Verify data integrity automatically via Excel-like validations

Get extracted data cross-checked against documents or databases to prevent inconsistencies.

Use Excel-based logic for simple validations or get expert assistance for complex business requirements.

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Preferred by Leaders from

Finance

Insurance

Real estate

Healthcare

Logistics

Biagi Bros is saving more than 500 hours per month on their Bill of Lading processing.

Jones document processing time reduced from minutes to seconds for their ACORD forms.

Valtatech turned their invoice processing time from a few hours to < 5 minutes with 99% accuracy.

Hitachi reduced reconciliation time of bank statements to under 30 minutes. Saving around 200 hours/month.

PayU processed 7 financial statement types across 100+ banks enabling 95% straight-through processing for income & ID verification.

National Debt Relief got a straight through processing rate of over 95% for their financial documents.

Arbor Powers 95%Straight-Through Processing on 1 Billion documents for CRE lending and risk assessment.

Westland processes 2000+ utility bills in 6 formats from 6 vendors, achieving 99% data accuracy.

Explore all Customer Stories

Process all documents with just one software

Invoices

Bank Statements 

Bank checks

Bill of Lading

Utility Bills

Tax Returns

ACCORD Forms

Any Document

Can't find your document? Have a talk with our experts about your specific document use case

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Get your data validated with a
quick 3-step guide

Access validation rules settings

Go to "Edit Fields" for the document

Locate the target field

Click the "Settings" dropdown > Advanced > Validation Rules

Built-in validations

Use Excel-style formulas to define rules

Check with "Validate" button

Save & Extract to apply

Custom validations 
(if required)

Click the "Settings" dropdown > Advanced > Custom Post-Processing

Manipulate & transform extracted data

Clean up data issues, enrich information, round decimal numbers

Check with "Validate" button

Save & Extract to apply

See, how businesses are using it

Accounts Payable and Reconciliation

Identity Verification

Bank Check Processing

Account Opening KYC

Mortgage Income Verification

Invoice Data Entry

Mortgage Lending

Trade Finance

Payment Origination

PO Invoice Validation

Fraud Detection

Commercial Loan Booking

Shipment and Fleet Management

Inventory Management

Customs compliance and documentation

Invoice automation

Automatic Reconciliation of AP Invoices

Proof of Delivery Automation

Bill of Lading Management

Scheduling and Logistics management

Commercial Invoice Data Entry

Accounts Payable Invoices

Form and Bills Processing

Payment Processing

AP Reconciliation

Invoice Write off

Onboarding Vendors

Payment Processing

KYC automation

Inventory Management

Employee / Supplier Onboarding

Rent roll management

Lease Administration

Property Inspection Report Processing

Fraud Detection

Patient Surveys

Medical Billing/ Provider Bill

Lab Results

Blood drive and medical forms

Employee onboarding

Electronic Referrals

Medical claims (insurance)

Lease Administration

Property Inspection Report Processing

First Notice of Loss (FNOL)

Claims Payout Evaluation

Payment Origination

Mortgage Remittance Check Processing

CMS1500 Claim Form Management

Loss Run Report Processing

Insurance Policy Migration

Not In Good Order (NIGO) Claims Identification

Medical Benefit Plan Entry & Processing

Email Indexing & Triage

Endorsement Request Intake and Routing

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Built For Enterprise Scale

Secured & Compliant

GDPR, HIPAA, SOC 2 TYPE 2 Compliant

SOC 2 Type 2

CERTIFIED

HIPPA

COMPLIANT

GDPR

COMPLIANT

Data Ownership

You own and control your data. Period.

Highly Scalable

Flexibly scale to handle peak hours, no matter the load.

API Integration

Plug-and-play APIs that need no training to get started.

Expert Support

Expert support, just a message away.

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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