Docsumo

Docsumo is a document AI product that reads unstructured files and turns them into structured data. Its software agents collect, sort, extract and cross-check the pages in a case, then pass the results to the customer's own system. Staff only look at the exceptions it flags.

What Docsumo offers

• Document collection — reads shared inboxes, pulls attachments and chases missing documents.
• Classification and splitting — breaks a long upload into the separate statements, forms and IDs inside it.
• Field extraction — captures values and table rows, with a confidence score on each field.
• Verification — compares documents against each other and against the customer's rules.
• System integration — posts clean data to downstream tools, or exports it as Excel, CSV, JSON or XML.

Who it works with

The site targets lending, debt settlement, insurance, healthcare and accounts payable teams, with ready-made handling for bank statements, ACORD forms, utility bills and similar files.

Key facts

• Security and compliance: states SOC 2 Type 2, HIPAA and GDPR
• Typical documents: bank statements, tax returns, ACORD forms, invoices and receipts
• Connected software: accounting tools such as Quickbooks, Xero and Tally