Say Hello To The Workflow Agents
That Actually Get Work Done
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A Team of AI Agents You Can Start Using on Day One
Bank Statement Analysis Agent
Transforms 3+ months of transaction data into cash flow trends, NSF counts, and MCA balances automatically, eliminating late-night spreadsheet marathons for underwriters.
Onboarding & KYC Agent
Collects identity documents, cross-checks onboarding lists, validates authenticity, and flags high-risk profiles - slashing customer onboarding time from 5 days to under 1 hour.
Loan Document Processing Agent
Bundles bank statements, tax returns, and W2s into underwriting-ready packages in 2 hours instead of 3 days - freeing loan processors from document detective work.
Accounts Payable Agent
Matches invoices to POs, detects duplicates, routes approvals, and syncs with ERPs - eliminating the manual copy-paste hassles and late payment penalties which delay the payables process.
Contract Review Agent
Extracts terms, flags non-standard clauses, and surfaces renewal dates across hundreds of agreements - stopping legal teams from hunting liabilities in 50-page PDFs.
Insurance Claims Processing Agent
Classifies claims documents, validates policy coverage, calculates payouts, and detects fraud patterns - reducing adjuster workload by 80% while catching risks manual review misses.
Mortgage Document Review Agent
Verifies borrower documents against investor checklists, reconciles income across pay stubs and tax returns, and catches discrepancies - shrinking 8-hour file prep to 90 minutes.
Expense Report Processing Agent
Matches receipts to claims, flags out-of-policy expenses, and auto-routes approvals - liberating finance teams from the endless reimbursement cycle.
Purchase Order Processing Agent
Validates POs against budget rules and contracts, extracts line items, and creates purchase records in ERPs - ending manual order entry and approval chasing for procurement teams.
Why Businesses Choose Docsumo
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AI Agents That Automate Nearly Anything You Want To
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Built For Enterprises That Want To Scale
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Enterprise security framework
Customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).
Compliance-ready infrastructure
SOC 2 Type 2, GDPR, and HIPAA-compliant systems with bank-grade SSL encryption for sensitive document management.
Dedicated success strategy
Dedicated automation expert and customized success plans aligned with your business objectives for enterprise-scale implementation.
Secure sandbox testing
Test document processing in production-identical environments before deployment, ensuring seamless integration with zero disruption.
Granular access controls
Role-based permissions, custom approval workflows, and comprehensive audit trails that meet enterprise governance requirements.
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