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Text Content

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Platform
Platform Overview


Platform Overview

CAPABILITIES
Pre-process Documents



Extract Data



Review Documents


Analyze Documents


Most used features
Document Classification


Touchless Processing



Ready to use AI Models



Auto-Split



Smart Table Extraction



Train your AI Model



Human in the Loop Review



Validation Checks


Solutions
Explore All
Documents

Explore All
Use Cases

Solutions by Doctype
Invoice



Bank Statement



Bank Check


Utility Bills



Acord Forms

Solutions by Industry
CRE Lending


Commercial Lending



Insurance



Logistics


See all

Tools
EXTRACTORS
OCR Scanner


Popular

Table Extraction


Popular

Utility Bill Extraction


New

OCR Chrome Extension


CONVERTORS
PDF to Excel



PDF to JPG


EDITORS
Compress



Merge



Rotate



Split PDF to Pages



Protect PDF


Pricing
Company
About Us

Enabling enterprises to become digital & efficient by automating document
processing.



Careers

Join fast moving & highly motivated team to create scalable products for
enterprises.


Partners

Expand your product with AI-powered data extraction.

Resources
Blog

Browse latest articles & industry updates from Docsumo



Customer Stories

Real-life use-cases of Docsumo in action



Guides and Ebooks

Get insights on process automation and much more



Support Docs

Step-by-step guides on how to use Docsumo



API Docs

Check out our API documentation

Start free 14-day trial
Start 14-day free trial

Get started with intelligent document processing
Let's talk.




Start free 14-day trial
Schedule demo





DOCUMENT AI PLATFORM


EXTRACT DATA FROM
UNSTRUCTURED DOCUMENTS

Easily. Efficiently. Accurately.
Start free 14-day trial
Start 14-day Free Trial
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No credit card required
Ranked as High Performer on G2 (4.75 of 5)

Best Document AI solution that comes with pre-trained APIs a CRE lender needs
"Amongst others, the biggest advantage of partnering with Docsumo is the data
capture accuracy they’re able to deliver. We’re witnessing a 95%+ STP rate, that
means we don’t even have to look at risk assessment documents 95 out of 100
times, and the extracted data is directly pushed into the database."
Howard Leiner
CTO, Arbor

Docsumo is your go-to solution if you need a flexible solution to capture data
from unstructured documents
“Docsumo does a very good job when it comes to our specific use-case. Debt
settlement letters vary a lot from each other, but Docsumo manages to capture
data accurately almost every single time at the processing speed which is
unprecedented. We’re witnessing the STP rate of over 95% with Docsumo.”
Daniel Tilipman
President & Co-Founder, National Debt Relief
With Docsumo we are now able to process thousands of ACORD Forms in a day
“We were looking for a tech partner to automate analysis of certificates of
insurance for our real estate liability management software. We are really happy
with Docsumo’s APIs and their team’s dedication to solving our problem. We are
now able to process thousands of ACORD forms a day automatically while being
able to get accurate analytics from over 100 data points”
Michael Rudman
Co-founder & CTO, Jones
With Docsumo, we are now able to save more than 500 hours per month.

“With Docsumo, we are now able to assign barcodes in less than 2 mins. The same
process used to take us 20 mins previously. We are now saving hundreds of hours
a month generating Advanced Shipment Notifications. It has reduced manual errors
drastically.”
Neil Lawrence
Business Process Manager, BiagiBros, California
One solution for different utility bill formats
“We’re processing utility bills from 6 different service providers for portfolio
management. The challenge was to have just one solution to process all different
versions of bills to save us the hassle of retraining & switching amongst
multiple solutions. Docsumo has been able to deliver just that - one solution
for all different variations.“
Shani Nowlin
Chief Technology Officer Westland Real Estate Group
Best in class for capturing data from financial documents
“We are using Docsumo’s APIs for automating data capture from bank statements
and identity cards while on-boarding customers. It has reduced the time our
operations team spends on data entry by manifolds while providing a much better
customer experience.”
Prashanth Ranganathan
CEO, PayU Credit






TRUSTED BY THE WORLD’S BIGGEST DATA-DRIVEN BUSINESSES




MINIMIZE MANUAL EFFORTS PROCESSING DOCS. MAXIMIZE DATA ACCURACY.

Our easy, self-serve interface enables 10X efficiency for your teams and
business processes. Say bye-bye to manual data extraction and human errors.
Here’s how you can digitize:


INGEST, CLASSIFY AND PRE-PROCESS ANY DOCUMENT


Send documents via emails, API, cloud drive or local machine.
PDF, PNG, JPG, Excel, TIFF, TXT, Emails - Bring them all into Docsumo using our
powerful APIs.


ACCURATELY CAPTURE KEY VALUES & TABLES FROM UNSTRUCTURED DOCUMENTS


Unstructured documents like invoices, banks statements, contracts, rent rolls,
bill of lading, energy/utility bills, ACORD forms, IRS Form 1040 are hard to
read.
Docsumo’s intelligent AI enables you to extract and easily review only the
fields you need from such complex documents.


REDUCE ERRORS BY VALIDATING DATA WITHIN A DOCUMENT


Create excel-like rules/formulae to validate extracted data within your
document, across documents or against a database.
Categorize table line items based on descriptions to derive key metrics required
for decisioning.


