Invoice Processing

Invoice processing that doesn't End at payment - It ends when auditor says no

AP tools pay vendors fast. Kleeto keeps every invoice, PO, GRN, GST record, TDS proof, and payment trail searchable and audit-ready for years.

Capture invoices from email, scan, FTP, ERP, and vendor portal
Intelligent OCR for GSTIN, PAN, invoice number, amount, and line items
Automatic linkage to PO, GRN, eWay bill, GST return, and payment records
Retention enforced for 6 to 8 years by document type

Book My Demo See Flow

🔐 ISO 27001

🛡️ ISO 27701

✓ GDPR Compliant

⚖️ DPDP Act

₹

GST

80M+finance files

GST/TDSaudit ready

80M+Finance files processed

8 yrsTax retention

6 yrsGST retention

5+Fortune-listed clients

ISO27001 certified

What Kleeto does

Every invoice connected to its full audit trail.

Multi-channel invoice capture

Capture vendor invoices from email, scan, FTP upload, vendor portal, and direct ERP integration into one repository.

Smart indexing and OCR

Extract invoice number, date, GSTIN, PAN, amount, and line items so records stay searchable for years.

Supporting document linkage

Link every invoice to PO, GRN, vendor agreement, eWay bill, GST return reference, and payment record.

GST and TDS audit trail

Tag GST returns, TDS proofs, and reconciliation documents by period, vendor, and HSN(Harmonized System of Nomenclature).

Statutory retention enforcement

Hold invoices for 8 years under Income Tax and GST records for 6 years under CGST rules.

AP tool integration

Kleeto sits alongside your AP automation tool as the archival and compliance layer.

Invoice lifecycle

From capture to statutory retention.

Turn scattered invoice evidence into a complete transaction trail that stays searchable and audit-ready for years.

→→→→→

Capture

Invoices arrive from email, scan, FTP, vendor portal, or ERP.

📧Email intake

Collect vendor invoices from shared mailboxes.

🖨️Scan capture

Digitize physical invoices at archival quality.

🌐Vendor portal

Accept uploads directly from suppliers.

🔗ERP sync

Pull invoice records from your existing systems.

OCR and index

Key tax and invoice fields are extracted and verified.

🔢Invoice data

Extract invoice number, date, and amount.

🏷️GSTIN & PAN

Capture tax identifiers accurately.

📌Metadata tags

Index by vendor, plant, location, or entity.

✅Field validation

Reduce manual checking with structured review.

Match documents

PO, GRN, GST, TDS, vendor master, and payment records are linked.

📄PO linkage

Match each invoice to the purchase order.

🚚GRN connection

Attach goods receipt proof to the same file.

🧾Tax support

Link GST and TDS supporting records.

👤Vendor master

Connect to vendor agreements and master data.

Approve and pay

AP workflow continues in your existing tool or ERP.

↪️Approval routing

Route invoices through the right approvers.

⚠️Exception handling

Flag mismatches and incomplete data.

🏦Payment posting

Track paid, pending, and disputed invoices.

🔄ERP continuity

Keep your current AP workflow unchanged.

Audit export

GST, tax, vendor, or period-wise packs can be produced on demand.

🧮GST packs

Export period-wise GST support quickly.

🏢Vendor packs

Generate all records for one supplier.

📊HSN((Harmonized System of Nomenclature)) filters

Search and export by HSN or document type.

🛠️Notice response

Respond faster to audits and tax notices.

Why finance teams choose Kleeto

AP automation pays vendors. Kleeto preserves the evidence.

Capability	AP automation tools	Kleeto invoice processing
Customization	Limited	Completely configurable and customizable.
Invoice payment processing	Strong	Integrated with AP tools
Long-term archival	Subscription-tied	Retention-policy controlled
Supporting document linkage	Limited	PO, GRN, GST, TDS unified
GST audit-trail export	Period-by-period	Vendor, HSN, period flexible
Vendor master file integration	Limited	Linked to vendor records
Multi-format capture	OCR primary	Email, scan, FTP, ERP, portal

Retention

Invoice and tax record retention under Indian law.

Document type	Retention period	Governing law
Customization	Limited	Completely configurable and customizable.
Vendor invoices and tax records	8 years	Income Tax Act 1961
GST records and returns	6 years	CGST Act 2017
TDS certificates and challans	8 years	Income Tax Act 1961
Books of account	8 years	Companies Act 2013, IT Act
Capex and fixed asset invoices	Asset life + 8 years	Income Tax Act, Companies Act

Industries

For finance teams with heavy invoice and tax trails.

NBFCs & BFSIManufacturingHospitals & HealthcareRetail & DistributionPharma & Life SciencesShared ServicesHigh-volume AP TeamsMulti-location EnterprisesTax & Audit TeamsProcurement Operations

FAQ

Frequently asked questions

Clear answers for HR, finance, legal, compliance, and operations teams.

Vendor invoices and tax records must be retained for 8 years under the Income Tax Act 1961. GST records and returns must be retained for 6 years under the CGST Act 2017. Capex invoices may need longer retention based on asset life.

Yes. Kleeto integrates with most ERP systems and adds the document and compliance archival layer underneath your AP tool without disrupting workflow.

Yes. Kleeto exports invoices and supporting documents filtered by vendor, period, GSTIN, HSN code, or any custom field.

Yes. Kleeto implementation can include pickup, archival-quality scanning, smart indexing, and upload of physical invoice records.

See Kleeto live

See Kleeto's invoice processing in action.

We will show how Kleeto produces the complete transaction file.

Book My Demo