PlatformsTransform Your Document Management with 100% AI-Powered DMS
Meet compliance standards while reducing document
chaos built for BFSI enterprises.
- Digitize
- Automate
- Secure
Trusted By Leading Financial Institutions
Designed for the BFSI Sector. Built for Compliance, Efficiency & Security.
Seamlessly handle digital and physical documents at scale with audit-ready processes.
Advanced Document Intelligence
Smart capture, indexing, version control & workflows.
Bank-Grade Security
Role-based access, data encryption, audit trails, and real-time logs.
Multi-format Digitization
Handle PDFs, images, Word, XLS, handwritten scans & more.
Everything You Need in a Scalable Document Management System
AI-powered search using content, tags, and metadata.
Intelligent classification by type, content & compliance needs.
Route files for review, comments, eSign, and approvals instantly.
Track who changed what, when with rollback features.
Connect with CRM, ERP, legacy ECM, Drive, Outlook, and more.
Real-time compliance alerts & document lifecycle monitoring.
Reduce Risk. Improve Compliance. Boost Productivity.
- Faster processing of customer onboarding documents
- Reduced manual errors and paperwork fatigue
- Automated compliance with RBI, IRDAI, SEBI & UIDAI
- Real-time visibility and secure record keeping
- Streamlined audit responses & internal control
Built to Solve Real BFSI Document Challenges
Seamlessly handle digital and physical documents at scale with audit-ready processes.
Banking
Loan Docs, KYC, Customer Onboarding
Insurance
Policy Records, Claim Forms, Regulatory Filings
NBFCs & Fintechs
Credit Evaluation, Agreements, Audit Compliance
Everything You Need to Manage, Secure, and Automate Documents
Access documents from anywhere with encryption at rest & in transit.
Restrict access by department, user level, or file sensitivity.
Always work on the latest version with full change logs.
Extract data from printed & handwritten forms with 98% accuracy.
PDFs, images, Excel, CSVs, Word, legacy scanned docs.
Plug into existing CRMs, ERPs, legacy systems, Drive, Gmail, Outlook.
Visualize workflows, pending approvals, user activity, compliance status.
Configure rules for document routing, SLAs, approval chains.
Automated, end-to-end document lifecycle management in 6 seamless steps.
Seamless plug-and-play with enterprise systems & popular tools.
From capture to compliance, everything is streamlined and intelligent.
From capture to compliance, everything is streamlined and intelligent.
