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.
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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.
- CategoryAI Document & PDF Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
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?
Start a trial: Sign up for the free trial to process your first pages.
Upload documents: Add documents from email, cloud storage, or direct upload, including scanned and handwritten files.
Classify and extract: Let AI agents auto-classify document types and extract fields, tables, and signatures.
Validate and review: Apply cross-document validation and business rules, reviewing low-confidence extractions in the human-in-the-loop interface.
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
