One OS for All Your Document Work
The agentic document processing for operations & automation teams who need an auditable agent layer. Collect, classify, extract, verify, and decide, with every output traceable to its source.
.webp)
.webp)
.svg){kind=logo}
Meet your AI Agents - Designed to own tasks
and do them exceptionally well
Each agent owns one stage and hands off automatically. Switch on the ones you need, then chain them into a workflow. Every step is configurable and every output traces to its source.
Email Agent
Document Collection Agent
Document Classification Agent
Document Extraction Agent
Document Verification Agent
Case Management Agent
Workflow Agent
What makes up Docsumo's operating layer
Docsumo OS is one stack from any inbox or document source to your systems of record. Documents flow up through three groups of agents (Read, Decide, Act), with your team on the judgment calls and a deterministic, auditable foundation under all of it.
Sources
Every channel. Email, fax, client portals, SFTP, scanners and APIs. Any format, any volume.
Decide
Classification + Extraction + Verification agents. Classify each file, extract fields at 99% field-level accuracy across 250+ document types, then cross-check values against your rules and surface only true exceptions.
Your Team
Judgment calls, not data prep. Reviewers approve exceptions and edge cases. Everything routine is already done.
Read
Email + Collection agents. Triage shared inboxes by intent, pull attachments, and gather documents from email, SFTP, drive folders, scanners, vendor portals, and APIs into the right case.
Act
Case Management + Workflow agents. Bundle documents into one case, apply case-level rules, post one decision, then sync to NetSuite, SAP, Encompass, Epic, Guidewire, and your warehouse. Median 8 seconds end-to-end.
Why your team needs Docsumo
"Docsumo is the best"
- That's What They Said
.webp)
.webp){kind=spacer}
.svg)
.webp)
.svg)
.svg)
.webp)
.svg)
“The product significantly enhanced our operational efficiency by enabling automation across creditor workflows.”
“The Docsumo process is quick, largely automated and has a very high level of accuracy. Our processing times have reduced and due to the imroved data accuracy, we make quicker and better decisions.”
“Docsumo helped us reduce the amount of time it took to process client checks - and allowed us to analyze the data and aggregate it.”
Docsumo is built for teams like yours
If your team's day is gated by paperwork, there's a workflow for it. Describe what you need, run the case, and close it without leaving the platform.
Bank statement analysis
Turns 3+ months of transactions into cash flow trends, NSF counts, and MCA balances automatically.
Onboarding & KYC
Collects IDs, cross-checks watchlists, validates authenticity, and flags risk, cutting onboarding from 5 days to under 1 hour.
Accounts Payable
Matches invoices to POs, detects duplicates, routes approvals, and syncs to your ERP, ending copy-paste work and late-payment penalties.
Medicaid application processing
Processes Medicaid applications 2x faster at 99.81% accuracy; Cassena Care handles 130k+ a year.
Contract review
Extracts terms, flags non-standard clauses, and surfaces renewal dates across hundreds of agreements.
Bill of lading processing
Extracts and validates BOL data against shipment records with no manual entry; Biagi Bros processes 11k a month.
Commercial underwriting
Speeds underwriting with AI extraction for an additional 30-50% efficiency gain.
Debt settlement
Extracts data from diverse settlement letters for a 30% speed boost and 80% lower resource cost.
Credit risk analysis
Moves credit files from intake to decision-ready, extracting tax returns and statements without re-keying.
Proof of delivery capture
Captures POD signatures and timestamps and updates delivery milestones instantly.
Certificate of insurance tracking
Automates COI data extraction to reduce risk and keep coverage compliant.
Catalog validation
Matches line items against your catalog and confirms pricing and availability automatically.
Accounts Receivable
Processes invoices accurately across integrated systems for timely reconciliation and faster cash application.
Loan document processing
Bundles bank statements, tax returns, and W-2s into underwriting-ready packages in 2 hours, not 3 days.
How teams use Docsumo everyday
From the moment a document arrives to the moment a decision lands in your system of record, every stage runs on Docsumo. This is the workflow teams already run today.
Don't leave your favorite tools behind
Docsumo doesn't ask you to rip and replace. Approved outputs post into your systems of record, in the format and on the rules you set.
