Dokta vs Fieldtics

Instant AI Document Analysis

Stop typing data by hand. With Dokta, you can upload a photo, scan, or PDF of any document. In less than 60 seconds, the AI engine powered by Claude (Anthropic) will read it, classify it (e.g., as an invoice or quote), and extract all the key information like amounts, due dates, and client names. This means zero manual data entry for you, saving you hours of tedious admin work every week.

Automated Invoicing & Online Quotes

Creating professional documents is simple. Generate invoices and quotes in just a few clicks directly within Dokta. For freelancers with day-rate contracts, you can even set up automatic monthly invoicing. Furthermore, you can send quotes to clients with a secure online acceptance link. Once they accept, you can convert that quote into a final invoice with a single click, streamlining your entire sales process.

Real-Time Cash Flow Dashboard

Get an instant, clear picture of your financial health. Dokta's dashboard shows you everything at a glance: your billed revenue, collected cash, outstanding payments, and VAT status. It includes a helpful 12-month chart so you can track trends and understand your business's financial trajectory without needing to open a complicated spreadsheet.

Smart Anomaly Detection & Client Management

Dokta acts as a protective shield for your business. Its AI proactively scans for potential issues like duplicate invoices, missing invoice numbers, inconsistent VAT, or even changed bank details (IBAN) to help prevent fraud. It also automatically enriches client and supplier details using SIRET data and provides a payment scoring system, giving you a complete history and smarter insights for every contact.

Smart Job Scheduling

Fieldtics offers intelligent job scheduling that allows users to assign tasks, set deadlines, and track progress in real-time. This feature ensures that jobs are organized efficiently and that everyone on the team knows what their responsibilities are.

Customer Relationship Management (CRM)

The built-in CRM system helps businesses manage customer interactions effectively. Fieldtics allows users to store customer details, track communications, and maintain relationships, ensuring that no lead falls through the cracks.

Invoicing and Payment Processing

Fieldtics simplifies the invoicing process by providing users with tools to create and send invoices effortlessly. With quick payment processing options, businesses can receive payments promptly, improving cash flow and reducing administrative burden.

Expense Tracking

This feature enables businesses to log expenses easily, providing a clear view of financials. Users can categorize expenses and track income, allowing for better budgeting and financial planning.

Freelance IT Developer or Consultant

For freelancers working on a day-rate (TJM) contract, Dokta is a game-changer. You can set up your contract once, and Dokta will automatically generate and send your monthly invoices for you. It tracks all payments and sends polite, professional reminders for any late ones. This lets you focus entirely on your coding and client projects while your billing runs smoothly in the background.

Creative Freelancer (Designer, Photographer, Writer)

Manage your creative projects from the first quote to the final payment without hassle. Create a beautiful quote and send it to your client with an online acceptance link. When they approve it, convert it to an invoice in one click. Dokta keeps all documents, communications, and payment statuses for that project in one place, so you can stay organized and creative.

Auto-Entrepreneur / Micro-Entrepreneur

Running a solo business should be simple. Dokta helps you create compliant invoices, effortlessly track what money has come in, and sets up helpful alerts for important deadlines like URSSAF payments. It gives you a clear view of your turnover against your tax ceiling, removing the guesswork and stress from your administrative and financial management.

Growing Small Business or Startup

As your business expands, so does the paperwork. Dokta scales with you, providing a central hub for all document management. It automates the processing of incoming bills and outgoing invoices, gives leadership a real-time view of cash flow, and ensures nothing falls through the cracks with its deadline and anomaly tracking, all while keeping European data compliance.

Service Scheduling

Fieldtics can be used by service-based businesses, such as plumbing or electrical companies, to manage job scheduling. Teams can easily organize and assign tasks for each job, ensuring timely service delivery and customer satisfaction.

Customer Management

Businesses can utilize Fieldtics to manage their customer relationships efficiently. By tracking interactions and preferences, companies can tailor their services to meet client needs, fostering loyalty and repeat business.

Financial Management

Fieldtics offers tools for managing invoicing and expenses, making it ideal for businesses that want to streamline their financial operations. Users can track payments, automate invoicing, and get insights into their financial health.

Project Tracking

Fieldtics is perfect for managing various projects simultaneously. Teams can monitor deadlines and progress on multiple jobs from a single dashboard, ensuring that all projects are on track and resources are allocated effectively.

