Dokta

Dokta is the essential AI-powered document management platform built specifically for the modern independent professional. It eliminates the administrative chaos that steals time and money from freelancers, solo entrepreneurs, auto-entrepreneurs, and small businesses. The core necessity is simple: you drop any document - an invoice, quote, or contract - and Dokta's advanced AI engine reads, classifies, and extracts all key data in under 60 seconds. This is not just storage; it's intelligent automation for the entire document lifecycle. The platform handles creating professional invoices and quotes, tracking payments, sending automated reminders for unpaid invoices, managing contract deadlines, and even generating actionable tasks directly from your documents. It solves critical pain points: no more lost files, missed payment deadlines, or wasted weekends on manual admin. Dokta automatically builds and maintains your client database from your documents, provides real-time cash flow tracking, and offers one-click exports for your accountant. For anyone who bills for their time or services, Dokta is the indispensable central hub that puts your documents to work, managed by AI, so you can focus on your actual business.

Instant AI Document Analysis

This is the foundational, must-have feature. Simply drag and drop a photo, scan, or PDF of any document. Dokta's AI, powered by Claude from Anthropic combined with OCR, analyzes it in less than 60 seconds. It automatically identifies the document type (invoice, quote, contract), and extracts critical data like amounts, due dates, client or supplier details, and tax information. This eliminates all manual data entry, ensuring accuracy and saving hours of tedious work.

Automated Invoicing & Quote Management

Creating and managing billing documents is a non-negotiable task, and Dokta streamlines it completely. You can generate professional invoices and quotes in just a few clicks. For freelancers with day-rate contracts, it enables automatic monthly invoicing. Furthermore, you can send quotes with online acceptance links, allowing clients to approve digitally, and then convert an accepted quote into a final invoice with a single click, closing the loop seamlessly.

Real-Time Cash Flow & Anomaly Detection

You must have immediate visibility into your financial health. Dokta provides a real-time dashboard showing billed revenue, collected revenue, unpaid invoices, and VAT overviews with 12-month graphs. Crucially, it also includes proactive anomaly detection to protect your business, alerting you to changed IBANs, duplicate invoices, inconsistent VAT, or missing numbering, acting as an essential safeguard.

Intelligent Client Database & Payment Tracking

Dokta automatically builds and enriches your contact database from processed documents. It uses SIRET numbers to auto-complete company information and applies a payment scoring system based on historical data, giving you insight into client reliability. It maintains a complete history per entity and automates payment reminders with professional, polite templates, ensuring you get paid faster without awkward follow-ups.

Freelance IT Consultants & Developers

For freelancers working on Time & Materials contracts, manual monthly invoicing is a repetitive burden. Dokta is essential for automating this entire process. Set up your recurring contract once, and Dokta automatically generates and sends invoices, tracks their payment status, and manages client follow-up. This allows you to focus entirely on development work while ensuring your cash flow is systematic and reliable.

Creative Freelancers & Project-Based Workers

Managing the proposal-to-payment cycle for creative projects is fragmented and time-consuming. Dokta provides the necessary integrated workflow. Create a professional quote, send it via a client acceptance link, and with one click convert it to an invoice upon approval. It tracks the project from the first quote to the final payment, ensuring you never miss a step and get paid for your delivered work.

Auto-Entrepreneurs & Micro-Entrepreneurs

Simplicity and compliance are paramount for auto-entrepreneurs. Dokta is a vital tool for generating compliant invoices, easily tracking all receipts and payments, and providing clear warnings for upcoming URSSAF contribution deadlines. It offers a straightforward, stress-free way to manage all administrative documentation without complexity, which is absolutely necessary for staying organized and avoiding penalties.

Growing Small Businesses & SMEs

As a small business grows, document chaos becomes a major operational risk. Dokta serves as the central, AI-driven command center for all financial documents. It provides a unified view of cash flow across all clients and projects, automates accounts receivable, manages supplier contracts and deadlines, and ensures clean, exportable data for accountants, which is critical for sustainable scaling and financial control.

How does Dokta's AI analysis work?

Dokta uses a combination of Optical Character Recognition (OCR) to read text from your documents and advanced AI, specifically Claude by Anthropic, to understand the context. The AI classifies the document type and intelligently extracts key fields like dates, amounts, tax numbers, and client information. This entire process is completed in under 60 seconds, requiring zero manual input from you for data extraction.

Is my data secure and compliant with European regulations?

Absolutely. Data security and compliance are fundamental necessities. Dokta is 100% GDPR compliant. All your data is hosted on secure servers within Europe (AWS Paris region). Furthermore, all data is protected with AES-256 encryption, ensuring that your sensitive business and client information remains private and secure at all times.

What happens if I exceed my monthly document limit?

Your plan determines the number of documents you can process each month. If you reach your limit, you will need to upgrade to a higher plan to process additional documents in that billing cycle. You can monitor your usage within the application. The Free Discovery plan allows 15 documents per month, making it easy to test the platform's core features before committing.

Can I connect Dokta to my accounting software?

Currently, Dokta focuses on providing flawless, automated document management and cash flow tracking. It offers a crucial feature: the ability to export all your financial data, including invoices, expenses, and client records, to a universal CSV file format. This CSV file can then be easily imported into any major accounting software, ensuring your accountant receives perfectly organized data.

Dokta offers simple, transparent pricing with no hidden modules. All paid plans include a 14-day free trial without requiring a credit card.

• Discovery Plan (€0/month): The essential free tier to get started. Includes 15 documents per month (max 5 pages each), a free invoice generator, unlimited client database, and core features.
• Starter Plan (€9/month): Designed for auto-entrepreneurs. Includes 50 documents/month (20 pages each), automated payment reminders, expense tracking, accounting CSV export, and email support.
• Freelance Plan (€12/month): The popular plan for freelancers with recurring contracts. Includes 100 documents/month, all Starter features, and is tailored for Time & Materials contract management and automatic invoicing.
• Pro Plan (€15/month): For project-based freelancers and creatives. Includes 250 documents/month and advanced features like online quote acceptance and enhanced project management tools. Annual subscriptions offer a 17% discount.