Financial Services

Automate risk monitoring, financial spreading & compliance

Let your analysts actually analyze data instead of spending time manually gathering it. Convert financial statements, capital call statements and other inbound documents into structured data.

Get accurate data 5 times faster than your current process

Most analysts spend an enormous amount of time just collating data from multiple documents into an excel sheet. With Docsumo, now you can free 5 - 10 hours every week for each analyst in your team.

Your toughest processes streamlined

Extract Data From Financial Statements

Capture data from highly unstructured annual reports, tax returns and pay stubs. Extract multipage tables and classify line items to get granular data to improve your underwriting process.

Extract data from balance sheets & income statement
Extract income data from paystubs, 1040s, 1099s and W2s
Customize data categorization based on your underwriting
Get financial rations and derived analytics
Extract Data From Financial Statements
Digital Archiving

Convert documents stored on your cloud into searchable database. Stay compliant with regulations by integrating audit capability at the source of your data.

Make PDFs & scanned documents searcable
Identify key entities & clauses across records
Digital Archiving

Drive measurable results

< 30 sec
Processing Time
Save Time

Process documents in under 2 minutes

Free your operations team from repetitive and redundant tasks, so you can save time and shift the focus of your team towards more strategic initiatives. That means you can react more quickly and customers will love you for it.

Save Costs

Reduce your back office costs

Save up to 50% on document processing and back office costs. Docsumo APIs for document classification, identification of key attributes, and data verification allow you to free your team from routine paperwork and reduce the number of paid hours they previously spent on these tasks. That means you can invest this money on scaling your business.

50%
Cost Reduction
98%+
Accuracy
Improve Accuracy

Achieve 99%+ accuracy with human-in-the-loop

With our human-in-the-loop review tool, you can now automate processes that need next to 100% accuracy. Verify data rather than manual keying and increase the accuracy of your downstream processes.

Enter your metrics to find out how Docsumo can add value!

Get a free ROI report and see the impact of your document automation project.

Tell us where you are today
Thank you! Your submission has been received!
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This is what your document processing operations could look like tomorrow
Based on real benchmarks from Docsumo customers, this is what we project for you and your team.
85 %
Straight through
Processing
$ 0
Total Cost
Reduced
< 30 sec
Average
processing  time
0 hrs
Total time
saved
$300k
Projected ROI

Process thousands of documents per day

Easy to use
Send data through API or upload it in web app and within seconds your processed output is ready to be downloaded or send it directly to other software.
Data Safety
Your data is encrypted with the highest standards during transfer and storage. With user management, you can easily monitor data access and schedule periodic deletion of sensitive data.
Analytics & Reporting
Create work queues for your operations team and get detailed performance reports. Get weekly and monthly analytics on for your automated workflow.

Have more questions?

We’d love to show you how you can increase your productivity, process your documents faster and save operations cost!

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