Executive Summary Helping Accounting and Audit Firms Work with Greater Control and Confidence Developed with input from accounting professionals in Cyprus, IXXO Hub is designed to support the operational side of accounting firms by helping teams manage client obligations, internal processes, compliance activities, and day-to-day collaboration more effectively. Accounting and audit firms operate in an environment where deadlines are constant, regulations continue to evolve, and clients increasingly expect faster responses and higher levels of service. While accounting software remains essential for bookkeeping and financial reporting, many firms still rely on email, spreadsheets, phone calls, paper notes, and individual team members' memories to coordinate the operational side of their business. As firms grow, these fragmented processes often lead to inefficiencies, duplicated effort, delays in obtaining client information, and increased pressure on employees and management.   IXXO Hub was developed to address these operational challenges. It is a business operating platform designed to help accounting and audit firms organise and manage the activities that happen around the accounting process. Rather than replacing an existing accounting system, IXXO Hub complements it by providing the structure and visibility needed to manage client relationships, internal responsibilities, recurring obligations, compliance procedures, and day-to-day collaboration across the firm. IXXO Hub does not replace your accounting system. It strengthens the operational processes around it, helping your firm manage deadlines, client obligations, internal responsibilities, compliance activities, and daily follow-up more effectively. The platform enables firms to standardise the way work is performed. Routine activities such as collecting client documentation, following up on outstanding obligations, onboarding new clients, assigning responsibilities to team members, monitoring progress, and ensuring that deadlines are not overlooked can be managed through clearly defined processes. This reduces reliance on informal communication and helps create consistency across departments and teams.   A significant challenge for many firms is maintaining control as the number of clients and employees increases. Partners and managers often have limited visibility into the status of ongoing work until issues arise. IXXO Hub provides a centralised environment that enables management to gain a clearer understanding of workloads, pending obligations, bottlenecks, and outstanding client actions. This allows firms to become more proactive, allocate resources more effectively, and reduce operational risk.   The onboarding of new clients has also become increasingly complex due to anti-money laundering obligations and Know Your Customer requirements. IXXO Hub helps firms introduce a more structured onboarding experience by guiding clients through the collection of required information and supporting firms in applying internal risk assessment procedures consistently. The objective is to make compliance activities more organised while reducing the administrative burden placed on both staff and clients.   Another area where accounting firms frequently lose valuable time is the collection and preparation of information. Missing documents, repeated requests to clients, and manual processing can significantly affect productivity. By creating a more coordinated approach to communication, document collection, and task follow-up, firms can reduce unnecessary administrative effort and allow their professionals to focus on higher-value work that directly benefits their clients.   IXXO Hub can also support firms that need to process invoice information in bulk before importing it into their existing accounting system. This allows firms to organise invoice data, review recognised fields, correct errors where needed, and prepare the information for export or import without forcing the firm to change its accounting software.   Importantly, IXXO Hub recognises that every accounting and audit practice operates differently. The platform is designed to support the firm's existing way of working while providing opportunities to introduce greater structure, automation, and accountability over time. Whether the objective is to improve internal organisation, strengthen compliance procedures, support future growth, or enhance the client experience, IXXO Hub provides a framework that helps firms work more efficiently and with greater confidence.   Developed over several years with input from accounting and audit professionals in Cyprus, IXXO Hub reflects a practical understanding of the operational realities modern firms face. It is intended to help organisations transition from reactive administration towards a more controlled, organised, and productive way of working. Ultimately, IXXO Hub is not simply another software application. It is a platform designed to support the operational excellence of accounting and audit firms by helping them manage the work behind the numbers: the people, processes, obligations, and relationships that determine the quality and efficiency of the services they deliver every day. Discover how IXXO Hub can support your firm Explore how accounting and audit firms in Cyprus can improve productivity, strengthen operational control, simplify client onboarding, and gain greater visibility over their daily operations. Schedule a Presentation ```

