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Connect your bank to OkiOki and use your transactions as a simple cross-check for your records. OkiOki matches money in and out to the invoices and receipts already in your file.
You can quickly see what’s already matched, what’s still outstanding, and what’s missing. It’s especially useful before a VAT return or at quarter end, so you’re not chasing paperwork at the last minute.
OkiOki Smart uses your bank connection to keep invoice statuses up to date.
In To pay, you can see which invoices are still outstanding and pay quickly via QR code.
In To receive, you can see what’s still due in and who’s overdue.
OkiOki helps you follow up, without having to track everything manually.
With OkiOki, you can connect multiple current accounts, even across different banks. You can also include credit card spending by importing a statement.
Everything comes together in one place, so you can track your cash flow by period. Want more detail? Use filters, labels and search to understand where money comes in and where it goes.
OkiOki Smart helps you keep a complete file. It compares your transactions with the documents you’ve already stored.
If a transaction is missing an invoice or receipt, OkiOki flags it in your personal to-do list.
That helps you submit your VAT return (monthly, quarterly or annually) and avoid last-minute checks or delays before quarter-end.
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.
