Dokta vs Invoice Guru

Instant AI Document Analysis

Dokta's core functionality is its powerful AI and OCR engine that processes any uploaded document—be it a photo, scan, or PDF—in less than 60 seconds. It automatically identifies the document type (invoice, quote, contract) and extracts critical data such as amounts, due dates, client or supplier information, and tax details. This eliminates all manual data entry, ensuring accuracy and saving significant time while populating your business database automatically.

Automated Invoicing & Online Quotes

This feature allows users to create professional invoices and quotes in just a few clicks. For freelancers, it supports Time & Materials (TJM) contracts with automatic monthly billing. Furthermore, you can send quotes with an online acceptance link, enabling clients to approve digitally. Once accepted, converting a quote into a final invoice requires just one click, streamlining the entire proposal-to-payment workflow seamlessly.

Real-Time Cash Flow Dashboard

Dokta provides a clear, immediate overview of your financial health with a dedicated cash flow dashboard. It displays key metrics such as billed revenue, collected revenue, unpaid invoices, and VAT liabilities. The dashboard includes a 12-month graphical view, giving freelancers and SMBs an at-a-glance understanding of their financial trajectory and helping them make informed business decisions without manual spreadsheet work.

Anomaly Detection & Client Management

Beyond organization, Dokta proactively protects your business. Its AI scans for document anomalies like changed IBAN details, duplicates, inconsistent VAT numbers, or missing invoice numbering. Simultaneously, it automatically enriches contact details using SIRET numbers and assigns a payment behavior score to each client or supplier, building a complete, intelligent history for every business relationship you manage.

Instant Invoice Creation

Invoice Guru allows users to create and send professional invoices in less than a minute. The app automatically incorporates your logo, VAT, payment terms, and due date, making the process quick and hassle-free.

Automatic Invoice Numbering

The application features automatic numbering and dating of invoices based on your fiscal year settings. This ensures that your financial records are organized and compliant with accounting standards.

OCR Receipt Scanner (AI)

Utilizing advanced AI technology, the OCR receipt scanner enables users to snap a photo of their receipts. The app reads all relevant details and saves them as expense entries, eliminating the need for manual data entry.

Smart Payment Tracking

Invoice Guru automatically matches incoming bank transactions with unpaid invoices, allowing users to easily track which clients have paid and which invoices are still outstanding. This feature simplifies cash flow management.

Freelance IT Consultants & Developers

For freelancers working on TJM contracts, Dokta automates the entire billing cycle. It can generate monthly invoices automatically based on the contract terms, track payments, and send polite payment reminders. This allows developers and consultants to focus entirely on their technical work and client projects, confident that their invoicing and cash flow are being managed accurately and efficiently in the background.

Creative Freelancers & Project-Based Workers

Graphic designers, photographers, and other creatives benefit from Dokta's streamlined quote-to-cash process. They can create and send professional quotes with online acceptance, get client approval digitally, and convert the accepted quote into an invoice with one click. This use case manages the entire project lifecycle from the first proposal to the final payment, ensuring a smooth and professional client experience.

Auto-Entrepreneurs & Micro-Entrepreneurs

This user group needs simple, compliant tools. Dokta helps auto-entrepreneurs create legally compliant invoices, track incoming payments, and set alerts for crucial deadlines like URSSAF social charge declarations. It simplifies administrative tasks without complexity, providing peace of mind and helping them stay on top of their financial and legal obligations without stress or error.

Growing Small & Medium-Sized Businesses (SMBs)

For SMBs, Dokta centralizes document management across the team. It handles a higher volume of documents from various clients and suppliers, ensures consistency in invoicing and contract management, and provides the real-time cash flow visibility necessary for business planning. The automated reminders and anomaly detection also help protect the business's revenue and prevent financial discrepancies.

On-Site Invoice Generation

Tradespeople can create and send invoices instantly while on-site after completing a job. This ensures timely billing and faster payments, improving cash flow.

Expense Tracking for Freelancers

Freelancers can utilize the OCR receipt scanner to quickly log expenses by simply photographing their receipts. This feature saves time and reduces the hassle of manual entry.

Multi-Currency Transactions

For businesses operating internationally, Invoice Guru supports multiple currencies and languages. Users can easily create invoices tailored to their clients' locations without any additional complexity.

Compliance Management

Invoice Guru's built-in compliance features help businesses adhere to regulations such as the MTD and KSeF. This allows business owners to focus on their operations without worrying about compliance issues.