Executive Summary Dokka is a strong accounting automation platform, especially for companies looking to automate accounts payable, invoice approvals, purchase order matching, ERP posting, and financial close processes. It is useful when the main business problem is within the finance department, and the company wants to improve invoice processing speed, reduce manual entry, and keep accounting data connected to its ERP.   IXXO Hub is different. IXXO Hub also supports invoice recognition, including bulk invoice scanning and preparation of recognised invoice data for export so it can be imported into major ERP and accounting systems. However, invoice recognition is only one part of the IXXO Hub ecosystem. The real advantage of IXXO Hub is that it goes beyond accounting automation. It connects invoices, clients, staff, tasks, deadlines, documents, communication, onboarding, approvals, support, projects, proposals, billing, payments and management visibility inside one business operating environment.   This makes IXXO Hub more suitable for accountants, auditors, service firms and growing businesses that not only want to process documents faster, but also want to organise the complete workflow around the customer and the work that must be delivered.   The Main Difference Dokka helps finance teams automate accounting processes. IXXO Hub helps businesses organise and control the work behind the accounting process.   This is the key difference. Dokka focuses mainly on the finance workflow: invoices, approvals, PO matching, reconciliations, journals and financial close. IXXO Hub covers a much wider operational scope. It can manage customer relationships, onboarding, internal tasks, document requests, staff responsibilities, deadlines, support requests, proposals, invoices, payments, and management follow-up.   In simple terms, Dokka is mainly an accounting automation tool. IXXO Hub is a connected business management platform that includes invoice recognition.   Invoice Recognition Is Included in IXXO Hub One of the key strengths of IXXO Hub is its support for invoice recognition. Businesses can scan invoices in bulk, recognise key invoice data, prepare the information for review, and export it in a structured format for import into major ERP and accounting systems. This is important because it dispels the notion that IXXO Hub lacks the core document automation capability that platforms like Dokka promote. IXXO Hub can support invoice recognition, but only as part of a broader operational system.   With IXXO Hub, an invoice is not just a document to be processed. It can be connected to a client, a supplier, a project, a task, an obligation, an approval, a staff member, a deadline, an invoice payment, a customer record and a complete communication history. This creates more value because the recognised document becomes part of the business workflow, not just a record pushed into accounting software.   Pricing : €60,000 vs €3,600 Per Year The price difference is one of the clearest advantages of IXXO Hub. Dokka costs approximately €12,000 per user per year for invoice recognition only, meaning a team of five users would cost around €60,000 per year before considering any broader operational requirements. IXXO Hub, on the other hand, costs €3,600 per year for five users, giving the business invoice recognition together with a complete business management environment that includes CRM, customer portal, tasks, reminders, workflows, onboarding, document handling, support tickets, proposals, invoicing, payments, scheduling, projects and management visibility. This means that for the same five-user team, IXXO Hub can save approximately €56,400 per year compared with Dokka, while offering far more than invoice recognition. In practical terms, Dokka is priced as a specialised invoice automation tool, while IXXO Hub delivers invoice recognition as part of a wider business operating system at a fraction of the cost.   Why IXXO Hub Is Stronger for Accountants and Auditors An accounting or audit firm does not only process invoices. It manages clients, collects documents, meets deadlines, handles tax and VAT obligations, assigns staff, tracks work progress, communicates with customers, issues proposals, sends invoices, follows up on payments, manages HR, records time spent per client, and keeps evidence of what has been done. Dokka can help with a specific part of this process, mainly the finance automation side. IXXO Hub can help manage the firm's entire operating structure.   For accountants and auditors, this is a major advantage. The real daily problem is often not only invoice entry. The real problem is that information is spread across email, WhatsApp, Excel, paper files, shared folders, accounting software, verbal reminders and staff memory. This results in missed follow-ups, unclear responsibilities, duplicated work, delayed responses, and limited management visibility.   IXXO Hub solves this broader problem by bringing the work into a single connected environment.   Client Onboarding and KYC/AML Advantage Dokka is not designed as a client onboarding platform. IXXO Hub can support onboarding forms, customer data collection, account creation, risk scoring and KYC/AML-related workflows.   For accountants and auditors, this is important because the client relationship starts before any invoice is processed. Firms need to collect information, verify details, assess risk, request documents, approve onboarding, assign responsibilities and keep a record of the process. With IXXO Hub, onboarding is not disconnected from the rest of the firm. Once a client is approved, the same environment can continue to manage that client’s obligations, documents, tickets, projects, invoices, meetings, internal notes and future communication. This gives IXXO Hub a stronger lifecycle advantage.   