PDF editor
Edit existing PDFs without recreating them.
- Add fields
- Update layouts
- Insert signatures
- Apply validation
The operating system for digital business processes
Transform any paper process into a secure digital workflow
Edit PDFs, convert documents into digital forms, automate approvals, manage KYC onboarding, collect signatures, and track every action from one platform.
- PDF Editing
- PDF to Form Conversion
- Workflow Automation
- KYC Pipelines
- Audit Trails
No signup for the PDF demo · Kenya-hosted · Built for regulated organizations
PDF editing · AI conversion · form builder · workflows · KYC · e-signatures · audit trails — one operating system
The problem
Why organizations still struggle with paper
Disconnected tools create risk, delay, and cost — and paper processes stop when your team goes home. No 24/7 intake, no after-hours upselling, and staff who can only serve one customer at a time.
- PDFs emailed back and forth
- Lost approvals and unclear ownership
- Slow customer onboarding
- Manual KYC reviews
- No 24/7 intake — after-hours leads go cold
- Missed upsell opportunities when offices close
- Staff queues — one customer at a time, context lost
- Missing audit trails
- Compliance and regulatory risk
- Paper storage and retrieval costs
One platform — plus AI staff that never clock out
CleanForm replaces disconnected processes with governed digital workflows — and an AI assistant that works like your after-hours team. It handles many customers individually, day and night: collecting documents, running KYC, scoring leads, booking appointments, and suggesting relevant products. Never busy, never losing the thread — every conversation stays on track while your people rest.
See how it works → Meet the AI assistant →
The CleanForm platform
One platform. Four ways to digitize work.
Edit PDFs, convert them to live forms, build from scratch, or automate entire approval chains — without replacing your existing documents or systems.
PDF to form conversion
Upload a PDF — detect fields, generate a digital form, attach workflow, and go live.
Upload PDF → Detect fields → Generate form → Attach workflow → Go live
Form builder
Build forms from scratch when you need full control.
- Conditional logic
- Validation rules
- File uploads
- Dynamic fields
Workflow automation
Route approvals, escalate delays, track progress, and enforce policies.
- Multi-level approvals
- Notifications
- Escalations
- Policy enforcement
Interactive demo
See a PDF become a workflow
Upload a sample PDF below — our AI detects fields, generates a digital form, and links you to a live test fill. No signup required for the demo.
Drop a PDF here or browse
Loan applications, claim forms, intake sheets, KYC documents
Reading your PDF…
✓ PDF uploaded
⟳ Detecting form fields…
○ Mapping input types
○ Generating workflow
✓ Form ready
—Fields detected
—Signature fields
—Sections mapped
1Workflow generated
Your PDF was digitized live. Test-fill the form below — nothing is saved until you register.
Test fill this form → Save & publish with CleanForm →Could not digitize this PDF
Something went wrong. Try another PDF.
Upload PDF
Any scanned paper form or digital PDF
AI Reads Fields
Detects inputs, labels, checkboxes, signatures
Digital Form Generated
Editable in the form builder instantly
Workflow Attached
Approvals, routing, notifications
E-Signatures Collected
Legally binding, mobile-friendly
Audit Trail & Reports
Compliance-ready from day one
Interactive demo
Create a form with AI — just describe it
Type what you need in plain English. Our AI builds the fields, validation, and structure — then you can test-fill it live. No signup required.
Try:
Building your form…
✓ Understanding your prompt
⟳ Generating fields…
○ Applying validation rules
○ Preparing test fill
✓ Form ready
—Fields generated
—Signature fields
1Sections
1Workflow ready
Your form was generated live from your description. Test-fill it below — nothing is saved until you register.
Test fill this form → Save & publish with CleanForm →Could not generate this form
Something went wrong. Try another description.
Describe in plain English
“Loan application with name, amount, and signature”
AI generates fields
Smart types, labels, and validation rules
Refine in the builder
Edit, reorder, or add conditional logic
Attach workflow
Approvals, routing, notifications
Publish & collect
Share link, embed, or staff portal
KYC & onboarding
Accelerate customer onboarding with KYC pipelines
Application intake, document collection, identity verification, risk review, and approval — orchestrated as one governed pipeline.
1
Application
2
Document collection
3
Identity verification
4
Risk review
5
Approval
6
Account activation
Bank account opening
Loan applications
SACCO membership
Insurance onboarding
Government registration
Vendor onboarding
Works 24/7
CleanForm keeps working when your doors are closed
Someone applies for a logbook loan at 9 pm. Your AI assistant takes the application, collects bank statements, logbook, and ID, runs KYC, scores the lead, and books the first slot when you open — so your team starts the day with documents reviewed and appointments set.
