Document collection and follow-up
Collection agents read shared inboxes, import attachments, accept portal or API submissions, and identify missing documents so teams can request only what is absent.
Docsumo
Freemium
Docsumo is an intelligent document processing platform for lending, insurance, healthcare, finance, and eligibility workflows. It collects, classifies, extracts, verifies, and analyzes document data, then routes exceptions and sends structured results to business systems.
What is Docsumo?
Docsumo is an intelligent document processing platform for enterprise workflows. It collects documents from sources such as email, cloud storage, uploads, and APIs, then classifies, splits, extracts, verifies, and analyzes them. The platform is aimed at document-heavy teams in lending, insurance, healthcare, finance, and eligibility operations.
Its core purpose is to turn mixed document files into structured, checked data while directing incomplete or failed cases to human review. Results can be delivered to business systems through APIs, webhooks, spreadsheets, and integrations.
What can Docsumo do?
Classification and splitting
Auto-classification separates multi-page uploads into the document types they contain and sends each document to the appropriate extraction model.
Field and table extraction
The platform captures fields and table rows from documents, including custom document types, and provides a confidence score for each extracted field.
Cross-document verification
Verification compares information across documents and against configured rules, helping identify mismatches, missing pages, and other exceptions.
Workflow building and case management
Teams can describe a workflow in plain English, edit its ingestion, extraction, validation, and view blocks, test it on real files, and publish it to production with case views and validation dashboards.
Structured data delivery
Processed data can be reviewed in Data Tables, exported as JSON, Excel, or CSV, or sent through REST APIs, webhooks, Google Sheets, Salesforce, and other connectors.
Use Cases
“Small-business lending review”
Lending teams can collect bank statements, tax returns, identification, and other borrower documents; extract financial details; compare names and reported figures; and route missing pages or failed checks before a decision.
“Insurance document and claim workflows”
Insurance operations can bring in documents from email or cloud storage, classify mixed files, extract information from forms such as ACORD documents, and send checked results to downstream systems.
“Accounts payable processing”
Finance teams can process invoices and purchase documents into Data Tables, capture line-item and header fields, filter records for review, and export or transmit the resulting data.
“Eligibility and healthcare files”
Eligibility or healthcare teams can organize multi-document cases, validate information across a file, and restrict manual work to cases that require an exception review.
Frequently Asked Questions
What types of input can Docsumo process?
Documents can arrive through email, Google Drive, Microsoft OneDrive, SharePoint, Dropbox, Box, Amazon S3, uploads, or the REST API. The API accepts a file, URL, or Base64 input with user-defined IDs and metadata.
Can Docsumo process document types that are not pre-trained?
Yes. The pricing information states that users can train a model on their own documents with a small set of samples, choose the fields they need, and receive output as JSON or Excel.
How does Docsumo handle long or mixed files?
Auto-classification can split a multi-page upload into the individual documents inside it and send each document to the appropriate model, allowing multiple document types to be submitted together.
How are results delivered to other systems?
Results can be fetched as JSON through the REST API, sent through webhooks, exported as Excel or CSV, written to Google Sheets, synchronized with Salesforce, or passed through custom integration and workflow steps.
What does the free plan include?
The free plan lasts 14 days and includes up to 1,000 pages, 10 user licences, pre-trained document AI models, field and table extraction, the AI document reviewer, pre-built integrations, and webhooks, APIs, and Excel downloads. Business and Enterprise plans use custom quotes.
Quick Facts
- Category
- Intelligent document processing and workflow automation
- Primary users
- Lending, insurance, healthcare, finance, and eligibility teams
- Core workflow
- Collect, classify, extract, verify, and analyze
- Input sources
- Email, cloud storage, uploads, and REST API
- Output options
- JSON, Excel, CSV, webhooks, Google Sheets, Salesforce, and APIs
- Security and compliance
- SOC 2 Type 2 audited controls, ISO 27001 certification, HIPAA and GDPR compliance
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