POST-PROCESS AND DIRECTLY INTEGRATE DATA WITH DOWNSTREAM SYSTEMS


No matter the industry - Insurance, Underwriting, Financial Services, Lending,
Logistics - we’ve got APIs ready for you.
All that you’ve got to do is integrate the data fields in your systems with our
APIs. And, you’re ready to analyze the data and make intelligent automated
decisions.
Explore more Document AI features




GET STARTED EASILY WITH PRE-TRAINED MODELS OR TRAIN ON YOUR DATASET

Finance


Insurance


Real Estate


Lending
Invoices
Make your account payable teams 10X efficient with automated invoice processing.

Bill of lading
Make your logistics operations seamless with 99% document data accuracy.

Energy and utility bills
Get meter numbers, amounts due, and more from utility bills.

Digitize your finance


ACORD 24, 25, 26, & 27
Extract data from all fields from ACORD 24, 25, 26, and 27 forms in seconds

ACORD 125, 126, 127, & 130
Extract all data from commercial, auto, and workers compensation insurance forms

Flood certificates
Make faster lending decisions with accurate data extraction from flood
certificates

Digitize your insurance


Rent rolls
Eliminate unstructured data challenges in rent rolls

Trailing 12 months
Get actionable real estate analytics from trailing 12 month reports

Operating statements
Know the correct financial health of a property from its operating statements

Digitize your real estate


Bank Statement
Extract accurate names, amounts, addresses from scanned bank statements in PDF

Income Statement and Balance Sheet
Automate data extraction from ACORD certificates effortlessly

US Tax Returns
Get smarter with automated IRS Form 1040 processing and validation

Digitize your lending


Westland achieved 99%+ field-level accuracy with automated utility bills
processing
The Situation
Westland had to manually capture data from 6 different types of utility bills
from 6 different vendors. Their in-house automation efforts hadn't yielded
positive results.
Solution
Our intelligent algorithms helped them adapt to all the variations in these
documents with minimal training. We helped them integrate with their existing
software and pushed data with their matching schema similar to their analytics
models.
View Case Study
70
%
Reduced operational cost
95
%
touchless processing
99
%
accuracy due to
automation

Arbor Realty Trust achieves 10X processing of ACORD and flood certificates
The Situation
New York-based Arbor Realty Trust had to process ACORD 25, ACORD 28 and flood
certificates. It took them 30 mins to process a document. Even with this, manual
error rate was ~20%.
Solution
Docsumo’s pre-trained APIs helped ingest the forms easily.
Our proprietary NLP-based classification framework categorized key value pairs
and line items before integrating with their existing systems.
View Case Study
10
x
processing of unstructured data
95
%
touchless processing using smart validation rules
99
%
accuracy due to comprehensive automation
National Debt Relief achieves 95% processing of debt settlement letters
The Situation
NY-based National Debt Relief wanted to scan debt settlement letters. But, lack
of a fixed structure to scan running text was difficult for the 50-member team
who process more than 350,000 settlement letters annually.
Solution
Docsumo’s pre-trained APIs helped ingest debt settlement letters easily. Our
rule-based validation engine applied contextual data validation on extracted
data, which was later integrated with Salesforce.
View Case Study
10
x
processing of unstructured data
95
%
touchless processing using smart validation rules
99
%
accuracy due to comprehensive automation






YOUR ENTERPRISE DATA IS SAFE AND WITHIN YOUR CONTROL

GDPR Compliant
SOC2 Certified
HIPAA Compliant
Your data is end-to-end encrypted
We maintain the highest levels of information security
Get complete control of your data
You are in full control of your data and who has access to it. Manage users and
data easily.
Multi-region data architecture
Choose where you want your data to be stored and for how long
Measure automation success with audit logs
Our granular analytics help you keep improving your processes with time
24X7 Monitoring and 99.9% Uptime
Our servers are on Amazon Web Services and Google Cloud working for you round
the clock
Your data is end-to-end encrypted
We maintain the highest levels of information security
Get complete control of your data
You are in full control of your data and who has access to it. Manage users and
data easily.
Multi-region data architecture
Choose where you want your data to be stored and for how long
Measure automation success with audit logs
Our granular analytics help you keep improving your processes with time
24X7 Monitoring and 99.9% Uptime
Our servers are on Amazon Web Services and Google Cloud working for you round
the clock


WE'RE BACKED BY THE INDUSTRY'S LEADING INVESTORS





DOCSUMO RAISES $3.5 MILLION SEED FUNDING FROM COMMON OCEAN, FIFTH WALL, ARBOR
AND BETTER CAPITAL


Read more

Ready to automate your data extraction?
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Docsumo's intelligent document processing enables you to extract data easily,
efficiently, and accurately.
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Train & Capture
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Integrations
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Company
About us
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WE'RE HIRING!
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Customer Stories
Jones
National Debt Refief
Westland Real Estate
Hitachi Payments
Arbor
PayU
Biagi Bros
Valtatech
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Best Reads
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Comprehensive Guide on Optical Character Recognition (OCR)
How does table extraction from PDF/Images work?
Top 10 Invoice Processing Automation Software in 2024
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