Plans & Pricing

Extract & act on unstructured data today!
Monthly
Annually
10% off, all credits upfront
Free
Test-drive the Document AI platform. Free for 14 days.
100 pages
$
0
/ month
Get Started
Up to 1 user
1 custom AI model / pre-trained document
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Includes:
  • Extract fields & tables
  • Document reviewer
  • Export (CSV / Excel)
  • Few-shot learning
Starter
Perfect for firms getting started with Document AI. Free for 14 days.
1K pages/month
$
299
/ month
Get Started
Up to 3 users
1 custom AI model / pre-trained document
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All in Free, plus:
  • Basic AI model training (only key-value pairs)
  • Email parsing
  • Document processing dashboard
  • Assign users for review
  • Email support
Best Value
Growth
Best for teams with basic automation needs. Free for 14 days.
3K pages/month
$
799
/ month
Get Started
3 pre-trained models
Up to 5 users
3 custom AI models / pre-trained documents
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All in Starter, plus:
  • Advanced AI model training (simple tables & key-value pairs)
  • Prompts for extraction
  • API access
  • Webhooks access
  • Integrations
  • Custom data validation formulae
  • New workflow & document type setup
  • 2+ hours of automation expert consultation
Business
Ideal for businesses with a high influx of documents.
10K pages/month
$
2,499
/ month
Get Started
Up to 10 users
5 custom AI models / pre-trained documents
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All in Growth, plus:
  • Advanced AI model training (complex tables, clauses & key-value pairs)
  • Document chat
  • Extract complex tables
  • Process long documents
  • Master data lookup
  • Third-party integrations
  • Post-processing with custom code
  • Dedicated account manager
  • Slack / MS teams chat support
  • 5+ hours of automation expert consultation
  • Custom order form & data protection agreement
  • HIPAA BAA agreement, SOC-2 report
Enterprise
Enterprise-grade automation tailored to your business needs.
Custom Credits
Custom
Talk to us
Unlimited users
10+ custom AI models / pre-trained documents
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All in Business, plus:
  • Advanced AI model training (signatures, complex tables, clauses, & key-value pairs)
  • Priority queue on processing
  • Custom integrations (including Salesforce)
  • External database for validation
  • Embeddable review screen
  • Priority on-call support
  • 10+ hours of automation expert consultation
  • Document classification
  • Document analytics
  • Test environment
  • Custom data retention
  • Single sign-on social authentication
  • Information security questionnaire

Trusted by 10,000+ data-driven businesses

Compare plans & features

Free
100 pages
$
0
/ month
Thank you! Your submission has been received!
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Starter
1K pages/month
$
299
/ month
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Growth
3K pages/month
$
799
/ month
Thank you! Your submission has been received!
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Business
10K pages/month
$
2,499
/ month
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Enterprise
Custom Credits
Custom
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Pre-Processing

OCR
Get text from images & scanned documents.
Auto-split
Automatically split documents after a fixed number of pages.
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Auto-orientation
Automatically adjust the orientation of uploaded documents to reduce processing errors and ensure high extraction accuracy.
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Auto-classify
Automatically classify documents into categories using LLMs & machine learning algorithms to simplify document management.
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Image quality check
Measure the Dots Per Inch (DPI) to evaluate the clarity and readability of the uploaded images.
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Data Extraction & Review

LLM
Extract data & annotate documents efficiently using LLMs.
Pre-trained models / Custom AI documents
Get started with 100+ out-of-the-box document types such as invoices, bank statements, checks, insurance certificates, IRS tax returns & more.
1
1
3
5
10+
Train custom AI model
Train LLM models specific to your needs with just 20 document samples.
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Basic (key-value pairs)
Advanced (simple tables & key-value pairs)
Advanced (complex tables, clauses & key-value pairs)
Advanced (signatures, complex tables, clauses & key-value pairs)
Email parsing
Extract data directly from the body of their emails, in addition to traditional email attachments.
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Prompts key values & tables
Prompts to detect key values & tables in a document, eliminating the need for manually drawing grids or individually annotating fields.
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Extract fields & tables
Extract data from key fields and tables with 95%+ accuracy.
Document reviewer
Access to review screen to validate the extracted data.
Few-shot learning
Extract data for similar documents based on historical actions.
Document chat
Ask questions to your documents and receive relevant information instantly.
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Extract 20+ pages per document
Capture data from documents with more than 20 pages.
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Priority queue on processing
Your documents will be processed on priority when you upload a new document.
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Import & Export

