Docsumo is a Document AI platform that turns unstructured data from complex documents into a structured Excel-like format in seconds. It uses advanced OCR, proprietary AI, and Machine Learning algorithms to extract data from unstructured documents with 95%+ accuracy, eliminating manual copy-paste forever.

Who is Docsumo built for?

Docsumo is designed for operations and technology teams across financial services, real estate, software, healthcare, logistics, energy, and more. It helps teams of every size to process large volumes of documents and convert unstructured data into actionable insights faster, with high accuracy.

How do I get started with Docsumo?

You can start with Docsumo's 14-day free trial that includes 100 pages upfront with no credit card required. Simply upload your documents to the platform or use the API integration to begin automated data extraction.

How does Docsumo work?

Docsumo uses intelligent document processing (IDP) software to automatically ingest, pre-process, classify, and extract data from documents. The platform combines OCR technology with AI/ML models to capture key values and tables, then presents the data in Excel-like tables for review and validation.

What makes Docsumo different from other document processing tools?

Docsumo stands out with its 95%+ straight-through processing rate, 100+ pre-trained AI models, ability to handle 200+ global document formats, and self-learning capabilities that continuously improve accuracy. It offers both ready-to-use AI models and custom document training options with seamless integration capabilities.

Can I use Docsumo without any technical experience?

Yes, Docsumo is designed to be user-friendly with an intuitive interface that requires no coding knowledge. Several users claim that its UI-friendly platform and shallow learning curve made them choose Docsumo over the competition. The platform offers pre-trained models for industry-specific document types and provides guided setup with dedicated customer support.

What file formats does Docsumo support?

Docsumo supports multiple formats, including PDF, JPG, JPEG, PNG, TIFF, TIF, XLSX, XLS, and email attachments. It can process both scanned documents and native PDFs, as well as handwritten documents.

How accurate is Docsumo's data extraction?

Docsumo achieves 95-99% accuracy in data extraction, with many customers reporting 95%+ straight-through processing rates. The platform uses proprietary AI and ML algorithms trained on over 20 million documents to ensure high precision.

Product

Does Docsumo offer pre-trained AI models?

Yes, Docsumo provides 100+ pre-trained AI models covering industry-specific document types, including invoices, bank statements, utility bills, ACORD forms, receipts, and more. These models are ready to use without any complex setup requirements.

Can I train custom AI models on Docsumo?

Absolutely. With just 20 sample documents, you can build custom models tailored to your specific document types and requirements. The platform leverages an advanced ML model to continuously learn and adapt over time to improve accuracy for your unique formats.

Does Docsumo support document classification?

Yes, Docsumo automatically classifies documents by type using AI trained on millions of documents. It can sort documents into appropriate document types, split large documents into individual files, and trigger specific workflows based on your business criteria.

Can Docsumo extract data from tables?

Yes, Docsumo offers smart table extraction and data tables that can handle complex tables, including nested tables, tables spanning multiple pages, and multiple tables within a single, lengthy document, like a bank statement. It maintains the structure of rows and columns during extraction and presents the output in an easy-to-export Excel-like spreadsheet.

Does Docsumo offer human-in-the-loop review?

Yes, Docsumo includes an easy-to-use review interface that allows users to validate and correct extracted data. The system flags uncertain extractions for manual review while allowing confident extractions to proceed automatically.

Can Docsumo handle batch processing?

Yes, Docsumo supports batch processing, allowing you to upload and process multiple documents simultaneously. This is ideal for organizations dealing with high document volumes.

What validation features does Docsumo offer?

Docsumo provides prompt-based validation, automated calculations (like balance verification for bank statements), built-in accuracy checks, and exception handling to ensure data quality. The platform ensures you don’t have to remember any Excel formulas for post-processing data.

Document Types

What types of invoices can Docsumo process?

Docsumo can process various invoice types, including standard invoices, proforma invoices, commercial invoices, utility invoices, trucking invoices, and vendor invoices from different formats and layouts with high accuracy.

Can Docsumo handle bank statements?

