Overview
Dokta and Helpyly are two distinct software solutions designed for different business needs. Dokta focuses on AI-powered document management for freelancers and small businesses, automating invoices, quotes, contracts, and cash flow tracking. Helpyly, on the other hand, is a customer support management platform that helps teams organize tickets, manage workflows, and monitor communication from a centralized hub.
Feature Comparison
| Feature | Dokta | Helpyly |
|---|---|---|
| Primary Function | AI-powered document management for freelancers & SMBs | Customer support management platform |
| Target Audience | Freelancers, auto-entrepreneurs, small businesses | Support teams, customer service departments |
| AI Capabilities | OCR + AI (Claude) to classify documents, extract metadata, generate actions in <60 seconds | Automated ticket assignment, workflow automation, proactive support |
| Document Handling | Upload photo, scan, or PDF; automatic reading, classification, data extraction | Not applicable |
| Invoice & Quote Management | Create invoices/quotes, send with acceptance link, one-click conversion, automatic monthly billing | Not applicable |
| Payment & Cash Flow Tracking | Dashboard with billed, collected, unpaid, VAT; 12-month graph; payment scoring; reminders | Expense insight module to monitor costs associated with tickets |
| Compliance & Security | AES-256 at rest, TLS in transit, hosted in Europe (AWS), GDPR compliant, anomaly detection | SSL secured, risk-free, meets industry standards |
| Integration & Export | CSV export compatible with accounting software; FEC export planned; dedicated email inbox | Not specified |
| Mobile Access | Responsive web app; native app planned for 2027 | Access anywhere (responsive design implied) |
| Pricing Model | Free tier (15 docs/month); Solo plan at €12/month | Not specified; likely subscription-based |
Pricing
Dokta offers a free tier with 15 documents per month and no credit card required. The Solo plan costs €12/month and includes 100 documents plus all features. There are no surprise fees or modules—one subscription covers everything.
Helpyly does not publicly list its pricing in the provided data. It is likely a subscription-based model with tiers for different team sizes. Interested users should contact sales for detailed pricing.
Pros and Cons
Dokta
Pros:
- AI-powered document processing in under 60 seconds
- Comprehensive invoice, quote, and contract management
- Automatic cash flow tracking and payment reminders
- Strong compliance (GDPR, AES-256, anomaly detection)
- Affordable pricing with a generous free tier
Cons:
- Limited to document management; no customer support features
- Native mobile app not yet available (planned for 2027)
- Primarily designed for French market (French language interface, SIRET enrichment)
Helpyly
Pros:
- Streamlines customer support with automated ticket assignment
- Customizable workflows and SLAs via drag-and-drop
- Expense insight for financial transparency
- Proactive support with automated document delivery
- Accessible from anywhere, secure and reliable
Cons:
- No document management or invoicing capabilities
- Pricing not transparent from provided data
- Less focus on AI-driven data extraction compared to Dokta
Verdict
Choose Dokta if you are a freelancer or small business needing AI-powered document management, invoicing, and cash flow tracking. Choose Helpyly if your primary need is a customer support platform to manage tickets, workflows, and team performance. They serve different purposes and can even complement each other.
Dokta
Helpyly