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Docsumo

AI-powered document processing that automates data extraction and classification with touchless workflows.

Docsumo screenshot

Category: Automation

Price Model: Freemium

Audience: Business

Trustpilot Score: 3.7

Trustpilot Reviews: 1

Our Review

Docsumo: Intelligent Document Processing for Automated Workflows

Docsumo is an AI-powered intelligent document processing (IDP) platform designed to automate document workflows including indexing, classification, extraction, validation, analysis, and decision-making of unstructured data. Built for businesses seeking to streamline document-heavy processes, Docsumo combines advanced AI capabilities with enterprise-grade security and integrations to deliver accurate, scalable, and touchless processing. Ideal for finance, healthcare, logistics, and software industries, it empowers teams to reduce manual effort, improve data accuracy, and accelerate decision-making.

Key Features:

  • Document Classification: Automatically categorizes documents using pre-trained or custom AI models.
  • Smart Table Extraction: Accurately extracts structured data from tables within documents.
  • Touchless Processing: Automates data extraction with minimal human intervention.
  • Auto-Split: Intelligently splits multi-page documents into individual records.
  • Human-in-the-Loop Review: Provides a review screen for verifying and approving extracted data.
  • Custom AI Model Training: Allows users to train models with as few as 20 sample documents.
  • Pre-Trained Models: Supports over 30 document types including invoices, bank statements, utility bills, and ACORD forms.
  • API Integration: Seamlessly connects with Salesforce, ERPs, CRMs, and other business software.
  • Document Pre-Processing & Analysis: Includes OCR scanning, PDF conversion, and data validation.
  • Enterprise Security & Compliance: Adheres to GDPR, HIPAA, and SOC 2 Type 2 standards with SSO authentication.

Pricing: Docsumo offers a free 14-day trial with a 100-page limit, followed by a Growth plan (5,000 pages/month) and a custom Enterprise plan. Annual subscriptions include up to a 10% discount.

Conclusion: Docsumo is a powerful, accurate, and secure AI solution for automating document workflows, enabling businesses to achieve significant efficiency gains and operational scalability.

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