Docsumo
by Docsumo
Extracts and checks data from documents like bank statements, tax returns and insurance forms.
About
Docsumo uses AI to classify, split and extract fields and tables from documents such as bank statements, tax returns, ACORD forms and invoices. It groups files into cases for cross-document checks, sends exceptions to a review queue and outputs data by API or webhook.
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Useful features
- Classification and field and table extraction
- Case management with cross-document checks
- Review queue for exceptions
- Workflow builder from plain-language prompts
- REST API and webhooks
Good for
- Bank statement and income verification in lending
- Insurance certificates and ACORD forms
- Healthcare claims and eligibility packets
Pricing
Paid. 14-day free trial with up to 1,000 pages. Business and Enterprise plans are quoted by page volume, and setup fees apply.
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