Docsumo

Docsumo is a document AI layer for enterprise workflows. Its platform combines Document AI for classifying, splitting and extracting fields and tables, Case Management for grouping and cross-checking every document in a case, and Document Workflows for moving documents from inbox to decision, with exceptions routed to a review queue and clean data sent by webhook or API. The page states it uses LLM-based models that work without templates or training data, provides confidence scores on each field, and reports 99% field-level accuracy and 95%+ of documents AI Approved. Solutions are listed for lending, banking and financial services, insurance, healthcare, logistics, real estate and accounts payable. Security claims on the page include SOC 2 Type 2, ISO 27001, HIPAA and GDPR. A free plan covers up to 1,000 pages for 14 days; Business and Enterprise plans are priced by volume with custom quotes.

Key features

• Document classification, splitting and field and table extraction using LLM-based models without templates
• Confidence score on every extracted field
• Case Management with cross-document validation and a case view
• Document Workflows that collect documents from email, API or upload
• Review queue for exceptions and failed checks
• Webhook and REST API integration returning structured JSON
• Data Tables for reviewing and exporting captured data
• Prompt-to-workflow builder that creates document workflows from plain-English descriptions
• Audit log of reviews, corrections and approvals
• Role-based access control

Best suited for

• Lending and loan underwriting teams
• Banking, credit union, fintech and debt settlement operations teams
• Insurance underwriting, compliance and risk teams
• Healthcare revenue-cycle, billing and eligibility teams
• Accounts payable and finance operations teams
• Engineering teams building document extraction into their own products

Pricing

Free plan: $0 for 14 days with up to 1,000 pages and 10 users. Business and Enterprise plans are custom-priced based on volume, with up to 10% off annual plans.