For banks and SACCOs, the same assistant answers product questions overnight, completes intake, and can suggest relevant services — so relationship managers return to qualified opportunities, not empty queues.
See the AI assistant →After hoursClient starts applicationLogbook loan, account opening, or membership — from phone or web
AI guidesDocuments collectedStatements, logbook, ID, payslips — uploaded in one session
AutomatedKYC verified & lead scoredAI reads documents, flags gaps, and prioritizes ready applicants
Before openingAppointment bookedBranch visit or call scheduled — staff notified with full file
Opening hoursTeam picks up where AI left offReview, approve, or upsell — no re-keying, no chasing documents
Platform architecture
How CleanForm works
Enterprise infrastructure that connects documents, workflows, compliance, and your existing systems.
PDFsFormsKYC pipelines
Workflow engine
ApprovalsAudit trail
Reports & analytics
API layer
Core bankingCRMDocument systemsExternal systems
PDF to workflow
From PDF to workflow in minutes
The fastest path from paper to a governed digital process — field detection, approvals, signatures, and audit trails included.
📄 Upload PDF
🤖 AI detects fields
📋 Digital form generated
✓ Approval workflow applied
✍️ Signatures collected
📜 Audit trail created
📊 Reports generated
AI document intelligence
Extract fields from PDFs, statements & IDs automatically
Offline-first capture
Field teams sync when connectivity returns — no app store
Live sector analytics
Dashboards per industry — funnel, SLA & compliance metrics
24/7 AI assistant
After-hours applications, KYC, lead scoring & appointment booking
Solutions by sector
Built for how your institution actually works
Pre-configured pipelines for regulated industries — explore full workflow mockups below.
🏦 Banking
- Account opening
- KYC
- Loan processing
- Compliance workflows
🤝 SACCOs
- Membership onboarding
- Loans
- Withdrawals
- Guarantor workflows
🛡️ Insurance
- Claims
- Policies
- Customer onboarding
🏛️ Government
- Applications
- Permits
- Internal approvals
🏥 Healthcare
- Patient registration
- Consent forms
- Compliance records
🏢 Corporate & HR
- Leave requests
- Procurement
- Employee onboarding
Industry solutions
Every sector. One platform. Governed digital processes for each.
Use Industries in the top menu or pick a sector below — banking, manufacturing, insurance, health, government, and more. Each sector has a live workflow mockup, step-by-step pipeline, and analytics preview.
Account Services HubDigital banking · CleanForm
Synced
StatementATM CardLoan
ACC ****4821
Stamped statement
SLA trackerOn track — 1.2h
- ✓KYC verified
- ✓Core banking sync
ApproveRoute
🏦 Banking
Every retail and corporate loan — logbook, check-off, SME, asset finance…
View pipeline →Loan Application #MF-2910Microfinance KYC · CleanForm
Pre-approved
Grace Wanjiku
Eastlands
- ✓Bank statement
- ✓M-Pesa
- ✓Logbook
- ✓National ID
Credit scoreHot — 87/100
Meeting: Tomorrow 10:00
🤝 Microfinance
Same pipeline as tier-1 banks — logbook, check-off, SME and express loan…
View pipeline →SHA Claim #H-8842Health & insurance · CleanForm
Approved
SHA-8829104
Kenyatta NH
SHAPrivateNHIF
- ✓Pre-auth
- ✓Ward assigned
- …Lab results
Wait saved: 12 min
🏥 Health
Patient intake, SHA (Social Health Authority), private insurance claims,…
View pipeline →Site Safety Report #SR-104Mining compliance · CleanForm
Review
Block C · Shift 2
J. Omondi
- ✓PPE checklist
- ✓Photos
- …Supervisor sign-off
Risk levelMedium — 55%
⛏️ Mining
Safety reports, permit applications, and environmental compliance — digi…
View pipeline →Farmer Registry #FR-2201Agri-finance · CleanForm
Verified
