OKTee OS Finance

Take control of your retail financial operations.

OKTee Finance centralizes financial workflows, automates tracking, and surfaces key amounts, risks, and priority actions.

Explore SOA Finance

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Shared visibility for sales, finance and operations teams.

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Explore SOA Finance

OKTee OS Finance

OKTee OS Finance

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.

OKTee Finance Modules

Four workflows to resume

financial control

From commercial campaigns to deductions, contracts, and reconciliations, OKTee Finance streamlines the workflows that protect your margins.

02

/04

Inventory shortages and chargebacks

Validate deductions, compile evidence, and build disputes.

Coming soon

03

/04

Rebates and Master Service Agreements

Track commitments, cycles, tiers, milestones, and outstanding balances.

Coming soon

04

/04

Financial Reconciliation

Reconcile credit notes, deductions, invoices, and payments to instantly surface discrepancies.

Coming soon

SOA FINANCE · AVAILABLE

Automate your commerce operations

up to retrieval.

OKTee Finance's SOA streamlines every transaction—centralizing approvals and documentation, calculating amounts, automating payment reminders, and tracking cases through to resolution.

✓ Track and manage cases in a unified workflow

✓ Audited Wholesaler, Brand & Customer verifications

✓ Credit memos, dunning, and recovered revenue tracked through to reconciliation

Track promo campaigns, approvals, credit notes, and recovered revenue in OKTee Finance SOA

Explore Finance SOA

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 balances remain open with no clear path to recovery.

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.

Poorly tracked disputes mean wasted time, trapped cash, or unrecovered margin.

OKTee FINANCE SUITE

Four workflows to resume

financial control

From commercial campaigns to deductions, contracts, and reconciliations, OKTee Finance streamlines the workflows that protect your margins.

01

/04

Retail & Marketing Operations

The AI agent automatically builds, validates, launches, and tracks every campaign through to credit issuance or internal reconciliation.

SOA Finance: Active

01

/04

Retail & Marketing Operations

OKTee generates, validates, and tracks every transaction through to credit memos, payments, or internal reconciliation.

SOA Finance: Active

The four OKTee Finance workflows: sales operations, chargebacks, volume rebates, and financial reconciliation

02

/04

Inventory shortages and chargebacks

Validate deductions, aggregate proof, and automate disputes.

Coming soon

02

/04

Inventory shortages and chargebacks

Validate deductions, compile evidence, and build disputes.

Coming soon

03

/04

Rebates and Master Service Agreements

Track commitments, terms, tiers, milestones, and payouts in real time based on your contract terms.

Coming soon

03

/04

Rebates and Master Service Agreements

Track commitments, cycles, tiers, milestones, and outstanding balances.

Coming soon

04

/04

Financial Reconciliation

Reconcile credits, deductions, invoices, and payments to instantly identify variances and open balances.

Coming soon

04

/04

Financial Reconciliation

Reconcile credit notes, deductions, invoices, and payments to instantly surface discrepancies.

Coming soon

FINANCIAL SOA · ACTIVE

Automate your commerce operations

through to pickup.

OKTee Finance SOA structures every transaction, centralizes approvals and supporting documents, calculates totals, automates follow-ups, and tracks cases to closure.

Track promo campaigns, approvals, credit notes, and recovered revenue in OKTee Finance SOA

Automated case creation

OKTee ingests transaction data via API, email, or other available feeds to automatically create cases in SOA.

Each rejection is mapped to its specific reason and the corresponding order line.

Automated validation checks

Relevant parties are notified of new operations and prompted to confirm.

End-to-end recovery workflow tracking

Audits, claims, approvals, disputes, chargebacks, and recovered revenue are tracked end-to-end through reconciliation.

Explore Finance SOA

Create and track cases in a single workflow

Audited Wholesale, Brand, and Customer Approvals

End-to-end tracking of credits, collections, and recovered revenue through to close

Explore Finance SOA

Meet OKTee Finance SOA

Tailored Insights for Every Stakeholder

Wholesalers and brands face distinct operational challenges.

They expect the same level of control.

OKTee Finance provides role-based visibility, approvals, and workflows tailored to each user while ensuring strict data privacy for sensitive information.

Wholesalers

Centralize operations, proof documents, credit notes, deductions, and payments in a single platform.

Silo-free workflows

Fewer manual follow-ups

Greater visibility into recoverable revenue

Instant access to proof

Protected Margins

Brands

Track only relevant transactions and take immediate action on approvals, supporting documents, and disputes.

Real-time operational visibility

Faster Approvals

Centralized audit trails and proof

Clearer committed spend

Streamlined wholesaler collaboration

Single-source data. Dual-level insights. One unified reference profile.

OKTee AI Agent

The AI Agent transforms your data into

high-priority decisions.

It detects the signals that matter, explains performance shifts, and recommends high-impact actions.

Analyze

Detects anomalies, trends, and emerging signals.

How it works

Highlights what is changing and why.

Prioritize

Surfaces high-impact topics.

