OKTee OS Finance
Automate your retail financial operations.
From commitment to settlement.
OKTee Finance centralizes your financial commitments, automates the creation and tracking of operations from validation through settlement, and surfaces key amounts, risks, and priority actions.
OKTee OS Finance
OKTee OS Finance
Tailored Insights for Every Stakeholder
Whether wholesale or direct-to-consumer,
OKTee scales to fit your enterprise.
Whether managing brand-to-retailer workflows or selling D2C, OKTee dynamically aligns permissions, approvals, reminders, and payouts with your organizational structure.
Wholesale
Drive mutual commitments.
Two revenue streams. One unified view.
Brand ↔ Wholesaler ↔ Retailer
A unified view for brands and retailers
Tailored approvals and follow-ups for every account
Secure sensitive data and control access rights
You are a Direct-to-Consumer (DTC) brand
Directly manage your retail commitments.
A single workflow, from decision to settlement.
Brand ↔ Retailer
All your retail commitments in one unified platform
Centralized validation, proof, and results
End-to-end payment collections and tracking
Distributor
Full operational visibility
The distributor manages all its operations and tracks agreements, approvals, supporting documents, credit notes and payments, across every brand and retailer involved.
Retailer
All its agreements in one place
The retailer manages every operation relevant to its business in a single dashboard, including operations involving multiple distributors using OKTee.
Brand
All its operations consolidated
The brand accesses every operation relevant to its business in a single dashboard, including operations involving multiple distributors using OKTee.
Retail Finance
Leakage often hides in the details.
hidden from view.
Siloed contracts, proof of performance, chargebacks, and payments drain your resources. OKTee Finance unifies your financial data to give you complete visibility and control over every transaction.
Fragmented agreements
Terms, pricing, and approvals remain siloed across emails, spreadsheets, and internal legacy systems.
Siloed data
Locating proof of delivery or transaction records is a major friction point during audits and disputes.
Untracked store credits
Tracking collections, payment reminders, and projected revenue remains a challenge until cash is settled.
Unreconciled payments
Matching credits, deductions, and payments to the correct order is a manual bottleneck.
Retail Finance
Leakage often hides in the details.
hidden from view.
Siloed contracts, proof of performance, chargebacks, and payments drain your resources. OKTee Finance unifies your financial data to give you complete visibility and control over every transaction.
Fragmented agreements
Terms, payouts, and approvals remain siloed across emails, spreadsheets, and legacy internal tools.
Siloed data
Supporting documents are retrieved and reconstructed on a case-by-case basis in the event of an audit or dispute.
Untracked Store Credits
Tracking inquiries, follow-ups, and projected revenue remains a challenge until final settlement.
Unreconciled payments
Approved, deducted, and disbursed amounts do not always reconcile with the original transaction.
Fragmented
Contracts
Terms and agreements remain fragmented across emails, files, and disconnected systems.
Fragmented
Evidence
Supporting documents and approvals are difficult to retrieve when they matter most.
Untracked
Credits
Outstanding, expected, and recovered balances remain unresolved, leaving you without clear financial visibility.
Unreconciled
Payments
Matching credits, deductions, and payments to the correct order is a manual bottleneck.
Poorly tracked disputes mean wasted time, trapped cash, or unrecovered margin.
RETAIL FINANCE
Leakage often hides in the details.
hidden from view.
Siloed contracts, proof of performance, chargebacks, and payments drain your resources. OKTee Finance unifies your financial data to give you complete visibility and control over every transaction.
Fragmented agreements
Terms and agreements remain fragmented across emails, files, and disconnected systems.
Siloed data
Supporting documents and approvals are difficult to retrieve when they matter most.
Untracked store credits
Outstanding balances remain open with no clear path to recovery.
Unreconciled payments
Matching credits, deductions, and payments to the correct order is a manual bottleneck.
OKTee FINANCE SUITE
Four workflows to resume
financial control
Four tailored business workflows, one unified financial engine. Business rules, audit trails, approvals, and calculations automatically adapt to every commitment type.
Shared Workflows
4 workflows.
A unified finance engine.
OKTee structures, automates, and tracks every case to resolution.
1
Organize
OKTee automatically creates the folder.
Email · document · API · saisie
2
Confirm
OKTee triggers
approvals.
Validation · confirmation · traçabilité
3
Drive
OKTee monitors, calculates,
and recovers.
Échéances · preuves · montants
4
Close
OKTee tracks the entire transaction lifecycle, from checkout to reconciliation.
Pièces · règlement · clôture
OKTee FINANCE HOME
Everything that matters,
at a single glance.
These four workflows feed a unified dashboard, giving executives and teams real-time visibility into committed, approved, claimed, pending, payable, overdue, at-risk, and recovered revenue.
Financial Insights
Financial Insights
Accounts Payable
Instantly track pending, outstanding, and recovered revenue across all your workflows.
Each rejection is mapped to its specific reason and the corresponding order line.
Risk & Deadlines
Risk & Deadlines
Action items highlighted
Consolidate delays, missing items, variances, and deadlines to instantly pinpoint priorities.
