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Dokta

AI-powered document management for freelancers and SMBs

Dokta - Product Image

What is Dokta?

Dokta is an AI-powered document management solution designed for freelancers and small businesses. It automates the processing of invoices, quotes, and contracts, turning any document into an actionable task in under 60 seconds. Simply upload a photo, scan, or PDF—or forward documents via email—and Dokta’s OCR and AI (powered by AWS Textract and Anthropic’s Claude) classifies the document, extracts key metadata, and presents you with concrete next steps like paying, reminding, or archiving.

Beyond basic extraction, Dokta provides a full set of financial tools:

  • Create and send invoices, quotes with online acceptance, and one-click quote-to-invoice conversion.
  • Automate recurring invoices from daily-rate contracts or fixed-fee agreements.
  • Get a real-time cash flow dashboard showing revenue billed, collected, outstanding amounts, and VAT.
  • Detect anomalies such as modified IBANs, duplicate invoices, and VAT inconsistencies.
  • Enrich client and supplier records automatically via SIRET and track payment history with scoring.

Dokta is hosted on AWS in Europe, fully GDPR-compliant with AES-256 encryption at rest. It offers a free plan (15 documents/month) and a Solo plan at €12/month for 100 documents with unlimited pages. Dokta supports CSV export for your accountant and plans to add FEC export soon. Whether you’re a freelance IT consultant, creative, micro-entrepreneur, or small agency, Dokta simplifies daily document management so you can focus on your work.

How to use Dokta

  1. 1

    Upload your document: drag and drop a photo, scan, or PDF, or forward it via email.

  2. 2

    Dokta analyzes it in under 60 seconds, extracting amounts, dates, client/supplier info.

  3. 3

    Validate the extracted data and choose an action: pay, remind, or archive with one click.

  4. 4

    Manage all your documents from the dashboard, with automatic reminders and payment tracking.

Key features

Automatic document analysis: OCR + AI extracts key data from invoices, quotes, and contracts in under 60 seconds.

Create and send quotes with online acceptance and one-click conversion to invoice.

Automated billing: generate recurring invoices from daily-rate contracts.

Real-time cash flow dashboard with revenue, collected, outstanding, and VAT tracking.

Anomaly detection: alerts for modified IBANs, duplicates, VAT inconsistencies, missing numberings.

Use cases

  • Freelance IT consultant: automate monthly invoicing from daily-rate contracts and track payments.
  • Freelance creative: send quotes with online acceptance, then convert to invoices in one click.
  • Micro-entrepreneur: get compliant invoices, payment tracking, and URSSAF deadline alerts.
  • Small agency: manage multiple clients, detect anomalies, and get advanced reporting.

Best for

FreelancersIT consultantsDesigners & creativesMicro-entrepreneursSmall agenciesSmall business owners

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Frequently asked questions about Dokta

Common questions to help you decide if Dokta is right for you.

Dokta uses OCR (AWS Textract) and AI (Claude by Anthropic) to extract text, classify documents, and generate actions in less than 60 seconds.

Yes. Data is hosted on AWS in Europe, encrypted with AES-256 at rest and TLS in transit, with tenant isolation. Dokta is 100% GDPR compliant.

Documents beyond the limit are queued. Upgrade to the Solo plan (€12/month) for 100 docs/month and all features.

No. Dokta manages daily tasks like tracking, reminders, and cash flow. For tax filings and complex declarations, your accountant remains essential. Dokta provides CSV exports for them.

Invoices (issued and received), quotes, contracts, subscriptions, and expense reports in PDF, JPG, PNG, TIFF formats. You can also forward documents by email.

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