Financial Spreading Automation

Digitize financial statements with 99%+ accuracy in real-time

Automatically extract data from income statements and balance sheets with complex tables
Help your underwriting team become 10X efficient
Make better decisions by categorizing table line items to your chart of accounts
No credit card required

Docsumo is an excellent data capture tool with easy integration.

Using Docsumo, we are capturing data from more than 5 document types with hundreds of variations. The biggest advantage with Docsumo is that it can be integrated easily with other tools. All our data security issues are addressed - we’re happy to take this partnership forward.”

Head of Product

Enterprise Risk Management Company,
Virginia, USA
Readymade APIs for financial spreading

Process complex financial statement layouts in under 5 minutes

Ingest Profit & Loss statements, balance sheets, cash flow statements in PDFs and images from emails, scans, or manual uploads. Our machine learning algorithms will segment, analyze, and retrieve data from complex layouts and even from tables within tables.
Smarter business decisions with 99%+ accurate data

Make better business decisions with 99%+ accurate financial data

Whether you're reporting on ESG (Economic, Social and Governance) metrics or assessing credit risk of institutional borrowers, use our AI-powered data extraction to get accurate financial data. Make automated decisions by categorizing table rows and running excel-like validations on each data point.

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
Touchless processing with deeper insights

Get 90%+ touchless processing to gain deeper insights on borrower health

Stop worrying about changing company financial reporting layouts because Docsumo's intelligent algorithms can memorize it for you. Get detailed insights across portfolios, adjusted EBITDA, capital structures, trends, and exceptions. What's more - get spreadsheets with 3-level categorization of incomes, expenses, assets, and liabilities in real time so you can analyze line items better.
Seamless integration

Integrate data securely with your existing systems or download in Excel

Get extracted data in your preferred formats - JSON, CSV, Excel etc. and integrate them with your ERP, CRM, or business intelligence tools. Accelerate time to analysis and insights from financial statements.

Convert capital call statements, pay stubs, and other inbound financial documents into actionable insights

Why spend time manually collecting data to plug into Excel spreadsheets? Instead, extract granular data from all kinds of financial statements and save 5-10 hours every week for every analyst in your team.
General information
Company name
Company address
Equity structure
Cost of goods sold
Employee salaries
Other information
Tax rate
Taxes paid
Financial ratios
Short-term/Long-term loans

Learn how an enterprise risk management firm achieved 99%+ field-level accuracy with automated financial statement processing

The Situation

Our client, an enterprise risk management firm, had to manually populate financial models from 5 different document types sent by >500 applicants every month. Their in-house automation efforts hadn't yielded positive results.


Our intelligent algorithms helped them adapt to all the variations in these documents with minimal training. We helped them integrate with their existing software and pushed data with their matching schema similar to their financial models. Moreover, Docsumo's SOC 2 - TYPE II certification exceeded their security expectations.
Field-level accuracy
Touchless processing using smart validation rules
Processing cost reduced byautomating workflow end to end
Ready to automate your data extraction?
Let's talk.
Docsumo's intelligent document processing enables you to extract data easily, efficiently, and accurately.
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