-1.2921, 36.82
Maize · 2.4 ha
- ✓Co-op membership
- ✓Crop photos
Loan eligible: KES 85k
🌾 Agriculture
Farmer registration, crop insurance, and cooperative loans — mobile-firs…
View pipeline →Claim #4821 — Motor VehicleClaims & underwriting · CleanForm
Under Review
James M. Kariuki
28471903
POL-MV-8821
MotorMedicalProperty
AI risk scoreLow — 82/100
- ✓Police Abstract
- ✓Photos
- …Medical Report
ApproveRequest DocsEscalate
Loss ratio: 34%
🛡️ Insurance
Claims forms, policy PDFs, and underwriting workflows with AI field extr…
View pipeline →Work Order #WO-4421Production & quality · CleanForm
QC in progress
SKU-MV-8821
Assembly B · Shift 1
ProductionQualityMaintenance
- ✓Material issue
- ✓In-line inspection
- …Batch release
OEE score88% — on target
Defect rate: 0.4%
🏭 Manufacturing
Production orders, quality inspections, maintenance checklists, and supp…
View pipeline →Permit Application #PA-7721Citizen services · CleanForm
In progress
ID-28471903
Trade & Licensing
- ✓Documents submitted
- …Agency approval
ApproveTrack status
🏛️ Government
Permits, citizen services, and tender documents — searchable digital wor…
View pipeline →New Hire — OnboardingHR & procurement · CleanForm
Day 1
Sarah Kimani
IT · PO #2847
- ✓Offer letter
- ✓Tax forms
- …IT access
CompleteProcurement
🏢 Corporates
Onboarding, procurement, and expense approvals — internal ops without th…
View pipeline →Benefit Claim #BC-4412Pension desk · CleanForm
Trustee approved
RET-882104
Retirement lump sum
- ✓Employment history
- ✓ID verified
🎖️ Pension
Benefit claims, member records, and regulator-ready exports with visual …
View pipeline →Scholarship App #SCH-992Education & NGOs · CleanForm
Committee review
Form 4 · Nairobi
STEM bursary
- ✓Transcripts
- ✓Beneficiary KYC
- …Interview
Application score84/100
📚 Education
Scholarship applications, grant reporting, and beneficiary KYC with 24/7…
View pipeline →Matter #L-2024-881Legal intake · CleanForm
Conflict cleared
Acme Holdings Ltd
Corporate advisory
- ✓Engagement letter
- ✓KYC docs
- …Partner review
Open matter
⚖️ Legal
Contract intake, client onboarding, and regulatory filings — immutable a…
View pipeline →Shipment #SH-88421Logistics · CleanForm
POD signed
Mombasa → Nairobi
Cleared ✓
- ✓Delivery proof
- ✓Supplier KYC
🚚 Logistics
Customs forms, delivery proofs, and supplier KYC — cross-border ready wo…
View pipeline →Lead #LD-4421Sales pipeline · CleanForm
Hot
Field · Nairobi East
Referral
AI lead score91 — call first
Funnel: 842 → 236
📈 Sales & Leads
Offline field capture, sync, funnel charts, AI lead scoring & 24/7 bot…
View pipeline →
🏦 AI-powered pipeline
Banking & Finance
Every retail and corporate loan — logbook, check-off, SME, asset finance, import duty, and premium financing — with AI document extraction, credit scoring, and core banking handoff. Works for every bank and lender in Kenya.
1
Product-specific applicationSeparate forms per loan type — logbook, check-off, SME, asset finance & more
2
Document upload & OCRLogbook, bank/M-Pesa statements, payslips, KRA PIN, insurance & import docs
3
AI KYC & credit scoringIncome, collateral, fraud flags & 0–100 score for credit committees
4
Credit review workflowOfficer queue, committee sign-off & conditional approvals
5
Decision & disbursementApproved, declined or refer — with audit trail
6
Core banking syncApproved loans land in Finacle, T24, Flexcube or your core
Banking & Finance — live analytics
AI insights11+
Loan products
30+
Kenyan lenders
1.8h
Avg turnaround
All banks & lenders offering these loans
CleanForm runs the same AI pipeline for every institution below — logbook, check-off, SME, asset finance, import duty, insurance premium & express products.
