A consultant serving small businesses, in search of simplicity
Christian Biet is the manager of ABC Pilotage d'Entreprises, a firm that is a member of the Rivalis network. His mission: to support very small businesses (companies with less than one million euros in revenue) in optimizing their profitability. For each of his clients, he systematically asks the right questions: how much does the company cost, how much does it need to sell, and is each engagement profitable?
In this context, Christian uses a variety of tools suited to each issue and each profession. Excel is part of his toolbox, but above all he looks for concrete, well-thought-out solutions that bring real added value to his clients.
The challenge: finding a simple tool for non-financial clients
For Christian, simplicity is a decisive criterion. His clients are leaders of very small businesses, often unfamiliar with complex financial tools. They need intuitive solutions, which they can take ownership of quickly, without heavy training.
The consultant had already tested several of Okimia's competitors, but none had satisfied him. The tools were either too complex or unsuited to the ground reality of his clients. The risk? Proposing a solution that no one would use, for lack of accessibility.
Furthermore, Christian brings his clients expertise on profitability, but he was missing a tool to answer the crucial question: "OK, it's profitable, but in terms of cash flow, does it work?"
"I also used Okimia's competitors, but they didn't satisfy me."
The solution: Okimia, simple and accessible to 99% of clients
It was the ease of use that won Christian over. Okimia proved to be the tool he was looking for: intuitive, within reach of 99% of his clients, without requiring additional training.
With Okimia, Christian rounds out his advisory approach. Where he brings the question of profitability, Okimia brings the answer on cash flow. His clients can finally concretely visualize their financial situation and better anticipate their needs.
"First of all, Okimia brings me simplicity. It's within reach of 99% of my clients, with no additional training, so it's intuitive, and that's hugely important."
Christian particularly appreciates several features:
Multi-bank consolidation in one click. For a consultant juggling several client files, or for an entrepreneur managing several bank accounts, being able to visualize everything on a single screen is a considerable time savings. In one click, he accesses his clients' three banks, which considerably facilitates his advisory work.
Automatic categorization by major families. Okimia makes it possible to set up keywords to organize expenses into major budget categories: employee cost, purchases, fixed charges (insurance, outside services…). No need to redo a complex chart of accounts. The goal is to stay concrete and give a clear, actionable view.
Concretely, Okimia helps Christian's clients better manage three critical aspects of their cash flow: personal drawings, supplier payment terms, and above all the recovery of customer payments. These three points are often the blind spots of very small businesses, which can compromise their financial balance even when profitability is there.
A tool that transforms advisory support
When you ask Christian to describe Okimia in one sentence, his answer is unequivocal:
"Okimia is THE cash flow software that's super simple to use."
This simplicity has transformed the way Christian supports his clients. He can now offer them a tool that they actually adopt, that gives them a clear and reliable view of their cash flow, and that fits naturally into their daily routine.
For his small-business clients, often overwhelmed and uncomfortable with numbers, Okimia represents a real relief. They go from approximate, worry-inducing cash flow management to a controlled, peaceful view of their financial situation.
The impact is measured day-to-day: less stress in the face of deadlines, better anticipation of cash flow needs, and above all the ability to make informed decisions. Christian found in Okimia the missing link in his support: a tool that complements his expertise on profitability with a concrete, accessible view of cash flow.
Today, ABC Pilotage d'Entreprises continues to support its small-business clients with an enriched offering. Thanks to Okimia, Christian can guarantee them not only better profitability, but also healthy, sustainable cash flow management.