Is collecting your client paperwork a monthly nightmare?
Were an Israeli startup that has created innovative software that makes lives easier for self-employed & small businesses and their bookkeepers.
No more manual sorting. No more manual inputting. No more chasing clients for paperwork.
Weve removed the pain from the process of sending the documentation to the bookkeeper. Expenses are automatically uploaded, sorted and stored in the cloud. Available instantly for you the bookkeeper to access. We also let the bookkeepers show the businesses when they have processed the documents. And both parties can refer back to the documentation at any time.
Using machine learning, artificial intelligence, visual recognition, OCR & lots of other tech, weve made it simple for businesses to sort the documentation via category or by month, helping bookkeepers process the documentation.
Were looking for some design partners to help us make our product even better.
In return for giving us feedback and helping us improve Dokka, if we work together, well:
1. Give you free use of our software for the next year.
2. Give 5 of your client's free use of our software for the next year.
3. Give you premium support - you can speak to our founders every day if need be, and well be there for you all the time.
4. Well add your logo, and link to your website on our website, so that we can hopefully find you new clients.
If this interests you, next step is a phone call or Skype conversation to discuss further.
Let me know your initial thoughts, and if you want to discuss further?
I'll ignore for a moment that you are advertising a product without first seeking permission as this is a topic that I think neeeds to be covered.
There seems to be a few of these type of products on the market but the shortfall is that you either expect clients to scan documents (which they may do for a while but then decide that they have better things to do) or bookkeepers to scan documents that they could have entered into the system faster than scanning them... And even if it wasnt faster who wants to spend years studying in order to spend your time working a photocopier.
The post does raise an interesting point in that the big boys such as PWC are increasing going down the automation route and eradicating the role of skilled bookkeepers. In PQ this month there were several articles that all hinted at automation and AI.
I read that as the big boys now see the ability to handle large volumes of the smallest clients very cheaply by putting scanning in the hands of the business owner and automating most of the proocess... Which is a worrying move for our industry and certainly emphasises the threat of alternate products encroaching on our bread and butter.
So, the real emphasis of this thread should be that the robot's are coming and what are we going to do about it as software such as this is part of the movement threatening the livelihoods of every person reading this.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Hi Dokka,
I love visiting my clients to pick up paperwork, really I do. It gives me the opportunity to build up a good relationship with them, helps me get to know their unique way of operating, their quirky and sometimes chaotic business lives. So your product would not benefit the long hours i spend sorting boxes, bags and tatty envelopes of crinkled paper.
Sorry.
There is a sketch from a very loved series in which the housekeeper is presented with a teasmaid to relieve her of this seemingly boring task.... the result was painful.
Julie
Hi Dokka, I love visiting my clients to pick up paperwork, really I do. It gives me the opportunity to build up a good relationship with them, helps me get to know their unique way of operating, their quirky and sometimes chaotic business lives. So your product would not benefit the long hours i spend sorting boxes, bags and tatty envelopes of crinkled paper. Sorry. There is a sketch from a very loved series in which the housekeeper is presented with a teasmaid to relieve her of this seemingly boring task.... the result was painful. Julie
Totally agree Julie,
I always moan at the way clients present their Invoices and receipts but secretly I do enjoy going through them all and logging them and as you say keeping in regular contact helps to build a good working relationship!
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Doug
These are only my opinions of how I see things and therefore should not be taken as advice
1. Give you free use of our software for the next year.
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so quite apart from not asking permission to advertise/drop spam, links etc, the ad itself isn't very well thought out nor placed. Personally I think the forum should delete the link embedded including that on the profile, until permission has been sought and gained. But hey.
I will just pick up on one point, which is above. did I read the site incorrectly when it said its free for bookkeepers? if so then this is no giveaway, unless of course you plan to intro fees after 12 months anyway once you think you have us all on board.
i can see you are online so we will I'm sure have to endure more of this.
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Personally I think the forum should delete the link embedded including that on the profile, until permission has been sought and gained.
What links?
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Totally agree with you about visiting clients. That's how relationships are made which is what produces good clients and clients who stay with you because they trust you.
Do we have to take the freebies.... Sounds a real white elephant that the freebie is that you get moved from skilled work to being a slave to the scanner.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Oh I so wanted a dumbed down job - standing at a scanner all day!
Although if you think about it - if it produces as much sh*te as that other well known offering with the words Bank and Receipt in their name (Im not giving them any advertising on here) then we would be have more billable hours!!!!!! I could get an apprentice and pay them 5p a day! (Before anyone gets upset, any Apprentices working for me get above the living wage rate because anything less is abhorrent!)
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
lol. rearrange those words into a well known phrase or saying (or company).
What... we have to pay apprentices!!!! Next thing you'll be telling me that we're not allowed to beat them anymore. Tut. the fun has gone right out of this business.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Have any of the people here used software such as Receiptbank and Autoentry? I am assuming the OP has created something similar.
I have used Receiptbank and, whilst it has some quirks it does save a lot of time on several clients. It is not 100% amazing with the scanning side of things but where a client has a lot of electronic invoices it can be really useful as the software picks up information much better.
I use if for my own accounts and it really is good.
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Phil Hendy, The Accountancy Mentor
Are you thinking of setting up your own practice or have you set up and need some help?
If so a mentor may be the way forward - feel free to get in touch and see how I can assist you.
Yes. I tend to only trash things I don't like when I've tried them personally (or in the case of my recent comment about AAT courses at local colleges, when I've had close experience of the trauma others have had by being on the other end sorting out the mess!)
I was hoping the OP would've at least commented on my challenged points, but on the basis they couldn't be bothered then I've not bothered with their software.
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
I was hoping the OP would've at least commented on my challenged points, but on the basis they couldn't be bothered then I've not bothered with their software.
True - it is disappointing when you see an ad blast and run!!!
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Phil Hendy, The Accountancy Mentor
Are you thinking of setting up your own practice or have you set up and need some help?
If so a mentor may be the way forward - feel free to get in touch and see how I can assist you.
