Document intelligence

Document intelligence platform that turns every file into checked data

Docsumo is an intelligent document processing (IDP) platform. Its document intelligence reads every document in a loan, claim or AP file, extracts each field and table with a confidence score, checks the data, and sends your team only the exceptions.

  • 95%+ processed straight through
  • 99% field-level accuracy on 250+ document types
  • SOC 2 Type 2, HIPAA and GDPR
Insurance submissionOne email · 6 documents · Commercial package Extracted
Documents found
ACORD 125 + 599%
Named insured
Harbor Street Bakery99%
Loss runs
3 of 3 years found98%
Total insured value
$2,450,00097%
Prior losses
2 on the applicationLoss runs show 3
Every field carries a confidence score.

Trusted by 10,000+ mid-sized and enterprise teams, including

What document intelligence does

Five things it does with every document.

  1. 01

    Read

    Scans, PDFs, photos and emails, printed or handwritten.

    Collection agent
  2. 02

    Classify

    Each document labeled by type, mixed files split.

    Classification agent
  3. 03

    Extract

    Fields and tables, each with a confidence score.

    Extraction agent
  4. 04

    Check

    Your rules, master data and the rest of the file.

    Verification agent
  5. 05

    Decide

    Clean files go through; exceptions go to a person.

    Review queue · API

The same field from every document of one type lands in one table. Here, three carriers' loss runs read as one claims history. Ask a question to filter it.

Kinds of document intelligence software

Document intelligence software by kind of tool.

Three kinds of tool get called document intelligence. Docsumo is one of them, so it's labeled.

Kinds of document intelligence software compared by what you get, fit and published price
Kind of toolWhat you getGood forTypical price
Document intelligence platformOur productDocsumoClassification, extraction, checks across documents, a review queue and workflows, with an APIOperations teams in lending, insurance and AP, from mid-sized to enterpriseFree trial, 1,000 pagesPaid plans quoted
Cloud document intelligence APIAzure AI Document Intelligence, Google Document AI, Amazon TextractText, fields and tables as JSON with confidence scores; the review step, checks and workflow are yours to buildEngineers building their own pipeline on their cloud$1.50 / 1,000 pages to read textAzure and Google list $1.50 at the lowest paid volume; Azure lists $10 for prebuilt models and $30 for custom extraction
Automation suiteABBYY Vantage, Hyperscience, Tungsten TotalAgilityDocument skills inside a larger automation platformTeams with an automation program, or that already run the suiteQuotedNo pricing published on their sites

As stated on each vendor's own site, checked September and October 2026; confirm on the linked page. The three cloud services side by side: Textract vs Azure Document Intelligence vs Google Document AI. Tool by tool: the best intelligent document processing software.

API or platform

Azure AI Document Intelligence or a document intelligence platform?

Azure AI Document Intelligence is an API you build on, with published per-page prices. Docsumo is a platform your team works in, with an API of its own. Here is what each one gives you.

Azure AI Document Intelligence compared with Docsumo, requirement by requirement
Azure AI Document IntelligenceAn API to build onMicrosoft's, formerly Form RecognizerDocsumoA platform to work inwith its own API and webhooks
What it returnsText, key-value pairs, tables and structureNamed fields and tables, checked
Confidence scoresOn extracted words and key-value pairsOn every field and every document label
Sorting mixed filesCustom classifier; doesn't split by defaultName your types, no training set; AI Split (Business plan)
Review of unsure valuesNo review queue stated; Microsoft advises adding human reviewA review queue, source line highlighted
Checks across documentsContent Understanding or a custom buildBuilt in, on the Enterprise plan
Where it runsAzure cloud, plus containers for Read and LayoutCloud only, in the US, EU, UK and more
Your documentsInputs and results kept for 24 hoursNot used to train shared or third-party models
Price$1.50 per 1,000 pages to read text; $10 to $30 for models that extract fieldsFree trial, 1,000 pages; paid plans quoted

Azure facts as stated on Microsoft's own pages, checked September 2026. More: Azure Document Intelligence alternatives · what document intelligence means, and API vs platform.

Checks across the file

Every document checked against the rest of the file.

Reading each page is where document intelligence starts. On the Enterprise plan, Docsumo also checks the documents in a file against each other and against your rules, and shows only what disagrees.

Loan applicationCedar & Pine Interiors LLC · 3 pages
Bank statements3 months✓ Deposits match stated revenue
Business tax returnForm 1120-S✓ Business name matches
Driver's licenseOwner⚑ Address differs from application
Articles of organizationLLC✓ Owner listed
Flagged for review · 1 mismatch
  • The same names everywhere

    Borrower, insured or vendor match on every document.