Export (CSV / Excel)
Export the extracted data output as a CSV or Excel file.
Integrations
Integrate using third-party connectors such as Zapier & Mulesoft.
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API access
Use APIs to automate document uploads, initiate processing, and retrieve extracted data.
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Webhooks access
Use webhooks to receive real-time notifications and the extracted data from Docsumo.
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Custom integrations (including Salesforce)
Customize automation workflow to streamline document processing across your downstream systems.
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Validation

Custom formulae
Use Excel-style functions to ensure that the extracted data meets the necessary criteria and adheres to your business rules.
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Master data look-up
Access the relevant details from the document in database tables, much like VLOOKUP functionality in Excel.
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Post-processing with custom code
Apply custom logic to extracted data using a Python code editor.
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External database for validation
Create a repository of reference data to match your document content automatically.
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Analytics

Document processing dashboard
Monitor performance through the post-processing dashboard, which provides an overview of the platform usage and data extraction accuracy metrics.
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Ratios and calculated fields
Perform advanced calculations on the extracted data value to ensure the table data value is correct.
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Auto-categorization
Automatically categorize table line items into groups like credit cards, groceries, utilities, entertainment, investment, etc
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Workflow

Straight-through processing
Automates the data validation based on the extraction's confidence level. This allows for seamless data transmission to downstream software without human review.
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User management
Number of users that can use the platform & access control
1
3
5
10
Unlimited
Assign users for review
Assign members from the team to fast-track review workflow.
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Embeddable review screen
Integrate a temporary token into your workflow to access and review documents without needing login credentials.
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Support

Support channel
Get access to our customer success team to ensure uninterrupted success.
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Email
Email
Slack or MS teams chat
Priority on-call
Dedicated account manager
Connect and resolve your queries with automation experts.
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Automation expert consultation
Undivided attention from automation experts over consultation calls.
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2 hours
10 hours
10+ hours
4 - 8 week success plan
Onboarding support to get your account ready for you to use.
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Training sessions
Get up to speed with extensive training sessions.
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New workflow & document type setup
Access to customer support to help you customize the workflow and train the model on your document-type samples.
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Security & Compliance

Social authentication
Set-up authentication process for your account.
Google & Microsoft
Google & Microsoft
Google & Microsoft
Google & Microsoft
SSO, Google & Microsoft
Data center (US/UK/CA/AU/SG/IN)
Inclusive of mutiple data centers.
Any
Any
Any
Any
Any
Test environment
A safe and controlled simulation to configure and test document types before deploying them to the production mode.
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Compliance
Data security compliance to ensure your data privacy is prioritized.
ISO, HIPAA, SOC-2, GDPR
ISO, HIPAA, SOC-2, GDPR
ISO, HIPAA, SOC-2, GDPR
ISO, HIPAA, SOC-2, GDPR
ISO, HIPAA, SOC-2, GDPR
Infosec questionnaire
Get a customized Infosec questionnaire.
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Docsumo is the best” - That's what they said

“Leader in Intelligent Document Processing”
Jennifert Perdomo,
Operations Manager, N.S. Trucking

What took days - now only takes seconds.

“We used to spend over 7 minutes on average processing a dispatch ticket to capture the relevant details. Docsumo helped us solve all our data extraction issues in under half a minute. We use the platform frequently and it's very easy to use.”

Jennifert Perdomo,
Operations Manager, N.S. Trucking
Daniel Tilipman,
Co-Founder & Executive Board Member, National Debt Relief

Our go-to solution for data capture from unstructured documents.

“Docsumo does a very good job for 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 an unprecedented processing speed. We’re witnessing a straight-through processing rate of over 95% with Docsumo.”