Commercial banks
KCB BankEquity BankCo-operative BankNCBAStanbic BankAbsa Bank KenyaDTB KenyaI&M BankFamily BankStandard CharteredCitibank KenyaGulf African Bank
Logbook & asset finance specialists
Platinum CreditMogo KenyaMomentum CreditMetro CreditBlue Wave CapitalCar Cash KenyaTrustGro SBL
Microfinance & SACCOs
Kenya Women MicrofinanceFaulu MicrofinanceRafiki MFBUwezo MFBMwalimu SACCOStima SACCOHarambee SACCOKenya Police SACCOTower SACCOUnaitas SACCO
Loan products in pipeline
- Logbook loanVehicle-secured · KES 70k–5M · 3–36 months
- Check-off loanSalary deduction · civil servants & corporates
- SME / business loanWorking capital · inventory · expansion
- Asset / vehicle financePurchase financing · LBF · hire purchase
- Import duty financingClear customs · direct import · pro-forma
- Insurance premium financingSpread annual premiums over monthly instalments
- Agri / dairy financingCo-op milk records · seasonal crop loans
- Landlord / property-backedRental income · title deed collateral
- Quick cash / expressMinimal docs · fast disbursement
🤝 Microfinance KYC pipeline
Microfinance & SACCOs
Same pipeline as tier-1 banks — logbook, check-off, SME and express loans — tuned for MFIs and SACCOs. Client uploads bank & M-Pesa statements, logbook and ID; AI KYC, pre-approval, and core sync.
1
Client applicationMobile-first loan form — pick product (logbook, check-off, SME, etc.)
2
Document uploadBank statement, M-Pesa, logbook, national ID, payslip or co-op records
3
AI KYC scanIncome, collateral & identity verified automatically
4
Pre-approval scoreCredit score, fraud flags & risk summary for loan officers
5
Meeting scheduledNext-day branch visit auto-booked when docs pass
6
Core system handoffApproved member synced to MFI / SACCO core
Microfinance & SACCOs — live analytics
AI insights94%
Auto-KYC
2.1h
Avg time
67%
Paperless
Bank statement
AI reads deposits, salary patterns & account history automatically.
M-Pesa statement
Parse till numbers, float turnover & mobile money behaviour.
Car logbook
Verify vehicle collateral with OCR on logbook & registration.
National ID & KRA PIN
Built-in identity verification with audit-ready capture.
🏥 AI-powered pipeline
Health & Hospitals
Patient intake, SHA (Social Health Authority), private insurance claims, and NHIF — fully paperless with ward analytics and audit-ready records.
1
Patient registrationDigital intake at reception, kiosk, or mobile
2
SHA enrollment & verificationSocial Health Authority registration & eligibility checks
3
Insurance claimsPrivate insurer & SHA claim forms submitted paperlessly
4
Pre-authorizationTreatment approval before procedures & admissions
5
Lab & pharmacy ordersDigital requisitions with e-sign consent
6
Ward analyticsBed occupancy, claims volume & wait-time dashboards
Health & Hospitals — live analytics
AI insights89%
SHA/insurance digital
12min
Wait saved
100%
Audit trail
⛏️ AI-powered pipeline
Mining & Extractives
Safety reports, permit applications, and environmental compliance — digitized from any PDF with field-level analytics.
1
Safety incident reportField teams submit from site via mobile
2
Permit applicationsEnvironmental & extraction permits digitized
3
Compliance checklistRegulatory inspections with photo evidence
4
Supervisor approvalMulti-tier sign-off chain
5
Regulator exportAudit-ready PDF/CSV for authorities
Mining & Extractives — live analytics
AI insights100%
Site coverage
3.5k
Reports/mo
0
Lost forms
🌾 AI-powered pipeline
Agriculture & Agri-finance
Farmer registration, crop insurance, and cooperative loans — mobile-first with offline capture and seasonal analytics.
1
Farmer registrationGPS-tagged farm plots & crop details
2
Loan applicationCooperative & agri-finance loan forms
3
Crop insurance claimPhoto evidence & weather data attached
4
Field officer reviewOffline sync when connectivity returns
5
Disbursement trackingLoan status dashboard by region
Agriculture & Agri-finance — live analytics
AI insights15k+
Farmers
76%
Mobile use
42
Counties
🛡️ AI-powered pipeline
Insurance
Claims forms, policy PDFs, and underwriting workflows with AI field extraction and loss-ratio analytics.
1
Policy applicationAI digitizes paper policy PDFs
2
Underwriting reviewRisk scoring with document verification
3
Claims submissionPhoto, police report & medical docs uploaded
4
Adjuster workflowAutomated routing by claim type & value
5
Settlement & analyticsLoss ratios & fraud flags in real time
Insurance — live analytics
AI insights91%
Claims digital
48h
Faster payout
23%
Cost cut
🏭 AI-powered pipeline
Manufacturing & Production
Production orders, quality inspections, maintenance checklists, and supplier certificates — paperless from shop floor to head office with batch traceability.