Dokta is your AI-powered business assistant, designed to take the stress and time out of document management for freelancers, solo entrepreneurs, and small businesses. If you're tired of chasing payments, manually creating invoices, or losing track of contracts, Dokta is here to help. Simply drop any document—like an invoice, quote, or contract—into the platform. In under 60 seconds, Dokta's smart AI reads it, understands what it is, and pulls out all the important details for you. It then helps you manage the entire lifecycle of that document. This means you can create professional-looking invoices and quotes in a few clicks, track payments automatically, get reminders for late invoices, manage contract deadlines, and even have tasks created from your documents. Dokta builds your client database automatically, gives you a real-time view of your cash flow, and exports everything neatly for your accountant. It's built with security and privacy in mind, being fully GDPR compliant and hosted in Europe. Start for free with 15 documents per month and get back to focusing on the work you love.

Fieldtics is a powerful service management platform that simplifies the complexities of running a service business. Designed specifically for teams that operate both in the office and in the field, Fieldtics provides a comprehensive solution that brings together essential tools for job scheduling, customer relationship management, invoicing, and payment processing. Its intuitive web and mobile applications ensure that all team members remain connected and informed, regardless of their location. The platform allows for extensive customization, enabling businesses to tailor their dashboard, branding, and menus to reflect their unique identity. By integrating seamlessly with existing tools, Fieldtics automates workflows and centralizes data, helping service businesses manage leads, customers, projects, and finances with clarity. With features like automated recurring invoices, Fieldtics empowers businesses to focus on growth while minimizing operational chaos.

How does Dokta analyze my documents?

Dokta uses a combination of advanced Optical Character Recognition (OCR) and Artificial Intelligence (specifically Claude by Anthropic). When you upload a document, the system first reads all the text. Then, the AI understands the context—identifying if it's an invoice, a quote, a contract, etc.—and extracts the key data fields like dates, amounts, and names. This whole process is completed in under 60 seconds.

Is my data secure with Dokta?

Absolutely. Security and privacy are core to Dokta. Your data is 100% GDPR compliant and is hosted on secure servers within Europe (AWS Paris). All data is protected with AES-256 encryption, the same standard used by banks. Dokta is built to ensure your business information and your clients' details are kept safe and private.

What happens if I exceed my monthly document limit?

If you are on a paid plan and occasionally exceed your limit, don't worry—you won't be blocked. Dokta will notify you, and you can choose to upgrade your plan or purchase an additional bundle of documents to cover your needs for that month, ensuring your workflow is never interrupted.

Can I try Dokta for free?

Yes! Dokta offers a free "Découverte" (Discovery) tier to get you started. This plan allows you to process up to 15 documents per month (with a maximum of 5 pages per document) at no cost. It includes access to the free invoice generator and unlimited client database. You can begin without providing any credit card details.

What types of businesses can benefit from Fieldtics?

Fieldtics is designed for service businesses, including plumbing, electrical, landscaping, and cleaning services. Its versatile features cater to various operational needs, making it beneficial for any service-oriented company.

Is Fieldtics easy to use?

Yes, Fieldtics is built with user-friendliness in mind. The intuitive interface allows users, regardless of their tech-savviness, to navigate the platform easily and utilize its features without extensive training.

Can I customize my Fieldtics dashboard?

Absolutely! Fieldtics allows you to customize your dashboard, branding, and menus. This flexibility enables you to create an environment that aligns perfectly with your business identity and workflow.

Does Fieldtics integrate with other tools?

Yes, Fieldtics integrates seamlessly with many popular tools and applications. This capability helps automate workflows, sync data, and keep all your essential business functions connected in one place.

Dokta is an AI-powered document management platform designed to simplify admin for small businesses and freelancers. It automates the entire document lifecycle, from creating invoices to tracking payments and deadlines, all managed by a smart AI engine. People often explore alternatives to find a tool that better fits their budget, offers specific features they need, or integrates with other software they use. Your business's unique workflow and growth stage are key factors in this decision. When looking for a different solution, consider what matters most for your daily operations. Key points to compare include pricing structure, core automation capabilities, ease of use, and where your data is stored and secured. Finding the right fit can save you significant time and money.

Fieldtics is an all-in-one platform designed for service businesses, helping them streamline their operations through effective scheduling, customer management, invoicing, and payment processing. As a comprehensive solution, it consolidates essential tools into one user-friendly interface, making it easier for teams to stay organized and connected both in the office and in the field. Users often seek alternatives to Fieldtics for various reasons, such as pricing, specific features that may better suit their business needs, or compatibility with different platforms. When considering an alternative, it’s important to evaluate factors like ease of use, scalability, integration capabilities, and customer support. Understanding your unique workflow requirements will help guide your choice in finding the best solution for your service business.