Follow-ups & actions
Follow-ups & actions
Full activity tracking
OKTee automates reminders, flags bottlenecks, and pinpoints exactly who needs to take action.
Cross-functional orchestration
Cross-functional orchestration
Analyze every segment
Filter by workflow, brand, retailer, owner, or date range from a single view.
TAILORED FOR EVERY ENTERPRISE STRUCTURE
Whether wholesale or direct-to-consumer,
OKTee scales to fit your enterprise.
Whether managing brand-to-retailer workflows or selling D2C, OKTee dynamically aligns permissions, approvals, reminders, and payouts with your organizational structure.
Wholesale
Drive mutual commitments.
Two revenue streams. One unified view.
Brand ↔ Wholesaler ↔ Retailer
A unified view for brands and retailers
A unified view for brands and retailers
Tailored approvals and follow-ups for every account
Tailored approvals and follow-ups for every account
Secure sensitive data and control access rights
Secure sensitive data and control access rights
You are a Direct-to-Consumer (DTC) brand
Directly manage your retail commitments.
A single workflow, from decision to settlement.
Brand ↔ Retailer
All your retail commitments in one unified platform
All your retail commitments in one unified platform
Centralized validation, proof, and results
Centralized validation, proof, and results
End-to-end payment collections and tracking
End-to-end payment collections and tracking
ERP INTEGRATION
Every retail feed. Connected to your ERP.
A unified finance engine.
OKTee Finance consolidates omnichannel retail streams. Connecting to your ERP then unlocks next-level automation.
Unified financial workflows across every channel.
WITHOUT ERP INTEGRATION
The Finance workflow is already live.
OKTee creates and tracks campaigns, centralizes approvals, collects supporting documents, calculates payouts, and manages automated follow-ups.
Bookkeeping entries and payment confirmations remain managed by your teams.
WITH ERP INTEGRATION
Financial tracking is automatically synchronised.
OKTee synchronises available invoices, credit notes, deductions, payments and accounting statuses. Amounts are automatically checked and reconciled.
Your teams retain control over binding actions and exception management.
OKTee FINANCE SUITE
Four workflows to jumpstart your operations
financial control.
Four distinct business workflows, one unified financial engine. Business rules, audit trails, validations, and calculations adapt dynamically to every transaction type.
Shared Workflow
4 workflows.
A unified finance engine.
OKTee structures, automates, and tracks every case to resolution.
1
Organize
OKTee automatically creates the folder.
Email · Document · API · Manual Entry
2
Confirm
OKTee triggers
approvals.
Verification, confirmation, and traceability
3
Drive
OKTee monitors, calculates,
and recovers.
Deadlines · Proofs · Amounts
4
Close
OKTee tracks the entire transaction lifecycle, from checkout to reconciliation.
Invoices · payments · reconciliation
AN END-TO-END FINANCIAL ENGINE
From agreement to settlement,
maintain full control over a single workflow.
OKTee does more than just track data. It organizes your cases, engages the right stakeholders, automates follow-ups, and maintains a complete audit trail until resolution.
01. Create or identify the campaign
OKTee automatically structures incoming data into organized, ready-to-use profiles. Whether sourced via email, API, flat file, or manual entry, all key data points—dates, scope, value, brands, products, and retailers—are instantly captured and prepared for approval.
Automated draft creation
Unified Data & Assets
Correct workflow routing
Pre-activation review
02. Approve and confirm
Once approved, OKTee instantly notifies all stakeholders. Our operations team reviews each submission. Upon approval, OKTee automatically triggers notifications and secures audit trails for all communications.
Final application approval
Automated order confirmations
Submission & Approval History
Trigger re-evaluation upon critical data updates
03. Track Engagement
OKTee provides end-to-end campaign tracking. Milestones, deadlines, budgets, tiers, events, and modifications are all managed within a single, unified workflow.
Track Timestamps and Statuses
Budget and Rule Monitoring
Discrepancy alerts
Event History
04. Aggregate & Validate Results
Upon campaign completion, OKTee aggregates performance data and verification assets. Depending on the campaign, data is automatically ingested via API integrations, uploaded by the retailer, or managed directly by our team. OKTee then cross-references all captured touchpoints for automated compliance verification.
Centralized performance and proof
Automated fallback when available
Manual entry or bulk import as needed
Pending approval
05. Calculate, Retrieve, and Close
OKTee calculates expected payouts and tracks every payment to reconciliation. From credit memos and invoices to deductions and payouts, every transaction is linked to the case until final settlement.
Total Due Calculation
Invoicing & collections
Amount Reconciliation
Reconciliation & Traceability
OKTee FINANCE HOME
Everything that matters,
in a single pane of glass.
All four workflows feed into a unified dashboard, giving executives and teams real-time visibility into committed spend, disputes, receivables, payables, aging debt, at-risk revenue, and recovered cash.
Financial Outlook
Accounts receivable &
accounts payable
Each rejection is linked to its specified reason and the corresponding order line.
Risk & Compliance
Action items are highlighted
Consolidate delays, shortages, discrepancies, and deadlines to instantly pinpoint priorities.
Follow-ups & Actions
Every action
is tracked
OKTee automates reminders, flags bottlenecks, and pinpoints exactly who needs to take action.
