Docsumo 📄

Founded 2019

Extract, verify, and cross-check data from financial and business documents automatically

Pricing model

Demo

You can use Docsumo to capture, extract, and verify data from business documents without building manual templates. The system pulls files from shared email inboxes, APIs, or direct uploads, splits multipage files, and extracts key fields alongside table rows with confidence scores. It performs automated cross-checks across multiple documents, such as matching names on licenses against tax returns and reconciling bank statement deposits. When a field falls below your confidence threshold or missing pages are detected, it routes exceptions directly to human reviewers.

What Docsumo 📄 does

Extract transaction rows from scanned bank statementsValidate tax return data against stated business incomeSplit mixed PDF packages into distinct document typesFlag missing pages or unreadable lines for human reviewSend structured document data to underwriting systems via webhooksSearch and filter extracted document records using natural languageExtracts tables and line items from bank statements and invoicesCross-checks information across multiple related documents in a case fileBuilds document workflows using natural language prompts without writing codeRoutes low-confidence fields and missing document pages to a human review queuePulls incoming files and attachments automatically from shared email inboxesSplits multi-page document bundles into categorized individual filesExports structured data to databases and external systems via webhooks