Daniel Tilipman,
Co-Founder & Executive Board Member, National Debt Relief
Tim Ray
Co-founder and CEO, Verifast

The Best UI We Have Worked With

“When we first got our hands on the solution, what impressed us was the interface for the review screen, and it instantly clicked to us that we hadn’t seen anything like it before. The Docsumo UI made it easier for the team to navigate across the entire platform and get onboarded faster.”

Tim Ray,
Co-founder and CEO, Verifast
Howard Leiner,
CTO, Arbor Realty Trust

The best Document AI solution any CRE lender needs.

“Amongst others, the biggest advantage of partnering with Docsumo is their data capture accuracy. We’re witnessing a 95%+ STP rate, which 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 Realty Trust
Elaine David,
Principal Architect, Carbon Direct

Huge time savings in parsing utility bills!

“I like that Docsumo is comprehensive regarding both the developer experience and the user experience. The automation results are reliable. With Docsumo, the team efforts are down to either fully automatic parsing or only a few minutes per customer.”

Elaine David,
Principal Architect, Carbon Direct

We prioritize data security over everything else.

Docsumo prioritizes the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA.
Read our Privacy Policy before you get started.

Questions? We have answers.

How does Docsumo's pricing work?

Free Plan - This plan supports one user at a time with 100 pages, so they can test out the platform for 14 days at $0.
Starter Plan - This plan offers 1000 pages per month and allows up to three users. You can test this out for free for the first 14 days.
Growth Plan - This plan suits fast-growing companies trying to automate a few processes. This is also free for the first 14 days.
Business Plan - This plan supports up to 10 users and is best for businesses that receive a huge volume of documents.
Enterprise Plan - The pricing on this plan is entirely custom to support your specific use cases. The price reduces with higher volumes.

What payment methods do you offer?

We accept prepaid payments via credit or debit cards. We also support wire transfers for annual subscriptions.

What if my document type isn’t listed?

No worries! Train on your data with as little as 20 sample documents. Docsumo uses machine learning models that learn from your data to extract accurate information. You can also categorize tabular data to obtain analytics for automated decision-making. This way, you can customize the fields you need and get the JSON or Excel output for further analysis.

Is my data safe within Docsumo?

Keeping your data secure is our top priority, so we’ve built robust security measures into our platform. Docsumo is dedicated to protecting its clients' data and adheres to the highest industry standards (including GDPR, SOC 2, and HIPAA), ensuring the confidentiality of your documents. We also understand the potential risks associated with AI. That’s why Docsumo's tech stack is built entirely in-house, using millions of richly annotated documents and eliminating the chance of data leaks to third-party models. Read our Privacy Policy before you get started.

Can you handle 20+ pages in a document?

Sure, our software does exactly that! Docsumo can auto-classify files with multiple pages. By training a minimal set of documents, you can push multiple documents simultaneously, and our auto-classification API will figure out which document goes to which API.

Does Docsumo integrate with 3rd-party apps?

Yes, Docsumo integrates with any third-party applications. We offer API and webhook access for upstream (like email systems) and downstream integration (such as ERP) integration.

Do you offer discounts or free trials

Yes, we offer free trials on our Free, Starter, and Growth plans. Additionally, you can get up to a 10% discount on annual subscriptions.

Are there any set-up fees?

Set-up fees are charged in addition to your subscription plan. This fee is based on the complexity of processing the documents and the support required from the Docsumo team.

Are there any automatic charges?

Yes, the auto-debit (or the auto-pay) functionality is enabled for all the monthly recurring plans.

Is unused data carried over to the next month?

If you are on a monthly payment plan, unused monthly credits will NOT roll over to the next month. If you are on an annual subscription, you will be given all credits upfront, which you can use anytime during the subscription term.

How can I cancel my plan?

You must notify the support team 30 days before the cancellation time.

How can I upgrade my plan?

Docsumo allows you to upgrade your plans anytime. All you have to do is contact: success@docsumo.com

Have any more questions?

Get in touch with us here, and one of our automation experts will help you clarify your doubts shortly.