How Okoora Operates

Start beside what you already run,
with one piece of work.

Your banks stay. Your systems stay. Your people stay. One piece of financial work starts running as a system, and nothing else changes until you decide it should.

The first commitment is one workflow. Everything beyond it is earned step by step.

Okoora platform workflow dashboard
The operating unit

One piece of work. One agent, configured for it.

A piece of financial work is not a feature. It has a trigger, inputs, a policy, a decision, an action, and a record. Okoora configures an agent to operate that specific piece of work, in your organization, with your rules.

01
The financial depth is already built in. Written by people who operated finance for decades, and encoded into software.
02
It is configured to you. Your entities, your policy, your thresholds, your approvers, your systems.
03
It operates at the level you set. From watching, to recommending, to preparing, to acting within your bounds.
04
It leaves a record. Every action, every reason, every approval.
Autonomy

You decide how far it goes,
workflow by workflow.

1
Observe. It sees the work and shows you what is happening.
2
Analyze. It works the problem: the picture, the scenarios, the impact.
3
Recommend. It tells you what it would do, and why.
4
Prepare. It readies the action, complete, waiting for you.
5
Execute after approval. It acts once you approve, and not before.
6
Execute within policy. It acts on its own, inside the bounds you set, and stops at every exception.

You set the level per workflow, not for your company. A conversion under a threshold can run on its own while a hedge waits for approval. You change any of it whenever you decide to.

Every action stops at the boundary you set. Analysis and recommendations continue. Execution does not cross it.

Control

The system operates. The control stays in your hands.

Your policy is the boundary.

Limits, thresholds, mandates, approvers, and entity rules. The system operates inside them, and nowhere else.

Every exception stops.

What falls outside policy does not move. It stops, and it stops with a reason you can read.

Every action is recorded as it happens.

What was done, when, why, on what basis, and who approved. Ready when the question comes, not assembled afterwards.

You can change the boundary as the workflow evolves.

Tighten it, widen it, or pause a workflow.

Execution

Choose where execution sits.

Technology only

Technology only.

The system operates above your existing banks and providers. Your money keeps moving where it moves today, and nothing about your banking relationships changes.

Technology with execution

Technology with execution.

The workflow can also execute through Okoora's regulated infrastructure and liquidity, under the same policy and the same record.

You choose the execution location, workflow by workflow. Through your existing providers, through Okoora, or through a combination of both. You can change it whenever you decide to.

Integration

Your banks. Your systems. Your data.

The system connects to the banks, the accounts, the financial systems, and the market data you already work with. What exists stays. The system sits above it and operates it.

It can start before every source is connected.

More connection expands what the workflow can see and operate. The starting point is yours to set.

Deployment

Each step earns the next one.

1
Mapping. We map the financial work as it runs in your organization today, and choose the first workflow worth operating.
2
A demo built on your own reality. Not a generic screen. Your work, in the system.
3
A defined proof of concept. One workflow, running, at the level of action you chose, and measured.
4
Production. The workflow runs continuously, in your organization.
5
Expansion. The next workflow, and the next, until the system operates the function.

Nothing commits you to the step after it.

Start here

Start with the work
you actually do.

Map this work in your business.

Describe the three pieces of financial work that cost you the most today. We map them, define how far the system should act on each, and where the action sits. You leave with the first workflow worth operating, and what it takes to run it.

Map this work in your business