Dokta

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.

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.

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.

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.

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.