Dokta vs Invoice Guru

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.

Mobile-First Invoice Creation

This core feature is built for speed and efficiency on the go. Users can generate a complete, professional invoice in less than 60 seconds directly from their mobile device. The process involves entering client details and job items quickly, with automatic inclusion of your logo, company information, VAT, and payment terms. This eliminates the need to return to the office or use a computer, enabling immediate invoicing as soon as a job is completed.

AI-Powered OCR Receipt Scanner

This feature automates expense tracking to save hours of manual data entry. By simply taking a photo of a paper receipt with the app's camera, the built-in Artificial Intelligence (OCR) technology reads all the key details such as date, vendor, amount, and tax. It then automatically creates a categorized expense entry within the system. This ensures accurate record-keeping for tax purposes and provides a clear view of business spending without manual input.

Automated Bank Integration & Payment Matching

Invoice Guru streamlines payment tracking by securely connecting to your business bank account. Once linked, the software automatically imports new transactions and intelligently matches them against your outstanding invoices. This reconciliation happens automatically, showing you instantly which clients have paid and clearly highlighting any overdue payments, giving you a real-time view of your cash flow.

Multi-Language, Multi-Currency & Tax Compliance

Designed for both local and international work, this feature supports business growth. It allows you to create invoices in over 12 languages and multiple currencies, catering to a diverse client base. Fundamentally, it ensures your invoices are 100% compliant with local tax regulations, including automatic submissions for UK MTD VAT and compatibility with Poland's KSeF system, providing peace of mind and legal security.

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.

For On-Site Tradespeople

A plumber finishing a repair can immediately create and email a professional invoice to the homeowner from their van using their phone. They add parts used and labour, apply VAT, and send it before leaving the property. This speeds up payment, improves cash flow, and presents a highly professional image without any paperwork.

For Small Service Business Owners

The owner of a small decorating company can manage all client quotes and invoices from one mobile app. They can generate quotes during initial consultations, convert them to invoices once the job is approved, and track which invoices are viewed and paid. This centralizes their administrative work and provides clear oversight of all jobs and finances.

For Expense and Receipt Management

A self-employed electrician can use the OCR scanner to photograph all receipts for materials bought throughout the day (wire, fittings, fuel). The AI extracts the data, categorizes each expense, and stores them digitally. At tax time, all expenses are perfectly organized for their accountant, saving evenings spent sorting through paper receipts.

For Ensuring HMRC MTD Compliance

A UK-based tradesperson who is VAT-registered can use Invoice Guru to meet their Making Tax Digital obligations without needing separate software. They record all sales (invoices) and purchases (scanned receipts) digitally in the app, and can submit their VAT return directly to HMRC through the software, ensuring they remain compliant with the law.

Dokta offers straightforward, transparent pricing with a free tier to start and simple monthly plans. All plans are available on a monthly or annual basis, with the annual subscription offering a 17% discount.

Discovery: €0/month. Includes 15 documents per month (max 5 pages each), a free invoice generator, unlimited client database, and requires no credit card to start.

Starter: €9/month. Designed for auto-entrepreneurs, it includes 50 documents/month, 20 pages per document, automatic payment reminders, expense tracking, CSV accounting export, and email support. Comes with a 14-day free trial.

Freelance: €12/month. The popular plan for freelancers with recurring contracts. It includes 100 documents/month and all Starter features, plus tools tailored for time-based invoicing and contract management.

Invoice Guru offers simple, transparent pricing with three main plans. The Starter Plan is free forever, allowing up to 10 invoices. The Basic Plan costs €9.99 per month (or less with annual billing) and includes unlimited invoices, client management, 7 PDF templates, multi-currency support, and basic expense tracking. The Pro Plan, at €14.99 per month, adds full automation features like bank integration, AI OCR receipt scanning, automatic payment reminders, MTD VAT submission, and advanced reporting. A separate Job Survey/Trades module is available for an additional €6.99 per month. All paid plans include a 10-day free trial.

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.

Invoice Guru is a specialized invoicing and tax compliance software designed from the ground up for tradespeople and small service businesses. It addresses a fundamental need for professionals like painters, plumbers, electricians, and decorators who are constantly on the move between job sites. Unlike traditional accounting software built for desktop use, Invoice Guru adopts a mobile-first philosophy, allowing users to manage their entire invoicing workflow directly from their smartphone or tablet. The core purpose of the application is to turn time-consuming administrative tasks into quick, simple actions that can be completed in seconds, not hours. Its primary value proposition lies in combining essential invoicing functions with powerful automation and regulatory compliance. Users can create and send professional invoices in under a minute, track payments in real-time, and manage expenses effortlessly with AI-powered receipt scanning. Crucially, Invoice Guru is built to keep businesses compliant with regulations such as the UK's Making Tax Digital (MTD) for VAT and Poland's KSeF, eliminating the need for separate tax software. By focusing on speed, simplicity, and automation, Invoice Guru helps business owners save time, get paid faster, and reduce the administrative burden that takes them away from their actual trade.

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.

Who is Invoice Guru designed for?

Invoice Guru is specifically designed for tradespeople, contractors, and small service-based businesses in the UK and Europe. This includes professions like plumbers, electricians, painters, decorators, handymen, cleaners, and landscapers who are often mobile and need to invoice quickly from job sites. It is ideal for sole traders and small businesses looking for a simple, fast, and compliant way to manage their invoicing.

How does the free plan work?

The Starter plan is free forever and allows users to create and download up to 10 invoices as PDFs. It includes basic functionality to try the core invoicing process. For unlimited invoices, client management, email sending, and access to more advanced features like expense tracking and multi-currency support, users would need to upgrade to the paid Basic or Pro plans.

Is Invoice Guru compliant with Making Tax Digital (MTD)?

Yes, Invoice Guru is fully compliant with the UK's Making Tax Digital for VAT regulations. The Pro plan includes the capability to submit VAT returns directly to HMRC through the software. It maintains your digital records and facilitates the required digital link, helping VAT-registered traders meet their legal obligations seamlessly within the same app they use for invoicing.

Can I use Invoice Guru on multiple devices?

As a mobile-first, cloud-based application, Invoice Guru is designed to work across your devices. You can access your account and data from your smartphone, tablet, or a web browser on your computer. Your information syncs automatically, allowing you to start an invoice on your phone at a job site and review reports later on your laptop at home.

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.

Invoice Guru is a mobile-first invoicing application designed for UK tradespeople and small service businesses. It falls into the business and finance software category, specifically targeting professionals who need to create and send compliant invoices quickly while on the job. Users often explore alternatives for various reasons. Common considerations include pricing structures, the need for specific features not offered, or a preference for a desktop platform over a mobile-first approach. Every business has unique operational needs and budget constraints. When evaluating other options, it’s wise to consider your primary work environment, essential features like payment tracking or receipt management, and compliance with local tax regulations. The goal is to find a tool that simplifies your administrative tasks without adding complexity.