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Docsumo

Document AI layer for enterprise workflows.

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Docsumo is an intelligent document processing platform that uses AI agents to collect, classify, extract and cross-check documents, then post structured data to connected systems while teams review only exceptions. It addresses the problem of documents arriving late, mixed together and requiring manual retyping and checking.

The platform combines Document AI, Case Management and Document Workflows. Document AI uses LLM-based models for classification, splitting, field and table extraction with confidence scores, supported by pre-trained models and custom training. Case Management provides cross-document validation, case types and checklists, Copilot and Ask AI, and request forms. Document Workflows includes an Agents Builder and AI Agent Builder for prompt-to-workflow creation, triggers, test mode and versions. Integrations include email, upload, API, webhooks, Excel, Salesforce and MCP, with structured JSON output.

Docsumo is for lending, debt settlement, insurance, healthcare and accounts payable teams. It offers a free plan with up to 1,000 pages and 10 users for 14 days, plus Business and Enterprise editions with unlimited users, a test environment, audit logging and a dedicated account manager. Production pricing is based on volume processed, with annual plans offering a discount.

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