Dokta
Dokta empowers SMBs and freelancers by automating document management, simplifying invoicing, and enhancing cash flow tracking effortlessly.
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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). Its primary function is to streamline the document handling process by allowing users to simply drop any type of document—be it an invoice, quote, or contract—into the platform. Within 60 seconds, Dokta's advanced AI engine will read, classify, and extract essential data, significantly reducing the time spent on administrative tasks. The platform manages the entire document lifecycle, enabling users to create professional invoices and quotes, track payments, automate reminders for unpaid invoices, and manage contracts and deadlines efficiently. Dokta also builds a comprehensive client database from uploaded documents, provides real-time cash flow tracking, and offers easy CSV exports for accounting purposes. Ideal for a range of professionals from freelance developers to consultants and trades contractors, Dokta places document management at the core of business operations, all while ensuring 100% GDPR compliance and hosting in Europe through AWS.
Features of Dokta
Automated Invoice Management
Dokta automates the entire invoicing process, allowing users to create and send invoices and quotes in just a few clicks. Users can also manage contracts with monthly billing, ensuring that all financial transactions are handled efficiently and professionally.
Real-Time Financial Overview
The platform provides users with a clear, real-time overview of their financial situation. It tracks billed and collected revenue, overdue payments, and VAT, all presented visually with 12-month graphics for easy comprehension.
Intelligent Client and Supplier Management
Dokta enriches client and supplier data automatically, offering features like SIRET enrichment, payment scoring, and a comprehensive historical overview for each entity. This enables users to maintain informed relationships and manage risks effectively.
Anomaly Detection System
With Dokta's anomaly detection feature, users are alerted to potential issues such as modified IBANs, duplicate entries, inconsistent VAT numbers, and missing document numbering. This proactive approach protects users from administrative errors and fraud.
Use Cases of Dokta
Freelance IT Consultant
A freelance IT consultant can utilize Dokta to automate invoice generation based on contract terms, track payments, and manage client relationships efficiently. By eliminating manual invoicing, they can focus more on coding and less on administrative tasks.
Creative Freelancers
Creative freelancers, such as graphic designers or photographers, can benefit from Dokta's easy-to-use quoting and invoicing system. They can send quotes to clients with a simple acceptance link, converting them to invoices with just one click, thus streamlining their workflow.
Auto-entrepreneurs
Auto-entrepreneurs can leverage Dokta to ensure compliance with regulations by generating proper invoices and tracking tax obligations. The platform sends alerts for due dates, simplifying the financial management process.
Small to Medium-Sized Businesses
SMBs can use Dokta to manage a growing number of documents efficiently. The platform helps in tracking cash flow in real time, automating reminders for unpaid invoices, and generating an organized client database, which is crucial for scaling operations.
Frequently Asked Questions
How does Dokta ensure data security?
Dokta complies with GDPR regulations and hosts all data in Europe using AWS. Additionally, the platform employs AES-256 encryption to safeguard user data against unauthorized access.
Can I try Dokta for free?
Yes, Dokta offers a free tier that allows users to manage up to 15 documents per month without requiring a credit card. This is a great way to experience the platform's capabilities at no cost.
What types of documents can I upload to Dokta?
Users can upload various document types including invoices, quotes, contracts, and more in formats such as photos, scans, or PDFs. Dokta's AI engine will process these documents for key data extraction.
Is there customer support available if I encounter issues?
Yes, Dokta offers email support to assist users with any questions or issues they may encounter while using the platform, ensuring a smooth user experience.
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