Automate your email & document workflows with agents you can actually deploy
The OS for Ops Teams Who Want to Close Cases in Minutes
Docsumo's Document AI agents are trained on billions of documents and complex industry use cases to help you make informed decisions in seconds with 95%+ straight-through processing.
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Document and email workflows break in four places. Your operations team feels it.
From intake to decision, the manual document workflow has four failure points. Each one is a tax on your team and on your customer's experience.
Your team spends more time chasing documents than processing them.
Inbound docs arrive across email, SFTP, drive folders, vendor portals, and scanned attachments. Half are missing pages. The latest version is buried in a reply-all thread. Your team becomes the routing layer copying attachments, classifying intent, asking "did you send the W-2?" for the third time.
Your team is reading PDFs and typing the data into systems.
Every invoice, application, claim, and form means someone opens a document, reads the fields, and types them into NetSuite, Encompass, Epic, or your CRM. Slow. Expensive. Error-prone. The work scales linearly with volume - your team doesn't.
Every case takes 20 minutes and a human to cross-check.
A loan packet, a claim, a KYC bundle. Each one needs someone to verify names match across three documents, calculate the DTI, confirm income against the W-2, and check the reserves. The work is rote, the volume is large, and one mistake costs the team a quarter.
Decisions sit in a queue while customers wait.
By the time a document gets routed, extracted, validated, and reviewed, days have passed. Your SLA slipped. Your customer called twice. Your ops team is firefighting volume instead of improving the process.
Multiple Agents. One Operating Layer. Unlimited Document Workflows.
Each Docsumo agent owns one job and does it exceptionally well. Together they form an end-to-end pipeline from any inbox or document source to your systems of record. Click any agent to see how it works.
Made For Enterprise Teams That Can’t Afford Delays
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Businesses Do Extraordinary Things With Docsumo
"Docsumo is the best"
- That's What They Said
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“The product significantly enhanced our operational efficiency by enabling automation across creditor workflows.”
“The Docsumo process is quick, largely automated and has a very high level of accuracy. Our processing times have reduced and due to the imroved data accuracy, we make quicker and better decisions.”
“Docsumo helped us reduce the amount of time it took to process client checks - and allowed us to analyze the data and aggregate it.”
Built For Enterprises That Want To Scale
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.
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.
Granular access controls
Role-based permissions, custom approval workflows, and comprehensive audit trails that meet enterprise governance requirements.