THE CHALLENGE
Sign contract
is only the beginning.
Next, track terms, deadlines, modifications, and the resulting transaction volumes.
CONTRACTUAL TERMS
A single, unified contract engine.
Tailored to your business.
Whether you buy from wholesalers or direct-to-brand, OKTee dynamically aligns rules, approvals, payment terms, and financial workflows with your existing partner relationships.
FROM CONTRACT TO CONVERSION
Agreement active
an actionable workflow.
OKTee structures contracts, automates tracking, and triggers workflows in real time.
01
Receive
02
Extract
03
Save
Key business rules are confirmed.
04
Enable
Rules are now trackable and quantifiable.
05
Calculate
Runs trigger automatically on schedule.
06
Pay Now
Outstanding balance, reconciliation, and tracking.
DYNAMIC RULESETS
A clause becomes
A clear, intuitive rule.
OKTee does more than just archive contracts—it extracts key operational data to power actionable business insights.
Rebates Dashboard
A streamlined view.
A tailored view for every stakeholder.
Instantly actionable insights.
OKTee FINANCE | MASTER SERVICE AGREEMENTS
Transform your contract management
fully automated, rules-based logic.
Consolidate contract terms, schedules, versions, calculation runs, dues, and settlements into a single, unified workflow.
OTHER FINANCIAL WORKFLOWS
Proceed with the remaining
Finance Workflows
OKTee OS Finance also unifies retail operations, marketing data, and master service agreements.
FAQ
We clarify everything.
Browse our FAQ to find the answers you need.
What is OKTee SOA?
OKTee SOA tracks trade and marketing operations from the initial agreement through to the credit note, payment or internal deduction.
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 the SOA built-in AI agent do?
It automatically creates cases, sends emails, monitors deadlines, gathers evidence, and triggers follow-ups based on your business rules.
Is an ERP integration required?
No. SOA operates independently of your ERP. Once integrated, it automatically transmits billing-ready documents and reconciles invoices, credit notes, deductions, and payments.
Are additional OKTee OS modules required?
No. OKTee SOA is available as a standalone solution. You can deploy SOA independently without subscribing to our Supply, Logistics, or Business modules, and seamlessly integrate it with OKTee OS as your business scales.
Who can manage an event?
Whether led by a wholesaler or a brand, approval workflows, funding, retailer roles, and access permissions are fully customizable to align with your organization.
What visibility do brands and retailers have?
Users only access authorized operations and data. Brands can consolidate shared multi-wholesaler operations directly within their workspace.
Does SOA support all retailers?
SOA operates independently of retail connectors. Partners can integrate seamlessly via email, file exports, or secure links.