OkiOki is a digital assistant that follows up your financial administration for you. This way you are relieved of your quarterly stress and can do business with an OkiOki feeling.
What's covered in this demo:
The OkiOki principles.
The integration with your mailbox.
Or how OkiOki collects all invoices from your mailbox and stores them in your OkiOki archive.
The integration with your bank account.
Or how she matches your transactions with your documents.
The integration with your credit card expenses.
Or how OkiOki tracks all your credit card expenses.
The handy to-do list.
Or how OkiOki lets you know what's missing from your records, which invoices you still need to pay and which invoices your customers still need to pay you.
The OkiOki app.
Or how you don't have to look for her in the Apple app store or Google Play store. Just surf to www.OkiOki.app
Logging into OkiOki.
Your OkiOki archive with all your financial documents ...
... and also your bank transactions.
Consulting your bank accounts in OkiOki.
Getting started with your to-do list.
Processing missing transactions via your to-do list.
Following up on your to-do list: outstanding invoices with OkiOki.
Following up on your to-do list: invoices paid by credit card.
Managing your credit card expenses in OkiOki.
Getting started with OkiOki at a weekly basis.
Processing missing documents via your to-do list.
Automatically processing recurring transactions without recurring documents.
How OkiOki links to your bank account, your cloud storage, your mailbox and your supplier portals.
Some important settings in OkiOki.
Your OkiOki email address, to deliver your paper invoices to OkiOki or to integrate with your cloud invoicing software.
Receive your OkiOki notifications at your most convenient moment.
The start date of your to-do list.
Sneak preview: Soon, you will be able to pay your purchase invoices and create and send your sales invoices with OkiOki.