Connect your Holded account to Okimia
Holded users, take your cash management and forecasting further with Okimia.
Sync your customer and supplier invoices for real-time cash tracking.
Connect Holded to Okimia
Okimia lets you take your company's cash tracking, management, and forecasting further. Connect your Holded account to automatically sync your quotes and customer and supplier invoices into your cash flow forecast, with no manual re-entry.
Sync your customer and supplier invoices for real-time cash tracking
Once your accounts are connected, every invoice update in Holded automatically updates your cash flow forecast in Okimia.
Manage your invoices in Holded
In Holded, continue managing all your customer invoices and supplier due dates as usual.
They're automatically imported into Okimia
As soon as an invoice is updated in Holded, its status is also updated in Okimia.
Your cash flow forecast, always up to date
Your invoices automatically feed into your cash flow forecast in Okimia.
Okimia centralizes and automates your cash management...
Real-time tracking. Tailored forecasting. Instant reporting. Multi-entity consolidation. All on one platform designed for finance teams who want clarity.
...simplifies your supplier payments...
Centralize your supplier payments and issue virtual or physical cards with usage rules that you define.
...and puts your cash to work!
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.
We're here to help
Have more questions?
Don't hesitate to contact our teams.
I already have a Holded account — how do I create an Okimia account?
The integration is available to all Holded customers. If you're already a Holded customer but not yet an Okimia customer, you can create an Okimia account here: https://app.okimia.com/signup/holded. Once the account is created, make sure to retrieve your Holded API key (in the "Integrations" section) and copy-paste it into Okimia (at https://app.okimia.com/partner/selection) to link the two tools.
What changes in my day-to-day use of Holded?
Nothing changes for your teams. Everyone continues working in Holded as before. Okimia is a management layer that is added, used daily only by those who manage cash: CFO, Finance Manager, CEO, management controller.
Is the integration available on all Okimia plans?
The integration is available to all Okimia customers, regardless of their plan.
How long does it take to get up and running?
The connection takes a few minutes. The initial retrieval of transaction history then takes anywhere from a few minutes to a few hours depending on volume. You can start exploring your cash tracking and building your forecast as soon as the initial sync is complete.
Activate this integration now
Start syncing your data in just a few clicks and save time.