1
Work order intakeDigital production orders with BOM & routing
2
Quality inspectionIn-line QC checklists with photo evidence
3
Maintenance requestsEquipment breakdown & preventive maintenance forms
4
Supplier COA & complianceCertificates of analysis & vendor KYC on file
5
Batch traceabilityLot numbers linked from raw material to finished goods
6
Operations dashboardOEE, defect rates & downtime analytics
Manufacturing & Production — live analytics
AI insights97%
Digital QC
2.4k
Work orders/mo
0
Lost batches
🏛️ AI-powered pipeline
Government & Public Sector
Permits, citizen services, and tender documents — searchable digital workflows at national scale.
1
Citizen applicationOnline permit & license applications
2
Document verificationAI validates supporting documents
3
Department routingMulti-agency approval chains
4
Public transparencyStatus tracking for applicants
5
Performance dashboardService delivery metrics by department
Government & Public Sector — live analytics
AI insights50k+
Citizens/mo
85%
Online
12
Agencies
🏢 AI-powered pipeline
Corporates & HR
Onboarding, procurement, and expense approvals — internal ops without the paper trail.
1
Employee onboardingDigital offer letter, tax forms & policies
2
Procurement requestPurchase orders with approval chains
3
Expense claimsReceipt upload & manager sign-off
4
Vendor KYCSupplier verification & contract storage
5
HR analyticsHeadcount, turnover & approval SLA metrics
Corporates & HR — live analytics
AI insights3 days
Onboarding
99%
Digital HR
40%
Time saved
🎖️ AI-powered pipeline
Pension & Retirement
Benefit claims, member records, and regulator-ready exports with visual analytics.
1
Member enrollmentDigital pension registration forms
2
Benefit claimRetirement & survivor benefit applications
3
Document verificationAI validates employment history
4
Trustee approvalMulti-trustee sign-off workflow
5
Regulator reportingAutomated RBA-ready exports
Pension & Retirement — live analytics
AI insights120k
Members
96%
Digital claims
5 days
Processing
📚 AI-powered pipeline
Education & NGOs
Scholarship applications, grant reporting, and beneficiary KYC with 24/7 AI support.
1
Scholarship applicationStudents apply online with documents
2
Beneficiary KYCID & household verification
3
Committee reviewScoring rubric & blind review workflow
4
Grant disbursementApproved funds tracked to beneficiary
5
Impact reportingDonor dashboards with outcome metrics
Education & NGOs — live analytics
AI insights8k+
Applications
24/7
AI support
100%
Transparent
⚖️ AI-powered pipeline
Legal & Compliance
Contract intake, client onboarding, and regulatory filings — immutable audit trails.
1
Client intakeConflict check & engagement letter
2
Document collectionKYC, contracts & supporting files
3
Review & approvalPartner sign-off with version control
4
Regulatory filingAutomated submission tracking
5
Compliance dashboardDeadline & obligation monitoring
Legal & Compliance — live analytics
AI insights100%
Audit trail
0
Lost files
60%
Faster intake
🚚 AI-powered pipeline
Logistics & Trade
Customs forms, delivery proofs, and supplier KYC — cross-border ready workflows.
1
Supplier onboardingKYC & compliance documentation
2
Customs declarationDigital import/export forms
3
Delivery proofPOD capture with GPS & signature
4
Invoice matching3-way match automation
5
Shipment analyticsOn-time delivery & cost dashboards
Logistics & Trade — live analytics
AI insights99.2%
On-time
450
Shipments/day
18
Border posts
Sales & field teams
Capture leads in the field — sync, chart, and close with AI
Salespeople capture client data on any device, even offline. When connectivity returns, everything flows into your company dashboard — organized leads, charts, and AI-powered follow-up.
1
Field captureSales reps record client details, photos & notes on phone or tablet — works offline in our web app
2
Seamless syncData auto-uploads when back online — organized by territory, product & rep in your CRM
3
Lead dashboardLive charts — pipeline value, conversion rates, top performers & regional heatmaps
4
AI lead scoringAI ranks and prioritizes leads — who to call first, upsell potential & churn risk
5
24/7 sales chatbotAfter hours, the bot sells for you — answers from your company knowledge base, pitches new products
6
Collect & analyzeEvery conversation becomes a lead — AI analyzes intent, sentiment & upsell opportunities
Every company on CleanForm gets sales lead capture — banks, hospitals, SACCOs, manufacturers, and government agencies. Field teams log leads offline; managers see charts by rep, day, week, and month.