Customer Communication and Portal Advantage Dokka is mainly built around finance teams and ERP-connected accounting processes. IXXO Hub includes a customer-facing environment where clients can interact with the business.   Through the customer portal, customers can submit requests, open support tickets, access documents, follow updates, pay invoices, schedule meetings, review proposals and communicate with the business in a more structured way. This is a major advantage for service firms. Clients often do not judge a firm only by technical accounting work. They judge the firm by communication, response time, clarity, organisation and whether they feel their work is being handled properly. IXXO Hub improves the client experience, not only the internal back-office process.   Task, Deadline and Obligation Control A major weakness in many businesses is the lack of structured follow-up. Work may be known by one employee, written in an email, mentioned in a phone call or kept in an Excel file. When the workload increases, this creates delays and mistakes.   IXXO Hub can manage tasks, reminders, activities, projects, obligations and internal follow-up. This is especially valuable for accounting firms, audit firms, legal firms, consultants, architects, and other service companies, where missed deadlines can have serious consequences.   Dokka may help process a finance document faster, but IXXO Hub helps the business know what is pending, who is responsible, what is delayed, what is blocked and what action must happen next. This is a wider management benefit.   Management Visibility Dokka provides visibility mainly into accounting automation, invoice processing, AP workflows, and the financial close. IXXO Hub can provide management with visibility across the entire business.   Management can see customer activity, open tickets, pending tasks, overdue work, staff responsibilities, client obligations, project progress, proposals, invoices, payments, notes, reminders and internal communication.   This helps business owners and managers answer important operational questions: What is pending today? Who is responsible? Which clients need attention? Which work is delayed? Which invoices or payments are still open? Which staff members are overloaded? Which customer requests have not been answered? Which process is blocked?   This type of visibility is more valuable than invoice automation alone because it gives management control over the whole operation.   Workflow and Department Connection Dokka focuses on finance workflows. IXXO Hub connects multiple departments and business functions. Sales, support, accounts, management, HR, operations and customer service can work around the same customer record and the same business process. This removes fragmentation between departments.   For example, a customer enquiry can become a lead, the lead can become a deal, the deal can generate a proposal, the proposal can become an invoice, the invoice can be paid online, the work can become a project, the customer can submit tickets, documents can be signed, meetings can be scheduled, and staff time can be tracked.   This is where IXXO Hub becomes stronger. It not only automates a transaction. It connects the business journey.   Fewer Disconnected Tools Many businesses use separate tools for CRM, support tickets, scheduling, forms, document signing, task management, email campaigns, invoicing, customer portal, project management and document handling. This creates cost, confusion and disconnected data.   IXXO Hub can reduce dependency on multiple tools because many of these functions are available inside the same ecosystem. Dokka may reduce manual work inside accounting, but IXXO Hub can reduce software fragmentation across the business.   This is a stronger value proposition for companies that want a single structured environment rather than many disconnected platforms.   Better Fit for Service Firms Dokka is a good option for companies whose main pain is high-volume accounts payable automation. If a company only wants to automate supplier invoice processing, approvals, PO matching and ERP posting, Dokka may be a suitable specialist tool.   IXXO Hub is better for service firms that need to manage clients and work, not only documents. This includes accountants, auditors, consultants, architects, real estate companies, legal firms, construction developers, healthcare providers, agencies, and other businesses whose daily work depends on communication, tasks, documents, approvals, deadlines, and customer follow-up.   For these companies, the value is not only in recognising an invoice. The value is in knowing what the invoice relates to, who must review it, whether the client has provided all required documents, what the deadline is, which staff member is responsible, and what must happen next.   Why IXXO Hub Is More Strategic Dokka improves an accounting process. IXXO Hub can improve how the business operates.   This makes IXXO Hub more strategic. It can start from invoice recognition or customer follow-up, but it can expand into more departments and workflows over time. A company does not need to use everything from day one. It can begin with a single operational problem and gradually activate additional capabilities as the business becomes more organised.   This phased approach is important because many companies do not want a disruptive implementation. They want to solve real problems step by step. IXXO Hub supports that approach because it is modular, connected and adaptable.   