Okimia

Okimia is a SaaS solution designed to simplify cash flow management for SMEs, chartered accountants, and outsourced CFOs.

What is Okimia?

Find out what to do if you are not receiving emails from Okimia (invitations, login links, notifications).

I'm not receiving emails from Okimia — what should I do?

To make the chart easier to read, we've integrated two vertical scales. Here's how to interpret them.

How do I interpret the two axes of the chart?

Find out how to export your Okimia dashboard data to Excel format.

How do I export my dashboard data to Excel?

I Have Accounts in Multiple Currencies — How Should I Proceed?

Custom reports let you precisely track the financial indicators that matter most for your business.

How do I create custom reports in my Okimia account?

Find out how to easily access Okimia from your smartphone or tablet.

How do I access Okimia from my smartphone?

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Frequently Asked Questions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.