An experienced CFO serving SMEs in search of clarity
Aurélie Martinez founded Auptima after a rich career as a Chief Administrative and Financial Officer. From startups to integration into large groups, she has navigated every corporate ecosystem. Her conclusion? Too many SME leaders lack visibility into their cash flow, which prevents them from focusing on their core business.
Today, Auptima works with companies to structure their financial management, clarify their processes, and equip them with suitable tools. Aurélie's mission: to give leaders back control over their cash flows so they can steer their business with peace of mind.
The vicious circle of Excel: time-consuming, anxiety-inducing, and unreliable
Before discovering Okimia, Aurélie managed her clients' cash flow like most CFOs: on Excel spreadsheets. A weekly update, or even daily for some companies. A time-consuming task that ate away at precious time.
The consequences? Overwhelmed leaders, a serious lack of visibility, and an inability to anticipate strategic decisions with peace of mind. Aurélie spent her time consolidating data rather than analyzing and advising. Her CFO expertise was underused in favor of repetitive, manual tasks.
For her clients, this situation generated stress: no clear view of the months ahead, decisions made under pressure, and cash flow steered reactively rather than strategically.
Okimia: simplicity and real-time visibility in service of expertise
Aurélie was looking for a tool that would allow her to bring all her added value without wasting time on manual entry and updates. She found that solution with Okimia.
"Okimia changed my daily life with its very simple, very practical use. Once you arrive on the tool, you can immediately see the bank data in real time, what you have in the bank, the upcoming inflows and outflows. It's very visual."
What won Aurélie over:
- Real-time bank synchronization gives her an instant view of her clients' cash flow situation, with no re-entry or file handling.
- The advanced forecasting features offer her the ability to project cash flow over several months, or even several years, with customized scenarios. Need to simulate a hire with the associated charges and the purchase of equipment? Okimia makes it possible in a few clicks.
- The graph view, her favorite feature, allows her to analyze inflows and outflows at a glance, then zoom in on specific categories (such as business travel) to compare two given periods.
Concrete, measurable results:
- A spectacular time savings: weekly or daily updates on Excel have disappeared. Aurélie reclaims entire days that she now devotes to strategic analysis and high-value advice.
- Real-time visibility that allows leaders to make informed decisions, without stress or guesswork.
- Renewed peace of mind for Auptima's clients, who can finally focus on their business with a clear mind.
Support that makes the difference
Beyond the tool, Aurélie emphasizes the quality of the Okimia service. The team is responsive and available, particularly on complex technical questions related to forecasts. This closeness and responsiveness reassure a professional who works on subjects that are critical for her clients.
A transformation that goes beyond the tool: more value, less friction
With Okimia, Aurélie has transformed the way she supports her clients. She is no longer an "Excel consolidator," but a true strategic partner who helps leaders anticipate, steer, and make the right decisions at the right time.
Her clients benefit from clear, up-to-date visibility into their cash flow, the ability to simulate projects before launching them, and above all a peace of mind they had lost in the operational day-to-day.
"I spent a long time looking for a cash flow management tool with quality, close-knit service, and I found it with Okimia."
For Aurélie, Okimia is not just software: it's the tool that allows her to do her job the way she wants, with rigor, efficiency, and impact. A transformation that benefits both her and her clients, and that restores cash flow management to its true place: at the heart of business strategy.
