Docsumo is a document AI platform that extracts and cross-checks documents. Free 14-day trial with 1,000 pages; paid plans are custom quotes.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Docsumo is an intelligent document processing (IDP) platform that reads documents, checks them against each other and routes the results to a business system. Lenders, insurers, debt settlement firms, healthcare teams and accounts payable departments use it so staff review only the files that need a decision. The company was founded in 2019 and is headquartered in New York.
The platform combines three capabilities: Document AI for classification and extraction, Case Management for cross-document checks, and Document Workflows for moving files from inbox to destination. Docsumo says more than 10,000 mid-sized and enterprise teams use it, and it reports 99% field-level accuracy across 250+ document types. It reads any document type, with models trained on a customer's own samples when a format is unusual.
Docsumo describes five stages, each handled by an AI agent: collect, classify, extract, verify and analyze. Collection agents read a shared inbox, pull attachments and chase missing documents. A classification agent splits a long upload into the statements, pay stubs and IDs inside it, and an extraction agent captures each field and table row with a confidence score on every value.
A verification agent then compares each document with the others and with the customer's rules. A file that passes every check is posted to the customer's system by API or webhook. A file that fails goes to a single queue with the reason attached, so reviewers handle exceptions only. An analysis agent can also produce figures such as cash flow and a case summary.
Document AI uses LLM-based models to classify pages, split mixed uploads and extract fields and tables. Teams can start from a model in the AI Models Hub or train one on their own documents. Data Tables give each document type its own table, with search, filtering by plain-English question, export and send-on options. Each processed document becomes a row and each field a column.
A workflow agent builds a document workflow from a plain-English prompt, with editable blocks on a canvas and a test run before publishing. Case Management opens each case on a validation summary of passed, failed and pending checks, with a Copilot that can explain a failure. Security covers SOC 2 Type 2, ISO 27001, HIPAA and GDPR. Data is not sold or used to train shared or third-party models.
Docsumo is an intelligent document processing (IDP) platform. It classifies, splits and extracts data from documents, checks them against each other and sends structured data to business systems. Its site describes users such as lenders, insurers, debt settlement firms, healthcare teams and accounts payable teams.
Docsumo does not publish prices for its paid plans. Business and Enterprise are custom quotes based on the pages you process, the workflow features you need and whether you pay monthly or annually. Annual plans cost less, and setup fees are charged in addition to the subscription.
Yes. The Free plan runs for 14 days and includes up to 1,000 pages, 10 user licences, pre-trained document AI models, field and table extraction, an AI document reviewer, pre-built integrations, and webhooks, APIs and Excel downloads. Docsumo sets it up with you on a short call.
Documents can come from email, Google Drive, OneDrive, SharePoint, Dropbox, Box and Amazon S3. Data can go to Salesforce (Enterprise), Google Sheets, Excel and CSV, webhooks and the REST API. Zapier, custom code, an external API block and an MCP server are also listed.
It suits mid-sized and enterprise teams that handle files made of many documents that must agree, such as loan, claim or eligibility files. Industries listed include lending, banking, insurance, healthcare, logistics and real estate.
Yes. The site says Docsumo reads any document type. You can train a model on a small set of your own samples, choose the fields you need and get output as JSON or Excel.
Docsumo lists SOC 2 Type 2, ISO 27001, HIPAA and GDPR compliance, applied on every plan from the first free page. It states that customer data is never sold and is not used to train shared or third-party models.
You can upgrade at any time by writing to success@docsumo.com. You can cancel at any time by notifying the support team at least 30 days in advance.