Dokta

Dokta is an AI-powered document management platform designed to eliminate administrative chaos for freelancers, solo entrepreneurs, auto-entrepreneurs, and SMBs. It serves as a central hub for your entire document lifecycle. Simply drop any document—an invoice, quote, or contract—and Dokta's AI engine reads, classifies, and extracts key data in under 60 seconds. The platform then automates the subsequent workflow: creating professional invoices and quotes, tracking payments, sending automated reminders for unpaid invoices, managing contract deadlines, and generating tasks. It builds your client database automatically from your documents, provides real-time cash flow tracking, and exports data to CSV for your accountant. Hosted in Europe on AWS and fully GDPR compliant, Dokta offers a secure, efficient way to stop chasing payments and managing paperwork manually. With a free tier of 15 documents per month and plans starting from €9/month, it puts your documents at the heart of your business, managed intelligently by AI.

Instant AI Document Analysis

Dokta's core engine uses advanced OCR and AI (powered by Claude from Anthropic) to process any uploaded document—photo, scan, or PDF—in less than 60 seconds. It automatically identifies the document type (invoice, quote, contract), extracts critical data like amounts, due dates, and client details, and classifies it without any manual data entry. This forms the foundation for all subsequent automation and task generation.

Automated Invoicing & Online Quotes

Create professional invoices and quotes in just a few clicks. For freelancers, Dokta supports TJM (daily rate) contracts with automatic monthly invoicing. You can send quotes with an online acceptance link, and convert an accepted quote into an invoice with a single click, streamlining the entire proposal-to-payment workflow seamlessly.

Real-Time Cash Flow & Anomaly Detection

Gain instant clarity on your financial health with a dashboard showing invoiced revenue, collected cash, unpaid amounts, and VAT. A 12-month graph provides visual trends. The AI also proactively protects your business by detecting anomalies like changed IBANs, duplicate documents, inconsistent VAT, or missing invoice numbering.

Automated Client Management & Payment Tracking

Dokta automatically builds and enriches your client and supplier database using SIRET details from your documents. It includes payment scoring and a complete history per contact. The system automates payment reminders for unpaid invoices with professional, polite templates, and tracks all payment statuses, so you never miss a deadline or hesitate to follow up.

Freelance IT Consultants & Developers

Ideal for managing recurring TJM contracts. Dokta automatically generates monthly invoices based on your contracts, tracks payments, and handles reminders. This allows developers and tech consultants to focus entirely on their coding and client work while the platform manages the entire billing cycle automatically from document upload to collection.

Creative Freelancers & Project-Based Workers

Streamlines the project lifecycle from the first quote to the final payment. Creatives can send professional quotes with online acceptance, then convert them to invoices in one click upon approval. Dokta manages deadlines, sends payment reminders, and keeps all project documents organized, ensuring smooth operations and faster payment cycles.

Auto-Entrepreneurs & Micro-Entrepreneurs

Simplifies compliance and cash flow management. Dokta ensures invoices are compliant, tracks all receipts and payments in real time, and provides alerts for upcoming URSSAF contribution deadlines. This offers a straightforward, stress-free system for managing the financial admin of a micro-business without complexity.

Growing Small & Medium Businesses (SMBs)

Scales to handle higher document volumes for SMBs. Dokta centralizes document management for the entire team, automates accounts payable and receivable processes, provides a clear financial overview for decision-making, and ensures secure, GDPR-compliant data handling with all data hosted in Europe.

Dokta offers simple, transparent pricing with no hidden modules. All paid plans include a 14-day free trial with no credit card required.

• Discovery: €0/month. Includes 15 documents/month, 5 pages max per document, free invoice generator, unlimited client database.
• Starter: €9/month. Designed for auto-entrepreneurs. Includes 50 documents/month, 20 pages/doc, automated reminders, expense tracking, CSV accounting export, and email support.
• Freelance: €12/month. Popular plan for freelancers with TJM/recurring contracts. Includes 100 documents/month and all Starter features, plus contract management and automatic invoicing features.
• Pro: €15/month. For project-based freelancers and growing SMBs. Includes 250 documents/month, online quote acceptance, project management tools, and all features from lower tiers.

How does Dokta analyze my documents?

Dokta uses a combination of Optical Character Recognition (OCR) and advanced AI, specifically Claude by Anthropic. You upload any document (PDF, photo, scan), and the system reads the text, classifies the document type, and extracts key data fields like amounts, dates, and client names—all in under 60 seconds, with no manual input required.

Is my data secure with Dokta?

Yes. Dokta prioritizes security and compliance. All data is hosted on Amazon Web Services (AWS) in Paris, France, ensuring it remains within Europe. The platform is fully GDPR compliant and uses AES-256 encryption to protect your documents and information at rest and in transit.

What happens after the free 15 documents per month?

The free Discovery plan allows for 15 document analyses per month. If you need more, you can upgrade to a paid plan like Starter (50 docs/mo), Freelance (100 docs/mo), or Pro (250 docs/mo). Your existing data and settings will carry over seamlessly when you upgrade your subscription.

Can Dokta handle documents in languages other than French?

While the primary interface and support are optimized for the French market, the AI analysis engine is capable of processing documents in multiple languages, particularly for data extraction like dates, numbers, and company names. For best results with complex non-French documents, testing with a sample is recommended.