Accurately Extract Data From All Complex Documents

curvy line
Improve your operations team's productivity by eliminating manual data entry and human errors. Docsumo's Intelligent Document Processing turns hours of data extraction into minutes of data review for any unstructured document.

Your screen size is too small! 

Try opening this on your desktop for the best experience.

Preferred by Leaders from
Finance
Insurance
Real estate
Healthcare
Logistics
Huddle
Dive into Huddle’s story of streamlining household expense management business by automating data extraction of water bills with OCR and AI capabilities.
Pento
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.
Vertikal RMS
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.
ClearOne Advantage
Discover how this debt management firm resolves bad debts for their clients 2x faster and saves over 3200 hours by automatically processing settlement letters.
Hitachi Payments
Explore how this Indian subsidiary of Hitachi processes over 36k+ bank statements across 50+ varying layouts while saving 6k hours for the accounting team.
Valtatech
Discover how this Source-to-Pay automation company streamlines invoice document processing to manage SLAs for a portfolio of 100+ customers with 98% accuracy.
PayU
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.
Westland
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.
Arbor
Learn how this New York-based real estate investment firm processes over 6000 insurance applications monthly for single and multi-family rentals 96% faster.
National Debt Relief
Discover how one of America’s largest debt settlement firms enabled their clients to manage overwhelming debt in record time with Document AI.
Biagi Bros
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.
Carbon Direct
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.
Voltus
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.
NS Trucking
Discover a family-owned trucking business’ story to fast-track payments for truck drivers with 94% touchless processing
Grid Finance
Learn how processing bank statements and pay slips 90% faster helped this Irish income verification and lending company support SMBs to scale and thrive.

Most Processed Documents

Bank Statements
Utility Bills
Bank Checks
ACORD Forms
Invoices

See how it works

Document ingestion

Ingest any document from any channel

Bring data from email inboxes, scanners or other document management systems into Docsumo in any format. Be it image, PDF or excel.

Auto-classify documents

Quickly sort documents with precision

Automatically categorize, sort, and organize incoming documents into specific folders for quick document retrieval and data extraction.

Auto-split documents

Split combined documents and filter unnecessary pages

Split a large document into a set of smaller ones according to criteria you select.

Ready-to-use AI models (most used )

Plug and Play

Access over 30 pre-built AI models to instantly extract data from documents. No model training required.

Train your model

Get a custom model trained on 20 of your samples

Train the model with different types of documents to achieve > 95% accuracy.

Smart table extraction

Go beyond than text extraction, capture tables from any page

Pull tabular data out of documents and reshape it to your specifications for further processing.

Human-in-the-loop

Bring in a reviewer for added accuracy

Collaborate with your teammates as reviewers to assess failed or incorrect extractions. Share review links broadly or integrate the review screen directly into your current process.

Straight-through processing

Automation has never been easier

Break free from repetitive, manual data reviews to get your documents directly into your downstream software without manual intervention.

Validation Checks

Match extracted data with other documents or database

Double-check your data through configured checks, removing duplicate and redundant entries to ensure consistency across all records and fields.

Reporting

Make sense of document processing instantly

Know the number of documents uploaded, approved, and held for review with status metrics in order to make data-driven decisions.

Integration

Integrate with your favorite apps - hassle-free

Connect with your industry-specific software such as CRMs, ERPs, HCMs, Accounting, and Payroll softwares to create automated document workflows and reduce data silos.

Export

Choose how you receive your data!

Share the extracted data effortlessly with different file formats, databases, and destinations, following rules you define.

The Intelligent Document Processing Advantage

Without Intelligent Document Processing
With Intelligent Document Processing
Team KPIs
Before Docsumo
With Docsumo
Manual processing of unstructured data from documents.
Automated extraction and classification of unstructured data.
Time-consuming data extraction and classification.
Become 50-70% efficient with increased speed & accuracy.
Higher potential for errors in data extraction.
Touchless processing with data validation enables >95% accuracy.
Limited integration with other systems, requiring manual data transfer.
Seamless integration with existing systems, such as databases & business intelligence tools.

4 Reasons why customers love us

API integration

Plug-and-play APIs to get you started instantly.

Dedicated customer support

Our expert customer support team facilitates API integration, and model training for you.

Accuracy >90%

Achieve >90% accuracy by training the model on a wide variety of document types.

Quick Onboarding

Go live with your automation within days.

Built For Enterprises That Want To Scale

A blue shield icon featuring a graphical representation of a network node. The design suggests themes of security and protection, potentially relating to customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).

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.

A blue shield icon featuring a graphical representation of a network node. The design suggests themes of security and protection, potentially relating to customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).
A blue shield icon featuring a graphical representation of a network node. The design suggests themes of security and protection, potentially relating to customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).

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.

A blue shield icon featuring a graphical representation of a network node. The design suggests themes of security and protection, potentially relating to customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).

Granular access controls

Role-based permissions, custom approval workflows, and comprehensive audit trails that meet enterprise governance requirements.

A blue shield icon featuring a graphical representation of a network node. The design suggests themes of security and protection, potentially relating to customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).
Explore the Enterprise plan
By developers for developers

Simple Integration and Easy Customizations

Sample code and examples

Adequate resources for developers to help get started.

Test environment

Sandbox to test API before putting into production

Webhooks

Webhooks support to sync and share information into downstream software

Detailed documentation

Retrieve, access, and manipulate data based on document metadata

import requests
url = "https://w2forms.docsumo.com/api/v1/w2forms/extract/"
payload = {}
files = [
(files', open(<file_path>,'rb'))
]
headers = {
'X-API-KEY': <apikey>,
}
response = requests.request("POST", url, headers = headers, data = payload, files = files)
print(response.json())
curl -X POST 'https://w2forms.docsumo.com/api/v1/w2forms/extract/' \
--header 'X-API-KEY:  <apikey>' \
--form 'files=@/path/to/file'

We're backed by the industry's leading investors