Documents to decisions, at enterprise scale
Docsumo AI agents collect, classify, extract and cross-check every document in a file, then post structured data to your systems. Your team reviews only the exceptions, under SOC 2 Type 2 and ISO 27001 controls.
- 95%+ processed straight through
- 99% field-level accuracy on 250+ document types
- SOC 2 Type 2, ISO 27001, HIPAA and GDPR
- 4.7/5 rating on G2
- LendingLoan files412 files16
- InsuranceSubmissions128 files6
- Accounts payableInvoices2,140 files41
- HealthcareClaim forms356 files14
Trusted by 10,000+ mid-sized and enterprise teams, including
Built for decisions that depend on the whole file.
A loan, claim or eligibility file holds many documents that have to agree. The Enterprise plan checks them together and routes what doesn't.
- Enterprise plan
Cross-document validation
Any check across documents, such as income on a W-2 against the application, or invoices against purchase orders and receipts.
- Enterprise plan
Master data lookup and database mapping
Extracted values checked against your own records, such as a utility bill's rate against the contract rate.
- Enterprise plan
AI-led case management
Every document in a file, with its fields and checks, reviewed as one case by the person it's assigned to.
- Enterprise plan
Automated workflows
Steps that route exceptions and send data on. A step can call an LLM or run your own Python code.
- Enterprise plan
Real-time analytics
Real-time document analytics, including cash flow analytics.
- Business plan
Everything in Business
Unlimited users, auto-classification and splitting, a test environment, audit logging and a dedicated account manager.
Paid plans are custom quotes, based on the pages you process and the features you need. See pricing.
Where Docsumo fits, and where it doesn't.
Enterprise buyers ask this early, so here it is.
Docsumo fits when your teams process files, not single pages.
- Regulated operationsLending, insurance, healthcare and finance teams.
- Decisions that span documentsMany documents in a file that have to agree.
- Data that goes to your systemsResults posted to your own systems by API and webhook.
- People on exceptions onlyYour reviewers see only what fails a check.
- A security review to passSOC 2 Type 2, ISO 27001, HIPAA or GDPR required.
Choose another tool when you need one of these.
- On-premise softwareDocsumo is cloud only, on AWS and Google Cloud.
- A managed review teamDocsumo supplies the software. Your own team reviews.
- A desktop PDF editorIt isn't a tool for editing PDFs or making searchable files.
Not sure which side you're on?Bring a real file to the demo →
Watch: enterprise IDP on a tight budget
Eight platforms, who each one fits, and how each one is priced, from per-page cloud APIs to custom quotes.
Fits the systems you already run.
Documents come in the way they arrive today and go only where you send them. Most go straight through. A file that fails a check waits for one of your reviewers, with the reason attached.
- Intake
Email, with a Docsumo inbox, upload or the API. Mixed files are split and sorted into the document types you name.
- Output
JSON by API and webhook, with a confidence score on every field, Excel export, or one table per document type for CSV and Google Sheets. Docsumo reads forms and can fill them out too.
- ERP and core systems
Connects to SAP and your other systems through the API and webhooks.
- Review queue
Confidence thresholds per field. Clicking a field highlights its source line, and reviewer corrections improve the model.
- Missing documents
Agents email the sender to ask for a document missing from the file, such as a loss run year or a certificate.
- Any document type
250+ document types, and others by naming the fields you want. It reads handwritten text and most printed languages.
Built for the files your teams already handle.
One platform, set up for each team's own documents and checks.
Lending →
Statements, pay stubs, tax returns and IDs, compared with the application and with each other.
Insurance →
ACORD forms, loss runs and schedules, compared with the application and your guidelines.
Healthcare →
Claims, EOBs, medical records and eligibility packets, read and checked as one file.
Real estate →
Invoices, utility bills, leases and rent rolls, checked against your records.
What teams see once documents stop waiting on people.
Built to pass your security review.
Docsumo is SOC 2 Type 2 audited, ISO/IEC 27001:2022 certified, and HIPAA and GDPR compliant. Your admins decide who signs in, what each person sees and where the data is hosted.
SOC 2 Type 2Independently audited- ISO/IEC 27001:2022Certified
HIPAABAA available
GDPRDPA available
- SAML single sign-on. Multi-factor authentication your admins can enforce for everyone.
- Access by role and document type. Members see only the documents assigned to them.
- An audit log of every action. Uploads, reviews, approvals and setting changes, filterable.
- Encrypted in transit and at rest. TLS and AES-256. Your documents and extracted data are not used to train shared or third-party models.
Your data stays in the region you choose.
Docsumo runs on Amazon Web Services and Google Cloud. Choose the region where your workspace's data is hosted. There's nothing to install on your own servers.
- United StatesN. Virginiaus-east-1
- United StatesOhious-east-2
- European UnionFrankfurteu-central-1
- United KingdomLondoneu-west-2
- IndiaMumbaiap-south-1
- AustraliaSydneyap-southeast-2
- SingaporeSingaporeap-southeast-1
Docsumo is cloud only. There is no on-premise or self-hosted version.
The answers your vendor review asks for.
