Intelligent Document Processing Document AI Layer for Enterprise Workflows

Docsumo is an intelligent document processing platform. Its AI agents collect, classify, extract, verify and analyze documents such as bank statements, pay stubs, settlement letters, ACORD forms and invoices, then send structured data to your systems. People review only the fields and documents that fail a check.

Intelligent document processing (IDP) uses AI to classify documents, extract data from them and validate that data, so documents such as bank statements, tax returns, invoices and insurance forms become structured data without manual data entry. Docsumo adds cross-document validation, a human review queue for exceptions and an audit log, so the output can be used in lending, insurance and eligibility decisions.

Docsumo is built so business teams, not only developers, can run document processing in production. With prompt to workflow, an operations team describes a process in plain language and Docsumo turns it into a production-ready workflow, with extraction, validation rules and review steps. Case management groups every document in a loan, claim or eligibility application into one case, and AI Copilots help reviewers work through multi-document cases faster. For accuracy, Docsumo runs multiple AI models in a waterfall: when one model is not confident about a field, the next model checks it, and only fields that still fall below your threshold go to a person.

General models read documents well. Production also needs field-level confidence scores, a review queue, checks across documents, an audit log, SOC 2 and HIPAA controls, and a steady output schema for your systems. Docsumo provides that layer.

Docsumo reaches 99% field-level accuracy in production and 95%+ of documents are AI Approved without anyone touching them. Every extracted field carries a confidence score; fields below the threshold you set go to a review queue with the source line highlighted, so a person checks only what the model is unsure about.

No. Docsumo uses LLM-based models that read new document types without templates or training data, so you can start on your own documents on day one. Accuracy then improves as your reviewers correct fields in the review queue.

Docsumo's LLM-based models process any business document without templates, including bank statements, pay stubs, W-2s, 1099s, tax returns, IDs, debt settlement and creditor letters, ACORD 25, 125, 126 and 140 forms, certificates of insurance, loss runs, invoices, purchase orders and utility bills. New document types can be added without training data.

Yes. Docsumo extracts account details, balances and every transaction row from bank statements from any bank and in any format, including scans. Each field comes with a confidence score, deposits can be reconciled against stated income, and missing pages or months are flagged and requested from the borrower.

Documents come in by email, upload or REST API, and structured JSON goes back to your systems by webhook, with a confidence score on every field. Docsumo also connects to tools such as Salesforce, and a separate test environment lets your engineers validate changes before they reach production. There is nothing to host.

Yes. Docsumo is SOC 2 Type 2 certified, HIPAA compliant for protected health data and GDPR compliant for EU personal data. Access is controlled by role, team and document type, and every review, correction and approval is recorded in an audit log you can export.

The free plan covers 1,000 pages for 14 days. Business and Enterprise plans are priced on the volume you process, with up to 10% off annual subscriptions.