What is Docsumo?
Docsumo is an AI-powered Document AI Platform designed to help businesses automate data extraction, validation, and review from unstructured documents. With 99% accuracy, it enables teams to process documents 10x faster, eliminating manual work and streamlining workflows. Whether you're dealing with invoices, bank statements, or utility bills, Docsumo's pre-trained models and custom APIs make document processing efficient and scalable.
What are the features of Docsumo?
- Pre-Trained Models: Docsumo is trained on 20 million+ documents to automatically classify, extract, and process data with high accuracy.
- Smart Table Extraction: Extract tables, line items, and key-value pairs from documents, including invoices, bank statements, and financial documents.
- Human-in-the-Loop Review: Validate and correct extracted data manually to improve accuracy and train the AI for better performance.
- Touchless Processing: Automatically split, classify, and route documents without manual intervention.
- Customizable Workflows: Set up conditional validations, cross-references, and custom business logic to match your SOPs.
- Seamless Integrations: Connect with tools like Salesforce, ERP, CRM, and more to eliminate siloed workflows.
What are the use cases of Docsumo?
- Accounts Payable: Automate invoice processing and payment reconciliation.
- Revenue Reconciliation: Extract and validate financial data from bank statements and invoices.
- Forms Processing: Handle complex forms like ACORD forms, utility bills, and checks.
- Commercial Underwriting: Streamline document analysis for lending and insurance industries.
How to use Docsumo?
- Upload Documents: Import files via APIs, email parsing, or direct upload.
- Select Template: Choose a pre-trained model or train your own AI for custom extraction.
- Review Data: Validate extracted data and correct any errors to improve accuracy.
- Export Data: Export structured data to your favorite tools like Excel, Salesforce, or ERP systems.
- Integrate Workflows: Set up automated workflows for end-to-end document processing.
