Docsumo Reviews & Product Details

Docsumo is an intelligent document processing (IDP) platform for teams that decide on files, such as loans, debt settlements, insurance certificates and eligibility packets. Its AI agents collect, classify, extract and cross-check every document in a file, then post structured data to your system. Your team only reviews the exceptions. Docsumo is built for lending, debt settlement, insurance, healthcare and accounts payable teams. It reads bank statements, pay stubs and tax returns, creditor and settlement letters, ACORD forms and certificates of insurance, Medicaid and patient packets, and invoices with multi-page line items. What Docsumo does ✅ Collect. Reads the shared inbox, imports files from cloud folders and emails the sender when a document is missing. ✅ Classify and split. Turns a 60-page upload into the statements, stubs and IDs inside it. Extract. LLM-based models capture every field and table row with no templates, and give each field a confidence score. ✅ Verify. Checks each document against the others and against your rules. Review. Fields that fail a check go to one review queue, and every decision is logged. ✅ Build workflows in plain English. Describe the process and Docsumo lays it out on a canvas you can edit, test and publish. Results our customers report 🎯 National Debt Relief. 95% of settlement documents AI Approved. 🎯 ClearOne Advantage. 170,000 documents in nine months, with 96.67% less processing time. 🎯 Grid Finance. Under 1 minute per complex bank statement, at 94%+ accuracy. 🎯 Arbor. 99% accuracy on insurance compliance documents and 3,000+ work hours saved every month. 🎯 Valtatech. 65%+ lower cost, with 99%+ touchless invoice processing. Connect by REST API, webhooks, email, Google Drive, SharePoint, Salesforce and more. A separate test environment lets engineers check changes before production. Docsumo is cloud only, so there's nothing to host. SOC 2 Type 2, ISO 27001, HIPAA and GDPR. Data is hosted in the region you choose (US, EU, UK, India, Australia or Singapore). Your data is not used to train shared or third-party models. Try Docsumo free on 1,000 pages of your own documents for 14 days.

Seller

Docsumo

Discussions

Docsumo Community

Languages Supported

Afrikaans, Bosnian, Catalan, Czech, Welsh, Danish, German, Greek, English, Esperanto, Estonian, Finnish, French, Scottish Gaelic, Irish, Haitian, Hindi, Croatian, Hungarian, Indonesian, Italian, Javanese, Dutch, Norwegian, Polish, Spanish, Swedish

Solution Type

Best-of-Breed

Overview by

Rushabh Sheth

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

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Docsumo Integrations

(19)

Verified by Docsumo

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Charla L.

Small-Business (50 or fewer emp.)

9/22/2023

"DocSumo is a great help for bookkeepers and a real time-saver!"

4.5/5

What do you like best about Docsumo?

I really like that it greatly helps me save time in preparing for the manual upload of transactions. My working time of about an hour before only took just a few minutes when I'm using the application. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

Maybe the fact that it has limited credits. Review collected by and hosted on G2.com.

Albert W.

Founder

Mid-Market (51-1000 emp.)

11/20/2023

"DocSumo OCR is awesome!"

5/5

What do you like best about Docsumo?

Aside from a very reliable product the Docsumo team are friendly, helpful, proficient and efficient. They're a pleasure to liaise with and they go out of their way to provide an effective solution. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

I really haven't encountered anything that I dislike about Docsumo. Review collected by and hosted on G2.com.

Jacob M.

Software Engineer

Mid-Market (51-1000 emp.)

Originally submitted 8/22/2022

"A quality tool to extract document data"

5/5

What do you like best about Docsumo?

1. Docsumo allows us to extract critical information from company invoices in order to automate the workload that traditionally requires manual processing. Over 2000 invoices a month are now handled automatically thanks to Docsumo extracting accurately and consistently the data we require.

2. The Docsumo team is responsive, responding to our issues and questions when they arise.

3. Uploading documents through a provided Python client library reduces time on development.

That being said like any tool, it depends on the complexity of your problem.

Docsumo took our problem, which is relatively complex due to variations from the same vendor sending different types of invoices, and managed to set up a system that works for us. Hats off to them. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

Though minor, occasionally the Docsumo team can speak quite fast in their meetings.

This makes it a little hard to follow what they're trying to get across and requires them to repeat themselves.