Take action

Converts priorities into actionable recommendations and concrete roadmaps.

Meet the OKTee AI agent


OKTee Finance

Bring visibility to your financial workflows.

Automate them.

Start with Finance SOA and scale seamlessly as your operations, data, and systems grow.

Explore SOA Finance

Tailored Insights for Every Stakeholder

Wholesalers and brands face distinct operational challenges.

Every team retains full control over their scope.

OKTee Finance tailors visibility, approvals, and workflows to each user role, safeguarding sensitive distributor data.

Wholesalers

Full visibility into operations, transaction amounts, receipts, approvals, reminders, and payouts.

Silo-free workflows

Fewer manual follow-ups

Greater visibility into recoverable revenue

Instant access to proof

Protected Margins

Brands

Restricted access to relevant transactions only, complete with the approvals, documentation, and amounts required for tracking.

Real-time operational visibility

Faster Approvals

Centralized audit trails and proof

Clearer committed spend

Streamlined wholesaler collaboration

Single-source data. Dual-level insights. One unified reference profile.

Start with Finance SOA and scale seamlessly as your operations, data, and systems grow.

Finance

CFO & Finance Director

Track exposure, recovery rates, blocked orders, and margin impact.

A unified view of risk and financial performance.

''

Financial Planning & Analysis

Financial Controller

Link trade agreements, costs, rebates, and payments to bottom-line impact.

> Clear variance analysis for smarter margin control.

''

Accounting

A/R & A/P

Retrieve supporting documents, track expected payouts, and streamline reconciliation.

> Streamlined search. Higher conversion rates.

''

Enterprise & Key Accounts

Sales Director & Key Account Manager

Track negotiated agreements, approvals, committed spend, and actual recovery.

Track commercial commitments directly to bottom-line results.

''

Trade Marketing

Trade Marketing Manager

Centralize trade agreements, compliance documentation, and associated financials.

> Streamlined operations with deeper, actionable insights.

''

A SINGLE SOURCE OF FINANCIAL TRUTH

A unified financial data source.

Tailored views for every role.

Information, insights, and actions are personalized based on user roles and permissions.

Finance

CFO & Finance Director

Track exposure, recovery rates, blocked orders, and margin impact.

A unified view of risk and financial performance.

''

Financial Planning & Analysis

Financial Controller

Link trade agreements, costs, rebates, and payments to bottom-line impact.

> Clear variance analysis for smarter margin control.

''

Accounting

A/R & A/P

Retrieve supporting documents, track expected payouts, and streamline reconciliation.

> Streamlined search. Higher conversion rates.

''

Enterprise & Key Accounts

Sales Director · Enterprise Key Account Manager

Track negotiated agreements, approvals, committed spend, and actual recovery.

Track commercial commitments directly to bottom-line results.

''

Trade Marketing

Trade Marketing Manager

Centralize trade agreements, compliance documentation, and associated financials.

> Streamlined operations with deeper, actionable insights.

''

Before / With OKTee

Fewer manual re-orders.

Maximize margin protection.

Before OKTee

Fragmented tracking that is difficult to evidence.

Email consent records

Excel-exportable calculations

Difficulty locating proof of delivery.

Manual follow-ups.

Unreconciled credits

Unverified financial status.

Incomplete audit trail

Invoices, credit notes and payments difficult to reconcile.

With OKTee

One centralised record, tracked through to financial closure.

Automated folder organization.

Audited approvals.

Unified pricing and tax logic.

Audit trails for every transaction.

Automated follow-ups.

Track expected vs. recovered revenue at a glance.

Comprehensive financial history.

Book a demo

OKTee AI Agent

The AI Agent transforms your data into

high-priority decisions.

It detects the signals that matter, explains performance shifts, and recommends high-impact actions.

Analyze

Detects anomalies, trends, and emerging signals.

How it works

Highlights what is changing and why.

Prioritize

Surfaces high-impact topics.

Take action

Converts priorities into actionable recommendations and concrete roadmaps.

Meet the OKTee AI agent

How the OKTee AI Agent Works: Signal Analysis, Prioritization, and Action Plans

OKTee AI Agent

The AI Agent transforms your data into

high-priority decisions.

It detects the signals that matter, explains performance shifts, and recommends high-impact actions.

Analyze

Detects anomalies, trends, and emerging signals.

How it works

Highlights what is changing and why.

Prioritize

Surfaces high-impact topics.

Take action

Converts priorities into actionable recommendations and concrete roadmaps.

Meet the OKTee AI agent

How the OKTee AI Agent Works: Signal Analysis, Prioritization, and Action Plans

OKTee Finance

Bring visibility to your financial workflows.

Automate them.

Start with Finance SOA and scale seamlessly as your operations, data, and systems grow.

Explore SOA Finance

OKTee OS

Discover more modules

of OKTee OS.

Operations, Finance, Marketing, and AI agents align on a unified data foundation to turn signals into action.

OPERATIONS

OPERATIONS

Finance

Finance

Marketing

AI Agent

AI Agent

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 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.