OKTee automates routine operations and monitors system events, freeing your teams to focus on high-impact decisions.
Optimize your entire retail execution.
OKTee OS FINANCE | SALES & MARKETING OPERATIONS
Maintain complete control over every operation.
OKTee automatically creates the claim, assigns the right stakeholders, gathers proof, calculates the amount, and tracks the dispute through to resolution.
OKTee automatically creates the case, routes it to the right stakeholders, retrieves evidence, calculates the claim value, and tracks settlement through to closure.
Disjointed emails, files, and follow-ups slow down execution. OKTee converts every agreement into an actionable, tracked workflow directly tied to financial settlement.
Automated calculation, claims management, and reconciliation tracking
Marketing Campaigns
Deliverables, proof of performance, and budget.
Sales aren't always guaranteed: OKTee tracks execution, centralizes proof of performance, and keeps your budget on target.
Banners
Catalogs
Campaigns
Trade Shows
Centralized Proof of Execution
Brand-funded, MDF, or co-op financing
End-to-end payment tracking and automated collections
THE CHALLENGE
Adealhasnotyetbeenreached
aseamless,end-to-endoperation.
Email threads, files, proof of delivery, and payment disputes often live in silos. OKTee unifies every merchant agreement into an actionable, tracked workflow optimized for revenue recovery.
Whether from emails, attachments, files, or API feeds, OKTee converts raw inputs into structured transactions, complete with all the data and documentation needed for tracking.
✓
Time saved: pre-filled operation
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Fewer errors: data checked automatically
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No manual re-entry: APIs, emails and attachments analysed
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Traceable sources: every piece of information linked to its source
Connected Data Sources
Emails, files, and APIs feed into a unified operational profile.
Data Sources
Consolidate emails, files, and API data into a single operational workflow.
All your social proof, centralized
Allproofpoints
allinoneplace.
OKTee centralizes approvals, compliance, financial records, and the complete audit trail for every transaction.
✓
Secure cash management: automated transaction control
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Faster Close: tighter action-item tracking
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Centralized repository: all agreements and documentation in one place
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Audit trail: comprehensive history of actions
Connected Data Sources
Emails, files, and APIs feed into a unified operational profile.
Audit Trail
Every action is time-stamped. Track who approved, uploaded proof, sent reminders, or modified the file.
ALL SUPPORTING DOCUMENTS IN ONE PLACE
Everysupportingdocument
inoneplace.
OKTee centralises the agreement, approvals, supporting documents, financial records and complete audit trail for every trade operation.
✓
Cash protected: amounts kept under control
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Faster closure: every action properly tracked
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Centralised record: agreements and supporting documents together
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Timestamped audit trail: complete history of every action
Complete audit trail
Every document, approval and action is timestamped and linked to the relevant trade operation.
Complete audit trail
Every document, approval and action is timestamped and linked to the relevant trade operation.
Refunds & recovery
Calculations
tocheckout.
OKTee calculates totals, tracks credits and payments, and reconciles actual recovered revenue.
✓
Fewer delays: deadlines actively managed
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Cash recovered: payments tracked through to receipt
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Documents ready: invoice, credit note or deduction
✓
automated reconciliation: transaction amounts and payments matched
Financial closure
A trade operation is only closed once the financial document has been received and the amount due has been reconciled with the corresponding payment, credit note or deduction.
CREDIT NOTES AND CASH RECOVERY
Fromcalculation
tocheckout.
OKTee calculates totals, tracks credits and payments, and reconciles actual recovered revenue.
✓
Fewer delays: deadlines actively managed
✓
Cash recovered: payments tracked through to receipt
✓
Documents ready: invoice, credit note or deduction
✓
Automated reconciliation: amounts matched with payments
Financial closure
A trade operation is only closed once the financial document has been received and the amount due has been reconciled with the corresponding payment, credit note or deduction.
Financial closure
A trade operation is only closed once the financial document has been received and the amount due has been reconciled with the corresponding payment, credit note or deduction.
DASHBOARDS FOR EVERY STAKEHOLDER
Asingleworkflow.
Atailoredviewforeverystakeholder.
Wholesalers, brands, and retailers only access the tools and data relevant to their role.
Partner insights
Allyourtradeandmarketingoperations.
Atailoredviewforeverystakeholder.
Wholesalers, brands, and retailers each get the tailored visibility and actionable insights needed for their specific roles.
Every document retains the reference data required for transaction reconciliation and ledger integration.
Take action easily. Manage everything from a dedicated dashboard.
One-time access allows a brand or retailer to approve an operation or upload a supporting document. To access complete tracking, full history and multi-distributor consolidation, the brand or retailer activates its OKTee dashboard.
Across the entire OKTee OS, any brand, retailer, or partner can complete required actions—such as approving operations, confirming details, or submitting documentation—without a subscription, using secure, one-time guest access.
To monitor and manage all operations, partners subscribe to the OKTee dashboard for a consolidated view—even when working with multiple OKTee-enabled wholesalers. Each wholesaler retains complete control over their sensitive data.
OKTee FINANCE | RETAIL & MARKETING OPERATIONS
Centralizealloperations.
Trackitthroughtoresolution.
Whether sales or marketing, every campaign runs on a unified workflow—backed by robust governance, clear audit trails, and precise financial tracking.
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.
