Dokta
Dokta automates document management for SMBs and freelancers, transforming invoices and contracts into streamlined tasks in seconds.
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About Dokta
Dokta is an innovative AI-powered document management platform tailored for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). With Dokta, you can effortlessly manage your document workflow, whether it's invoices, quotes, or contracts. The platform's robust AI engine reads, classifies, and extracts key data from your documents in under 60 seconds, streamlining the entire document lifecycle. No more stress over lost files or missed deadlines; Dokta automates the creation of professional invoices and quotes, tracks payments, generates reminders for unpaid invoices, and manages contracts and deadlines seamlessly. By centralizing document management, Dokta helps you build a client database, monitor cash flow in real-time, and easily export financial data to CSV for accounting purposes. It is the perfect solution for freelance developers, consultants, trades contractors, and growing SMBs who need an efficient way to put documents at the heart of their business operations. With a free tier offering 15 documents per month and affordable pricing starting at €9 per month, Dokta is GDPR compliant and hosted securely in Europe (AWS).
Features of Dokta
Instant Document Analysis
Dokta provides lightning-fast document analysis using automatic reading and AI classification, completing the process in under 60 seconds. It identifies the type of document, extracts key data such as amounts, deadlines, and client or supplier information, ensuring that you have all essential details at your fingertips.
Automated Invoicing and Contracts
Create invoices and quotes effortlessly in just a few clicks with Dokta's intuitive interface. The platform supports automatic monthly billing for contracts, allowing you to spend less time on administration and more time focusing on your core business activities.
Real-Time Cash Flow Monitoring
Stay informed about your financial health with Dokta's real-time cash flow tracking. The platform provides a clear overview of billed and collected revenue, outstanding payments, and VAT status, all displayed in a user-friendly graphical format for easy interpretation over a 12-month period.
Anomaly Detection
Dokta enhances your document security with advanced anomaly detection. It alerts you to potential issues such as altered IBANs, duplicate documents, inconsistent VAT numbers, and missing numbering, safeguarding your documents from errors and fraud.
Use Cases of Dokta
Freelance IT Management
Freelance IT professionals can leverage Dokta to automate their billing processes. With features like automatic invoicing for recurring contracts, they can focus on coding while Dokta handles the administrative workload, saving valuable time.
Creative Project Management
For creative freelancers, Dokta simplifies the workflow from initial quotes to final invoices. You can send quotes with online acceptance links, converting them to invoices with just one click, making project management smooth and efficient.
Auto-Entrepreneur Compliance
Auto-entrepreneurs benefit from Dokta's automated invoice generation and payment tracking. The platform ensures compliance with URSSAF deadlines by sending timely reminders, allowing you to manage your finances without the usual headaches.
Small Business Financial Oversight
Growing SMBs can utilize Dokta to maintain a comprehensive overview of their financial situation. With real-time tracking of cash flow and easy CSV exports, businesses can streamline accounting processes and enhance financial decision-making.
Frequently Asked Questions
What types of documents can I upload to Dokta?
Dokta supports a wide array of document types, including invoices, quotes, contracts, and any scanned or photographed documents. You can easily drag and drop files into the platform for instant analysis.
How does Dokta ensure data security?
Dokta is fully GDPR compliant and hosts all data securely in Europe using AWS infrastructure. Additionally, it employs AES-256 encryption to protect your sensitive information from unauthorized access.
Can I try Dokta for free?
Yes, Dokta offers a free tier that allows you to manage up to 15 documents per month at no cost. This is a great way to explore the platform's features without any commitment.
What support options are available with Dokta?
Dokta provides email support for all users. Additionally, users on paid plans can benefit from enhanced support options to ensure any issues are resolved quickly and efficiently.
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