Okticket and Sage X3: Fully automated expense management.

To help companies eliminate these tasks and gain efficiency, at INCENTEA, as a Sage X3 partner, we are presenting Okticket, the leading solution for digitalizing and automating business expenses, natively integrated with Sage X3.

Manage your expenses intelligently.

Okticket makes it possible to capture, validate, control and post company expenses automatically from a single platform. Thanks to its advanced intelligent document recognition technology and artificial intelligence, employees only need to take a photo of a receipt or invoice from the mobile app.

From that moment on, the solution automatically extracts the relevant information, such as amount, date, supplier or VAT, eliminating the need to enter data manually and significantly reducing administrative errors.

Native integration with Sage X3

One of Okticket’s main differentiating strengths is its advanced integration with the Sage ecosystem and, especially, with Sage X3.

Approved expenses are automatically transferred to the ERP with their corresponding accounting allocation, cost centers, taxes and other financial information. This avoids duplicate data, eliminates manual exports and ensures that information is always up to date and reconciled between both systems.

Fully automated process.

From capturing the expense to its final posting, Okticket digitalizes the entire management cycle, reducing by up to 80% the time spent on administrative tasks related to expense reports and business travel.

Real-time control and compliance.

The tool lets you define spending policies, limits per user or category, custom approval workflows and automatic alerts that detect incidents, possible duplicates or deviations before expenses are approved.

Bank reconciliation and card management.

Okticket facilitates the automatic reconciliation of expenses with bank transactions and offers comprehensive corporate card management. It also connects with more than a hundred financial institutions to streamline financial control.

Mobility for the whole organization.

Employees can record expenses from anywhere using the mobile app, while managers and executives can review and approve reports from their computer or smartphone, keeping control of the process at all times.

Security and legal validity.

The solution is certified by the Tax Agency, ensuring that digitized documents have the same legal validity as the original paper ones, simplifying audits and regulatory compliance processes.

Okticket is designed to be fast and intuitive:

1. The employee captures the receipt or invoice from the app;
2. Artificial intelligence automatically extracts the information;
3. The expense follows the validation flow defined by the company;
4. Managers approve or review the incidents detected;
5. The data is automatically integrated into Sage X3 for posting;
6. All information is stored and available for consultation, auditing and reporting;

The result is far more agile, transparent and efficient management for the whole organization.

Global visibility and financial control

Thanks to the centralization of all information, companies have a real-time view of corporate expenses, facilitating analysis, decision-making and budget control.

With Okticket and Sage X3, organizations achieve:

• Elimination of paper and manual tasks;
• Fewer administrative and accounting errors;
• Faster approval and reimbursement of expenses;
• Better control and compliance with internal policies;
• Up-to-date financial information in real time;
• Higher productivity for finance teams.

So that you can see all its benefits first-hand, Sage X3 customers can activate Okticket at no cost until September 15.

At INCENTEA we support you throughout the activation process so you can start automating expense management in a matter of minutes and with no commitment.

Want to try Okticket?

It is time to modernize a process that consumes time and resources every month. Discover how Okticket, integrated with Sage X3, can help you gain efficiency, improve financial control and free your team from manual tasks.