View My Records

What View My Records does

ViewMyRecords Pvt Ltd is a Bengaluru-based, founder-owned software vendor that provides a document management system (VMR DMS) for secure digitization, storage, retrieval, and sharing of records, paired with workflow automation (VMR Workflow) and a machine learning-driven analytics module (VMR BI). The platform supports OCR and data capture, multi-level authentication including Bring Your Own Key (BYOK) encryption, version control, access permissions, multi-format ingestion (Word, Excel, PDF, JPG, DWG, DWX), and workflow automation across cloud and on-premise deployments.

The company's customer footprint spans 13+ verticals including banking and financial services, education and certification, government, hospitals and pharma, auto/life/medical insurance, and MSME/SMB customers, with named logos spanning TVS Motors, Decathlon, Sriram Properties, Deshpande Foundation, Halal India, Alufit, Indian Terrain, Bravisa, Heart Centre, and Vishal Group. GTM is enterprise sales-led with expert-led consultations, supplemented by a partner network for global implementation. Distribution spans direct enterprise sales (India-domiciled founders publish personal contact numbers), on-premise licensing, and a pay-as-you-go cloud option for cost-sensitive SMBs.

Revenue mechanics are dominated by per-user subscription licensing for DMS, WMS, and BI, complemented by professional services (workflow consultation, training and upskilling, transition management) and value-added managed services (legacy capture, paperless information capture, physical record storage and destruction). The company is privately held, was founded circa 2014 by Milind Joshi (CEO, IISc alumnus, 35+ years in IT/ITES) and Mohini Joshi (COO, ISB alumna, 17+ years in Quality and Analytics), and operates with a small team (11-50 employees). No funding rounds, revenue figures, patents, awards, certifications, or M&A activity are publicly disclosed.

Name

View My Records

Legal name

View My Records

Website

https://viewmyrecords.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

ViewMyRecords is a Bengaluru-based document management software vendor offering cloud and on-premise DMS, workflow automation, and ML-driven BI to mid-market and enterprise customers across 13+ verticals including BFSI, healthcare, government, and insurance.

Ownership category

akta.pro rank

Product category

Enterprise Document Management Software

NAICS

Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Document Management Systems (DMS) (HDAEAGAA)

akta.pro secondary industries

Records Digitization & Archiving (Legacy Files, Retention Support) (BPAAAKAG), Database Build, Migration & Master Data Management (MDM) Support (BPAAAKAJ), E-Signature & Digital Transaction Management (DTM) (HDAEAGAF)

Keywords

• Document management software
• Workflow automation platform
• Business intelligence solutions
• Enterprise content management
• Digital transformation services

Headquarters

HQ city

Bengaluru

HQ country

India

HQ region

Asia

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. DMS Licensing (On-premise or On-cloud): Licensing model for both on-premise and cloud deployment based on the number of users. Provides secure document storage, retrieval, and management capabilities.
2. Workflow Management System Licensing: Per-user licensing for workflow automation and process management solutions
3. Business Intelligence Platform: AI and ML-guided analytics platform with data-driven insights and decisioning capabilities
4. Professional Services: Consultative services including workflow consultation, training & upskilling, and transition management for digital transformation
5. Value Added Services: Legacy data capture, paperless information capture, physical record storage, and physical record destruction services

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core offering

View My Records delivers an integrated digital ecosystem composed of three core software platforms — VMR DMS (Document Management System), VMR Workflow (Workflow Management System), and VMR BI (Business Intelligence) — that enable organizations to digitize, automate, and analyze their records and processes. The platforms are available as both on-premise and cloud deployments, and are supported by Value-Added Services (legacy capture, paperless information capture, physical record storage and destruction) and Professional Services (workflow consultation, training, and transition management).

Product overview

View My Records is a 6-year-old company providing digital business ecosystem solutions consisting of three core products: VMR DMS (Document Management System), VMR Workflow (Workflow Management System), and VMR BI (Business Intelligence). These are complemented by Professional Services (workflow consultation, training & upskilling, transition management) and Value Added Services (Legacy Capture, Paperless Information Capture, Physical Record Storage, Physical Record Destruction). The company serves enterprises, governments, and non-profit organisations across 13+ domains including Banking & Financial Services, Education, Healthcare, Insurance, Manufacturing, Retail, and Government. They offer both cloud and on-premise deployment options, enabling complete digital transformations for organizations in weeks rather than months.