  • Amounts that should agree

    Deposits against stated revenue, totals against their lines.

  • Dates and periods

    Statement months, policy years and pay dates line up.

  • Missing documents

    Gaps against your checklist are flagged at intake.

  • Values below your threshold

    They go to review; the rest go straight through.

In production

What changes when documents stop waiting on people.

95%+
of documents processed straight through, no manual review
99%
field-level accuracy on 250+ document types
<5 min
per document, down from 2+ hours
$15
saved per processed document
“Docsumo's self-learning capabilities and the accuracy of the invoice line-item data capture made it stand out for us.”
Jussi Karjalainen, Founder & Managing Partner, Valtatech
Read the case study →
Controls and security

Every value traceable to its document.

Audited, access-controlled, and every correction on record.

  • SOC 2 Type 2 independently audited controlsSOC 2 Type 2Independently audited controls
  • HIPAA for protected health dataHIPAAFor protected health data
  • GDPR for EU personal dataGDPRFor EU personal data
  • JSON by API and webhook

    Every field with its confidence score, sent to your systems.

  • A review queue you control

    Thresholds per field; reviewer corrections improve the models.

  • A test environment

    Your engineers validate changes before production.

  • Audit log and permissions

    Access by role, team and document type; every approval recorded.

Questions

What teams ask about document intelligence.

What is document intelligence?

Document intelligence is software that reads documents and returns structured, checked data. It labels each document by type, extracts named fields and tables with a confidence score, checks them against rules and other documents, and sends people only the values it isn't sure about. The category goes by other names too: intelligent document processing (IDP), document AI and document understanding. Docsumo is an intelligent document processing (IDP) platform that does all of this, with a review queue and checks across documents. The long answer: what is document intelligence.

Is Docsumo the same as Azure AI Document Intelligence?

No. Azure AI Document Intelligence, formerly Azure Form Recognizer, is Microsoft's document intelligence service: an API that returns text, key-value pairs, tables and structure, priced per 1,000 pages. Docsumo is a separate product: an intelligent document processing (IDP) platform with its own API. It adds a review queue, checks across documents (on the Enterprise plan) and workflows, so your team works in it rather than building around it. Azure Document Intelligence alternatives, compared.

How is document intelligence different from OCR?

OCR turns a page image into text. Document intelligence uses OCR as its first step, then works out what each document is, pulls the named fields and tables, and checks them. You get a borrower's name and monthly deposits, not a page of characters.

What does a platform add to a document intelligence API?

An API returns data to your code; everything after that is yours to build. A platform adds the parts teams need in production: a review queue with per-field thresholds, checks across documents, an audit log, a test environment, and workflows that send the data to your systems by API and webhook.

Does it need templates or training data?

No. Docsumo's LLM-based models read new document types without templates or training data. To sort documents, you name the document types you want, with no training set, and documents it can't classify wait as Unclassified for a person to assign. Accuracy improves as reviewers correct fields.

How accurate is it?

Ask what's measured. Docsumo reports field-level accuracy, 99% across 250+ document types in production, and the share of documents that go straight through with no review, 95%+. Every field and every document label carries a confidence score, and values below your threshold go to a reviewer with the source line highlighted.

Which documents can it read?

Bank statements, pay stubs, W-2s, 1099s, tax returns, IDs, ACORD forms, loss runs, property schedules, certificates of insurance, invoices, purchase orders and utility bills, among 250+ document types, plus any other document by naming the fields you want. It reads scans, PDFs, phone photos and handwritten text, and tables that run across pages come out as one table.

Where is our data kept, and is it secure?

Docsumo is a hosted service with nothing to install, and your data can be hosted in the regions listed on the security page, including the US, the EU (Frankfurt) and the UK (London). Docsumo is SOC 2 Type 2 audited, ISO/IEC 27001:2022 certified, and HIPAA and GDPR compliant, and your documents and extracted data are not used to train shared or third-party models.

How is it priced, and can we test it?

Docsumo's free trial covers 1,000 pages over 14 days, with API and webhooks. Paid plans are custom quotes, with up to 10% off annual plans. Cloud document intelligence APIs charge per 1,000 pages, and automation suites usually quote after a demo.

See what Docsumo finds in one of your files.

Bring a loan file, a submission or a week of invoices. We run it live and show every field, every check and every exception.