Recommended Positioning Against Dokka The best way to position IXXO Hub against Dokka is not to say that Dokka is weak. Dokka is a capable accounting automation platform. The stronger argument is that Dokka solves a narrower problem, whereas IXXO Hub addresses a broader business problem.   A strong positioning statement would be: Dokka is useful when the main objective is to automate accounts payable and financial close. IXXO Hub is better when the business wants invoice recognition alongside client management, onboarding, document collection, task control, customer communication, deadlines, approvals, support, projects, billing, and management visibility in a single connected environment.   Another strong version: Dokka helps finance teams process accounting documents. IXXO Hub also recognises invoices and prepares data for import into major ERP and accounting systems, but it goes further by managing the complete business workflow around those documents.   Sales Message With Dokka, the focus is mainly on accounting automation. With IXXO Hub, invoice recognition is included and integrated into a larger business management system. That means the same platform can recognise invoices, prepare ERP-ready exports, manage client communication, assign staff tasks, track deadlines, collect documents, handle approvals, manage support requests, issue invoices, process payments, and provide management with visibility into pending items. This is why IXXO Hub is stronger for businesses that want control, not only automation.   Final Conclusion Dokka is a strong finance automation tool. IXXO Hub is a wider business operating platform. If the customer only wants AP automation, Dokka is relevant. If the customer wants to manage clients, staff, obligations, documents, communication, invoices, deadlines, payments, tasks and workflows in one place, IXXO Hub is the stronger solution.   The strongest message is simple: Dokka automates accounting documents. IXXO Hub recognises invoices, prepares them for import into major ERP and accounting systems, and then connects them to the complete business workflow around the customer, the team, and the work that must be done.

IXXO Hub Executive Summary One connected ecosystem for business control, customer handling, operations, payments, documents, and growth IXXO Hub is a unified business operating environment designed to help companies organise customers, communications, internal work, payments, documentation, sales activity, support, and operational follow-up on a single connected platform. It is not built as a collection of disconnected tools, but as an ecosystem where every department can work around the same customer, the same process, and the same business data. This allows a company to reduce dependency on emails, spreadsheets, WhatsApp messages, manual reminders, and fragmented software systems. The Customer Record as the Operational Core At the centre of IXXO Hub is the customer and business relationship record. From there, teams can manage contacts, companies, leads, deals, activities, notes, reminders, tickets, documents, tasks, projects, forms, invoices, orders, subscriptions, meetings, agreements, signatures, and internal communication. A customer interaction can start from a form submission, a booking, a support request, a sales enquiry, an invoice, a live chat conversation, an order, an onboarding process, or a document requiring approval, and then continue inside the same environment without losing context. This is where IXXO Hub becomes more than a CRM . It becomes a structured workspace where the business can see what happened, what is pending, who is responsible, and what must happen next. Connected Plugins, One Business Flow The strength of IXXO Hub lies in how its plugins interact with each other. The Forms and onboarding tools can collect customer information, qualify requests, create customer records, trigger internal actions, assign tasks, and start workflows. These onboarding forms can also automatically create customer accounts and apply scoring based on the criteria defined for each form. For businesses with compliance requirements, AML-based KYC scoring can be used to assess risk, standardise onboarding decisions, and reduce manual review workload. The CRM and Sales Flow can then manage the commercial relationship through leads, opportunities, quotations, invoices, payment requests, and follow-ups. The Customer Portal allows customers to interact with the business, submit information, check updates, make payments, access documents, sign agreements, or communicate with the team without forcing staff to search across different systems. Support, Knowledge, and Documentation Working Together Support, knowledge, and documentation are also connected within the same ecosystem. Tickets, live chat, documentation, knowledge base articles, manuals, and internal notes can work together to turn repeated questions, customer issues, and support history into structured knowledge rather than scattered communication. This helps the business improve response quality, reduce repeated explanations, and maintain customer history in one place. When support, documentation, and customer records are connected, the business does not lose valuable information every time a conversation ends. DocuFlow: Agreements and Digital Signatures Inside the Hub IXXO Hub further extends its document management capabilities with DocuFlow , a document-agreement and signature tool designed to work within the wider Hub ecosystem. Through DocuFlow , a company can create