Dokta
Dokta automates your document management, streamlining invoicing and payments for freelancers and SMBs in just three easy steps!.
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About Dokta
Dokta is an innovative AI-powered document management platform designed specifically for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). It revolutionizes how you handle your documents, allowing you to seamlessly drop any type of document—be it an invoice, quote, or contract—and within 60 seconds, Dokta's advanced AI engine reads, classifies, and extracts critical data. This tool effectively manages the entire document lifecycle, enabling you to create professional invoices and quotes, track payments, automate reminders for unpaid invoices, manage contracts, and deadlines, and even generate tasks from your documents. No more searching for lost files, missing deadlines, or spending your weekends on administrative tasks! Dokta empowers you to build a comprehensive client database, monitor cash flow in real-time, and easily export data to CSV for your accountant. Whether you're a freelance developer, consultant, trades contractor, or a growing SMB, Dokta places your documents at the core of your business operations, all managed efficiently by AI.
Features
Instant Document Analysis
With Dokta, you can experience instant document analysis! The platform utilizes advanced AI technology to read and classify your documents in under 60 seconds. It extracts essential information such as document type, amount, due dates, and client or supplier details, making your workflow smoother and more efficient!
Automated Invoicing and Contracts
Say goodbye to the hassle of manual invoicing! Dokta allows you to create professional invoices and quotes in just a few clicks. You can also set up contracts with automated monthly billing, ensuring that you get paid on time without any extra effort on your part.
Real-Time Cash Flow Monitoring
Stay on top of your finances with Dokta's real-time cash flow monitoring feature! You can easily track your billed and received revenue, outstanding payments, and VAT obligations. A clear graphical representation of your financial situation for the past 12 months helps you make informed decisions for your business.
Intelligent Client Management
Dokta goes beyond document management by offering intelligent client management capabilities. It enriches your client database with automatic SIRET enrichment, payment scoring, and a complete historical overview for each entity. This keeps you informed and allows for better client relationships!
Use Cases
Streamlined Freelance Operations
Freelancers in the IT and consulting sectors can benefit immensely from Dokta. With automated contract creation and invoicing, they can focus on coding and providing services while Dokta handles all the billing and reminders, ensuring smooth cash flow and client satisfaction!
Creative Project Management
For creative freelancers, Dokta streamlines the entire process from proposal to payment. You can send quotes with acceptance links that convert to invoices with a single click. This efficiency helps creative professionals manage their missions effectively from start to finish!
Hassle-Free Auto-Entrepreneur Operations
Auto-entrepreneurs can simplify their administrative tasks with Dokta. The platform generates compliant invoices, tracks payments, and sends alerts for important deadlines such as URSSAF contributions. It's a worry-free solution that allows them to concentrate on growing their business!
Efficient SMB Document Handling
For small to medium-sized businesses, Dokta centralizes document management, ensuring that important files are never lost. It automates reminders for unpaid invoices and helps manage contracts, allowing business owners to focus on strategic growth instead of administrative burdens!
Frequently Asked Questions
How does Dokta ensure data security?
Dokta is 100% GDPR compliant and hosts all data in Europe (AWS). This ensures that your documents are secure and your privacy is protected at all times!
Can I try Dokta for free?
Absolutely! Dokta offers a free tier allowing you to manage up to 15 documents per month. It's a risk-free way to experience all the amazing features Dokta has to offer!
What types of documents can I upload to Dokta?
You can upload any document type, including invoices, quotes, contracts, and more. Dokta’s AI engine can read various formats such as photos, scans, and PDFs, making it versatile for your needs!
Is customer support available if I need help?
Yes! Dokta provides email support for all subscribers, ensuring that you have assistance whenever you need it. Whether you have a question about a feature or need troubleshooting, help is just an email away!
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