Document management for accounting firms
Request, receive and organise documents in one place. Track what's missing, automate reminders and give your team more time for accounting.
14 days free · No credit card
The problem
Invoices in email, bank statements by message, paper on the desk. Knowing what each company has already sent shouldn't require a parallel spreadsheet.
Today, in many firms
With Doconti
Each company has its own file, identified by tax number, with documents, requests and contacts.
See per client and period what has arrived, what needs validating and what is still missing.
AI reads documents, suggests type, tax number, dates and amounts, and flags possible duplicates.
Managers, accountants and assistants work on the same portfolio, each with their own role.
How it works
No installs or complex migrations. Start with the clients you want and grow at your own pace.
Create your account and organise your portfolio by company. Type the tax number (NIF/NIPC) and the main details are filled in automatically.
Create requests per client, document type and period, and track item by item what has been received.
AI helps identify and classify each document. Your team reviews and validates before any accounting decision.
See what's pending across the whole portfolio and keep an archive structured by company, year and document type.
Product
Every screen answers a simple question: what has arrived, what is missing and who is handling what.
Your portfolio of companies in one place, with each one's document status, history and owner in the firm.
Ask each client for the right documents and track item by item what has been delivered.
AI reads each document and proposes the key information. Your team reviews and decides.
Who it's for
Only the accounting firm pays. Client companies join by invitation, free of charge, without subscribing to any plan.
Control over the whole portfolio, less repetitive work and a team working the same way.
A simple way to know what the firm needs and to respond without endless emails.
Security and trust
Invoices, statements and payroll call for unambiguous access rules. Doconti is designed so that each person only sees what concerns them.
Visit the Trust CentreEach firm only accesses its own portfolio and documents.
Master, administrator, accountant and assistant have distinct actions in the platform.
Client companies join by invitation and only see their own data.
AI suggests; the decision on each document always belongs to your team.
Pricing
Choose by the number of client companies you serve. Start with 14 days free, no credit card required.
For the self-employed accountant.
€29.90
per month, plus VAT
Up to 20 client tax numbers
Start 14 days freeIncluded
For firms with a team and a growing portfolio.
€49.90
per month, plus VAT
Up to 150 client tax numbers
Start 14 days freeIncluded
For firms with large portfolios.
€99.90
per month, plus VAT
Up to 350 client tax numbers
Start 14 days freeIncluded
14 days free · No credit card · Client companies don't pay: they join by invitation from the firm.
FAQ
14 days free · No credit card