Plans & Pricing

Extract & act on unstructured data today!
Monthly
Annually
10% off, all credits upfront
Free
100 pages/month
$
0
/ month
Test-drive the Document AI platform.
Get Started
Includes:
1 pre-trained model
Email parsing
Extract fields & tables
Document reviewer
Integrations
Export (CSV / Excel / JSON)
Single user
ISO, HIPAA, SOC-2, GDPR compliance
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Best Value
Growth
$
299
/ month
Standard automation for fast-growing teams. Free for 14 days.
Get Started
All in Free, plus:
3 pre-trained models
API access
Webhooks access
Chat AI
5 users
Email support
Up to 2 hours of automation expert consultation
Master data look-up
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Enterprise
Custom Credits
Custom
Enterprise-grade automation tailored to your business needs.
Talk to us
All in Growth, plus:
Custom pre-trained models
Priority queue on processing
Embeddable review screen
Extract data from long documents
Unlimited users
Dedicated account manager
Slack support
10+ hours of automation expert consultation
Custom integrations
External database for validation
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Trusted by 10,000+ data-driven businesses

Compare plans & features

Free
100 pages/month
$
0
/ month
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Growth
$
299
/ 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-classify
Automatically categorizes documents into categories using LLMs & machine learning algorithms to simplify document management.
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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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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 model
Get started with 100+ out-of-the-box document types such as invoices, bank statements, checks, insurance certificates, IRS tax returns & more.
1
3
Custom
AI-assist for key values & tables
Prompts to detect key values & tables in a document, eliminating the need for manually drawing grids or individually annotating fields.
Train custom AI model
Train LLM models specific to your needs with just 20 document samples.
Limited
Basic
Advanced
Email parsing
Extract data directly from the body of their emails, in addition to traditional email attachments.
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

Integrations
Integrate using third-party connectors such as Zapier & Mulesoft.
Export (CSV / Excel / JSON)
Export the extracted data output as a CSV, Excel, or JSON file.
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.
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.
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
Classify table line items into categories 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
5
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
Slack
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
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

Authentication
Set-up authentication process for your account.
Google & Microsoft social authentication
Google & Microsoft social authentication
SSO, Google & Microsoft social authentication
Data center (US/UK/CA/AU/SG/IN)
Inclusive of mutiple data centers.
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
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.”

Jennifert Perdomo,
Operations Manager, N.S. Trucking
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.”

Jennifert Perdomo,
Operations Manager, N.S. Trucking
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.”

Jennifert Perdomo,
Operations Manager, N.S. Trucking
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.”

Jennifert Perdomo,
Operations Manager, N.S. Trucking

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 free credits so they can test out the platform.
Growth Plan - The pricing on this plan is based on the number of pages your team needs. The cost per page reduces with a higher volume of pages. You can test this out for free for the first 14 days.
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 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.