Dokta vs SoloTools

Instant AI-Powered Document Analysis

At the core of Dokta is its powerful analysis engine. When you upload a photo, scan, or PDF of any document, the platform uses OCR and AI to read, classify, and extract critical information in less than 60 seconds. It automatically identifies the document type, amounts, due dates, and client or supplier details, transforming unstructured paperwork into structured, actionable data without any manual typing required.

Automated Invoicing & Quote Management

Dokta provides a complete suite for your billing cycle. You can create professional invoices and quotes in just a few clicks. For freelancers on day-rate contracts, it supports automatic monthly invoicing. Furthermore, you can send quotes with an online acceptance link, allowing clients to approve digitally, and then convert an accepted quote into an invoice with a single click, streamlining the entire proposal-to-payment process.

Real-Time Cash Flow & Financial Overview

Gain immediate clarity on your business's financial health. Dokta consolidates data from all your documents to display key metrics like billed revenue, collected revenue, unpaid invoices, and VAT in an intuitive dashboard. A 12-month graphical view provides a clear, long-term perspective on your cash flow, helping you make informed decisions without needing complex spreadsheets.

Intelligent Client Management & Anomaly Detection

Dokta automatically builds and enriches your contact database. It can pull company details using SIRET numbers and provides payment scoring based on historical data. Crucially, it also acts as a safeguard by detecting potential anomalies in your documents, such as changed IBANs, duplicates, inconsistent VAT, or missing invoice numbering, helping to prevent errors and fraud.

AI-Powered Proposal Generation

The core feature of SoloTools is its intelligent AI engine. It does far more than fill in templates. Based on the brief project details you provide, the AI writes a compelling, tailored proposal from the ground up. It crafts persuasive executive summaries, breaks down the scope of work into clear phases, structures professional pricing tables, and outlines project timelines and terms. This ensures every proposal is client-ready, coherent, and professionally formatted without any manual writing effort.

AI Section-Level Editing

After the AI generates your proposal, you retain full control with smart editing tools. For any section of the proposal, such as the executive summary or scope, you can instruct the AI to refine the text on the spot. You can use simple commands like "Make more persuasive," "Make shorter," "Make more detailed," or "Rewrite in formal tone." This allows for quick, intelligent customization without having to manually rewrite entire paragraphs, saving even more time while perfecting the message.

Client Tracking & E-Signatures

SoloTools manages the entire client interaction after the proposal is created. You can send proposals directly to clients via email with a personalized message. The platform then provides real-time analytics, notifying you the moment a client opens your proposal for the first time. Most importantly, it includes a built-in canvas for clients to provide legally-binding e-signatures directly on the document, streamlining the acceptance process and eliminating the need for separate signing software.

Proposal Analytics & Automation

This feature provides valuable insights into your business performance. You can view a clear conversion funnel showing how many proposals were sent, viewed, accepted, or declined. This helps you understand your win rate and identify where you might be losing deals. Furthermore, the tool offers automation like automatic follow-up reminder emails (set for 3, 5, or 7 days) and the ability to set proposal expiry dates to create urgency, helping you manage the follow-up process without manual effort.

Freelance IT Consultants & Developers

For freelancers working on time-based contracts, Dokta automates the entire invoicing workflow. It manages recurring day-rate contracts, generates monthly invoices automatically, and tracks payments. This allows the professional to focus entirely on their technical work while Dokta handles the administrative billing cycle reliably and on schedule.

Creative Freelancers & Project-Based Workers

Graphic designers, writers, and other project-based creatives benefit from Dokta's seamless quote-to-cash process. They can create a quote, send it for online client acceptance, and with one click, convert the approved quote into a formal invoice. This manages the entire project lifecycle from the first proposal to the final payment, ensuring nothing falls through the cracks.

Auto-Entrepreneurs & Micro-Entrepreneurs

This group needs simple, compliant tools without complexity. Dokta helps by generating compliant invoices, tracking income against the micro-enterprise revenue cap, and providing alerts for upcoming URSSAF social charge deadlines. It offers a straightforward way to manage finances and stay on top of regulatory requirements without stress.

Growing Small Businesses (SMBs)

As a business grows, so does its document chaos. Dokta serves as a centralized system for the entire team to manage invoices, contracts, and supplier documents. It provides a real-time view of company-wide cash flow, automates payment reminders to improve collection rates, and ensures all documents are organized, searchable, and anomaly-free.

Freelance Web Designers & Developers

For freelancers building websites or applications, SoloTools is ideal for quickly proposing projects. By inputting the client's name, project type (e.g., "Website Redesign"), budget, and key requirements, the AI generates a detailed proposal complete with phases like Discovery, UI/UX Design, and Development, including timelines and pricing. This allows designers and developers to respond to client inquiries rapidly and professionally.

Independent Marketing & SEO Consultants

Marketing consultants can use SoloTools to propose campaigns, SEO audits, or content strategy projects. The AI can structure proposals that outline objectives, key performance indicators, service packages, and investment summaries. The ability to track when a client views the proposal is particularly useful in fast-paced marketing discussions, allowing for timely follow-up.

Business & Management Consultants

Independent consultants offering strategic advice can leverage SoloTools to formalize their engagement terms. The AI helps draft a clear scope of work, methodology, deliverables, and a professional fee structure. The e-signature feature ensures the consulting agreement is executed smoothly, providing a clear record for both parties.

Creative Professionals (Writers, Designers, Videographers)

Freelancers in creative fields often need to propose fixed-price projects for specific deliverables like a video series, a branding package, or a set of articles. SoloTools enables them to convert a project brief into a formal proposal with itemized costs for each deliverable, a clear timeline for revisions and final delivery, and standard copyright or usage terms, presenting their creative work as a serious business service.

