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OkiOki is also smart with banking transactions and credit cards.
Is your administration 100% in order?
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As a Peppol access point, OkiOki gives you access to your e-invoices and lets you send e-invoices yourself.
But have you paid them on time? And are your customers paying you on time? With a smooth follow-up of the payment status of your invoices, you maintain a positive cash flow and your company remains financially healthy.
Thanks to a link with your bank accounts and credit cards, OkiOki Smart automatically tracks the payment status of all your invoices.
In your 'To pay' list, you can see at a glance which invoices you urgently need to pay. And you can do that super fast thanks to our handy QR code.
In your 'To receive' list, you can see which payments you still have to receive and who is overdue. Overdue payers will effortlessly receive a reminder email.
You can simultaneously link multiple current accounts at various banks with OkiOki. And for each of your credit cards, she creates a handy overview of all expenditure statements and transactions.
Never before have you had all your bank details so easily at hand. This way, you can always consult the consolidated status of your accounts and cash flow.
Thanks to the use of filters, labels and search criteria, you can also make detailed cash flow analyses. And that of course helps to understand where your money goes, among other things.
OkiOki Smart also helps you collect all your invoices.
Not only does she automate the collection for you, she also ensures that your administration is 100% complete.
She compares all bank transactions with the available documents and can tell you, via your personal task list, which documents are missing.
Only a complete administration ensures an optimal VAT return at the end of the month, quarter or year. And who doesn't want to pay less money to the tax authorities.
OkiOki uses your transactions to check your records. It matches money in and out with the invoices and receipts in your file, so you can see what’s already matched and what’s still missing.
Your bank shows what actually happened. By comparing transactions with your documents, you can spot gaps quickly and keep your file in better shape.
You get a clearer, up-to-date view of your file, including:
Before you file or close a quarter, you want confidence that amounts and documents line up. The bank connection helps OkiOki flag what’s missing and keep outstanding invoices up to date, so you avoid corrections later.
You give OkiOki read access to your transactions so it can check your file, link transactions to documents, and flag missing support.
No. OkiOki can’t initiate payments, move money, or add beneficiaries. The connection is only used to read transactions.
Yes, you can stop it at any time. OkiOki will stop reading new transactions. Your existing file and documents stay visible, but they won’t update automatically based on your bank activity.
