Jacob M.
JM
Jacob M.
Software Engineer
Mid-Market (51-1000 emp.)
"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.

MS
Matthew S.
Mid-Market (51-1000 emp.)
"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.
CG
Chelsy G.
Team Lead - Onboarding Bookkeeper
Small-Business (50 or fewer emp.)
"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.
JB
Judith B.
Mid-Market (51-1000 emp.)
"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.

LW
Liz W.
Operations Manager
Small-Business (50 or fewer emp.)
"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.
CS
Catherine S.
Small-Business (50 or fewer emp.)
"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.
TT
Tien T.
Small-Business (50 or fewer emp.)
"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.

Christine Joy S.
CS
Christine Joy S.
Mid-Market (51-1000 emp.)
"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.

Verified User in Retail
AR
Verified User in Retail
Mid-Market (51-1000 emp.)
"Easy and effective implementation"
4/5
What do you like best about Docsumo?

The application itself has an easy-to-use interface for end users while also providing excellent tools for admins to customise the data extraction to suit their preferences. Support during configuration is excellent, with effective solutions provided quickly and with great customer service. A pleasure to work with both the software and DocSumo staff. Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

Getting in contact initially was a little difficult with my first inquiry email being missed and the booking form for consultations did not account for being in opposite timezones. Review collected by and hosted on G2.com.

XV
Xolisa V.
Small-Business (50 or fewer emp.)
"Docsumo is an excellent AI based platform for document information extraction"
5/5
What do you like best about Docsumo?

I like the learning feature through and support for different document templates that can be supported Review collected by and hosted on G2.com.

What do you dislike about Docsumo?

Not much at this point. Docsumo is serving our needs well and we cannot complain Review collected by and hosted on G2.com.