Differentiator

Problem solved

Functional benefit

Brands

• VMR DMS: Document Management System - Digitize critical records, create efficient systems to capture, annotate, view, set auto permissions and share data securely. Offers on-premise or secure cloud options.
• VMR Workflow
• VMR BI

Products and services

• VMR DMS (Document Management System) Enterprise document management platform that captures, stores, indexes, retrieves, and secures business records and files; available via cloud or on-premise deployment for organizations seeking to digitize paper-based archives and centralize document access.
• VMR Workflow (Workflow Management System) Configurable workflow automation engine that models, automates, and tracks business processes such as approvals, reviews, and routing across document-centric operations; used by enterprises to replace manual process steps.
• VMR BI (Business Intelligence) Business intelligence and analytics layer that provides reporting, dashboards, and insights over document and workflow data to support operational and strategic decision-making.
• Legacy Capture Value-added service that digitizes large volumes of legacy paper records into the VMR platform using OCR and machine-learning-assisted extraction, helping customers backfill historical archives.
• Paperless Information Capture Service enabling customers to transition from paper-based intake to digital capture workflows within VMR DMS, supporting day-forward paperless operations.
• Physical Record Storage Off-site physical storage service for paper records and physical media that customers wish to retain while transitioning to digital records management.
• Physical Record Destruction Secure disposal and destruction service for physical records at end of life, complementing digital records governance policies.
• Workflow Consultation Professional advisory service where View My Records consultants analyze and redesign customer business processes to be modeled and automated within the VMR Workflow platform.
• Training & Upskilling Structured training programs that upskill customer administrators and end users on the VMR product suite to maximize adoption and effective use.
• Transition Management End-to-end managed service guiding customers through migration from legacy systems or paper processes to the VMR digital ecosystem, including planning, execution, and stabilization.

Quantifiable outcome

• Implementation completed in weeks rather than months
• +2 more outcomes

Named customers18 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

One partnership is on record.

• Partner NetworkcoreChannel Partner/ Reseller/ DistributorViewMyRecords has a Partner Network that enables global reach and helps get customers up and running globally in express time. Partners assist with implementation and deployment of the digital ecosystem solutions.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Box: Box is a cloud-native enterprise content management and collaboration platform serving regulated industries — a broad incumbent in the same cloud DMS category with comparable workflow and security features.
• Microsoft SharePoint: Microsoft SharePoint is a broad enterprise document management and collaboration platform bundled with Microsoft 365 — a dominant incumbent competing for the same enterprise DMS and workflow budget that VMR targets.
• OpenText: OpenText is a global enterprise information management incumbent offering a comprehensive ECM/DMS portfolio — a broad incumbent competing in the same enterprise DMS + compliance deals that VMR targets.
• DocuSign: DocuSign (including the former SpringCM) provides digital transaction management and contract lifecycle management — a broader-incumbent overlap with VMR's workflow automation and document collaboration capabilities.

Emerging players

• LogicalDOC: LogicalDOC is an SMB-focused document management system offering both on-premise and cloud — an emerging peer with comparable DMS functionality and flexible deployment for smaller enterprises.
• Cflow: Cflow is an India-based cloud workflow automation and DMS vendor targeting SMB and mid-market — an emerging player with focused overlap on VMR's workflow management and SME digitization value proposition.

Direct peers

• M-Files: M-Files offers a metadata-driven document management and workflow platform with cloud and on-premise deployment — highly comparable to VMR's per-user DMS + workflow licensing model that targets compliance-driven enterprise use cases.
• DocuWare: DocuWare is a global cloud and on-premise DMS provider serving mid-market and enterprise customers with document management, workflow automation, and records management — directly overlapping VMR's core offering across verticals and deployment models.
• Laserfiche: Laserfiche provides enterprise content management, workflow automation, and BPM — closely comparable to VMR's integrated DMS + WMS + BI positioning, especially for regulated industries and government.
• Newgen Software: Newgen Software is an India-based enterprise content management and BPM suite vendor serving banking, insurance, and government — a direct regional competitor with a similar vertical focus and similar integrated DMS + workflow story.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/viewmyrecords

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about View My Records