agreements, prepare documents, and send them for signature to one or more people or companies. Because DocuFlow is connected to the customer record, workflows, tasks, reminders, and internal follow-up, signed agreements do not remain isolated files. They become part of the business process, linked to the customer, the deal, the onboarding record, the project, or the service being delivered. Operational Control Across Teams and Departments IXXO Hub also supports operational control through tasks, projects, workflows, reminders, schedules, HRM, timesheets, internal collaboration, and blocker identification. A company can follow up on matters, assign responsibilities, track time spent per customer or job type, monitor deadlines, identify bottlenecks, and understand where work is delayed. This is especially important for service businesses, accountants, auditors, architects, agencies, consultants, and companies where many responsibilities are shared across departments and where missed follow-ups can create cost, risk, or customer dissatisfaction. Sales, Invoicing, Checkout, and Payments The Sales Flow, invoicing, ordering, cart, checkout, and payment capabilities extend IXXO Hub from internal management into commercial execution. Businesses can sell products or services, accept checkout payments, manage invoice payments, and support payment gateways such as Stripe , Stripe subscriptions , Revolut , and Revolut subscription payments . This means IXXO Hub can support not only communication and workflow management, but also revenue collection, subscription models, service payments, and customer self-service transactions from within the same environment. Point of Sale for Retail and Transaction-Based Businesses For retail and transaction-based businesses, IXXO Hub is further extended through the Point of Sale plugin . The POS connects front-office sales activity with the wider Hub ecosystem, enabling retail transactions, inventory management, customer handling, and business operations to run under a single structure. This strengthens the platform’s ability to serve businesses that need both online and physical sales operations without separating customer management from daily transactions. Bulk Invoice Scanning for Accounting and Document-Heavy Workflows For accounting-driven and document-heavy businesses, IXXO Hub includes Bulk Invoice Scanning , allowing invoices to be scanned, processed, reviewed, and prepared for import into accounting software. This reduces manual data entry and supports businesses that handle large volumes of supplier invoices, client documents, and financial records. When combined with workflows, customer records, reminders, and task assignment, invoice scanning becomes part of a broader operational process rather than an isolated document-capture tool. Website Builder Connected to the Business Back End IXXO Hub also includes a website builder with GrapesJS integration , allowing businesses to create and manage their online presence within the wider IXXO ecosystem. This matters because the website is often the first point of contact for customers. Instead of separating the website from forms, bookings, enquiries, customer records, checkout, support, and payments, IXXO Hub can connect the digital front end with the operational back end. A website visitor can become a lead, a customer, a booking, an order, a support case, a signed agreement, an onboarding submission, or a workflow entry without the business needing to manually transfer information between systems. Built to Start Small and Expand The platform is designed to grow with the business. A company does not need to activate every function from the beginning. It can start with customer handling, internal follow-up, support, forms, onboarding, invoicing, scheduling, workflows, document signing, or payments, and then gradually expand into additional areas such as HRM, knowledge management, ordering, POS, customer portal, document management, invoice scanning, website management, compliance scoring, and automation. This phased adoption makes IXXO Hub suitable for small businesses that need structure, but also for larger organisations that require more control, visibility, and process consistency. One Coordinated Environment Instead of Fragmented Tools IXXO Hub’s value lies in bringing business functions into a single coordinated environment. Instead of having one tool for CRM, another for support, another for forms, another for tasks, another for invoices, another for payments, another for scheduling, another for documents, another for signatures, another for onboarding, and another for customer communication, IXXO Hub allows these functions to work around the same operational core. The result is better visibility, fewer missed actions, stronger accountability, faster follow-up, improved customer service, better compliance handling, and a clearer way for management to understand what is happening inside the business. From Scattered Activity to Controlled Execution In practical terms, IXXO Hub helps a business move from scattered activity to controlled execution . It gives teams a shared place to work, customers a structured way to interact, managers a clearer view of operations, and the organisation a platform that can expand as needs grow. The possibilities with IXXO Hub are not limited to a fixed plugin list, because its value comes from how the different functions connect, trigger actions, and support real business processes. IXXO Hub does not simply add more software to the business. It helps the business operate through one connected ecosystem.