Dokta is an AI-powered document management platform for freelancers and auto-entrepreneurs that automatically reads, classifies, and extracts data from invoices, quotes, and contracts in under 60 seconds, handling the full document lifecycle including creation, payment tracking, and reminders.
What is Dokta?
Dokta is a web application that takes any document (PDF, JPG, PNG, TIFF) — dropped, scanned, or emailed — and uses OCR (AWS Textract) plus AI (Claude by Anthropic) to extract metadata (type, amount, due date, client/fournisseur). It then generates actionable tasks: pay, remind, archive. It also creates invoices, quotes, contracts, and credit notes, tracks cash flow, and exports to CSV for accounting. The platform is hosted in Europe (AWS Paris/Ireland), is 100% GDPR compliant, and is developed by Dokta (no parent company listed).
Key Features
- Instant document analysis — Upload a PDF, JPG, PNG, or TIFF, or forward it to your dedicated inbox (Contact by email); Dokta classifies and extracts key data in under 60 seconds using OCR + AI.
- Invoice & contract creation — Generate professional invoices and quotes from scratch or from a template; convert quotes to invoices in one click after online acceptance.
- Recurring billing — Set up a contract with a TJM or flat fee; Dokta automatically creates draft invoices each month.
- Real-time cash flow dashboard — See invoiced revenue, collected amounts, unpaid invoices, VAT, and a 12‑month trend graph at a glance.
- Client & supplier database — Auto‑populated from documents (SIRET enrichment, payment scoring), with full transaction history per entity.
- Anomaly detection — Automatically flags changed IBAN, duplicate documents, inconsistent VAT, missing numbering, and amount mismatches.
- Credit note (avoir) generation — Compliant with French Article 289 of the CGI; separate numbering (AV-YYYY-MM-NNN), PDF download, automatic impact on cash flow.
- CSV export — Export data for your accountant; FEC export (standard French accounting file) is planned.
Who is it for?
- Freelance IT / Consultant — Automate monthly invoice generation from a TJM contract and track client payments while focusing on development work.
- Freelance Project / Creative — Send quotes with an online acceptance link, convert accepted quotes to invoices in one click, and manage project‑based billing.
- Auto‑entrepreneur — Generate compliant invoices, monitor collections, and receive URSSAF deadline alerts without manual tracking.
- Small teams (agencies / small companies) — Use the Team plan (up to 5 users) with multi‑client support, anomaly detection, and advanced reporting.
What can you do with Dokta?
- One‑click invoicing from quotes — Send a quote with an acceptance link; once accepted, convert it to an invoice instantly.
- Automate recurring billing — Create a contract with a fixed TJM or flat monthly fee; Dokta generates a draft invoice each month, ready for validation and sending.
- Manage credit notes — Issue compliant notes de crédit with proper numbering (AV-YYYY-MM-NNN) and automatic cash flow adjustment.
- Monitor cash flow in real time — View a dashboard showing billed revenue, received payments, outstanding amounts, and VAT, with a 12‑month graph.
How does Dokta work?
- You deposit — Drop a file (photo, scan, PDF) or forward it to your dedicated email inbox.
- Dokta analyzes — AI reads and classifies the document in under 60 seconds, extracting type, amount, due date, and client/fournisseur.
- You validate — Tasks appear (pay, remind, archive); you approve or adjust with one click.
