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
Biagi Bros is saving more than 500 hours per month on their Bill of Lading processing.
Jones document processing time reduced from minutes to seconds for their ACORD forms.
Valtatech turned their invoice processing time from a few hours to < 5 minutes with 99% accuracy.
Hitachi reduced reconciliation time of bank statements to under 30 minutes. Saving around 200 hours/month.
PayU processed 7 financial statement types across 100+ banks enabling 95% straight-through processing for income & ID verification.
National Debt Relief got a straight through processing rate of over 95% for their financial documents.
Arbor Powers 95%Straight-Through Processing on 1 Billion documents for CRE lending and risk assessment.
Westland processes 2000+ utility bills in 6 formats from 6 vendors, achieving 99% data accuracy.
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.