Sales pipeline — live
AI insightsLeads842
Qualified606
Proposal404
Closed236
28%
Close rate
KES 4.2M
Pipeline value
24/7
Bot selling
CleanForm AI
Your AI assistant — for clients after hours and staff during the day
For applicants: guides logbook loans, account opening, and onboarding — collecting documents, running KYC, scoring the lead, and booking the next available appointment.
For your team: answers operational questions — pending approvals, delayed forms, rejection rates, and branch throughput.
Staff asks"Which logbook applications came in overnight?"
Staff asks"Who is booked for 9am with documents already verified?"
Client at 9pm"I need a loan against my car logbook — what do you need from me?"
24/7 document collection
Form logic help
Field sales & setup
AI KYC & scoring
Edition & pricing
Read the setup guide
Try live demo
CleanForm AI AssistantOnline · Logbook loan · 9:14 pm
Good evening — I'm here 24/7. Applying for a logbook loan? I can start your application and tell you exactly which documents to upload.
Yes, I need a loan against my car.
Please upload your logbook, national ID, and last 6 months of bank or M-Pesa statements. I'll verify them as you go. ✓
[Uploads documents]
KYC complete — lead score 87/100. I've booked you for Tuesday 9:00am at Eastlands branch. Your loan officer will have your file ready. We also offer vehicle insurance — want details?
Ask anything — products, forms, status…
Analytics preview
Operational dashboards — every metric at a glance
Track submissions, KYC approvals, loan pipelines, and branch performance with visual analytics built for regulated institutions.
Illustrative dashboard preview — live metrics reflect your institution's actual data.
Platform overview — last 30 days
Live AI insights12.4k
Form submissions
↑ 23% vs last month
94%
KYC auto-approved
↑ AI document scan
2.1h
Avg. turnaround
↓ 68% faster
Approval funnel
Real-timeBranch & sector breakdownCompare microfinance, health, mining, and agriculture portfolios side by side with AI trend detection.
Export-ready compliance reportsRegulator-ready PDF and CSV exports with full audit trails — one click from any chart.
Platform capabilities
Everything beyond the form
E-signatures, KYC verification, workflow automation, and regulator-ready audit trails — unified on one operating system for digital processes.
AI PDF Digitization
Upload scanned forms and paper PDFs — our AI detects every field, maps input types, and builds a live digital form in minutes. No re-keying.
Drag-and-Drop Form Builder
Start from scratch with our form builder — drag fields, set validation, add conditional logic, and brand every form. No coding required.
Workflow Automation
Route approvals, escalations, and notifications automatically — from the moment a digitized form is submitted.
E-Signatures
Collect legally binding digital signatures on every digitized document and workflow step.
Bank-Grade Security
Encryption at rest and in transit, role-based access controls, and full immutable audit trails on every PDF and submission.
KYC & Identity Verification
Capture ID documents and verify identity directly inside digitized onboarding forms — no separate tools.
Audit & Analytics
Track every PDF upload, field edit, and submission with real-time dashboards and regulator-ready exports.
How it works
Two paths. One platform.
Digitize a PDF with AI or build from scratch in our form builder — then publish workflows in days, not months.
PDF
Digitize a PDF
Upload scanned loan applications, account forms, or any paper PDF — AI detects fields and maps them to your digital form automatically.
Or
Build from scratch
Use our drag-and-drop form builder to design fields, validation, and branding from a blank canvas — no PDF required.
Then
Publish & automate
Route approvals, collect e-signatures, and export audit logs — your form is live from day one, however you built it.
Why go digital
Paper vs Digital
Paper stops when your office closes. CleanForm keeps working — with a 24/7 AI assistant that collects documents, runs KYC, scores leads, books appointments, and suggests relevant products while your team is away.
The paper problem
- Rising paper consumption
- Obsolete processes
- Lost time
- Duplicate data entry
- Lost or damaged documents
- Slow transmission of information
- Business hours only — after-hours leads wait
The CleanForm advantage
- Eco-friendly & paperless
- Open 24/7 — intake never stops
- AI assistant — KYC, scoring & booking
- Smart upsell of services during intake
- Save time
- Increase in efficiency
- Modern workflows
- Easy transmission of information
- Store and analyze data
24/7 AI assistant
Upload any paper PDF
Minutes to digitize
100% audit-ready
Go paperless with CleanForm — your AI assistant works overnight so you open to scored leads, booked appointments, and upsell opportunities ready to close.
Get Started Free See the AI assistantLess paper. Less waste. More revenue — even after business hours.
Secure.
