Dokta

Dokta is an advanced AI-powered document management platform designed specifically for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). It revolutionizes the way users handle their documents by enabling them to drop any document—be it an invoice, quote, or contract—and letting Dokta's sophisticated AI engine read, classify, and extract key data in under 60 seconds. The platform adeptly manages the entire document lifecycle, allowing users to create professional invoices and quotes, track payments, automate reminders for unpaid invoices, and oversee contracts and deadlines seamlessly. With Dokta, users no longer need to worry about lost files or missed deadlines, transforming tedious administrative tasks into a streamlined process. It compiles a comprehensive client database from uploaded documents, offers real-time cash flow tracking, and allows for easy CSV exports for accountants. Whether you are a freelance developer, a consultant, a trades contractor, or a growing SMB, Dokta places your documents at the core of your business operations, all managed efficiently by AI.

Automated Invoice Management

Dokta automates the invoice management process by allowing users to upload any document, such as a photo, scan, or PDF. Within 60 seconds, the AI analyzes the document, extracting vital information like amounts and due dates, which simplifies billing and reduces manual errors.

Real-Time Cash Flow Tracking

Gain insights into your financial status with Dokta's real-time cash flow tracking feature. Users can monitor billed amounts, received payments, outstanding invoices, and VAT, all displayed through a clear and visually appealing 12-month financial chart, making it easier to manage finances effectively.

Client and Supplier Intelligence

Dokta enriches your client and supplier profiles automatically by generating SIRET numbers, scoring payment reliability, and providing a complete transaction history for each entity. This feature helps in assessing relationships and improving payment follow-ups.

Anomaly Detection

Dokta enhances document security with its anomaly detection feature. It identifies potential issues such as modified IBANs, duplicate entries, inconsistent VAT numbers, and missing document numbering, ensuring that your documents remain accurate and compliant.

Freelance IT Consultants

For freelance IT consultants, Dokta automates the billing process by generating monthly invoices from time and materials contracts. This allows developers to focus on coding while Dokta handles payment reminders and invoice tracking.

Creative Project Freelancers

Creative professionals can utilize Dokta to manage their projects from the initial quote to final payment. The platform enables them to send quotes with acceptance links, allowing for a seamless transition from estimate to invoice with just one click.

Auto-Entrepreneurs

Auto-entrepreneurs benefit from Dokta's user-friendly features, which ensure that all invoices comply with legal standards. The platform also tracks payments and deadlines, sending alerts for URSSAF due dates, making compliance stress-free.

Small to Medium-Sized Businesses

SMBs can leverage Dokta to streamline their document management processes, from invoicing to contract management. The platform builds an extensive client database and provides real-time insights into cash flow, helping businesses make informed financial decisions.

How does Dokta ensure document security?

Dokta employs AES-256 encryption to safeguard all documents and ensure compliance with GDPR regulations, providing peace of mind that your sensitive data is protected.

What types of documents can I upload to Dokta?

Users can upload a variety of document types, including invoices, quotes, contracts, and receipts in formats such as photos, scans, or PDFs, allowing for versatile document management.

Is there a free trial available for Dokta?

Yes, Dokta offers a free tier that allows users to manage up to 15 documents per month without requiring a credit card, making it easy to try out the platform before committing to a paid plan.

Can I export my data from Dokta?

Absolutely! Dokta allows users to export their client database and financial data in CSV format, making it easy to share with accountants or integrate into other financial tools.