Docsumo

What Docsumo is

A document automation platform for businesses with volume. It handles preprocessing, extraction, classification and review, and routes anything uncertain to a person before it moves on.

The intended documents are invoices, bank statements and similar financial paperwork.

What you can do with it

• Preprocess incoming documents before extraction
• Extract fields from invoices and statements
• Classify documents by type automatically
• Pull tables out of financial paperwork
• Validate what was extracted against rules
• Send low-confidence cases to a human reviewer

Who it is for

• Finance teams processing supplier documents
• Operations teams with high document volume
• Insurance and financial process teams
• Businesses replacing manual document handling

What to watch out for

• Field definitions, approval logic and review thresholds have to be configured
• Document samples from your own process are needed to judge accuracy
• Financial data handling brings its own compliance requirements
• Running cost scales with volume