Any document,
read and organised.
PaperTrail scans the paperwork your business runs on, pulls out the fields you choose, flags what doesn’t add up, and keeps every record searchable and in order. Documents come straight from your email inbox, or from a scan or a phone photo. It runs on your own computer or server.
- Invoices and bills
- PAN
- Aadhaar
- Passports
- Reports and statements
- Your own documents
The invoice on the right is a sample. PaperTrail is set up for each document type you handle, with the fields and checks that type needs.
Any document. The fields you need.
Tell us which documents you handle and what matters on each. PaperTrail is set up to read those fields, check them, and file every record under its document type, each with its own checks and export layout.
Invoices and bills
Vendor bills and the invoices you raise: GSTIN, HSN, tax and totals read and checked. The example used across this page.
Identity documents
PAN, Aadhaar and passport scans for employee records: name, date of birth, ID number and expiry, kept with the scan.
Reports and statements
Upload a report and PaperTrail checks it against the records you already hold, showing what doesn’t match.
Your own documents
Purchase orders, delivery challans, forms, certificates. Name the fields that matter and PaperTrail is set up to read them.
Example: invoices, money in and money out.
Bills arrive in your inbox, invoices go out from your office. Most tools handle only the bills you receive. PaperTrail handles both sides, so your accountant gets one organised set of records instead of two spreadsheets and a folder of PDFs.
Payables
Bills from your vendors
- Picked up from email. Vendors keep emailing bills as they do today, and PaperTrail collects the PDF and image attachments from your accounts inbox.
- Paper bills too: upload scans or phone photos, one at a time or a whole folder.
- Vendor details filled in for you: name, GSTIN, invoice number, date and line items.
- Duplicates caught before the same bill is paid twice.
- Tax checked so CGST, SGST and IGST add up to the total.
Receivables
Invoices you send to customers
- Every invoice you’ve raised, searchable by customer, date or amount.
- Consistent records for GST returns and month-end.
- Export in any format you need, from Excel to your accountant’s own template.
Your records, organised.
Reading a document is the start. PaperTrail keeps what it reads in order, so anything you processed last month or last year is a search away, and every change to it is on record.
- Search and filter everythingFind records by document type, status, date or any field PaperTrail pulled out.
- Every change keptAn edit makes a new version. The earlier one stays, with who changed it and when.
- Sorted by document typeEach kind of document keeps its own fields, checks and export layout.
Reconcile against your reports
Upload a report, such as a DTA statement, and PaperTrail checks it against your processed records and shows what doesn’t match.
One PDF, many invoices
A scan holding several bills is split into separate records, one per invoice.
Exports that stay safe
Excel exports can be locked against editing, and no cell can carry a hidden spreadsheet formula.
Who can do what
Give each person a role that decides what they can upload, review, edit or export.
See it in 90 seconds.
The film follows one invoice: emailed in, read, checked by a person and exported, start to finish. Any other document type takes the same path.
From a pile of paper to organised records.
No new habits for your team or the people who send you documents. They keep arriving by email, and nobody has to download and re-upload them.
Documents come in
PaperTrail checks your email for new attachments. Paper ones can be scanned, uploaded or photographed.
PaperTrail reads them
It finds the fields set up for each document type. On an invoice: vendor, GSTIN, items, HSN codes, tax and totals.
Review what’s flagged
Anything unclear or mismatched is set aside for a quick look. Everything else goes straight through.
Export or share
Download your records in Excel or a custom format, such as one set up for your accountant or GST filing.
Your documents stay with you.
PaperTrail is installed for your business, not shared with others in a public cloud. Choose how your team reaches it.
On your server
Runs on a single office machine. Simple, and nothing leaves the building.
On your network
Everyone on the office Wi-Fi or LAN works from the same records.
Over the internet
Secure remote access for owners and accountants working outside the office.
- Encrypted connections, locked to your installation
- Your company name on the app
- Set up and supported by Nitvam Services
Made for growing Indian businesses.
PaperTrail is built for MSMEs that handle a steady flow of paperwork, invoices, ID proofs, forms and reports, but don’t yet have a system to keep it in. You don’t need Tally, Zoho or SAP in place to start.
Nitvam Services is a Bengaluru team that builds practical software for small and mid-sized businesses. We install PaperTrail, train your staff, and stay on call when something needs attention.
- Built for
- MSMEs across India
- Handles
- Any number of documents a month
- Documents
- Any type, any fields
- Invoices
- Payables and receivables
- Documents from
- Email, uploads and scans
- Invoice tax fields
- GSTIN, HSN, CGST, SGST, IGST
- Export
- Any custom format you need
See PaperTrail on your own documents.
Send us a few samples of the documents you handle and we’ll show you what PaperTrail pulls out of them, live, in a 30-minute call.