Upload, classify & sort all of your documents with a single click.
Automatically categorize your documents into logical folders for quick retrieval and data extraction.
Drive 10x efficiency gains through AI-powered automation of large-scale document sorting across all formats.
No credit card required
Preferred by Leaders from
Finance
Insurance
Real estate
Healthcare
Logistics
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Dive into Huddle’s story of streamlining household expense management business by automating data extraction of water bills with OCR and AI capabilities.
Explore how this payroll software (now acquired by HiBob) uses Document AI to automate payroll processing and evade tax filing penalties for UK-based businesses.
Learn how this risk management platform settles insurance claims 2x faster by going beyond legacy OCR and an outsourced data entry team with automated ACORD form capture.
Discover how this debt management firm resolves bad debts for their clients 2x faster and saves over 3200 hours by automatically processing settlement letters.
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Discover this healthcare firm’s journey to simplify manual data extraction complexities and automate processing thousands of monthly bank statements via Document AI.
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Explore how this Indian subsidiary of Hitachi processes over 36k+ bank statements across 50+ varying layouts while saving 6k hours for the accounting team.
Discover how this Source-to-Pay automation company streamlines invoice document processing to manage SLAs for a portfolio of 100+ customers with 98% accuracy.
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Explore how this multinational fintech company processes over 100k loan applications monthly for income and identity verification to serve millions of customers across 20 countries.
Read this multi-family real estate corporation’s journey of saving over 97.5% of their operations teams’ time, processing over 2k utility bills monthly for a portfolio of 14k units.
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Learn how this New York-based real estate investment firm processes over 6000 insurance applications monthly for single and multi-family rentals 96% faster.
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Discover how one of America’s largest debt settlement firms enabled their clients to manage overwhelming debt in record time with Document AI.
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Explore how a family-owned 3PL automates data extraction from bills of lading and trucking invoices while saving the accounting team over 2500 hours monthly.
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Discover how this New York-based carbon management company automates 97% of its utility bill data capture workflow so clients can reach their ESG goals twice as fast.
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Learn how Document AI helps this virtual power plant operator save 98% of the man-hours spent manually capturing data from over 250 utility bills.
Explore how this Canadian identity and income verification company solved the complexities in manually processing 100s of monthly bank statements using Document AI.
Discover a family-owned trucking business’ story to fast-track payments for truck drivers with 94% touchless processing
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Learn how processing bank statements and pay slips 90% faster helped this Irish income verification and lending company support SMBs to scale and thrive.
Process all documents with just one software
Invoices
Bank Statements
Bank checks
Bill of Lading
Utility Bills
Tax Returns
ACCORD Forms
Any Document
Can't find your document? Have a talk with our experts about your specific document use case
Enable auto-classification model
Login to your account and click on "Add Document Types"
Choose Auto Classify from the pop-up modal.
Select the document types you wish to train the model on for classification, then proceed by clicking "Next."
Save your configuration
Click Train to initiate the training process of the model.
Once training is complete, press "Save and Close" to finalise the auto classification setup.
Get documents classified
While document upload, select Auto Classification as the document type.
The auto classification model will operate in the background.
Users have the flexibility to manually assign documents to the appropriate types if auto-classification is unsuccessful.
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Why brands like Jones prefer Docsumo
Skip the manual data entry
Give us your documents and let our AI do the data extraction with 30+ pre-trained document models.
Docsumo automatically classifies and sorts documents based on its own data sets.
Docsumo automatically classifies and sorts documents based on its own data sets.
Classify as per your document type
Build your own custom classification model with our expert support, by training it on your document samples.
Get your document processing automated
Connect your document storage system with Docsumo and let our workflow intake, classify and sort document as per your criteria.
See, how businesses are using it
Accounts Payable
and Reconciliation
Identity Verification
Bank Check Processing
Account Opening KYC
Mortgage Income Verification
Invoice Data Entry
Mortgage Lending
Trade Finance
Payment Origination
PO Invoice Validation
Fraud Detection
Commercial Loan Booking
Shipment and Fleet Management
Inventory Management
Customs compliance and documentation
Invoice automation
Automatic Reconciliation
of AP Invoices
Proof of Delivery Automation
Bill of Lading Management
Scheduling and
Logistics management
Commercial Invoice Data Entry
Accounts Payable Invoices
Form and Bills Processing
Payment Processing
AP Reconciliation
Invoice Write off
Onboarding Vendors
Payment Processing
KYC automation
Inventory Management
Employee / Supplier Onboarding
Rent roll management
Lease Administration
Property Inspection Report Processing
Fraud Detection
Patient Surveys
Medical Billing/
Provider Bill
Lab Results
Blood drive and medical forms
Employee onboarding
Electronic Referrals
Medical claims (insurance)
Lease Administration
Property Inspection Report Processing
First Notice of Loss (FNOL)
Claims Payout Evaluation
Payment Origination
Mortgage Remittance Check Processing
CMS1500 Claim Form Management
Loss Run Report Processing
Insurance Policy Migration
Not In Good Order (NIGO) Claims Identification
Medical Benefit Plan Entry & Processing
Email Indexing & Triage
Endorsement Request Intake and Routing
Built for enterprise scale
Secured & Compliant
GDPR, HIPAA,
SOC 2 TYPE 2 Compliant
SOC 2 Type 2
CERTIFIED
HIPPA
COMPLIANT
GDPR
COMPLIANT
Data Ownership
You own and control your data. Period.
Highly Scalable
Flexibly scale to handle peak hours, no matter the load.
API Integration
Plug-and-play APIs that need no training to get started.
Expert Support
Expert support, just a message away.
Ready to automate your data extraction?
Let's talk.
Docsumo's intelligent document processing enables you to extract data easily, efficiently, and accurately.
Fill up the form to speak with an automation expert.
Fill up the form to speak with an automation expert.
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