Docsumo

Description

Docsumo is an enterprise-grade document AI platform that moves teams from rule-based OCR to LLM-led intelligent document processing (IDP). It combines IDP with a set of deployable AI agents to automate end-to-end document and email workflows, from intake and classification through processing, validation, and decision-making, delivering up to 99% field-level accuracy and 95%+ straight-through processing.

The platform is organized around specialized agents, including an email agent, and document collection, classification, extraction, verification, case management, and workflow agents. Each agent owns one job, and together they form a pipeline from any inbox or document source to your systems of record. Capabilities include handwriting recognition, table and signature extraction, cross-document validation, business-rules application, confidence scoring with source spans, and human-in-the-loop review.

Docsumo ships 100+ pre-trained models covering 200+ global document types such as invoices, bank statements, utility bills, ACORD forms, and identity documents, and you can train custom models on as few as 20 sample documents. It supports PDF, images, spreadsheets, and email attachments, including scanned and handwritten documents.

Built for financial services and other enterprises, Docsumo integrates via REST APIs, webhooks, and connectors with systems such as NetSuite, SAP, Salesforce, QuickBooks, Xero, and cloud storage, and it meets SOC 2 Type 2, GDPR, and HIPAA compliance with SSO and role-based access.

Docsumo's Core Features

• Deployable AI agents for collection, classification, extraction, verification, and case management

• 99% field-level accuracy and 95%+ straight-through processing

• 100+ pre-trained models across 200+ document types

• Custom model training from as few as 20 sample documents

• Handwriting, table, and signature recognition

• Cross-document validation, business rules, and human-in-the-loop review

• Integrations with NetSuite, SAP, Salesforce, QuickBooks, and Xero via APIs and webhooks

• Enterprise security with SOC 2 Type 2, GDPR, HIPAA, SSO, and role-based access

How to use Docsumo?

1. 1

   Start a trial: Sign up for the free trial to process your first pages.

2. 2

   Upload documents: Add documents from email, cloud storage, or direct upload, including scanned and handwritten files.

3. 3

   Classify and extract: Let AI agents auto-classify document types and extract fields, tables, and signatures.

4. 4

   Validate and review: Apply cross-document validation and business rules, reviewing low-confidence extractions in the human-in-the-loop interface.

5. 5

   Integrate outputs: Push extracted data to your ERP, CRM, or accounting systems via APIs, webhooks, or connectors.

Docsumo's Use Cases

• Accounts payable automation
• Lending and underwriting
• KYC and onboarding
• Insurance claims processing
• Email document intake

FAQ from Docsumo

• What is Docsumo and what does it do?

  Docsumo is a document AI platform that automates data extraction and processing from documents using intelligent document processing, combined with AI agents for end-to-end document and email workflows.

• How accurate is Docsumo's data extraction?

  Docsumo achieves 95 to 99% accuracy, with many customers reporting 95%+ straight-through processing, using proprietary models trained on over 20 million documents.

• What if my document type isn't listed?

  You can train a custom model on your data with as little as 20 sample documents, customizing the fields you need and getting JSON or Excel output.

• What file formats does Docsumo support?

  Docsumo supports PDF, JPG, JPEG, PNG, TIFF, XLSX, XLS, and email attachments, and it can process scanned, native, and handwritten documents.

• Does Docsumo integrate with third-party apps?

  Yes. Docsumo integrates via REST APIs, webhooks, and connectors with ERP, CRM, and accounting platforms including NetSuite, SAP, Salesforce, QuickBooks, and Xero, plus cloud storage services.

• Is my data safe within Docsumo?

  Yes. Docsumo is SOC 2 Type 2, GDPR, and HIPAA compliant with bank-grade SSL encryption, builds its tech stack in-house, and stores data in AWS across multiple regions.