DOKKA Features

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Addition of necessary external data, applications, tools, or features

View and track pertinent metrics to find patterns and gain insights from data

A record of all activities within the system, including user access, changes made, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Generate reports to assess the financial performance of an organization

Use AI to generate content in the form of text, images, videos, etc.

Manage and handle various international currencies

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Integrate with a third-party accounting system

Centralized accounting record which tracks all financial transactions

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Assembly of graphs and charts for visualizing and tracking statistics/metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection of data related to the costs associated with various items, products, services, or activities

An itemized to do list that can be edited as tasks are completed

A list of customers and their payments due updated on a monthly basis

Ability to handle several projects simultaneously

Track outstanding invoices and the money owed from clients

Track money owed to a company's creditors/suppliers

Create budgets based on historical data and future projections

Create, design and manage workflows for repetitive tasks

Ability of websites, web applications, or mobile applications to function without an active internet connection

Scan written content within documents, files, or websites

Provides a channel for team members to share media files, communicate, and work together

Highlight content and/or make notations about parts of content

Digitally sign online documents

Move files across different systems or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Review and analyze existing information across documents

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Edit text as needed

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Makes changes to document features such as text, fonts, formatting, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

View and track pertinent metrics to find patterns and gain insights from data

Convert paper files into digital images

Search for specific words or phrases within a document or database

Create content in various formats, such as print, PDF, HTML and more

Securely stores data to prevent data loss or breaches

Create, edit, convert to and from PDF files

Import and export data to and from software applications

Scan and validate an ID barcode

Selects specific portions of images, files, texts, websites or documents

Identify different languages

Store, manage, and track all electronic documents in a centralized location

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Define levels of authorization for access to specific files or systems

Public or private sharing of digital files such as documents, audio/video, images, and more

Compile and organize data into specific metrics

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Adjusts journal entries in order to have an accurate balance sheet and income statement

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Match invoices, payments, and bank statement information

Accounting functionality within the system, not requiring integration with third-party tools

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Bring together financial information by collecting data from multiple ledgers and close financial processes

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Integrates with other applications to support document storage, document management, process automation and/or workflow management

Supports the conversion of uploaded documents to other file types

Supports operations on both Windows and Mac

Convert documents and images into editable file formats

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Reduces frequency of errors, identifies risk and improves efficiency

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

Allows users to edit reports and to combine multiple reports

Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)

Processes data from unstructured and semistructured data sources

Allows for mobile upload of documents and images

Provides AI and machine learning tools to accelerate data analysis

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

Retrieval of embedded metadata that is present within a file

Import, collect, and capture data from multiple sources

Software's ability to perform similar action on multiple similar files simultaneously

Creation, processing, verification, and execution of invoices till the payment is made

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Capability to perform complex tasks without constant human input