Additionally, we have a variety of invoices from across our properties that need to be parsed. Unfortunately, because of the vast amount of variety in our invoices, Docsumo's systems can get mixed up occasionally when trying to extract data. I imagine this is a problem more unique to us, as we do have a wide variety of invoices. NOTE: Docsumo does wonderfully more often than not and we have someone who goes in to fix any misattributed invoices manually so it's more a minor inconvenience. Review collected by and hosted on G2.com.

What problems is Docsumo solving and how is that benefiting you?

Because of the volume of invoices we deal with, it became necessary for us to extract relevant information from them in order to formulate meaningful insights. Unfortunately, due to the sheer quantity, we began to look for a SAAS solution that would help us bridge the gap from scanned invoices to extracted data. Docsumo provides us with that service by validating the extracted data and pulling the necessary information for us.

They provide webhooks that fire upon a document being processed, which made it easy for us to handle the data in a way that best fit our use-case.

Overall, we're extremely satisfied! Review collected by and hosted on G2.com.

Matthew S.

Mid-Market (51-1000 emp.)

12/21/2023

"Very positive. Like the product and team a lot."

4.5/5

What do you like best about Docsumo?

user friendly and the system works well. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

There is a learning curve like anything. The organization of the reporting screen could be better. Review collected by and hosted on G2.com.

Chelsy G.

Team Lead - Onboarding Bookkeeper

Small-Business (50 or fewer emp.)

9/21/2023

"Satisfied using DocSumo"

5/5

What do you like best about Docsumo?

It's the converting of a pdf file into a CSV/Excel File. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

If we run out of credits, the uploaded files will be on an "error" status and will be converted once the credits have been filled on. Review collected by and hosted on G2.com.

Judith B.

Mid-Market (51-1000 emp.)

9/22/2023

"Docsumo"

5/5

What do you like best about Docsumo?

Docsumo makes it easier and simplified the conversion of files. You can have your desired files in just a moment you use it. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

Sometimes, when the statements composed of different accounts, docsumo can't convert all the information and details. There's a limitation on it. Review collected by and hosted on G2.com.

Liz W.

Operations Manager

Small-Business (50 or fewer emp.)

Originally submitted 11/10/2022

"Userfriendly Document Reader"

4.5/5

What do you like best about Docsumo?

The ability to scan in multiple documents with different layouts and have that read and integrated with our systems. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

There isn't anything I dislike about Docsumo. Review collected by and hosted on G2.com.

Catherine S.

Small-Business (50 or fewer emp.)

9/22/2023

"Docsumo makes our work easier"

5/5

What do you like best about Docsumo?

Docsumo can convert scanned documents really well. Conversion takes a minute and converted documents are in good formatting. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

We encountered error in conversion when there's no more credit. Review collected by and hosted on G2.com.

Tien T.

Small-Business (50 or fewer emp.)

6/2/2023

"A real problem-solver to our accounting needs :)"

5/5

What do you like best about Docsumo?

1. The DocSumo team has been incredibly helpful & supportive in our onboarding journey. They take our requests for the output seriously and work towards producing the most optimized outcome we'd like. They are also more than willing to fix bugs or any issues our team has encountered during and after the onboarding process.

2. The app is friendly-user and easy to navigate around. Our business has faced a real challenge in converting bank & credit card statements from PDF to actionable output without consuming much time. Without a doubt, DocSumo has been a true problem-solver to our current needs, which overall saved time and increased productivity among bookkeepers. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

There is nothing that I severely dislike about DocSumo except for one minor thing. They seem to talk pretty fast in the meetings, and sometimes it's hard for us to follow what they're trying to get across. Other than this, they are awesome. Review collected by and hosted on G2.com.

What problems is Docsumo solving and how is that benefiting you?

Our bookkeeping team has faced a critical issue of converting bank statements from PDF to Excel/CVS, which consumes a lot of time and does not produce the expected output. All the manual work in editing and revising the CSV output has been incredibly time-consuming, labor-intensive and inefficient. DocSumo has been a solution to this issue, and we can now have the output that we need in our hands in a matter of seconds. This has overall increased efficiency and productivity for our bookkeeping process. Thank you :) Review collected by and hosted on G2.com.

Christine Joy S.

Mid-Market (51-1000 emp.)

9/21/2023

"The software is very helpful and relevant."

5/5

What do you like best about Docsumo?

How it converts the bank statements accurately into Excel or CSV file Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

The waiting period is quite longer than other converter that I used. Also, sometimes it won't fetch the right data / format of some bank statements Review collected by and hosted on G2.com.