Docsumo solutions
Solutions for teams that run on documents
Docsumo is an intelligent document processing (IDP) platform. Pick your document, workflow or industry to see what it extracts and what it checks.
Solutions by industry
- Credit & underwriting teams
Lending
Read every document in a loan file and check it against the application and the rest of the file. Files that agree move on; underwriters see only the exceptions.
Explore lending → - Finance operations & AP teams
Financial services & AP
Capture invoices, checks and creditor letters in any layout, hold duplicates and route invoices for approval. Clean records post to your ERP, and your team reviews only the exceptions.
Explore financial services → - Underwriting & risk teams
Insurance
Read ACORD forms, certificates and submissions field by field. Coverage limits are checked against your requirements, and expiring certificates are flagged before they become a gap.
Explore insurance → - Eligibility & revenue-cycle teams
Healthcare
Check eligibility and claims packets for completeness before anyone opens them, with identity and address matched across every document, on a HIPAA-compliant platform.
Explore healthcare → - Freight, 3PL & trucking teams
Logistics
Read bills of lading, proofs of delivery, freight invoices and driver files, and check them against each other, so dispatch, billing and driver compliance run on clean data.
- Bill of lading extraction
- Proof of delivery
- Freight invoice audit
- Driver qualification files
- Driver's license OCRGuide
- Property & asset management teams
Real estate & property
Read vendor invoices, utility bills, leases, rent rolls and insurance certificates, check each one against your property records and the others, and route it to AP, leasing or compliance. Your team sees only the exceptions.
Explore real estate → - Every industry
Any other document
Docsumo reads any document type, not only the ones listed here. It classifies, extracts and checks, and sends low-confidence fields to a person.
Explore the platform →
All solutions
Every document, use case and industry
Invoice data extraction
Header fields and every line item from invoices in any layout, with a confidence score on each field.
ACORD form processing
ACORD 25, 125, 126 and 140 read field by field, with coverage checked against your requirements.
Utility bill extraction
Account, meter, usage and charges from any provider's bills, for energy, property and proof-of-address work.
Bill of lading extraction
Shipper, consignee, weights and line items from bills of lading, ready for dispatch and invoicing.
Pay stub extraction
Employer, earnings, and gross and net pay from pay stubs, for income checks and payroll.
Tax form extraction
W-2s, 1099s and business and personal returns: mixed packets sorted by form, each box and line extracted.
Lease abstraction
Rent, term and key clauses pulled from lease agreements, with unsure fields sent to a reviewer.
Proof of delivery OCR
Signed PODs, delivery receipts and delivery notes read, even from phone photos, and checked against the BOL.
Accounts payable automation
Every invoice in the AP inbox read, checked, routed for approval and posted to your ERP. Payments stay where they are.
CRE underwriting
Rent rolls, T12s and operating statements turned into clean tables for commercial real estate underwriting.
Check processing
Check and remittance data captured across formats, for faster deposits and payment reconciliation.
Financial spreading
Tax returns and financial statements extracted line by line and mapped to your spread template.
Certificate of insurance tracking
Certificates read on arrival, limits checked against your requirements and expiring coverage flagged.
Income verification
Pay stubs, W-2s and bank deposits read and reconciled against stated income, for mortgage and consumer lending.
Driver qualification files
Applications, MVRs, road tests and medical certification read and checked against the rest of each driver's file.
Freight invoice audit
Each carrier invoice checked against the rate confirmation, BOL and POD, with duplicates held, before your team pays it.
Document AI for lending
Bank statements, pay stubs, tax returns and IDs read and checked across the whole loan file.
Document AI for healthcare
Prior authorizations, claims and eligibility packets read and checked, on a HIPAA-compliant platform.
Document AI for financial services
Invoices, statements and back-office documents captured, checked and routed for banks and finance teams.
Document AI for logistics
Bills of lading, delivery receipts and shipment notices captured for freight, 3PL and trucking teams.
Document AI for insurance
Submissions, ACORD forms, loss runs and claims documents extracted for underwriting and claims teams.
Document AI for real estate
Invoices, utility bills, leases, rent rolls and COIs read, checked against your property records and routed.
OCR software
Scans, PDFs and phone photos in; named fields and intact tables out, each with a confidence score.
Intelligent document processing software
One platform to classify, extract and check any document type, with people reviewing only the fields it isn't sure of.
Invoice processing software
Reads, checks and posts every invoice: line items out, duplicates held, only exceptions sent to your team.Don't see your document?
Docsumo reads any document type, not only the ones with a page here. Book a demo, bring a sample and see the fields it pulls out and the checks it runs.