Dokta is a foundational document management platform designed to bring order and automation to the essential paperwork of running a business. It serves as a central hub for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs) who need to manage their administrative tasks efficiently. The core principle of Dokta is simple: you provide the document, and its AI engine takes care of the rest. By simply dropping any document—such as an invoice, quote, or contract—into the platform, Dokta reads, classifies, and extracts key data in under 60 seconds. This eliminates manual data entry and forms the basis for managing the entire document lifecycle. From creating professional invoices and tracking payments to automating reminders for unpaid invoices and managing contract deadlines, Dokta handles the operational backbone of your business. It automatically builds a client database from your documents, provides a real-time view of your cash flow, and offers exports for your accountant. Ultimately, Dokta puts your documents at the heart of your business, managed intelligently by AI, so you can stop chasing payments and reclaim your time.

SoloTools is an AI-powered proposal generator designed specifically for freelancers and independent consultants. Its fundamental purpose is to solve a common and time-consuming problem: creating professional client proposals from scratch. Instead of facing a blank document for hours, users can input basic project details like the client name, project type, budget, and scope notes in about 30 seconds. The tool's core intelligence then takes over, generating a complete, polished proposal in approximately 12 seconds. This proposal includes all essential sections such as an executive summary, a detailed scope of work, itemized pricing, a clear project timeline, and standard terms and conditions. SoloTools is built for busy professionals who need to streamline their workflow, save significant time, and present a consistently high-quality front to clients. Beyond just creation, the platform facilitates the entire proposal lifecycle, allowing users to send proposals directly via email, track when clients view them, and collect legally-binding e-signatures, all from one centralized dashboard.

How does Dokta analyze my documents?

Dokta uses a combination of Optical Character Recognition (OCR) to read text from your documents and advanced Artificial Intelligence (specifically Claude by Anthropic) to understand the context. The AI classifies the document type and extracts key fields like dates, amounts, and contact information. This entire process is completed in under 60 seconds per document.

Is my data secure with Dokta?

Yes, data security and privacy are foundational to Dokta. The platform is fully compliant with the GDPR (General Data Protection Regulation). All data is hosted on secure servers within Europe (AWS Paris region). Furthermore, documents and data are protected using AES-256 encryption, ensuring your business information remains confidential and secure.

What happens if I exceed my monthly document limit?

Dokta offers different plans with monthly document allowances. If you are on a paid plan and occasionally exceed your limit, you can typically purchase additional document packs or upgrade your plan. The free Discovery tier allows for 15 documents per month, which is ideal for testing the platform's core functionality before committing.

Can I use Dokta for expenses and supplier invoices?

Absolutely. Dokta is designed to manage all document types relevant to your business. You can upload supplier invoices and receipts for expenses. The AI will extract the relevant data, allowing you to track outgoing payments, manage your expenses, and have a complete picture of both your accounts receivable and payable in one place.

How does the AI proposal generator work?

You provide basic project information including the client's name, the type of project, the budget, and a few notes on the scope. In about 30 seconds of input, SoloTools' AI analyzes this information and generates a complete, structured proposal. This includes an executive summary, detailed scope of work, a breakdown of pricing and timeline, and standard terms and conditions, all tailored to your specific project details.

Is there a free plan available?

Yes, SoloTools offers a free plan to get started. This plan allows you to create and send up to three proposals per month at no cost. It includes access to the AI generator, basic editing, and the ability to download PDFs. This plan requires no credit card to sign up, so you can test the tool's core functionality with no financial commitment.

Can I edit the proposals that the AI creates?

Absolutely. You have full editing control over every proposal. You can manually edit any text directly. More powerfully, you can use AI section-level editing commands to refine specific parts. For any section, you can ask the AI to make it more persuasive, shorter, more detailed, or rewrite it in a different tone, giving you smart assistance to perfect the document.

How do clients sign the proposals?

SoloTools includes a built-in e-signature feature. When you send a proposal to a client, they can review it directly in their browser. To accept, they are prompted to draw their signature using their mouse or finger on a digital canvas. Once drawn and confirmed, this acts as a legally-binding e-signature on the document, and you are immediately notified of the acceptance.

Dokta is an AI-powered document management platform designed for small businesses, freelancers, and solo entrepreneurs. It automates the handling of invoices, quotes, and contracts, aiming to reduce administrative tasks by reading documents and extracting data automatically. Users often explore alternatives for various reasons. Needs differ; some require more advanced accounting features, others seek integration with specific software, and budget constraints can lead to a search for different pricing models. The ideal platform depends heavily on the specific workflow and scale of a business. When evaluating alternatives, consider core functionality like document processing accuracy, automation capabilities for reminders and tasks, and security compliance. Also assess the ease of use, quality of customer support, and how well the tool scales with your business growth. The goal is to find a system that seamlessly fits into your daily operations.

SoloTools is an AI-powered proposal generator in the business and finance software category. It helps freelancers and independent consultants quickly create professional client proposals by automating the drafting process. This saves significant time compared to writing documents from scratch. Users often explore alternatives for various reasons. Some may need different pricing structures or a higher volume of proposals than a plan allows. Others might seek specific features like advanced integrations, more detailed analytics, or different customization options for their branding and document layout. When evaluating other tools, consider your core needs. Key factors include the total cost relative to your proposal volume, the depth of customization available, and how well the software integrates with your existing workflow. The goal is to find a solution that balances efficiency with the professional presentation your business requires.