Dokta is an AI-powered document management platform designed to automate the administrative burden for freelancers, solo entrepreneurs, auto-entrepreneurs, and small to medium-sized businesses (SMBs). At its core, Dokta acts as an intelligent hub for all business documents, such as invoices, quotes, and contracts. Users can simply drop any document into the platform, and its advanced AI engine reads, classifies, and extracts key data in under 60 seconds. This automation powers the full document lifecycle: from creating professional invoices and quotes, tracking payments, and sending automated reminders for unpaid invoices, to managing contracts, deadlines, and generating related tasks. The platform eliminates lost files, missed deadlines, and tedious manual admin. It automatically builds a client database from your documents, provides real-time cash flow tracking, and offers CSV exports for accountants. With a strong commitment to data privacy, Dokta is 100% GDPR compliant and hosted on AWS in Europe. It offers a free tier with 15 documents per month, making advanced AI document management accessible to all independent professionals.

Invoice Guru is a mobile-first invoicing and accounting application designed specifically for tradespeople, freelancers, and small service businesses that need to manage their finances while on the move. Unlike traditional desktop accounting software, Invoice Guru is tailored for professionals such as plumbers, electricians, builders, painters, and cleaners. The application allows users to create, send, and track professional invoices in under 60 seconds from their smartphones or tablets. Its core value proposition lies in its speed, simplicity, and intelligent automation, which significantly reduces administrative overhead. Key features include AI-powered OCR receipt scanning, automatic bank payment matching, and smart payment reminders. Moreover, Invoice Guru ensures future-proof compliance with regulations like the UK's Making Tax Digital (MTD) and Poland's KSeF, allowing business owners to operate with confidence. Developed by a tradesperson who understands the challenges of running a small service business, Invoice Guru provides a tailored, efficient, and compliant financial management solution that evolves with your business needs.

How does Dokta analyze my documents?

Dokta uses a combination of advanced Optical Character Recognition (OCR) and AI, specifically powered by Claude from Anthropic. When you upload a document (PDF, photo, or scan), the system reads the text, classifies the document type, and intelligently extracts key data fields like dates, amounts, and contact information. This entire process is completed in under 60 seconds, requiring zero manual input from you.

Is my data secure with Dokta?

Yes, Dokta prioritizes data security and privacy. The platform is fully compliant with the EU's General Data Protection Regulation (GDPR). All data is hosted on secure Amazon Web Services (AWS) servers located in Paris, Europe. Additionally, Dokta employs AES-256 encryption to protect your documents and information, ensuring that your sensitive business and client data remains confidential and secure.

What is included in the free tier?

The free "Discovery" plan is designed to let you try Dokta's core features at no cost. It includes processing for up to 15 documents per month, with a maximum of 5 pages per document. You also get access to the free invoice generator, an unlimited client database, and you can start without providing credit card details. This allows you to thoroughly test the platform's AI analysis and basic workflow.

Can Dokta help me recover late payments?

Absolutely. One of Dokta's key features is automated payment reminders. You can configure the system to send polite, professional follow-up emails to clients for invoices that are overdue. This automates a traditionally uncomfortable task, ensures consistent communication, and helps improve your cash flow by reducing days sales outstanding (DSO). Many users report successfully recovering unpaid invoices using this feature.

How does Invoice Guru ensure compliance with tax regulations?

Invoice Guru is designed to comply with regulations like the UK's Making Tax Digital (MTD) and Poland's KSeF. Regular updates ensure that the software remains compliant with any changes in tax laws.

Can I customize my invoices with my company logo?

Yes, Invoice Guru allows users to customize invoices with their company logo, name, address, tax number, and Terms & Conditions, ensuring a professional appearance that reflects your brand.

Is there a limit on the number of invoices I can create?

The free plan allows up to 10 invoices. For users needing more, the Basic and Pro plans offer unlimited invoices along with additional features tailored for growing businesses.

What payment methods does Invoice Guru support?

Invoice Guru supports several payment methods including bank transfers, PayPal, and credit card payments via Stripe, giving clients multiple options for settling their invoices.

Dokta is an AI-powered document management platform designed for freelancers, solo entrepreneurs, and small to medium-sized businesses. It automates the handling of invoices, quotes, and contracts, extracting data, tracking payments, and managing deadlines to reduce administrative overhead. Users may explore alternatives to Dokta for various reasons. Common considerations include pricing structures, the need for specific advanced features, integration with other business tools, or a preference for different platforms and regional data hosting options beyond its European focus. When evaluating alternatives, key factors to examine are core automation capabilities for document processing, the breadth of financial tracking and reporting tools, security and compliance standards, ease of use, and the overall value relative to the cost. The ideal solution should seamlessly fit into your existing workflow.

Invoice Guru is a mobile-first invoicing and accounting application tailored for UK tradespeople, freelancers, and small service businesses. It simplifies financial management by allowing users to create compliant invoices in under a minute, streamlining the process for professionals who often work on the go. Given its specific focus, users may seek alternatives due to factors such as pricing, additional features, or compatibility with other platforms and tools they use. When looking for an alternative, it's essential to consider factors such as ease of use, the range of features offered, mobile compatibility, customer support, and compliance with industry regulations. Additionally, assessing integration capabilities with other software and the overall cost-effectiveness will help ensure that the chosen solution meets your business needs without compromising efficiency.