Yes, Docsumo specializes in bank statement processing, supporting 200+ global bank statement formats. It extracts account details, transactions, balances, and more, and verifies opening/closing balance calculations automatically with 95%+ accuracy.

Does Docsumo process insurance documents?

Yes, Docsumo handles ACORD forms, insurance policies, claims documents, certificates of insurance, and other insurance-related paperwork with specialized ready-to-use AI models.

What utility documents can Docsumo process?

Docsumo can extract data from utility bills, including electric, gas, water, and telecommunications bills from various utility providers, helping with expense analysis and energy management.

Can Docsumo handle identity verification documents?

Yes, Docsumo processes identity documents, including passports, driver's licenses, national ID cards, and other KYC documents for customer onboarding and verification workflows.

Does Docsumo support shipping and logistics documents?

Yes, Docsumo can process trucking invoices, bills of lading, shipping labels, customs documents, and other logistics paperwork to streamline supply chain operations.

Can Docsumo extract data from financial statements?

Yes, Docsumo processes bank statements, IRS tax forms, pay stubs, and other financial documents for commercial lending, underwriting, and compliance use cases.

Industries

How does Docsumo serve the financial services industry?

Docsumo empowers financial services with 95%+ accurate Document AI that eliminates data entry errors and automates lending workflows, enabling businesses to process 10x more applications with the same team and close deals faster than competitors.

What solutions does Docsumo offer for insurance companies?

Insurance companies leverage Docsumo for claims processing, policy administration, ACORD form handling, and compliance documentation. The platform helps settle claims twice as fast and reduces manual review time by 90%.

How does Docsumo support real estate businesses?

Real estate companies use Docsumo for rent roll management, lease administration, property inspection reports, utility bill processing, and mortgage document handling, saving thousands of work hours monthly.

Can healthcare organizations use Docsumo?

Yes, Docsumo serves healthcare with patient record processing, medical billing, lab results extraction, and medicaid application management while maintaining HIPAA compliance for sensitive medical data.

How does Docsumo help logistics companies?

Logistics companies use Docsumo for invoice automation, bill of lading processing, customs documentation, shipment tracking, and fleet management to streamline operations.

Use Cases

Can Docsumo automate accounts payable processes?

Yes, Docsumo automates the entire accounts payable workflow by extracting invoice data, validating information, and integrating with accounting systems like QuickBooks and Xero for seamless processing.

Does Docsumo support customer onboarding automation?

Yes, Docsumo automates KYC processes by extracting data from identity documents, proof of address, income verification documents, and business registration papers with 99% accuracy.

Can Docsumo help with mortgage and lending processes?

Absolutely. Docsumo processes loan applications, bank statements, tax returns, pay stubs, and other financial documents to accelerate underwriting and reduce loan processing time.

Does Docsumo support compliance and audit requirements?

Yes, Docsumo helps maintain compliance by providing audit trails, automated data validation, secure document storage, and regulatory reporting capabilities.

Can Docsumo handle expense management?

Yes, Docsumo automates expense processing by extracting data from receipts, invoices, and expense reports, making it easier to track and manage business expenses.

Integrations

What integration options does Docsumo provide?

Docsumo offers REST APIs, webhooks, pre-built connectors, and integrations with popular business applications. It supports real-time data transfer and batch processing integration modes.

Does Docsumo integrate with accounting software?

Yes, Docsumo integrates with major accounting platforms, including QuickBooks, Xero, Tally, and other ERP systems to push extracted financial data automatically.

Can Docsumo connect to cloud storage services?

Yes, Docsumo integrates with Google Drive, Dropbox, Box, and other cloud storage services to automatically import documents and export processed data.

Does Docsumo offer CRM integrations?

Yes, Docsumo integrates with Salesforce and other popular CRM systems, allowing users to process documents directly within their CRM workflows.

Can Docsumo work with Zapier?

Yes, Docsumo has native Zapier integration, connecting to thousands of applications for automated workflows and data synchronization.

Does Docsumo support email integration?

Yes, Docsumo can process documents received via email automatically, extracting data from email attachments and routing them to appropriate workflows.

Are webhook integrations available?

