tools
Docsumo
Docsumo extracts, verifies, and routes data from business documents, then syncs results to systems such as ERP and loan platforms.
Docsumo is a document-processing platform for operations, finance, lending, insurance, healthcare, and logistics teams. It collects documents from email, SFTP, portals, scanners, drives, and APIs; classifies them; extracts fields and tables; validates results; and routes exceptions for review.
Teams can build workflows for accounts payable, underwriting, onboarding, claims, and other document-heavy operations. The platform includes API and webhook access, but Business and Enterprise pricing is custom, and setup fees may apply.
Features
- Extracts fields from 250+ document types, including handwriting, tables, and signatures
- Classifies documents and splits multi-page files automatically
- Shows confidence scores and source spans for extracted fields
- Validates values across documents using configurable rules
- Routes low-confidence items and exceptions to human reviewers
- Builds workflow pipelines from templates or plain-English prompts
- Connects with email, SFTP, portals, scanners, APIs, and business systems
- Provides APIs, webhooks, Excel downloads, and pre-built integrations
Use cases
- Process invoices, match them to purchase orders, and route approvals
- Prepare loan and commercial underwriting packages from document bundles
- Collect identity and onboarding documents and flag missing information
- Extract data from bills of lading and shipping invoices
- Process healthcare and Medicaid application documents
- Validate insurance, compliance, and financial documents
Pros
Cons
Latest updates
- Documents and tags on Entity records
Every Entity record now has a Documents tab for files, tags, search, in-app preview and bulk actions.
- Comments on Entity records
Every Entity record now has a Comments tab for comments with editing, deletion and live updates.
- Sumo AI now does the work, with you in control
Sumo AI can make changes and create reports; every change appears as a card you approve or reject.
- Workflows that run on their own
Build workflows that run on a schedule, when a case moves to a stage, when a person runs it, or when files arrive.
- SSO: Control how your team signs in
Decide who signs in with SSO, who keeps email and password, and where multi-factor authentication applies.
Capabilities
- Ask in plain language — “Ask what failed and why, get a case summary, or run a skill.” source
- Charts and dashboards — “Views and a validation dashboard” source
- Spreadsheets — “Structured data goes out by REST API, webhook, Excel or CSV export, Google Sheets or Salesforce.” source
- Builds models — “Start from a model in the AI Models Hub or train one on your own documents.” source
- API — “An API, webhooks and a test environment.” source
- Not: Self-hosted — “Nothing to host.” source
- Single sign-on — “Single sign-on with Okta, and multi-factor authentication you can enforce for every user.” source
Get it
Security
- SOC 2 Type II — “An independent CPA firm audits Docsumo's controls every year under SOC 2 Type 2.” source
- SOC 2 — “Docsumo is SOC 2 Type 2 audited” source
- ISO 27001 — “Docsumo's information security management system is certified to ISO/IEC 27001:2022” source
- GDPR — “Docsumo signs a Business Associate Agreement (BAA) for protected health information and a Data Processing Agreement (DPA) for personal data under GDPR.” source
- HIPAA — “Docsumo is HIPAA compliant for protected health information.” source
- Data kept in the EU — “Data can stay in the EU (Frankfurt) or the UK (London).” source
- Not trained on your data — “Your documents and extracted data are not used to train shared or third-party models.” source
Pricing
- Starting price
- Free
- Prices checked
- 2026-10-24
Free
Free
- Free trial for 14 days
- Up to 1,000 free pages
- 10 user licences
- Unlimited pre-trained document AI models
- Field and table extraction
- AI document reviewer
Business
Price on request
- Unlimited user licences
- Auto-classification and splitting
- AI-transform (validations, classification, categorization)
- Custom document pipelines
- Rich permissions control
- Test environment
Enterprise
Price on request
- AI-powered automated workflows
- AI-led case management
- Cross-document validations
- Real-time document analytics
- Master data lookup and database mapping
- Priority support (private Teams or Slack channel)