OkiOki, powered by Xerius
Today, invoices are scattered around in so many (virtual) places that it’s hard work catching them all. And that’s exactly where OkiOki takes over.
OkiOki crawls their e-mail in search for invoices and receipts. But she not only captures attached invoices. She converts e-mail receipts into PDFs, tracks download links in the e-mail and browses their supplier portals to get the invoice.
And of course, OkiOki integrates with their cloud storage and allows them to snap photos of paper copies.
OkiOki integrates with the entrepreneurs’ bank account. Because their bank transactions are the financial heartbeat of their business. And by keeping track of their transactions and their creditcard statements and matching them with their invoices and receipts, OkiOki knows if they are missing a single document.
Btw, OkiOki also tracks the bank transactions of solo proprietorships. This way their files are always complete and they can also recover a maximum of taxes.
OkiOki is working for you day and night. Every time she resolves a transaction, she sends you the matching document and meta data.
When her matching magic needs some help from your clients, she creates handy todo lists for them and nudges them to get the job done. Not by the end of the quarter but every week, in little snippets. She will chase them, so you don’t have to.
And once you have experienced that quarterly feeling of being on top of things, you never go back. That’s what we call the OkiOki feeling.
Okioki has access to bank transactions and documents. But beyond that she harvests a lot of meta data related to your clients' administration:
And so in case your accountancy software can’t reconciliate a transaction or document, you can find all real-time data in OkiOki.
OkiOki sends your clients’ documents (UBL) in real-time to you and integrates with your existing bookkeeping software or with your own document management system (DMS).
As you would expect from an assistant, OkiOki adapts to your way of working, not the other way around.
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