Intelligent document processing platform that sends your team only the exceptions
Docsumo is an intelligent document processing (IDP) platform. It classifies every document in a loan, claim or AP file, extracts each field and table with a confidence score, and checks the data before it reaches your systems.
- 95%+ processed straight through
- 99% field-level accuracy on 250+ document types
- SOC 2 Type 2, HIPAA and GDPR
- Documents found
- Application + 599%
- Borrower
- Daniel R. Moreno99%
- Employer
- Crestline Logistics98%
- Monthly income
- $7,850.0098%
- Payroll deposits
- 6 of 6 found97%
- Address on ID
- 2217 Alder AveDiffers from application
Trusted by 10,000+ mid-sized and enterprise teams, including
- Grid Finance
- Hitachi
- PayU
From upload to decision in five steps.
- 01
Collect
Email, upload or API, one file or thousands.
Collection agent - 02
Classify and split
A 38-page upload becomes the documents inside it.
Classification agent - 03
Extract
Fields and tables, each with a confidence score.
Extraction agent - 04
Verify
Rules, master data, and the other documents.
Verification agent - 05
Review and post
People see the exceptions; data goes to your systems.
Review queue · API
Every document is labeled by type as it lands. Ask a question to find the ones that need a person.
IDP software by kind of team.
Three kinds of tool get called IDP software. Docsumo is one of them, so it's labeled.
| Kind of tool | What you get | Good for | Trial and pricing |
|---|---|---|---|
| IDP platform for operations teamsOur productDocsumo | Classification, extraction, checks across documents, a review queue and workflows | Mid-sized teams in lending, insurance and AP | Free trial, 1,000 pagesPaid plans quoted |
| Enterprise IDP suiteABBYY Vantage, Hyperscience, Tungsten TotalAgility | A platform for large automation programmes | Enterprises with an automation team | Demo firstNo pricing published on their sites |
| Document AI APIGoogle Document AI, Amazon Textract, Azure Document Intelligence | Extraction by API; you build the review, checks and workflow | Engineering teams building their own pipeline | Per 1,000 pagesPublished on each cloud's pricing page |
As stated on each vendor's own site, checked September 2026. Vendor by vendor: the best intelligent document processing software · IDP vs OCR.
Why not just use ChatGPT, Claude or Gemini?
A general model can read a document. Building AI document processing on one means adding everything below yourself. Docsumo is that layer, with LLM-based models underneath.
| Build on a general AI modelReads documentsthe rest is yours to build | DocsumoRuns them in productionLLM-based models, with the controls | |
|---|---|---|
| Output | Depends on the prompt | The same schema every time |
| Confidence per field | Not given | On every field, against a threshold you set |
| Review of unsure values | You build it | A review queue, source line highlighted |
| Checks across documents | One document at a time | The whole file (Enterprise plan) |
| Audit trail | Not included | Every review and correction recorded |
| Compliance | Depends on your setup | SOC 2 Type 2, HIPAA, GDPR |
| Your data | Depends on the provider's terms | Not used to train shared or third-party models |
More on Document AI and LLMs in document processing.
One file. Every document checked against the others.
Reading each page is table stakes. On the Enterprise plan, Docsumo also checks the documents in a file against each other and against your rules, and shows only what disagrees.
Names and entities
The same insured, borrower or vendor on every document.
Dates and periods
Policy periods, statement months and pay dates line up.
Amounts that should agree
Deposits against stated income, totals against their lines.
Missing documents
Gaps against your checklist are flagged at intake.
Uncertain fields
Values below your threshold go to review; the rest go straight through.
Extract fields, tables and forms from any document type.
Tables that run across pages are joined, with headers mapped, and every field carries a confidence score. Pre-trained models for the documents below; any other document or form by naming the fields you want.
- Lending
Bank statements →
Every transaction, joined across pages.
- Income
Pay stubs →
Employer, period, gross, net and YTD.
- Tax
Tax forms →
Mixed packets sorted by form, every box read.
- Insurance
ACORD forms →
25, 125, 126 and 140, field by field.
- Accounts payable
Invoices →
Every line item, checked and posted.
- Debt settlement
Settlement letters →
Creditor, balance, offer and deadline.
