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Operating statement processing automation

Digitize operating statements with 99%+ accuracy

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Automatically extract and capture key data from operating statments regardless of formats
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Save time and resources while improving accuracy with AI-enhanced document processing
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Eliminate manual effort with our intelligent algorithms and screen more commercial real estate deals
No credit card required
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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
Pre-processed APIs for operating statements

Get started with pre-processed APIs for your operating statements

Ingest operating statements in PDFs from emails and scans in real-time with APIs that are purpose-built for your real estate business. They can auto-classify, auto-categorize, and auto-crop operating statements instantly to get them ready for extraction in seconds.
Auto-spreading of operating statements

Assess your risks correctly with automated financial spreading

Whether you're a credit risk officer, a financial analyst or a real estate adivsor - Docsumo lets you extract granular financial information such as rental incomes, repairs, maintenance, government levies and taxes. Map line items to their own custom chart of accounts for downstream analysis and faster decisions.

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
Field-level confidence scores

Underwrite more retail and multi-family real estate deals with deep insights

Set field-level confidence thresholds in operating statements to minimize your risk of underwriting different commercial properties. Know the true revenue generating potential of commercial and multi-family real estate properties by analyzing accurate financial data from operating statements.
Easy integration

Integrate easily with your existing financial software

Convert your operating statements into MS Excel spreadsheets instantly. Get insightful data from operating statements in CSV, JSON, etc. directly into your existing financial software. That way, you're ready to add new capabilities to your existing IT infrastructure without expensive staff training.

Unlock crucial data in your operating statements and enhance property performance with Docsumo

Our out-of-the-box Intelligent Document Processing (IDP) transforms unstructured operating statements into valuable business intelligence and actionable insights.
General information
Name of property
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Owner details
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Operating Statement data
Gross/Net rental income
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Expense reimbursement
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Repairs and maintenance
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Sales and marketing expenses
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Electricity, gas, and lighting
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Other information
Insurance coverage
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Ready to automate your data extraction?
Let's talk.
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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