Dokta vs Fieldtics

AI-Powered Document Analysis Engine

Dokta's foundational feature is its advanced AI processing pipeline. Utilizing Claude (Anthropic) for intelligence and robust OCR, the system can ingest photos, scans, or PDFs and return a fully analyzed document in under 60 seconds. It automatically classifies the document type (invoice, quote, contract), extracts critical data fields like amounts, due dates, client details, and tax information, and structures this data for immediate use within the platform, requiring zero manual input for data extraction.

Automated Invoice & Quote Lifecycle Management

This feature provides a complete, integrated workflow for sales documentation. Users can generate professional invoices and quotes within the platform. For freelancers, it supports Time & Materials (TJM) contracts with automatic monthly invoicing. A key integration is the online quote acceptance system; sent quotes include a direct link for client approval, enabling one-click conversion of an accepted quote into a formal invoice, streamlining the deal-to-cash cycle.

Real-Time Cash Flow & Anomaly Dashboard

Dokta aggregates financial data from all processed documents to deliver a comprehensive, real-time overview of business health. The dashboard visualizes key metrics like invoiced vs. collected revenue, overdue payments, and VAT liabilities over a 12-month period. Furthermore, its integrated anomaly detection system monitors for risks such as changed IBANs, duplicate invoices, inconsistent VAT, and missing numbering, providing proactive financial governance.

Intelligent Client & Supplier Database

The platform automatically constructs and enriches a relational database of business contacts from every document processed. It uses SIRET numbers (French business registry) to auto-complete company information. For each client or supplier, Dokta maintains a complete history of interactions and implements a payment scoring system, offering valuable insights into payment behaviors and centralizing all entity-related data without manual CRM entry.

Smart Job Scheduling

Fieldtics offers an intelligent job scheduling feature that allows users to efficiently plan and manage tasks across their team. This functionality enables businesses to optimize their workforce by assigning jobs based on availability and skill sets, ensuring that every job progresses smoothly and deadlines are met without unnecessary delays.

Customer Relationship Management (CRM)

The integrated CRM within Fieldtics is designed to enhance customer interactions and relationships. Users can easily track customer details, manage communication history, and analyze customer behaviors, which leads to improved service delivery and customer satisfaction. This feature is essential for maintaining strong client relationships and fostering repeat business.

Effortless Invoicing and Payment Processing

Fieldtics simplifies the invoicing process by allowing users to create and send professional invoices directly from the platform. With integrated payment processing capabilities, businesses can receive payments swiftly and securely, reducing the time spent on financial management and improving cash flow.

Automated Recurring Invoices

The new automated recurring invoices feature enables businesses to set up regular billing for ongoing services without the need for manual invoicing each time. This automation saves time and minimizes errors, ensuring that businesses can rely on timely payments while focusing on service delivery.

Freelance IT Developer / Consultant

For freelancers working on TJM or retainer contracts, Dokta automates the entire billing cycle. The platform can be configured to automatically generate monthly invoices based on contract terms, track their payment status, and send polite, professional payment reminders. This allows the developer to focus purely on coding while ensuring cash flow is managed systematically and reliably, directly from their document hub.

Creative Project Freelancer (Designer, Photographer)

Dokta streamlines the project-based workflow from proposal to payment. The freelancer creates a quote in Dokta and sends it via a client-facing acceptance link. Upon client approval, the quote is converted to an invoice with a single click. The platform then tracks this invoice, manages deadlines, and automates follow-ups, ensuring the creative professional can manage all client-facing financial documents within one integrated system.

Auto-Entrepreneur / Micro-Enterprise

This user benefits from Dokta's simplicity and compliance-focused features. The platform ensures invoices are correctly formatted, tracks all receipts and payments in one place, and provides clear visibility into turnover relative to tax thresholds. Automated alerts for URSSAF (French social charge) deadlines help prevent missed payments, making administrative compliance straightforward and integrated into daily document activity.

Growing Small Business (SMB)

For small teams, Dokta acts as a unified document and financial command center. It handles incoming supplier invoices, outgoing client invoices, and contracts. The real-time cash flow dashboard gives leadership an instant snapshot of financial health, while automated payment reminders improve collection rates. The ability to export clean CSV data for their accountant simplifies period-end reconciliation, integrating document management with broader financial oversight.

Service Scheduling for Maintenance Teams

Fieldtics is ideal for maintenance teams that need to schedule and track various service requests. The platform allows teams to promptly assign jobs, monitor progress, and communicate with clients, ensuring that they can respond to service requests efficiently and effectively.

Customer Management for Landscaping Businesses

Landscaping businesses can utilize Fieldtics to manage customer relationships and service appointments. The CRM feature allows them to maintain detailed client profiles, track preferences, and schedule recurring services, leading to enhanced customer satisfaction and loyalty.

Invoicing for Cleaning Services

Cleaning service providers benefit from Fieldtics' invoicing capabilities. By generating and sending customized invoices with ease, they can ensure timely payments while also maintaining professionalism in their financial dealings with clients.

Project Tracking for Electrical Contractors

Electrical contractors can use Fieldtics to manage multiple projects simultaneously. The platform provides tools to track deadlines, allocate resources, and communicate project updates, ensuring that all projects stay on schedule and within budget.

