Documents that think, federate & integrate.
Daiva AI DMS360 is the next-generation Document Management Platform with AI woven into every layer — ingestion, retrieval, security and governance — across an unlimited federation of centers.
A 4K walkthrough of Daiva AI DMS360
From smart upload to federated semantic search — the full flow in under three minutes.
Your business runs on documents. Document chaos is quietly bleeding it dry.
Contracts, invoices, KYC files, lab reports, deeds, claims — every meaningful decision in your company starts as a document. Yet most teams still manage them with shared drives, email threads, sticky notes and tribal knowledge. The result is a tax on time, money, compliance and growth that compounds every quarter.
The eight problems Daiva AI DMS360 was built to eliminate
Every one of these is a real cost line in a real annual report. We've put a number next to each.
Documents nobody can find
Email threads, shared drives, ERPs and personal laptops — knowledge workers spend nearly a quarter of their day hunting for the right version of the right document.
The manual data-entry tax
Teams retyping invoice numbers, KYC fields, contract terms and meter readings. Slow, expensive, error-prone — and the first thing to break when volume spikes.
Compliance blind spots
No immutable audit trail. PII walking out in screenshots. Retention and legal-hold policies that exist only on paper or in a wiki page nobody reads.
Disconnected centers & branches
Every branch, region or subsidiary runs its own system. No unified search, no cross-center governance, no shared AI leverage — every win has to be rebuilt locally.
Version chaos
Three people editing the same contract in three places. No diff, no rollback, no single source of truth — and one outdated copy is all it takes to lose a deal.
Approvals stuck in email
Sign-off chains lost in inboxes and WhatsApp threads. No SLA, no escalation, no visibility into what's blocked, on whose desk, for how long.
Risky access & sharing
Over-permissioned drives, public links that never expire, ex-employees still in the group — security teams discover it only after the audit or the breach.
AI projects that never ship
OCR pilots, classification PoCs and chatbots that look great in a demo and die in production because they were never wired into the real document lifecycle.
- • A file lives in 4 places — none of them is the source of truth
- • Re-keying invoice data is a full-time job
- • Audit prep takes 6 weeks and a war room
- • Each branch reinvents its own workflow
- • Sensitive files leave via screenshots and personal email
- • One document, one versioned chain, one searchable hub
- • AI extracts fields the moment a file lands
- • Audit evidence is a one-click SOC2 / HIPAA / GDPR export
- • Policies authored once, pushed to 1,000+ centers
- • Every share is signed, watermarked, expiring and audited
An AI that actually understands your documents.
AI does the typing
Drop a document — AI classifies it, extracts key fields and files it in the right folder automatically.
Ask in plain English
"Show me unpaid invoices from Q3 over $10k" — semantic search across every center.
Compliance baked in
AES-256, RBAC, immutable audit, PII redaction. SOC2 / GDPR / HIPAA on day one.
One hub, many centers
Federate 1,000+ branches. Policies push down, intelligence rolls up.
Jump into an application
Two products, one shared AI backbone — plus an external CRM friend.
Document Management System
AI-first DMS with multi-center federation, smart upload and 360° governance.
- Smart upload + auto-filing
- Semantic search
- Workflow designer
OCR / ICR Extraction
Specialized intelligent extraction engine, integrated through the DMS API.
- Handwriting recognition
- Table & key-value extraction
- 150+ languages
Vivid Lead Vision
CRM & lead intelligence — the inspiration system of record.
- Lead scoring
- Pipeline analytics
- Omnichannel inbox
Everything a modern DMS needs — and more.
From ingestion to retrieval, every layer is intelligent, federated and API-addressable.
AI-Embedded
OCR, ICR, classification, extraction, summarization, redaction & semantic search baked into every layer.
Multi-Center Federation
Distributed centers federate into a single hub for unified search, governance and cross-center AI.
Security by Default
AES-256 at rest, TLS 1.3, ABAC/RBAC, immutable audit, SOC2 / GDPR / HIPAA ready.
Smart Workflows
Visual designer with conditional routing on AI-extracted values and e-signature integration.
Semantic Search
Natural-language queries with vector embeddings — find clauses, not just keywords.
API-First
OpenAPI 3.1, webhooks, SDKs. Your OCR/ICR engine plugs in over the same APIs as the UI.
Built for customers and administrators.
Customers get a fast DMS workspace. Admins get a multi-tenant control plane. Both share the same AI brain and audit trail.