Protect every record with bank-grade encryption, access controls, and immutable audit trails.
Fast.
Upload a PDF and get a live form in minutes — or design from scratch in our form builder, then automate approvals instantly.
Compliant.
Meet every regulation with exportable logs, role-based permissions, and compliance-ready reporting.
Audit & governance
Every action is recorded
Immutable logs for submissions, reviews, approvals, signatures, and exports — ready for internal audit and regulatory examination.
Form submitted→
Reviewed→
Approved→
Signed→
Archived
ActionUserTimestampStatus
Form submittedApplicant09:14Received
Documents uploadedApplicant09:163 files attached
Risk review completedAnalyst11:02Reviewed
Approval grantedManager14:30Approved
E-signature collectedApplicant14:45Signed
Illustrative audit log preview — every production action is timestamped with user, role, and outcome.
Enterprise security
Built for regulated organizations
Security, compliance, and governance designed for banks, insurers, SACCOs, and government agencies — not bolted on after go-live.
End-to-End Encryption
TLS in transit, AES-256 at rest for all submissions and documents.
Role-Based Access
Granular permissions — admin, approver, editor, viewer — per tenant and branch.
Immutable Audit Trails
Every field edit, approval, and login logged and tamper-proof.
Multi-Tenant Isolation
Complete data separation between institutions — no cross-tenant access.
Daily Encrypted Backups
Automated daily backups with point-in-time recovery.
Kenya-Hosted
Data processed and stored within compliant cloud infrastructure serving Kenya.
Regulator-Ready Exports
One-click PDF and CSV exports for CBK, RBA, IRA, and NHIF audits.
Custom Domains & Branding
White-label your portal — your institution's domain, logo, and colours.
Security
- Encryption in transit & at rest
- MFA support
- Role-based access control
- Secure daily backups
- Multi-tenant isolation
Compliance
- Immutable audit trails
- Approval history
- Document versioning
- Regulator-ready exports
- Data retention controls
Governance
- Maker-checker workflows
- Segregation of duties
- Approval hierarchies
- Exception handling
- Official-use field zones
CBK Framework
RBA Compliance
IRA Requirements
NHIF/SHA Reporting
KEBS Standards
Integrations
Connect to your existing systems
Available connectors and APIs — no invented partnerships. Extend via REST and webhooks for systems not listed.
Identity & verification
Smile ID KYC
Business systems
Core banking webhook
M-Pesa STK Push
SFTP document archive
PostgreSQL analytics
Developer platform
REST API
Webhooks
API keys
Need a custom connector? Use the REST API and webhooks, or talk to our team about enterprise integration support.
Why CleanForm
Beyond basic forms
Built for regulated organizations that need PDF workflows, KYC, and governance — not just data collection.
| Capability | CleanForm | Traditional forms tools |
|---|---|---|
| PDF editing | ✓ | Limited |
| PDF conversion | ✓ | Limited |
| Workflow automation | ✓ | Limited |
| KYC pipelines | ✓ | No |
| Audit trails | ✓ | Limited |
| Multi-level approvals | ✓ | Limited |
| API integrations | ✓ | Limited |
| Enterprise governance | ✓ | No |
Enterprise buyers
Why CIOs, operations teams & compliance officers choose CleanForm
Procurement-ready capabilities for institutions that require accountability, governance, and secure integration.
Reduced operational risk
- Governed workflows
- Maker-checker controls
- Complete activity logs
Faster digital transformation
- PDF-to-workflow in days
- No rip-and-replace
- Industry pipeline templates
Better governance
- Approval hierarchies
- Segregation of duties
- Policy enforcement
Complete auditability
- Immutable audit trails
- Version history
- Regulator-ready exports
Workflow flexibility
- PDF, builder & KYC paths
- Conditional routing
- Multi-branch support
Secure integrations
- REST API & webhooks
- Tenant isolation
- Encryption at rest & in transit
Who we built CleanForm for
Designed for organizations that require accountability
We are building CleanForm for regulated institutions that need structured approvals, compliance, and audit-ready processes — not generic form collection.
Banks
SACCOs
Insurance companies
Government agencies
NGOs
Healthcare organizations
Corporates
No customer logos yet — we are seeking our first major enterprise partners. Book a live demo to evaluate fit for your organization.
Pricing
Simple, transparent plans
Scale as your institution grows. All prices in Kenyan Shillings (KES) per month.
Starter
Perfect for teams digitizing PDFs or building their first digital forms.
