Debt settlement96.67%less time to process
170,000documents processed in 9 months
“There's no way we could've scaled our operations as we did if it weren't for a product like Docsumo.”Read the Clear One Advantage story →
The Docsumo platform
One platform for every document workflow
Docsumo is an intelligent document processing (IDP) platform. It reads every document, checks the whole file against itself and moves it from inbox to decision, so your team reviews only what fails a check.
- Account holderHarbor Street Plumbing LLC99%
- Statement periodJul 1 – Jul 31, 202699%
- Total deposits$104,210.0098%
- Ending balance$46,380.1297%
Trusted by 10,000+ mid-sized and enterprise teams, including
- Grid Finance
- Hitachi
- PayU
Read · Decide · Act
Documents in, decisions out. Your team handles only the exceptions.
Seven AI agents do the reading, checking and routing. Each owns one stage and hands the file to the next, so it moves from inbox to decision without anyone retyping a page.
In
- Upload
- API
- Cloud folders
ReadEvery document, in the right case.
- Email agentFiles each email into its case.loans@harborst.example4 attachments→ LN-20418Document Workflows
- Doc collection agentGathers every source and flags what's missing.6 of 7 receivedCase Management
DecidePages become data you can trust.
- Classification agentNames and splits every document.scan_0412.pdf→ Bank statement98%Document AI
- Extraction agentCaptures every field and table row.Avg monthly deposits$104,21099%Document AI
- Verification agentChecks each document against the others.Revenue vs depositsPassStatement continuityFailCase Management
Your team Reviews only what fails a check, with the reason attached.
ActThe case closes and the data moves on.
- Case agentOne case, one owner, one decision.LN-20418ApprovedOwner · Jamie MorganCase Management
- Workflow agentRuns the process you described.Document Workflows
Out
- API
- Webhooks
- Excel
- Salesforce
- MCP
The platform
One platform. Three capabilities that work as one.
Document AI Reads every document the way your reviewers do.
LLM-based models classify each page, split mixed uploads into separate documents and extract every field and table row, with a confidence score on each value. Start from a pre-trained model or train one on your own documents.
99%field-level accuracy on 250+ document types
| Field | Extracted value | Confidence |
|---|---|---|
| Account holder | Harbor Street Bakery LLC | |
| Address | 118 Harbor St, Portland, ME | |
| Bank name | First Midwest Bank | |
| Account number | •••• 4821 | |
| Account type | Business checking | |
| Statement period | 2026-07-01 → 2026-07-31 |
| Field | Extracted value | Confidence |
|---|---|---|
| Opening balance | 42,180.55 | |
| Total deposits | 88,412.10 | |
| Total withdrawals | 91,686.44 | |
| Closing balance | 38,906.21 | |
| Transaction count | 142 |
| Field | Extracted value | Confidence |
|---|---|---|
| Date | 2026-07-14 | |
| Description | ACH DEPOSIT STRIPE PAYOUT | |
| Amount | +3,284.10 | |
| Debit / credit | Credit | |
| Running balance | 51,902.44 | |
| Category | Card processor payout |
Pre-trained models
The AI Models Hub covers bank statements, pay stubs, tax forms, ACORD forms, invoices, bills of lading, IDs and more, ready to use on day one.
Classification and splitting
A 60-page upload becomes the statements, stubs and IDs inside it. Use the general auto-classifier or train a custom one on your own document types.
Fields and tables
Key-value fields, line items and multi-page tables, by pre-trained or custom model, or by a plain-English prompt when a layout is new.
AI Document Approval
Documents that pass every check go straight through. The ones that don't open in the review screen beside the original document.
In the docs:AI Models HubAuto-classifierAuto splitReview screen
Case Management Every document in the case, checked against the others.
Decisions are made on files, not pages. A case holds a borrower's statements, tax return and ID, or a claimant's forms and receipts, with a checklist of what's required. Cross-document validation catches mismatches and gaps before a reviewer opens it.
64%less fraud with cross-document validation
Case types and checklists
Define the documents each case needs, the fields it carries and the stages it moves through: loan applications, claims, vendor onboarding, background checks.
Cross-document validation
Names, amounts, dates and account numbers are compared across every document in the case. Each check shows pass, fail or pending.
Copilot and Ask AI
Ask what failed and why, get a case summary, or run a skill. Mention a teammate or hand a task to Sumo AI from the same thread.
Request forms
Send the applicant a branded public form to upload a missing document, answer questions, fill a table or sign. Their response lands back in the case.
In the docs:Case typesCase overviewCopilot and request formsCase routing
Document Workflows Moves every document from inbox to decision.
Build the process on a canvas in the Agents Builder, or describe it in plain English and let the AI Agent Builder lay out the blocks. Documents arrive by email, upload or API, run through extraction and checks, and clean data goes to your systems.
95%+of documents AI Approved, with no manual review
Prompt to workflow
Describe the process, such as a three-way match of invoices, POs and goods receipts. The AI Agent Builder proposes a plan, then builds and tests it block by block.
Triggers
Start a workflow when files arrive, on a schedule, when a case moves to a stage, or by hand. Case workflows produce a case to review; other workflows sync, export or notify.
Test mode and versions
Run a workflow on real documents in test mode, then publish. Every run records its trigger, version, status and each block's input and output.