Everything your team needs daily
Upload, organise, version, share & sign — with AI auto-filing into the right folder.
Global semantic + keyword search across content, OCR, metadata, tags & form fields.
Auto OCR/ICR (handwriting), AI classification, key-value extraction & confidence scores.
Review queue with side-by-side viewer, comments, e-signatures & audit-grade sign-off.
Linear v1→vN history, change logs, diff & one-click restore to any prior version.
Two-way bus with the admin — broadcasts in, support requests out, all real-time.
Live storage, scan volume, plan limits & invoice history with one-click PDF download.
Industry-tailored retention, regulations, document types & mandatory workflow chips.
Multi-tenant control plane
Single control plane for tenants, onboarding, rollback, governance, AI & users.
Provision tenants, plans, regions & MRR — fully isolated with per-tenant policies.
Approve / reject incoming projects — auto-provisions tenant & owner role on accept.
Capture & restore point-in-time configuration, taxonomy & policy snapshots.
Model registry, A/B versions, drag-drop pipeline designer, doc-type schemas.
Immutable trail, SOC2 / GDPR / HIPAA exports, retention & legal hold editor.
Customise retention, regulations, doc types & workflows per industry vertical.
MRR, document volume, AI accuracy & per-tenant usage in one operations view.
One DMS · tuned for your regulator.
Pre-built compliance packs — document types, retention, regulations and mandatory workflows — for every vertical we serve.
Banking & Investment
- KYC / AML files
- Loan files & mortgage deeds
- Account statements
- Wire confirmations
Insurance
- Policy schedules
- FNOL & claims
- Adjuster reports
- Underwriting files
Financial Services
- Customer onboarding
- Statements & confirmations
- Tax & regulatory filings
- Audit working papers
Healthcare / Hospital
- EMR / EHR
- Lab & imaging reports
- Consent forms
- Prescriptions
Telecom (TLC)
- Subscriber KYC
- B2B contracts
- SLA agreements
- Incident reports
Government — RTO, Civil Registry, Statistical
- Driving licences & RC
- Birth / death / marriage records
- Land mutations
- Census schedules
An AI pipeline you can design.
Drag & drop OCR, classification, extraction, redaction, translation and routing. Plug in cloud APIs, on-prem models, or your own.
- Automatic OCR & ICR (handwriting)
- Intelligent classification (98%+)
- Key-value & table extraction
- Entity recognition (people, orgs, $)
- Abstractive summarization
- PII detection & auto-redaction
- On-the-fly translation (150+ langs)
- Human-in-the-loop review queue
One hub. Thousands of centers. Zero lock-in.
Each branch, department or region runs an autonomous DMS instance with full offline resilience. The Central Hub aggregates metadata, indexes, policies and AI improvements — securely.
Three plans. Same AI brain.
Every plan includes smart upload (single + bulk), OCR/ICR toggle, document versioning, audit trail and the AI auto-classifier. For pricing — contact us.
Starter
For small teams getting started with AI DMS
- Up to 25 users · 50k documents
- Smart upload (single + bulk)
- OCR / ICR — on or off per tenant
- AI auto-classification (10+ types)
- Industry folder presets
- Linear document versioning (v1 → vN)
- Full-text + semantic search
- Tags, departments & basic RBAC
- 5 GB storage / user
- Email support
Enterprise
Multi-center federation · regulated industries · on-prem option
- Unlimited everything
- Multi-center federation (1,000+ branches)
- On-prem / private cloud / hybrid
- SAML SSO, SCIM, IP allow-listing
- Custom AI model training & model registry
- Versioning + immutable legal hold
- Rollback snapshots (config + taxonomy)
- Dedicated CSM · 99.95% SLA
- SOC2 · HIPAA · GDPR · DPDP audit pack
Your OCR/ICR engine plugs in like it was born inside.
Every screen is powered by the same REST + Webhook contract any external product calls. OpenAPI 3.1, CloudEvents, signed JWTs.
curl -X POST https://api.daiva-dms.io/api/documents \
-H "Authorization: Bearer $TOKEN" \
-F "file=@invoice.pdf"
# → 201 Created
{
"id": "doc-9f2a…",
"status": "processing",
"ai": { "classified": "Invoice", "confidence": 0.98 }
}Available on Android & iOS
Built once with Capacitor — every feature of the customer portal, native on every phone. Scan with the camera, import from WhatsApp, sign with a fingerprint, and let AI file it all.