- Utilities
Utility bills →
Account, period, usage and charges.
- Forms
Any other form →
Applications, claims and intake forms, field by field.
Eight tests to run on your own documents.
Every IDP vendor quotes an accuracy number. Few say what they measured. Run these in a trial before you sign anything.
Accuracy
2- Accuracy per field, not per characterCount the fields that come out right.
- The straight-through rateThe share of documents no one had to touch.
Review
2- A confidence score on every fieldSo reviewers know what to check.
- An audit log you can exportEvery correction, by whom and when.
Files
2- Mixed uploads split and labeledOne PDF, many documents.
- Checks across documentsThe file agrees with itself, or it's flagged.
Rollout
2- API, webhooks and a test environmentChanges are tested before production.
- A trial on your own documentsNot a demo on the vendor's samples.
What changes when documents stop waiting on people.
“There's no way we could've scaled our operations as we did if it weren't for a product like Docsumo.”
Orla Kane, VP of Settlement Operations, ClearOne Advantage- Lending<1 minper complex bank statement, at 94%+ accuracy
“The accuracy and service have been amazing since day one, and the team is still incredibly responsive a year later.”
Mark Bentley, Head of CreditRead the Grid Finance story → - Insurance compliance99%accuracy, and 3,000+ hours saved every month
“We love Docsumo for its ease of integration and the flexibility it provides with API and webhook callbacks.”
Howard Leiner, CTORead the Arbor story →
Every decision traceable to its document.
Audited, access-controlled, and every correction on record.
SOC 2 Type 2Independently audited controls
HIPAAFor protected health data
GDPRFor EU personal data
JSON by API and webhook
Every field with its confidence score, sent to your systems.
A review queue you control
Thresholds per field; reviewer corrections improve the model.
A test environment
Your engineers validate changes before production.
Audit log and permissions
Access by role, team and document type; every approval recorded.
What teams ask about intelligent document processing.
What is intelligent document processing software?
Intelligent document processing (IDP) software uses AI to classify documents, extract their fields and tables, and validate the data, so documents such as bank statements, tax returns, invoices and insurance forms become structured data without manual entry. Docsumo is an intelligent document processing platform that also checks documents against each other and sends exceptions to a review queue. The category goes by other names too: AI document processing, document AI, document intelligence and document understanding.
How is IDP different from OCR?
OCR turns a page image into text. IDP uses OCR as its first step, then classifies the document, extracts named fields and tables, checks them and sends them to other systems, with a person reviewing only uncertain fields.
Can we use ChatGPT, Claude or Gemini instead?
You can build on one. Production then needs a fixed output schema, a confidence score on every field, a review queue, checks across documents, an audit log, and SOC 2 and HIPAA controls, which you would build yourself. Docsumo provides them, using LLM-based models underneath, and your documents and extracted data are not used to train shared or third-party models.
How accurate is it?
Ask what's measured. Docsumo reports field-level accuracy, 99% across 250+ document types in production, and the share of documents that go straight through with no review, 95%+. Every field carries a confidence score, and values below your threshold go to a reviewer.
Does it need templates or training data?
No. Docsumo's LLM-based models read new document types without templates or training data, so you can start on your own documents on day one, and accuracy improves as reviewers correct fields.
Can it read handwriting and poor scans?
Yes. Docsumo reads scans, phone photos and handwritten text as well as printed PDFs. Values it isn't sure about go to a reviewer with the source line highlighted.
Which documents and forms can it process?
Bank statements, pay stubs, W-2s, 1099s, tax returns, IDs, debt settlement letters, ACORD 25, 125, 126 and 140 forms, certificates of insurance, loss runs, invoices, purchase orders and utility bills, among 250+ pre-trained document types. Mixed tax packets are sorted by form. Any other document or form works by naming the fields you want.
How is it priced, and can we test it?
Docsumo's free trial covers 1,000 pages over 14 days, with pre-trained models, API and webhooks. Paid plans are custom quotes, with up to 10% off annual plans. Enterprise IDP suites usually quote after a demo, and cloud APIs charge per 1,000 pages.
Bring a real file to the demo.
A loan file, a submission, a week of invoices. We run it live and show every field, every check across documents and where the data goes.