Your developer or software vendor connects it
Your own developer, or the company behind your system, connects dokus once. From then on, documents make themselves from your data.
dokus makes every invoice, statement and receipt from the numbers already in your system, on your own templates, and keeps proof of exactly what each customer was sent.
The same records fill every document, so totals never drift between them.
Line items, tax and payment details from your system, one line per item.
Every customer's statement made on the same day, from the same ledger.
Invoices and statements go out from your own finance address.
Receipts, credit notes and reports that match the invoice they refer to.
Proof of every document sent, kept for the period you set.
Three ways to start, depending on who runs your software.
Your own developer, or the company behind your system, connects dokus once. From then on, documents make themselves from your data.
We connect your system for one set of documents, and your team checks every page before it goes out.
In early access: the people who own the documents upload their own Word templates, mark the blanks and make documents on the dokus website.
Available today, with the next tools joining as they ship.
PDF and Word files from your data and your own Word templates
Mailboxes on your own domain for your team
When one thing happens, the next step follows
Spreadsheets with formulas, fed by your data
Which template, which data, when, and a fingerprint
Keep copies as long as you choose, or keep none
Bring one invoice template you send every month.
Thirty minutes on your own template and your own data. You see it made by dokus.