Discover Okimia for your financial-steering advisory engagements
Make your life easier, help more clients, and grow this service line within your firm.
A turnkey financial-steering tool
On top of your expert advice, give your clients a turnkey tool, and work together on cash monitoring and forecasting.
Automated cash management
Real-time monitoring. Tailored forecasting. Instant reporting. Multi-entity consolidation. All on a platform built for finance teams that want clarity.
Simple, frictionless payments
Centralize your supplier payments and issue virtual or physical cards with usage rules you define.
Cash that works for you
From within Okimia, access a risk-free rate in one click and earn interest paid daily. Withdraw your money in under 24 hours, free of charge.
They support their clients on cash management
Easier multi-user collaboration
Work hand in hand with your clients. Add your clients as well as other users, and give them broader or narrower access rights.
Dedicated support and resources
Benefit from exclusive resources to help you roll out Okimia with your clients, and from support always available by phone, chat or email.
Sync your tools and your clients'
Connect your accounting-production tools to Okimia and automate the sharing of financial information between the various tools you and your clients use.
They chose Okimia
Here's what some of our clients say after choosing Okimia to visualize their financial data:
First tested on the firm's own file, linked to RCA Forecasting, I was won over by the simplicity of setup and use of the platform.
Stéphane Albinet
Very good cash flow monitoring solution. As an independent chartered accountant & outsourced CFO, I often recommend it to my clients.
Mathias Rodier
I use Okimia as a white-label collaborative management tool with my clients. They are delighted by the simplicity of the tool! Thanks to Okimia, I can focus on interpreting the figures and making decisions. I save time and so do my clients.
Julien Petitpas
100% GDPR compliant
Your data is hosted in Europe, with AWS in Frankfurt. Our processes are 100% compliant with the GDPR standard.
Trusted partners
Whether for aggregating your banking data, executing your payments or investing your cash, our partners are hand-picked.
Registered with ORIAS
Okimia is registered as a COBSP (Banking Operations and Payment Services Broker) and a CIF (Financial Investment Advisor).
Frequently asked questions
Have more questions?
Don't hesitate to contact our teams.
Why recommend Okimia to my clients?
Your SME clients manage their cash on Excel. In some cases, you even gave them the file. This approach hits its limits as soon as the business grows, multiplies bank accounts, or adds an entity. Okimia gives your clients a real-time cash view and a weekly and monthly forecast, fed by their banking flows and accounting data. And setup is fast and simple.
Who pays for the Okimia service — the firm or the client?
Both models are possible. The most common: your client subscribes directly and pays their own subscription. You keep your prescriber role without handling the billing. If you prefer to integrate Okimia into a consulting or management engagement that you invoice yourself, that's also possible. Contact us to set up the model that suits your firm.
How much does Okimia cost for an accounting firm?
The price depends on the chosen model. If your clients subscribe directly, they pay the standard Okimia plan, calibrated to their structure's needs. If you want to equip multiple clients through your firm or integrate Okimia into a consulting engagement offer, we build custom pricing. Let's talk about your case.
Does Okimia integrate with accounting software?
Yes. Okimia connects to Pennylane, Sage, Cegid, and the main software on the market. Accounting entries feed the automatic categorisation and reconciliation of flows in Okimia. For less common stacks, we offer manual imports or custom connectors depending on the number of clients involved.
Does Okimia replace my accounting software?
No. Okimia does not handle accounting. It's a cash management tool that connects to your existing accounting software. Your accounting stack stays in place — Okimia sits alongside it, covering the real-time tracking and forecasting that accounting doesn't handle.
Can I invite my client to the Okimia interface?
Yes. Each licence allows multiple users with differentiated rights. You can set your client to full access, your colleague to read-only, and keep your own admin rights. This enables joint treasury reviews without sending files by email.
How does onboarding a new client work?
The bank connection takes a few minutes. Categorising flows and setting up the forecast typically takes 1 to 2 hours of guided setup. Our team handles client onboarding at no charge. You can attend the session or hand it over to us — depending on how involved you want to be in the engagement.
Are my data and my clients' data protected?
Okimia is a French company, GDPR-compliant, registered with ORIAS (number 21007924) as COBSP and CIF. Bank connections go through regulated, recognised aggregators. Data is hosted in Europe.
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.
