Fast. Easy. Accurate.

Process loans with 10X efficiency with automated data extraction & analytics

No credit card required
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Extract data from borrower documents with 99%+ accuracy
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Get detailed analytics from bank statements, financial statements and tax returns for automated decisions
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Minimize manual effort and errors while processing documents
Best Document AI solution that comes with pre-trained APIs a CRE lender needs
"Amongst others, the biggest advantage of partnering with Docsumo is the data capture accuracy they’re able to deliver. We’re witnessing a 95%+ STP rate, that means we don’t even have to look at risk assessment documents 95 out of 100 times, and the extracted data is directly pushed into the database.”
Howard Leiner
CTO, Arbor Realty Trust
Howard Leiner
Automated commercial lending data extraction

Automate your commercial lending document workflows, end-to-end

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Automate financial spreading even from non-standard financial statements in minutes

Get 99%+ accurate and clean financial data even from non-standard income statements & balance sheets.

Analyze cash flows, calculate financial ratios, and compare statistics to understand customer risk profiles better.  
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Know creditworthiness of borrowers instantly

Scan data from documents such as Profile & Loss, Balance Sheets, bank statements, credit card statements, ID and address proofs, salary slips, credit scores, employment details to determine the customer creditworthiness and track record.
Read and label data from Balance Sheets
Analytics and categorization

Get rich granular data for automated decision making and reconciliation

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Auto-categorize columns and rows to standardized chart of accounts

Classify row & column data and map them to a chart of accounts or their respective category trees. That way, you can run granular analytics on extracted data.
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Use pre-defined rules to combine data from multiple files

Looking to combine monthly financial statements? No problem. Customize your rules beforehand or use our existing APIs to scan loan data instantly.
Analyze and combine data from multiple files

5 Reasons to get the Docsumo Advantage Now!

Reduce turnaround time for document processing from days and months to seconds
Increase efficiency by 10X even as you process 10k+ documents a month
99% plus
Reduce manual and repetitive errors with intelligent automation and get accurate data from documents
Smart AI
Algorithms that self-learn based on new document formats and on the go or from manual corrections
Make rapid decisions with easy validation and granular analytics
Automated data validation

Grow your commercial lending confidently with all-round data

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Track missing data with pre-defined rules

Lacking key data from borrowers? Use business rules to review details on-screen and earmark loan applications that need more data for further review.
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Reduce false-positive cases with accurate extraction

Verify data from multiple docs, example W2 and bank statements, automatically. Train APIs to suit your loan approval needs and reduce portfolio risk.
Track missing data from commercial lending applications
Integration with systems

Integrate easily with your existing systems

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Get extracted data in Excel or JSON or integrate with Salesforce

Extract key loan data from multiple sources and save it in electronic formats such as CSV, JSON, XML into CRMs like Salesforce. Or, share it over email to clients or lending agencies for reviews and faster approvals.
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Connect your systems via intelligent APIs

Connect both to your upstream and downstream systems via intelligent APIs. Be it traditional traditional file transmission methods or modern CRMs, integrate them with Docsumo all while maintaining full traceability.
Export data into Excel, CSV, JSON or Salesforce
Commercial lending case study

National Debt Relief achieves 95% touchless processing of debt settlement letters

The Situation
New York-based National Debt Relief wanted to scan debt settlement letters. But, lack of a fixed structure to scan running text was difficult for the 50-member team who process more than 350,000 settlement letters annually.
Docsumo’s pre-trained APIs helped ingest debt settlement letters easily. Our rule-based validation engine applied contextual data validation on extracted data, which was later integrated with Salesforce.
National Debt Relief Case Study
Faster processing of unstructured data
Touchless processing using smart validation rules
Accuracy due to comprehensive automation
Ready to transform your supply chain data processing?
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Docsumo's intelligent document processing enables you to extract data easily, efficiently, and accurately.
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G2 & Capterra Ratings for Docsumo