Intelligent document management

Every business document captured, classified and linked to the transaction it belongs to.

iDMS captures documents from the web, a desktop or chat, classifies them, and links each file to the purchase order, invoice, asset, customer or employee it belongs to. Retention and approvals are part of the record, not a folder policy nobody follows.

For CFOFor Compliance HeadFor CIOFor Operations Head
Book a demoAll products
Inbox · accounts@ 3 new
EmailSupplier invoice
ScannerDelivery note
ChatTest certificate
✓Web, desktop and chat
✓Bulk import included
✓Nothing left in a shared drive
The file lands in one repositoryEmail, a scanner, a phone, a bulk import, the desktop or chat. One governed place.

What teams use it for

  1. 01

    Capture from anywhere

    Inboxes, scanners, mobile uploads and bulk imports land in one governed repository. Three ways in: web, desktop and chat.

  2. 02

    Understand the document

    Documents are recognised by type and the fields that matter are extracted, so a person confirms rather than retypes.

  3. 03

    Linked to the transaction

    Each file is attached to the PO, invoice, asset, customer or employee record. Search starts from the business object, not a filename.

  4. 04

    Approvals and retention

    Configurable approval paths with delegation and e-signature, and retention rules designed for teams that must prove control.