# Upload, classify
& sort all of your documents with a single click. Automatically categorize your documents into logical folders for quick retrieval and data extraction. Drive 10x efficiency gains through AI-powered automation of large-scale document sorting across all formats. Preferred by Leaders from - Finance - Insurance - Real estate - Healthcare - Logistics Dive into Huddle’s story of streamlining household expense management business by automating data extraction of water bills with OCR and AI capabilities. [Read More](/content/customers/case-studies/huddle-utilities-water-bill-automation/index.html) Explore how this payroll software (now acquired by HiBob) uses Document AI to automate payroll processing and evade tax filing penalties for UK-based businesses. [Read More](/content/customers/case-studies/pento-hibob-p11-payroll/index.html) Learn how this risk management platform settles insurance claims 2x faster by going beyond legacy OCR and an outsourced data entry team with automated ACORD form capture. [Read More](/content/customers/case-studies/vetikal-risk-management-platform/index.html) Discover how this debt management firm resolves bad debts for their clients 2x faster and saves over 3200 hours by automatically processing settlement letters. [Read More](/content/customers/case-studies/clear-one-advantage-debt-relief/index.html) Explore how this Indian subsidiary of Hitachi processes over 36k+ bank statements across 50+ varying layouts while saving 6k hours for the accounting team. [Read More](/content/customers/case-studies/hitachi-payments/index.html) Discover how this Source-to-Pay automation company streamlines invoice document processing to manage SLAs for a portfolio of 100+ customers with 98% accuracy. [Read More](/content/customers/case-studies/valtatech/index.html) Explore how this multinational fintech company processes over 100k loan applications monthly for income and identity verification to serve millions of customers across 20 countries. [Read More](/content/customers/case-studies/payu/index.html) Read this multi-family real estate corporation’s journey of saving over 97.5% of their operations teams’ time, processing over 2k utility bills monthly for a portfolio of 14k units. [Read More](/content/customers/case-studies/westland/index.html) Learn how this New York-based real estate investment firm processes over 6000 insurance applications monthly for single and multi-family rentals 96% faster. [Read More](/content/customers/case-studies/arbor/index.html) Discover how one of America’s largest debt settlement firms enabled their clients to manage overwhelming debt in record time with Document AI. [Read More](/content/customers/case-studies/national-debt-relief/index.html) Explore how a family-owned 3PL automates data extraction from bills of lading and trucking invoices while saving the accounting team over 2500 hours monthly. [Read More](/content/customers/case-studies/biagi-bros/index.html) Discover how this New York-based carbon management company automates 97% of its utility bill data capture workflow so clients can reach their ESG goals twice as fast. [Read More](/content/customers/case-studies/carbon-direct/index.html) Learn how Document AI helps this virtual power plant operator save 98% of the man-hours spent manually capturing data from over 250 utility bills. [Read More](/content/customers/case-studies/voltus/index.html) Discover a family-owned trucking business’ story to fast-track payments for truck drivers with 94% touchless processing. [Read More](/content/customers/case-studies/ns-trucking/index.html) Learn how processing bank statements and pay slips 90% faster helped this Irish income verification and lending company support SMBs to scale and thrive. [Read More](/content/customers/case-studies/grid-finance/index.html) ## Process all documents with just one software - Invoices - Bank Statements - Bank checks - Bill of Lading - Utility Bills - Tax Returns - ACCORD Forms - Any Document Can't find your document? Have a talk with our experts about your specific document use case. ## **Classify multi-page or diverse document formats** ### Enable auto-classification model 1. Login to your account and click on "Add Document Types" 2. Choose Auto Classify from the pop-up modal. 3. Select the document types you wish to train the model on for classification, then proceed by clicking "Next." 4. Click Train to initiate the training process of the model. 5. Once training is complete, press "Save and Close" to finalize the auto classification setup. 6. While document upload, select Auto Classification as the document type. 7. The auto classification model will operate in the background. 8. Users have the flexibility to manually assign documents to the appropriate types if auto-classification is unsuccessful. ## Why brands like Arbor prefer Docsumo ### Skip the manual data entry Give us your documents and let our AI do the data extraction with 30+ pre-trained document models. Docsumo automatically classifies and sorts documents based on its own data sets. ### Classify as per your document type Build your own custom classification model with our expert support, by training it on your document samples. ### Get your document processing automated Connect your document storage system with Docsumo and let our workflow intake, classify and sort document as per your criteria. ## See, how businesses are using it - Finance - Insurance - Logistics - Real Estate ## Built for enterprise scale ### Secured & Compliant - GDPR, HIPAA,
SOC 2 TYPE 2 Compliant ### Data Ownership You own and control your data. Period. ### Highly Scalable Flexibly scale to handle peak hours, no matter the load. ### API Integration _Plug-and-play APIs that need no training to get started._ ### Expert Support Expert support, just a message away.