Join the financial services firms, lenders, insurers, debt settlement and AP teams that run on clean data feeds, not manual document work.
★★★★★4.7 out of 5 on G2
Bank statements, pay stubs and IDs, read as borrowers apply.
Grid Finance · PayUSee the stories ↓Settlement letters and creditor documents, processed straight through.
ClearOne Advantage · National Debt ReliefSee the stories ↓ACORD forms and certificates of insurance, checked for compliance.
Arbor · Vertikal RMSSee the stories ↓Invoices, payment records and payslips, touchless into AP and payroll.
Valtatech · Hitachi Payments · PentoSee the stories ↓Utility bills across portfolios, for expense and carbon tracking.
Westland · Voltus · Relae (Carbon Direct) · HuddleSee the stories ↓Shipment notices and dispatch tickets, so drivers get paid sooner.
Biagi Bros · N.S. TruckingSee the stories ↓The numbers from each case study, and the person who lived it, on video.
“There's no way we could've scaled our operations as we did if it weren't for a product like Docsumo.”Read the ClearOne Advantage story →
Rated 4.7 out of 5 by Docsumo users on G2Reviews quoted word for word
4.7★★★★★“Docsumo has significantly enhanced our operational efficiency by enabling automation across creditor workflows.”
“The Docsumo process is quick, largely automated and has a very high level of accuracy.”
“I appreciate how everything operates automatically. Using Docsumo improved our auto match rate to over 98%.”
“Their customer support team was very dedicated to our success, and very responsive.”
“I have evaluated a number of similar products in this space, and DocSumo offers the best value. They have a great customer service team, flexible API, and a wide array of models that can easily integrate into your workflow.”
“They have saved us countless hours of manual data entry and really allowed our team become reviewers instead of the manual laborers.”
“The team was incredibly helpful walking me through the integration and refining our process.”
“Docsumo distinguishes itself with its precise AI-powered data extraction capabilities, handling even complex and unstructured documents effectively.”
“After testing just about every platform for reading tables from PDF files, Docsumo was the only platform that delivered exactly what we need, especially considering the individual aspects in each document that needs to be read!”
“Docsumo solves the problem of manual, time-consuming, and error-prone document processing by using AI to automatically extract, validate, and structure data from complex documents.”
“Excellent technology offers unmatched accuracy over a wide range of document types, but the customer success and engineering teams really set them apart.”
“Docsumo made it possible for us to switch from a competing OCR/IDP solution very quickly, even with a complex backend. We completed the migration in under one month, which is exceptional for this kind of system.”
“We use Docsumo to help with onboarding customers. It cuts down our data extraction time by 80-90%.”
“After attending numerous sales meetings and watching each unique OCR demo, we ultimately decided Docsumo was the best fit for our company.”
“Over 2000 invoices a month are now handled automatically thanks to Docsumo extracting accurately and consistently the data we require.”
“The DocSumo team has been incredibly helpful & supportive in our onboarding journey.”
“Docsumo is an advanced data capture tool. It has great OCR / vision capabilities and excels in table parsing.”
“It took an employee a full day to input the daily checks with some human error. With Docsumo the data gets entered within the hour with 0 error!”
Filter by industry. Every card opens the full case study.
15 stories shown
96.67%Debt settlement96.67% less processing time on 170,000 debt documents
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<1 minLendingIncome verification streamlined, with a complex bank statement read in under a minute
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99%Insurance99% accuracy on insurance compliance documents, captured by API
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95%Debt settlement95% straight-through processing for debt settlement letters
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99%+Financial services & AP99%+ touchless invoice processing for accounts payable
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LendingBank statements and IDs captured as customers apply for loans
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InsuranceCOI verification fast-tracked with automated ACORD form capture
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Financial services & APPayment reconciliation for a white-label ATM provider
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Financial services & APPayroll processing automated with accurate payslip capture
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Energy & real estateUtility bills processed for a multi-family real estate portfolio
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Energy & real estateUnstructured utility bills processed touchless
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Energy & real estateUtility bill capture automated to track client carbon footprints
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Energy & real estateWater bill data extraction automated for expense management
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LogisticsAdvanced shipment notices automated for a 3PL warehouse
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LogisticsFaster driver payments with touchless dispatch ticket processing
Read story →Docsumo is an intelligent document processing platform used by 10,000+ mid-sized and enterprise teams. Most work in financial services: lending, debt settlement, insurance, payments and accounts payable. The published stories also cover payroll, logistics, trucking, energy and real estate.
The stories on this page cover bank statements, pay stubs and payslips, IDs, debt settlement letters, ACORD forms and certificates of insurance, invoices, utility bills, bills of lading, dispatch tickets and P11D tax forms. Docsumo reaches 99% field-level accuracy across 250+ document types.
Across customers, 95%+ of documents go straight through with no manual review, at 99% field-level accuracy, and a document takes under 5 minutes instead of 2+ hours. ClearOne Advantage processed 170,000 documents in nine months with 96.67% less processing time; Grid Finance reads a complex bank statement in under a minute.
Ask on your demo call. The team will walk you through the stories closest to your documents and volumes, and can arrange a reference conversation where a customer is available for one.
Yes. Book a demo and bring a real document; we run it live. You can also start a free trial with up to 1,000 pages for 14 days, with pre-trained models, the API and webhooks included.
Book a 30-minute demo. Bring a real file and we'll run it live, then show you the story closest to your team.
