Intelligence Document Management

Secure Your Business Documents with Intelligence Control


Digitize, organize, and retrieve authentic business documents in seconds with complete compliance and audit trails.

ISO 27001 & ISO 27701 Certified GDPR Compliant Audit Trail Ready
Kleeto document digitization and access control illustration
118M+Total files processed
80M+Finance files processed
20M+HR files processed
18M+Legal & compliance files
5+Fortune-listed clients

What is a DMS?

A single secure repository for every business document.

🔍 Smart Search & Index

Full-text search with metadata tagging and instant retrieval across all documents.

🔐 Access Control

Role-based permissions, version control, and document-level security.

📋 Audit Ready

Complete activity logs for RBI, SEBI, IRDAI compliance and regulatory audits.

⚙️ Workflow Automation

Automated approvals, reminders, and retention policies built-in.

✅ Retention Policies

Auto-enforced document lifecycle and compliance-driven archival.

📁 Centralized Repository

Replace shared drives with a secure, scalable document hub.

What Kleeto DMS Does

Digitization, search, workflows, security, and compliance in one platform.

01

Digitization & Smart Search

Digitize physical records at archival quality and index every document with smart keywords, full-text search, filters, and custom metadata.

02

Workflow Automation

Automate approvals for invoices, contracts, leave applications, vendor onboarding, document renewals, and exception handling.

03

Audit-Ready Archival

Every action is logged with user, timestamp, and IP address. Export audit trails and enforce retention policies automatically.

04

Secure Sharing

Share documents through password-protected and time-bound links with complete access visibility and security logs.

05

Aadhaar eSign

Get offer letters, employee contracts, and vendor agreements signed in minutes through legally valid Aadhaar eSign workflows.

06

Custom Dashboards

Configure dashboards, approval rules, access levels, integrations, metadata fields, and reports around your business process.

India-First Compliance

Built for regulated teams, audits, and high-volume records.

🏦 RBI Audit Trails & KYC

Centralized KYC storage, expiry tracking, version control, and re-KYC workflows for banks and NBFCs.

📄 Employee Statutory Docs

Form 16, PF, ESIC, gratuity, contracts, and registers with retention controls and tracking.

✔️ GDPR, DPDP & ISO 27001/27701

Data subject requests, consent tracking, data residency, and ISO 27001/27701-aligned security.

Document Management by Team

Purpose-built DMS solutions for HR, Finance, and Legal teams.

HR Document Management Software

Digital onboarding, employee file management, statutory document tracking, and Aadhaar eSign for offer letters and contracts.

Explore HR Module

Finance Document Management System

Invoice archives, vendor contracts, GST and TDS supporting documents, payables, and receivables every finance document tagged and audit-ready.

Explore Finance Module

Legal & Contract Management Software

Contract lifecycle, clause libraries, version history, eSign workflows, and litigation document repositories that keep legal teams audit-ready.

Explore Legal Module

Industries We Serve

For businesses where document trails are heavy and regulatory stakes are high.

NBFCs & Housing FinanceHospitals & HealthcareManufacturingBFSI & InsurancePharmaRetailEducationLegal & ProcurementSupply ChainConstruction

Cloud Storage vs Document Management Software

A shared folder stores files. Kleeto manages documents.

CapabilityCloud StorageKleeto DMS
Smart SearchFile-name focusedFull-text + metadata
Audit TrailLimitedEvery action logged
Workflow AutomationNot built-inApprovals + reminders
Retention PoliciesManualAuto-enforced
Compliance ReportingNot purpose-builtRBI, GDPR, ISO-ready
Access ControlFolder-levelDocument and field-level

FAQ

Frequently asked questions

Modern accordion FAQ section for SEO and better user experience.

The best DMS for Indian businesses should support India-specific compliance such as RBI audit trails, statutory employee documentation, GST archival, DPDP Act alignment, search, security, and workflow automation. Kleeto is built for these needs.

Yes. Kleeto collects records, scans them at archival quality, indexes every document, and uploads them into a secure repository.

A typical deployment takes 6 to 8 weeks from discovery to go-live. Businesses without significant physical archives can be live in 3 to 4 weeks.

Yes. Kleeto provides Aadhaar eSign through an NSDL-licensed Certifying Authority partner, fully legal under India's Information Technology Act 2000, with audit trails.

See Kleeto in Action

Book a 20-minute demo with your real document challenges.

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