Dokta
Dokta streamlines document management for SMBs and freelancers by automating invoicing, cash flow, and reminders in seconds.
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About Dokta
Dokta is an innovative AI-powered document management platform specifically designed for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). By streamlining the document management process, Dokta allows users to drop any document—be it an invoice, quote, or contract—and experience the efficiency of its intelligent AI engine, which reads, classifies, and extracts essential data in under 60 seconds. This comprehensive tool handles the entire document lifecycle, enabling users to create professional invoices and quotes, track payments, automate reminders for unpaid invoices, manage contracts and deadlines, and generate actionable tasks from documents with ease. With Dokta, you no longer have to worry about misplaced files, missed deadlines, or tedious administrative work on weekends. The platform builds a robust client database from your documents, tracks real-time cash flow, and allows for easy export to CSV for your accountant. Whether you are a freelance developer, a consultant, a trades contractor, or a scaling SMB, Dokta places your documents at the core of your business, managed by cutting-edge AI technology. Start with a free tier offering 15 documents per month, with plans beginning at just €9 per month. With 100% GDPR compliance and hosting in Europe (AWS), your data privacy is assured.
Features
Automated Invoice Management
Dokta revolutionizes the way you handle invoices by providing automated management. Upload a photo, scan, or PDF of your invoice, and watch as Dokta analyzes and extracts essential information in under 60 seconds. This feature eliminates the need for manual data entry, allowing you to focus on delivering value to your clients.
Real-time Financial Tracking
Stay informed about your financial situation with Dokta's real-time cash flow tracking. The platform offers a clear overview of your billed and collected revenue, outstanding invoices, and VAT status, all presented in an insightful 12-month graphical format. This feature empowers you to make informed decisions about your business finances.
Client and Supplier Intelligence
Dokta enhances your business relationships by automatically enriching your client database. It includes features like automatic SIRET enrichment, payment scoring, and a comprehensive history for each entity. This intelligence helps you manage your interactions more effectively and ensures you have all the necessary information at your fingertips.
Anomaly Detection
Protect your documents and financial information with Dokta's anomaly detection feature. The system identifies issues such as modified IBANs, duplicate entries, inconsistent VAT, and missing numbering, ensuring your documents are accurate and secure. This proactive approach to document management safeguards your business from potential errors.
Use Cases
Freelance IT Consultant
As a freelance IT consultant, you can leverage Dokta to automate your invoicing process. Create contracts with monthly billing and automate reminders for unpaid invoices. This allows you to focus on coding and delivering quality work while Dokta manages your financial tasks seamlessly.
Creative Project Management
For freelancers in creative fields, Dokta simplifies project management from proposal to payment. You can send quotes with an acceptance link, and with just one click, convert those quotes into invoices. This streamlined process reduces administrative burdens and enhances client satisfaction.
Auto-Entrepreneur Compliance
Dokta is ideal for auto-entrepreneurs who need to manage their finances effortlessly. Generate compliant invoices, track payments, and receive alerts for URSSAF deadlines. This ensures you stay compliant without the stress of managing paperwork.
SMB Financial Oversight
Small and medium-sized businesses can utilize Dokta to gain real-time insights into their financial health. With features like cash flow tracking and automatic client database management, SMBs can enhance their operational efficiency and make data-driven decisions for growth.
Frequently Asked Questions
How does Dokta ensure data security?
Dokta prioritizes data security by employing AES-256 encryption and ensuring full compliance with GDPR regulations. Your data is hosted in Europe (AWS), providing a secure environment for document management.
Can I try Dokta for free?
Yes, Dokta offers a free tier that allows you to manage up to 15 documents per month without the need for a credit card. This gives you the opportunity to explore the platform's features and benefits risk-free.
What types of documents can I upload to Dokta?
You can upload various types of documents, including invoices, quotes, contracts, and any other relevant paperwork. Dokta's AI engine is designed to analyze and extract key information from these documents efficiently.
What payment options are available for Dokta's subscriptions?
Dokta offers flexible subscription plans starting from €9 per month, with options for monthly or annual billing. You can choose the plan that best fits your needs and upgrade or downgrade as your business evolves.
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