KES15,000
per month, billed monthly
1,500 submissions / mo
- AI PDF digitization & form builder
- Digital forms & e-signatures
- Up to 5 team members
- Basic workflow automation
- Email support
- Audit trail export
Growth
For growing SACCOs, MFIs, and mid-size institutions.
KES45,000
per month, billed monthly
5,000 submissions / mo
- Everything in Starter
- Up to 20 team members
- Advanced workflows & approvals
- Unlimited PDF digitization & KYC
- Priority email & phone support
Business
For banks, insurers, and large regulated organisations.
KES95,000
per month, billed monthly
20,000 submissions / mo
- Everything in Growth
- Up to 75 team members
- API access & integrations
- Custom branding & domains
- Dedicated account manager
Enterprise
Tailored for national banks, government, and enterprise groups.
Custom
volume pricing & annual contracts
Unlimited submissions
- Everything in Business
- Unlimited team members
- On-premise or private cloud
- Custom SLA & 24/7 support
- Onboarding & training included
Editions
Starter · Professional · Enterprise
Every plan includes form builder, PDF tools, and mobile-ready field capture. Upgrade for logic, API, and enterprise modules.
- 5 core dashboard areas
- Form builder & e-signatures
- Sales + field officer roles
- Basic workflows
- Conditional logic & calculations
- Advanced workflows & API
- Sales leads PWA & analytics
- Teams, departments, integrations
- 9 modular enterprise packs
- KYC, workflow studio, field ops
- White label & multi-tenant
- Process intelligence & AI
Growth maps to Professional; Business & Enterprise tiers unlock modular add-ons. Start free trial or talk to sales.
Need more submissions? Contact us for volume discounts. All plans include SSL encryption, daily backups, and compliance-ready audit logs.
PDF or form builder — your choice.
Automate. Accelerate. Achieve more.
Digitize paper PDFs with AI or design forms from scratch in our builder. Either way, route submissions in real time — deploy across branches in days, not months.
- AI PDF digitization or drag-and-drop form builder
- Instant form submissions & routing
- Automated approval chains
- Real-time status tracking
- Multi-branch & multi-tenant ready
Global reach
Cloud-hosted in Kenya with secure access for teams, branches, and partners anywhere.
Built for speed
Go live in minutes — whether you digitize a PDF or build from scratch in the form builder.
FAQ
Common questions
Everything you need to know before getting started.
Yes. Start from scratch in our drag-and-drop form builder — add fields, validation, conditional logic, and branding with no code. You only need a PDF if you want AI to digitize an existing paper form.
Yes. Upload any scanned PDF or paper form template — CleanForm's AI extracts fields, maps input types, and creates a ready-to-publish digital form in minutes. Refine everything in the form builder before you go live.
Most institutions launch within days — whether you digitize a PDF or build from scratch. Pick your path, publish your form, attach a workflow, and go live. Our team can assist with onboarding and rollout.
Yes. CleanForm includes immutable audit trails, role-based access, encrypted storage, and exportable logs designed for banks, SACCOs, and insurers.
Business and Enterprise plans include custom branding, domains, and white-labelled customer-facing forms.
Yes — register today to explore the platform. Contact us for a guided demo tailored to your institution's use case.
See CleanForm running on your institution's forms in under 20 minutes
Tell us about your institution and we'll arrange a live walkthrough using your actual PDF forms — no commitment required.
Get in touch
Let's talk about your institution
Ready to digitize a PDF or build your first form? Get started in minutes.
AddressNairobi Pentecoastal Bible College
Garden Estate Rd, 2nd Flr Suite 23, Thome
Nairobi, Kenya
Garden Estate Rd, 2nd Flr Suite 23, Thome
Nairobi, Kenya
Phone+254 736 326 392
Progressive Web App
Install CleanForm on your phone
CleanForm is a full Progressive Web App (PWA) — add it to your home screen for an app-like experience, faster launch, and offline access to this site.
- Works offline — browse sectors, pricing & features without a connection
- One-tap install on Android; Add to Home Screen on iPhone
- Quick shortcuts to sign in, register, and explore the platform
Progressive Web App
Installation done
Installation done
Launch CleanForm from your home screen for the fastest experience — full screen, offline pages, and one-tap access to sign in and field sales capture.
- Open the CleanForm icon on your home screen
- Sales reps: use offline lead capture anytime
- Browse works offline after your first visit
AI workflows for every sector — start today
From Equity Bank to village SACCOs — digitize, verify KYC, analyse, and assist clients 24/7 with CleanForm AI.