Dokta is an AI-native document management platform engineered to automate the administrative backbone for freelancers, solo entrepreneurs, auto-entrepreneurs, and SMBs. It functions as a central nervous system for business documents, leveraging a sophisticated tech stack to eliminate manual data entry and process fragmentation. At its core, Dokta's AI engine, powered by Claude (Anthropic), performs OCR and intelligent classification to read, categorize, and extract key data from any uploaded invoice, quote, or contract in under 60 seconds. The platform then manages the entire document lifecycle: from creating professional invoices and quotes, tracking payments, and automating reminders, to managing contracts, deadlines, and generating actionable tasks. It integrates these workflows by automatically building a searchable client and supplier database from document interactions and provides real-time cash flow dashboards. With a focus on European compliance, data is 100% GDPR-compliant and hosted on AWS in Paris, featuring AES-256 encryption. Dokta's value proposition is clear: replace hours of weekly manual admin with a seamless, integrated system that turns documents into actionable business intelligence.

Fieldtics is a robust and user-friendly platform designed to streamline the operations of service-based businesses. It empowers organizations to transition from daily operational chaos to a state of seamless efficiency. The platform combines various essential tools into a single interface, facilitating smart job scheduling, effective customer relationship management, and hassle-free invoicing and payment processing. Fieldtics is particularly beneficial for teams that operate both in-office and in the field, as its web and mobile applications ensure that all members remain connected and updated in real-time. Users have the ability to customize their dashboards, branding, and menu layouts to reflect their unique business identities. Additionally, Fieldtics integrates smoothly with existing tools, centralizing data and automating workflows, which helps teams manage leads, customers, projects, time, expenses, and recurring invoices comprehensively. This holistic approach allows businesses to gain the clarity and control needed for growth.

How does Dokta ensure the security and privacy of my documents?

Dokta is built with a security-first architecture. All data is hosted on Amazon Web Services (AWS) in their Paris region, ensuring it remains within the European Union. The platform is fully compliant with GDPR regulations. Documents and data are protected using AES-256 encryption, both in transit and at rest. This technical stack provides enterprise-grade security tailored to the compliance needs of European freelancers and businesses.

What AI model does Dokta use, and how accurate is the data extraction?

Dokta utilizes Claude, Anthropic's advanced AI model, as the intelligence layer for document understanding and data extraction. Combined with high-performance OCR, this stack enables highly accurate classification and parsing of complex document layouts. The system is specifically trained on financial and administrative documents, achieving rapid analysis in under 60 seconds with minimal error, though users always have a final validation step to confirm extracted data.

Can Dokta integrate with my existing accounting software or other tools?

While Dokta is designed as a comprehensive, standalone platform, it offers robust export functionality to ensure compatibility with your existing workflow. You can export all financial data, including invoices, client lists, and transaction records, as a clean CSV file. This format is universally accepted by all major accounting software packages (like Sage, QuickBooks, etc.), allowing for seamless data transfer during bookkeeping or tax preparation periods.

What happens if I exceed my monthly document limit on my plan?

Each Dokta plan includes a set number of documents that can be processed per month. If you exceed this limit, the platform will notify you. You will then have the option to upgrade to a higher-tier plan that offers a larger document volume. This scalable model ensures you only pay for the capacity you need, allowing the platform to grow in tandem with your business's document processing requirements.

What types of businesses benefit from Fieldtics?

Fieldtics is designed for service-based businesses across various industries, including maintenance, landscaping, cleaning services, and electrical contracting. Its comprehensive features cater to teams working both in-office and on-site.

Is there a mobile app available for Fieldtics?

Yes, Fieldtics offers both a mobile app and a web app, ensuring that teams can stay connected and manage their operations seamlessly, regardless of their location.

How does Fieldtics integrate with other tools?

Fieldtics integrates smoothly with a variety of existing tools and applications, allowing users to sync data and automate workflows, which enhances overall operational efficiency and reduces the need for manual data entry.

What support options are available for Fieldtics users?

Fieldtics provides various support options, including priority support for Professional and Business plan users. Additionally, Business plan users have access to a dedicated account manager to assist with custom features and services.

Dokta is an AI-powered document management platform designed for freelancers, solo entrepreneurs, and SMBs. It automates the lifecycle of business documents like invoices, quotes, and contracts, extracting data, tracking payments, and managing deadlines to reduce administrative overhead. Users often seek alternatives to Dokta for various reasons, including specific budget constraints, the need for different feature sets, or integration requirements with their existing tech stack. Some may require deeper compatibility with certain accounting software, a different pricing model, or a platform hosted outside of the European AWS infrastructure. When evaluating alternatives, key considerations should include the platform's API availability and webhook support for custom automations, its data extraction accuracy and supported file formats, and compliance with regional data sovereignty laws like GDPR. The ideal solution should seamlessly fit into your current workflow without creating new silos of information.

Fieldtics is an all-in-one platform designed for service businesses, focusing on streamlining operations like scheduling, customer management, invoicing, and payment processing. By consolidating essential tools into a single platform, it allows companies to mitigate operational chaos and enhance efficiency, whether teams are in the office or out in the field. Users often seek alternatives to Fieldtics for various reasons, including pricing, specific feature sets, or compatibility with existing tools. When considering alternatives, it's crucial to evaluate aspects such as ease of integration, customization options, and scalability to ensure the chosen solution effectively meets your unique business needs.