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BASE ERP

Document Management Software

Attach and manage business documents with accounting, sales, purchase, banking, compliance and client workflows.

business owners accounting teams consultants document-heavy teams

Business Problems Solved

  • Files stored outside ERP records
  • Difficulty finding invoice or compliance attachments
  • No module-wise document history
  • Limited audit visibility

BASE ERP Solution

  • Module-wise attachment upload
  • Document import and OCR foundation
  • Private file storage approach
  • Delete and history controls
  • Client portal document readiness

Key Benefits

  • One cloud workspace for daily operations and management review.
  • Role-based access, audit-friendly records and structured reports.
  • Designed for Indian GST, accounting and MSME operating patterns.
  • Can be configured further as business processes grow.

Questions

Frequently asked questions

Can documents be attached to vouchers?

BASE ERP supports attachments across many sales, purchase, accounting, banking and note workflows.

Is OCR fully automatic?

OCR capability depends on document quality and supported engines; CSV/Excel import remains preferred for structured bank data.

Want to see how BASE ERP fits your workflow?

Book a demo or start the Prelaunch Beta trial. Our team can help you review modules, plans and custom requirements.

Related

Explore related BASE ERP pages

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