Document Management System
This document management software, made for offices in India, files scanned bills, challans, agreements and licences where they can be found in seconds. It suits companies and firms that search through files and cupboards at audit time. It is most useful when linked to the ERP, so every entry carries its paper.
Accounts staff, Admin, Compliance officers, Department heads, Auditors
Web and Android
Built for the way your trade works.
Ends the search through files and cupboards at audit time. Most useful when linked to the ERP, so every entry carries its paper.
Attach scanned bills, challans and LRs to their vouchers in ERP
Read scanned papers so they can be searched by party, number or amount
File documents by type, party, year and department with access rights
- Keep versions and record who viewed, changed or downloaded
- Remind before licences, agreements and certificates expire
- Send documents for review and approval
- Share a file by expiring link instead of email attachment
- Set how long each document type is kept
A day's work, in order.
Paper is scanned
Bills, challans, LRs and agreements are scanned or photographed on mobile.
Text is read
The scan is read so it can be searched by party, number or amount.
Document is filed
It is filed by type, party, year and department, or attached to its ERP voucher.
Access is controlled
Each person sees only what their rights allow, and every view is recorded.
Review and sharing
Documents go for approval, or out by a link that expires.
Expiry is watched
Reminders come before licences, agreements and certificates run out.
4 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
Document management
Attaches scanned bills, challans, agreements and certificates to the entry they belong to.
About this module Data, AI and integrationDocument AI
Reads supplier bills, purchase orders, bank statements and KYC papers from a scan or photo and fills the entry screen.
About this module Data, AI and integrationApproval workflows
Sends purchase orders, payments, discounts, credit-limit overrides and leave to the right person by value and…
About this module Finance and complianceAudit trail and user rights
Keeps an edit log of every voucher and master: who created, changed or deleted it, when, and the old and new values.
About this moduleIndustries it serves.
Related products.
E-invoice and E-way Bill Software
This e-invoice software sits between your billing and the government portal.
View Business softwareGST Software
This GST software is built for the work that takes up the accountant's month: matching purchases with GSTR-2B and chasing…
View Business softwareInventory Management Software
This inventory management software keeps one stock figure across your godowns, job workers and goods in transit.
View Business softwareMulti-entity Accounting
This multi company accounting software keeps separate books for each of your companies, firms and branches, and gives you the…
View Business softwareFinancial Management Software
This financial management software is the accounts side of an ERP: sales, purchase, stock and payroll post to the ledgers as the…
View Business softwareCRM Software
Most CRM software for manufacturers and traders fails because it was designed around a generic sales pipeline.
ViewQuestions, answered.
Can we find a purchase bill without knowing which file it is in?
Yes. Scanned papers are read, so you can search by party name, bill number or amount. If the document is attached to its voucher in the ERP, you can also open it straight from the entry.
Who can see confidential documents such as agreements and salary papers?
Only those you allow. Access is set by document type and department, and the system records who viewed, changed or downloaded each file. Sharing outside is by a link that expires, not an attachment that stays in someone's mailbox.
How would a CA firm or consultancy use it?
A CA firm files each client's papers by client, year and type, so the whole team works from the same set. A project consultancy files drawings, contracts and approvals by project, with versions kept as they change.
Do we have to keep every document for ever?
No. You set how long each document type is kept, in line with what your auditor advises for that type. The system follows that period, so old papers do not pile up unnoticed.
Does Document Management System work on mobile?
Yes. It runs on Web and Android, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can Document Management System be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See Document Management System working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.