Yes, Docsumo provides robust webhook capabilities to send extracted data in real-time to your downstream systems and applications.

Can Docsumo integrate with ERP systems?

Yes, Docsumo integrates with various ERP systems, including SAP, Oracle, and other enterprise platforms through APIs and custom connectors.

Security & Privacy

How secure is Docsumo for handling sensitive documents?

Docsumo is dedicated to protecting its clients' data and adheres to the highest industry standards (including GDPR, SOC 2, and HIPAA compliance), ensuring the confidentiality of your documents. We also understand the potential risks associated with AI. That’s why Docsumo's tech stack is built entirely in-house, using millions of richly annotated documents and eliminating the chance of data leaks to third-party models.

Where does Docsumo store user data?

Docsumo stores data in AWS cloud infrastructure across multiple regions: USA, UK, Canada, Australia, Singapore, and India. Data location depends on your region or project settings.

Is Docsumo compliant with data protection regulations?

Yes, Docsumo is GDPR-compliant for European operations, HIPAA-compliant for healthcare data, and is SOC 2 Type 2-certified to comply with global security standards.

Who has access to my documents on Docsumo?

Only you and your authorized team members can access your documents. The Docsumo team cannot access your data without explicit permission for support or debugging purposes.

Can I delete my data from Docsumo?

Yes, you can permanently delete your documents and associated data at any time from your workspace settings, ensuring complete data control.

Does Docsumo support single sign-on (SSO)?

Yes, Docsumo supports SSO and SAML-based authentication for enterprise customers, enabling secure and streamlined access management.

How does Docsumo handle data encryption?

Docsumo uses SSL encryption for data transfer and AES 256 encryption for data storage, ensuring your sensitive information remains protected throughout processing.

Support & Onboarding

What support options does Docsumo offer?

Docsumo provides support via email, in-app chat, Slack/MS Teams chat, with a comprehensive 4-8 week success plan. Additionally, for enterprise customers, Docsumo provides a dedicated account manager who supports priority requests with over 10 hours of monthly consultation calls.

Does Docsumo offer onboarding assistance?

Yes, Docsumo provides personalized onboarding support, including a 4-8 week success plan, live training sessions, dedicated automation experts, and guided setup to help you get started quickly.

Is there a help center or documentation available?

Yes, Docsumo maintains a comprehensive help center at support.docsumo.com with detailed documentation, how-to guides, API documentation, and video tutorials.

What training resources does Docsumo provide?

Docsumo offers live online training sessions, documentation, video tutorials, and personalized guidance from automation experts to ensure successful implementation.

Does Docsumo offer dedicated support for Enterprise customers?

Yes, Enterprise customers receive dedicated account managers who help set up a comprehensive 4-8 week success plan, priority support via Slack or Microsoft Teams channels, and 10+ hours of automation expert consultation.

How responsive is Docsumo's customer support?

Docsumo has received positive reviews for responsive customer support, with many customers praising their helpfulness, technical expertise, and willingness to accommodate specific requirements.

Can I get help with custom integrations?

Yes, Docsumo's technical team can assist with custom integrations, API implementations, and workflow customizations based on your specific business requirements.

Does Docsumo provide implementation support?

Yes, Docsumo offers implementation support, including system integration guidance, best practice recommendations, and ongoing assistance to ensure successful deployment.

Pricing

How much does Docsumo cost?

Docsumo offers usage-based pricing starting with a free trial of 100 pages for 14 days. The most popular plan, Growth, begins around $449/month for 60,000 pages, while the Enterprise plan is available for customized higher volumes.

Does Docsumo offer a free trial?

Yes, Docsumo provides complete access to test the platform's capabilities for 14 days, including 100 pages, with no credit card required.

Is Docsumo's pricing usage-based?

Yes, Docsumo uses usage-based pricing where you pay per page processed. Higher volumes typically result in lower per-page costs, making it scalable for businesses of all sizes.

What is included in the Enterprise plan?

The Enterprise plan includes custom user limits, custom page volumes, a dedicated customer success manager, SSO/SAML authentication, priority support via Slack/Teams, custom procurement support, and advanced features.