Financial management software: manage your cash flow in real time
Visualize your cash position, automate your forecasts, and save 2 hours a week on your financial management.





4.9/5













Financial management, finally simple and automated
Okimia transforms your financial management by centralizing and automating all your cash operations. No more juggling between Excel and your accounting software.
Multi-account bank synchronization
Automatically consolidate all your bank accounts in real time with no manual entry. Your transfers, direct debits, and incoming payments are automatically categorized as soon as they hit your accounts.
Multi-entity consolidation
Manage all your companies from a single interface with a consolidated view.
Multiple scenarios and simulations
Test the impact of your decisions on your cash flow before making them. For example, you can simulate hiring a salesperson and see its impact on your cash position 6 months out.
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 enjoy interest paid daily. Withdraw your funds in under 24 hours, with no fees.
We're here to help

Have more questions?
Don't hesitate to contact our teams.
What is financial management software and how does Okimia address this need?
Financial management software is a solution that allows a finance team to manage all the company's financial flows: treasury, payments, reporting, and forecasts. For an SME CFO, it's the central tool that replaces spreadsheets and multiple banking portals. Okimia is financial management software specialised in treasury: real-time bank synchronisation, dynamic forecasting, integrated transfers, corporate cards, and customised reporting. Everything is designed so that the finance manager has a reliable cash view and operational tools in one place.
What are the essential features of financial management software for SMEs?
Effective financial management software for an SME must cover multi-bank cash tracking, short and medium-term cash flow forecasting, customised financial reporting, supplier payment management, and integration with accounting tools and ERPs. Okimia brings together all these features in an interface designed for CFOs: each module is connected to the others, each payment updates the forecast, and each piece of banking data feeds reporting without manual manipulation.
What is the difference between an ERP and financial management software like Okimia?
An ERP manages all company processes: purchasing, sales, stock, HR, and finance. It's a transversal tool, often complex to deploy and configure. Financial management software like Okimia is specialised in treasury and financial management: faster to implement, more precise on SME CFO needs, and directly connected to banks via Open Banking. The two tools are complementary: Okimia integrates with your ERP to retrieve accounting data and integrate it into cash tracking.
How does Okimia facilitate financial decision-making in an SME?
Financial decision-making rests on the quality and freshness of available data. With Okimia, an SME CFO has a real-time updated cash view, a forecast fed by real banking data, and automatically calculated financial indicators. You simulate the impact of a recruitment, an investment, or a customer delay before deciding. You share clear reporting with management or shareholders without additional preparation. Decisions are made on facts, not estimates.
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.
