[ DOKKA Reviews ](https://www.g2.com/products/dokka/reviews) [ DOKKA Reviews ](https://www.g2.com/products/dokka/reviews) # DOKKA Features ##### ## Invoice Management (3) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (8) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Recurring Payments Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Show More ##### ## Integration (8) Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems ERP integration Integrate with existing ERP systems Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices Show More ##### ## Analytics (3) Due Dates Track invoices based on due dates to identify overdue payments Cashflow Analyze variations between incoming and outgoing cash KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Reconciliation (9) Consolidation Data from multiple systems can be centralized into a single repository Management Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Accounting Match invoices, payments, and bank statement information Built-in Accounting Accounting functionality within the system, not requiring integration with third-party tools Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Show More ##### ## Reporting (3) Report Types Provide multiple types of reports such as point-in-time snapshot reports, or year over year Standard Offers standard financial reports out of the box Custom Allows users to edit reports and to combine multiple reports Show More ##### ## Closing Process (3) Audit Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. Journal Entries Adjusts journal entries in order to have an accurate balance sheet and income statement Distribution Financial statements and statistical reports (such as KPI) can be assembled into financial packages Show More ##### ## Risk (1) Identification Reduces frequency of errors, identifies risk and improves efficiency Show More ##### ## Audit (2) Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## Operating System (3) PC Operating System Supports Microsoft Windows operating system Mac Operating System Supports macOS operating system Linux Operating System Supports Linux operating system Show More ##### ## Document Processing (9) File Type Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.) Data Extraction Processes data from unstructured and semistructured data sources Mobile Capability Allows for mobile upload of documents and images Intelligent Processing Provides AI and machine learning tools to accelerate data analysis Text Extraction Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF) Metadata Extraction Retrieval of embedded metadata that is present within a file Data Capture and Transfer Import, collect, and capture data from multiple sources Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Show More ##### ## Platform Additional Functionality (4) Integration Integrates with other applications to support document storage, document management, process automation and/or workflow management File Conversion Supports the conversion of uploaded documents to other file types Windows and Mac Supports operations on both Windows and Mac Document Conversion Convert documents and images into editable file formats Show More ##### ## Agentic AI - OCR (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Invoice Management (3) Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Financial Close (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Compliance Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation. Reconciliation Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies. Data Collection Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies. Analysis Generates AI-assisted financial reports and provides thorough analytical insights. Show More ##### ## Additional Functionality (96) Data Import/Export Import and export data to and from software applications Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Online Banking Ability to manage transactions online with a mobile device or computer. 1099 Preparation Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Generative AI Use AI to generate content in the form of text, images, videos, etc. Receipt Management Upload, track, and submit receipts in a central database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fraud Detection Identify and prevent suspicious activity Duplicate Payment Alert Receive an automatic notification when the exact same payment is about to be initiated for the second time Document Management Store, manage, and track all electronic documents in a centralized location Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Management Track and manage inventory levels to maintain proper supply Check Writing Issue payments to third parties via checks Mobile Access Access software remotely via mobile devices Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Status Tracking Track the status over time for a request, process, asset, or transaction Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing & Invoicing Create, manage, and send invoices or bills to customers Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Anomaly Detection Automatically identify unusual behavior API Application programming interface that allows for integration with other systems/databases ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Aging Tracking Categorizes outstanding invoices based on the amount of time they have remained unpaid Supplier Management Manage all supplier data and operations General Ledger Centralized accounting record which tracks all financial transactions Expense Tracking Monitor and record expenses such as purchases or charges incurred Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Electronic Funds Transfer Transfer money electronically between two bank accounts Purchase Order Reconciliation Aligns purchase orders with incoming invoices and receiving reports Financial Management Plan, manage, and track the financial activities of an individual or organization Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Workflow Management Create, design and manage workflows for repetitive tasks Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Content Scan Scan written content within documents, files, or websites Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Annotations Highlight content and/or make notations about parts of content Electronic Signature Digitally sign online documents File Transfer Move files across different systems or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Document Review Review and analyze existing information across documents Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Text Editing Edit text as needed Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Editing Makes changes to document features such as text, fonts, formatting, etc. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Document Imaging Convert paper files into digital images Full Text Search Search for specific words or phrases within a document or database Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Secure Data Storage Securely stores data to prevent data loss or breaches Convert to PDF Create, edit, convert to and from PDF files Data Import/Export Import and export data to and from software applications ID Scanning Scan and validate an ID barcode Zone Selection Tool Selects specific portions of images, files, texts, websites or documents Language Detection Identify different languages Document Management Store, manage, and track all electronic documents in a centralized location API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Indexing Compile and organize data into specific metrics Third-Party Integration Addition of necessary external data, applications, tools, or features Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Audit Trail A record of all activities within the system, including user access, changes made, etc. Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Financial Reporting Generate reports to assess the financial performance of an organization Generative AI Use AI to generate content in the form of text, images, videos, etc. Multi-Currency Manage and handle various international currencies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Accounting Integration Integrate with a third-party accounting system General Ledger Centralized accounting record which tracks all financial transactions Multi-Country Pay employees in multiple countries using correct currencies and correct tax deduction amounts Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Cost Database Collection of data related to the costs associated with various items, products, services, or activities Financial Templates Checklists An itemized to do list that can be edited as tasks are completed Receivables Ledger A list of customers and their payments due updated on a monthly basis Multiple Projects Ability to handle several projects simultaneously Accounts Receivable Track outstanding invoices and the money owed from clients Accounts Payable Track money owed to a company's creditors/suppliers Budgeting/Forecasting Create budgets based on historical data and future projections Show More ## Top-Rated Alternatives [ ![Tipalti](https://images.g2crowd.com/uploads/product/hd_favicon/8b734965fa74873a977ac575367958dd/tipalti.svg "Tipalti") Tipalti 4.5/5(419) ](https://www.g2.com/products/tipalti/reviews) [ ![Stampli](https://images.g2crowd.com/uploads/product/hd_favicon/db5b196831e229857ef330aa175cc061/stampli%282%29.svg "Stampli") 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