Templates
Start from a lending or operations template, such as MCA loan review or SMB cash flow analysis, set up with our team for your documents.
In the docs:Agents BuilderTwo kinds of workflowsAI Agent BuilderRuns and run history
How teams use Docsumo every day
One case file, from arrival to decision.
The workflow teams already run, in six steps.
Describe the process, or start from a template, and the AI Agent Builder lays out the blocks. Every block stays editable, and you test before you publish.
Files arrive by upload, email, API or a connected folder. Each becomes a known document type in the right case, and the checklist shows what's missing.
Send the applicant a request form from Copilot. They upload the missing page, answer questions or sign, and it lands back in the case.
Fields, line items and multi-page tables at 99% field-level accuracy on 250+ document types, with a confidence score on every value.
Cross-document checks compare names, amounts and accounts across the case; fraud analysis scores each bank statement; unique fields catch duplicates. Only failures reach a reviewer.
The owner approves in one workspace, with Copilot on hand. The decision posts to your systems by API or webhook, with every step in the activity log.
Harbor Street Plumbing LLC · LN-20418
01 Build the workflow in plain English
When a small business loan application arrives, split the packet, extract the statements and the 1120-S, check revenue against deposits and flag anything missing.
- Upload as case
- Classify and split
- Extract
- Cross-document checks
- Case review
Customers
“Docsumo is the best.” That's what they said.
Debt settlement
What users say on G2
4.7★★★★★out of 5- ★★★★★What do you like best about Docsumo?
“I appreciate how everything operates automatically. Using Docsumo improved our auto match rate to over 98%.”
Joseph G.Chief Operations Officer · Dec 2025 - ★★★★★What do you like best about Docsumo?
“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.”
Verified User in Financial ServicesEnterprise (> 1000 emp.) · Dec 2025 - ★★★★★What do you like best about Docsumo?
“By streamlining automation and offering seamless integrations, it greatly minimizes manual work and accelerates document processing.”
Akshay H.Senior Software Developer · Dec 2025 - ★★★★★What do you like best about Docsumo?
“Docsumo has significantly enhanced our operational efficiency by enabling automation across creditor workflows.”
Danielle T.Quality Assurance Manager · Aug 2025 - ★★★★★What do you like best about Docsumo?
“Within a matter of days, we had models trained to our specific requirements and outputs generated that could be easily input into our internal systems.”
Mark B.Deputy Head of Credit · Apr 2024 - ★★★★★What do you like best about Docsumo?
“They have saved us countless hours of manual data entry and really allowed our team become reviewers instead of the manual laborers.”
Natalie D.Account Manager & Process Improvement · Nov 2022
In production
What changes when documents stop waiting on people.
95%+
documents AI Approved, with no manual review
99%
field-level accuracy in production
<5 min
per document, down from 2+ hours
$15
saved on every document processed
Security and admin
Built for regulated industries.
SOC 2 Type 2Independently audited controls
HIPAAFor protected health data
GDPRFor EU personal data
Sign-in controls
Single sign-on with Okta, and multi-factor authentication you can enforce for every user.
Users and teams
User management, assigned teams per document type, and temporary tokens for embedded review screens.
Audit trail
An activity log of every upload, edit, approval and export, plus secret management for workflow credentials.
Questions
What teams ask about the platform.
What is the Docsumo platform?
Docsumo is an intelligent document processing (IDP) platform with three capabilities that work as one: Document AI, which classifies, splits and extracts data from documents; Case Management, which groups the documents in a file and validates them against each other; and Document Workflows, which collect documents, run each step and send structured data to your systems.
Do I need all three capabilities?
No. Many teams start with Document AI on one document type, such as bank statements or invoices, and send the data out by API or webhook. Case Management and Document Workflows come in when a decision depends on several documents or a process has several steps. Cross-document validation, case management and automated workflows are part of the Enterprise plan; see [pricing](/pricing).
What is the difference between a case workflow and a workflow?
A case workflow produces a case: a set of documents with fields, stages and a review screen that a person opens and decides on, such as a loan application or a claim. A workflow produces an action instead, such as a nightly export to your ERP or a CRM update when a case is rejected, and its record is the run history.
How accurate is the extraction?
Docsumo reaches 99% field-level accuracy on 250+ document types in production, and 95%+ of documents are AI Approved with no manual review. Every field carries a confidence score, and anything below your threshold or failing a check goes to review.
How does data get into and out of Docsumo?
Documents arrive by upload, email, API, Zapier or a connected folder in Google Drive, OneDrive, SharePoint, Dropbox, Box or Amazon S3. Structured data goes out by REST API, webhook, Excel or CSV export, Google Sheets or Salesforce. AI assistants such as Claude, ChatGPT and Cursor can also work with your account through Docsumo MCP.
Can business users build workflows without developers?
Yes. The AI Agent Builder turns a plain-English description of the process into a workflow, asks you to approve the plan, then builds and tests it block by block. Every block stays editable on the canvas, and changes run in test mode before they are published.
Is Docsumo secure enough for lending and healthcare data?
Docsumo is SOC 2 Type 2 certified and HIPAA and GDPR compliant. Admins can enforce multi-factor authentication, use single sign-on with Okta, manage users and roles, store credentials in secret management and review every action in the activity log.
See the platform on your own documents.
Bring a real file. We'll run it through Document AI, build the case and show you the workflow that would handle the next thousand.