Each answer links to where you can check it.
| Question | Docsumo | Where to check |
|---|---|---|
| Independent audit | SOC 2 Type 2 | Report on request |
| Security management | ISO/IEC 27001:2022 certified, certificate AMER30761 | Trust center |
| Health data | HIPAA compliant. A Business Associate Agreement (BAA) is available | Security: HIPAA |
| EU and UK personal data | GDPR compliant. A Data Processing Agreement (DPA) is available | Security: GDPR |
| Where data is hosted | The US, the EU (Frankfurt), the UK (London), India, Australia or Singapore | Security |
| Deployment | A hosted service on AWS and Google Cloud, with nothing to install. Cloud only, no on-premise | Security |
| Sign-in | SAML single sign-on and enforced multi-factor authentication | Security: access |
| AI model providers | Called through APIs and listed as subprocessors. Not used to train shared or third-party models | Subprocessors |
| Audit trail | Every review and correction recorded, and every approval decision in the audit log (Business plan) | Pricing |
| Who reviews documents | Your own team, in Docsumo's review queue. Docsumo supplies the software, not a managed review team | Platform |
“There's no way we could've scaled our operations as we did if it weren't for a product like Docsumo.”
Orla Kane, VP of Settlement Operations, ClearOne Advantage- Debt settlement95%of settlement documents processed straight through
Debt settlement documents processed without anyone keying them in.
From the National Debt Relief case studyRead the National Debt Relief story → - Lending<1 minper complex bank statement, at 94%+ accuracy
“The accuracy and service have been amazing since day one, and the team is still incredibly responsive a year later.”
Mark Bentley, Head of CreditRead the Grid Finance story → - Insurance compliance99%accuracy, and 3,000+ hours saved every month
“We love Docsumo for its ease of integration and the flexibility it provides with API and webhook callbacks.”
Howard Leiner, CTORead the Arbor story → - Accounts payable99%+of invoices processed touchless, at 65%+ lower cost
“Docsumo's self-learning capabilities and the accuracy of the invoice line-item data capture made it stand out for us.”
Jussi Karjalainen, Founder & Managing PartnerRead the Valtatech story →
Prove it on your documents, then roll it out.
- 01
Test on your files
14 days, up to 1,000 pages and 10 users, set up with you on a short call.
Free trial - 02
Connect and test
Your engineers wire up the API and webhooks and check changes before production.
Test environment - 03
Go live on one workflow
Data posts to your systems. Fields below your threshold go to your reviewers.
Business plan - 04
Check the whole file
Cross-document checks, case management and workflows for decisions that span documents.
Enterprise plan
What enterprise teams ask before they buy.
Is Docsumo an enterprise intelligent document processing platform?
Yes. Docsumo is an intelligent document processing (IDP) platform for lending, insurance, healthcare and finance operations, trusted by 10,000+ mid-sized and enterprise teams. AI agents classify, extract and cross-check every document in a file, and people review only the exceptions. The Enterprise plan adds cross-document validation, master data lookup and database mapping, AI-led case management, automated workflows and real-time analytics. Docsumo is SOC 2 Type 2 audited, ISO/IEC 27001:2022 certified, HIPAA and GDPR compliant, and rated 4.7 out of 5 on G2.
Which security certifications does Docsumo hold?
SOC 2 Type 2 and ISO/IEC 27001:2022 (certificate AMER30761). Docsumo is also HIPAA compliant, with a Business Associate Agreement (BAA) available, and GDPR compliant, with a Data Processing Agreement (DPA) available. The SOC 2 report is shared on request through the trust center. Details are on the security page.
Does Docsumo offer on-premise deployment?
No. Docsumo is cloud only. It's a hosted service on Amazon Web Services and Google Cloud, with nothing to install on your servers. Customer data can be hosted in the US, the EU (Frankfurt), the UK (London), India, Australia or Singapore.
Does Docsumo support single sign-on?
Yes. Docsumo supports SAML single sign-on and multi-factor authentication that admins can enforce. Access is set by role and document type, and the audit log records every upload, review and approval.
Are our documents used to train AI models?
Not shared or third-party ones. Docsumo reads documents with large language models called through APIs, and your documents and extracted data are not used to train shared or third-party models. Reviewer corrections improve extraction in your own account only. The model providers are listed on the subprocessor list.
How does Docsumo connect to our ERP and core systems?
Through the API and webhooks. Docsumo sends JSON with a confidence score on every field to the systems you choose, and connects to SAP through the API and webhooks too. Documents come in by email, upload or the API.
Who reviews the documents Docsumo isn't sure about?
Your own team. Fields below the confidence threshold you set go to Docsumo's review queue with the source line highlighted, and reviewer corrections improve the model. Docsumo supplies the software, not a managed review team, so you pay for software rather than outsourced review.
How is enterprise pricing set?
The Business and Enterprise plans are custom quotes, based on the pages you process and the features you need. Annual plans get up to 10% off. You can test first on a free trial of 14 days and up to 1,000 pages. See pricing.
How does Docsumo compare with ABBYY, Hyperscience, Tungsten and UiPath?
Docsumo is a hosted platform that reads 250+ document types with LLM-based models, checks the documents in a file against each other and sends only the exceptions to your team. Side-by-side comparisons: ABBYY, Hyperscience, Tungsten Automation and UiPath.
Bring a real file and your security questions.
On the call we run one of your files live, walk your security team through the controls on this page and send a quote for your volume. Ask for the SOC 2 report and the ISO 27001 certificate at the same time.