Introducing Cocoon Immo and its financial challenges

Cocoon Immo is a company specializing in digital communication dedicated to real estate professionals. It offers a subscription-based platform and handles the complete management of its clients' online presence — mainly real estate agencies.

With the rapid growth of the business, Thomas Sadoul, co-founder, found himself facing a common problem among entrepreneurs: cash flow management was becoming time-consuming, unreliable… and a source of worry.

"Even though I get by on Excel, it was too manual. I spent several hours a week on it, and there were errors. I wasn't at ease."

The need: monitoring cash flow without spending hours on it

Faced with this situation, Thomas looked for a solution that would allow him to keep an eye on his cash flow without sacrificing his time.

"I needed to keep monitoring my cash flow closely, but without spending hours on it. And I wanted to build forecasts that I could adjust easily."

Okimia quickly stood out as the ideal answer: simple, flexible, and specifically designed to meet the needs of SME leaders.

Okimia becomes a day-to-day steering tool

Integrating Okimia into Cocoon Immo's routine marked a real turning point.

"Okimia has become my day-to-day steering tool. I check it several times a week."

What Okimia changed:

Clear, real-time cash flow tracking
Financial forecasts adjustable according to upcoming events
Better anticipation of cash in and cash out
Easier decision-making to accelerate or hire

"Thanks to Okimia, we've reached a level of peace of mind about cash flow that we didn't have before."

Thomas's favorite features

Forecast scenarios: very simple to create, they make it possible to test different hypotheses in a few clicks
The intuitive interface: even for an experienced Excel user, Okimia stands out for its clarity and speed

"It's both incredibly simple and incredibly flexible."

Add to that a responsive and present customer support, which played a key role in getting to grips with the solution.

"Great relationship with support: simple, efficient, always reachable."

Recommended out of conviction

For Thomas, Okimia meets an essential need of every business leader: having clear and reliable steering of their business, without heaviness or complexity.