Unified Orchestration
Analyze every
territory
Filter by workflow, brand, retailer, owner, or date range from a single view.
OKTee Finance
Bring visibility to your financial workflows.
Automate them.
From commercial campaigns and marketing operations to rebates and master agreements, OKTee aligns approvals, calculations, automated reminders, and financial tracking with your unique organizational structure, data, and systems.
A CROSS-FUNCTIONAL SOLUTION
A financial engine.
Cross-functional alignment.
OKTee Finance unifies multiple teams around a single source of truth, while tailoring views, permissions, and workflows to each role.
Risk, Cash Flow, and Recoveries
Finance
Items · Payments · Settlements
Accounting
Margins, costs, and accruals
Financial Planning & Analysis
Budgets, operations, and proof of performance
Trade Marketing
Approvals · validation · tracking
Sales & Key Accounts
Risk, Cash Flow, and Recoveries
Finance
Margins, costs, and accruals
Financial Planning & Analysis
Items · Payments · Settlements
Accounting
Budgets, operations, and proof of performance
Trade Marketing
Approvals · validation · tracking
Sales & Key Accounts
OKTee Finance
Bring visibility to your financial workflows.
Automate them.
From promotions and marketing campaigns to rebates and master agreements, OKTee automates workflows, calculations, follow-ups, and financial tracking to fit your unique organizational structure, data, and tech stack.
FAQ
Setting the record straight.
Browse the OKTee Finance FAQ.
What is OKTee Finance?
OKTee Finance is the financial engine of OKTee OS. It centralizes operations, reconciliation, approvals, credit notes, deductions, and payments to provide complete visibility and control over retail financial workflows.
What does OKTee Operations cover?
OKTee Operations drives end-to-end retail execution—managing orders, audits, confirmations, deliveries, discrepancies, chargebacks, logistics alerts, and event traceability.
What does OKTee Finance cover?
OKTee Finance tracks the entire financial lifecycle from start to finish—covering commercial and marketing operations, rebates, master agreements, payment reminders, supporting documentation, payments, and reconciliation.
What does OKTee Marketing cover?
OKTee Marketing optimizes your product discoverability and share-of-voice on Amazon through product intelligence, prioritized workflows, automated tracking, and AI-driven content generation and syndication.
What workflows does OKTee Finance support?
OKTee Finance streamlines four core workflows: sales & marketing operations, shortage & chargeback management, rebate agreements & master contracts, and financial reconciliation. Finance SOA is the first module available today.
What does Finance SOA cover?
Finance SOA manages trade promotions from approval to close—streamlining data collection, approvals, calculations, documentation, credit memo requests, dunning, and recovery tracking.
Does OKTee Finance replace my ERP or accounting software?
No. OKTee Finance acts as an orchestration and automation layer connecting your existing workflows, documents, systems, and teams.
Can we start with a single workflow?
Yes. Organizations can start with Finance SOA and scale to other financial operations as their needs, transaction volumes, and data grow.
How does OKTee manage audit trails and history?
Every document, approval, action, and status update is linked directly to the corresponding case, time-stamped, and archived in the history log.
Who is OKTee Finance for?
OKTee Finance is built for wholesalers, brands, and internal teams managing commercial operations, credit notes, deductions, chargebacks, and financial reconciliation.
What is OKTee Finance?
OKTee Finance is the financial engine of OKTee OS. It centralizes operations, reconciliation, approvals, credit notes, deductions, and payments to provide complete visibility and control over retail financial workflows.
What does OKTee Operations cover?
OKTee Operations drives end-to-end retail execution—managing orders, audits, confirmations, deliveries, discrepancies, chargebacks, logistics alerts, and event traceability.
What does OKTee Finance cover?
OKTee Finance tracks the entire financial lifecycle from start to finish—covering commercial and marketing operations, rebates, master agreements, payment reminders, supporting documentation, payments, and reconciliation.
What does OKTee Marketing cover?
OKTee Marketing optimizes your product discoverability and share-of-voice on Amazon through product intelligence, prioritized workflows, automated tracking, and AI-driven content generation and syndication.
What workflows does OKTee Finance support?
OKTee Finance streamlines four core workflows: sales & marketing operations, shortage & chargeback management, rebate agreements & master contracts, and financial reconciliation. Finance SOA is the first module available today.
What does Finance SOA cover?
Finance SOA manages trade promotions from approval to close—streamlining data collection, approvals, calculations, documentation, credit memo requests, dunning, and recovery tracking.
Does OKTee Finance replace my ERP or accounting software?
No. OKTee Finance acts as an orchestration and automation layer connecting your existing workflows, documents, systems, and teams.
Can we start with a single workflow?
Yes. Organizations can start with Finance SOA and scale to other financial operations as their needs, transaction volumes, and data grow.
How does OKTee manage audit trails and history?
Every document, approval, action, and status update is linked directly to the corresponding case, time-stamped, and archived in the history log.
Who is OKTee Finance for?
OKTee Finance is built for wholesalers, brands, and internal teams managing commercial operations, credit notes, deductions, chargebacks, and financial reconciliation.