was immediately won over by its ease of use and level of automation. It transformed the way I manage my cash flow, allowing me to have a clear and precise view of my financial flows.
Julien Gauthier
A very good cash flow software, easy to use. Thank you to Julie for the onboarding support. I recommend.
Sébastien Valadier
We're here to help
Have more questions?
Don't hesitate to contact our teams.
Can a business plan tool integrate a reliable cash flow forecast?
Building a business plan without a solid cash flow forecast means presenting hypotheses without foundation. Business plan software enables you to structure the narrative part of the project, but the financial forecast that will convince a bank or investor must be based on real data. Okimia completes this approach: once the company is launched, it takes over to track the plan's execution, compare actual performance against forecasts, and adjust assumptions in real time.
Why use a business plan tool rather than a downloadable template?
A downloadable template is static: it doesn't update, doesn't connect your real data, and doesn't adapt to your project's evolution. Business plan software offers interactive features and a guided structure. For a CFO accompanying a company's creation or growth, the complementarity is clear: the business plan software structures the project, Okimia manages its financial execution with a cash flow forecast synchronised on real banking data.
How do I convince investors or banks with a structured financial forecast?
Investors and banks are primarily looking for realistic assumptions and a credible cash view. A convincing business plan combines a solid narrative with a structured financial forecast based on verifiable data. For an SME CFO, Okimia enables this forecast to be produced from real banking flows, scenarios to be tested, and a reliable cash trajectory to be presented. You no longer pitch estimates: you present data anchored in the operational reality of the company.
At what stage does an SME CFO need a business plan tool?
Business plan thinking is not only for company founders. An SME CFO may need one to prepare a fundraise, structure an acquisition project, apply for bank financing, or present a development plan to shareholders. In all these cases, the credibility of the financial component is decisive. Okimia provides the real and forecast cash data that feeds this component, with the granularity and reliability that financial stakeholders demand.
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.
