One OS for All Your Document Work

The agentic document processing for operations & automation teams who need an auditable agent layer. Collect, classify, extract, verify, and decide, with every output traceable to its source.

Trusted by 10,000+ mid-sized and enterprise teams

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Meet your AI Agents - Designed to own tasks and do them exceptionally well

Each agent owns one stage and hands off automatically. Switch on the ones you need, then chain them into a workflow. Every step is configurable and every output traces to its source.

Email Agent

The shared inbox that sorts itself.

• Intent triage: Reads a shared inbox and tags every thread by purpose, then routes the work to the right downstream agent.
• Attachment capture: Pulls attachments out of threads automatically, so an email becomes a working case with no copy-paste.
• Contextual replies: Drafts replies in context, including chasing a missing document, so the back-and-forth runs itself.

Document Collection Agent

Every source, one case folder.

• Any source: Gathers documents from email, SFTP, drive folders, scanners, vendor portals and APIs, in any format.
• Unify by case: Organizes everything into the right case with a status pill per document, so the queue is always current.
• Completeness checks: Knows the document checklist per case type and flags what's missing the moment it's missing.

Document Classification Agent

Random filenames in, known document types out.

• Type recognition: Turns 'doc-001.pdf' into a known type (1003, bank statement, W-2, ID, ACORD 25). Document classification you can trust at volume.
• Confidence scoring: Scores every classification, so you set the threshold for auto-route versus review.
• Auto-split: Splits combined packets into their component documents and marks each ready to route.

Document Extraction Agent

Structured data, with the receipts.

• 99% field-level accuracy: Extracts from 250+ document types, including handwriting, tables and signatures.
• Confidence and source span: Every field carries a confidence score and a source span. Click a field and its exact spot lights up on the page.
• One dataset per case: Consolidates fields from every document into a single record, ready to verify or sync.

Document Verification Agent

Your business logic, applied to every case.

• Plain-English rules: Write a rule in natural language and it runs across the case. No code, no rules engine to configure.
• Cross-document checks: Name matches across documents, DTI thresholds, income verification, reserves checks, all reconciled automatically.
• Exceptions only: Surfaces only true exceptions for a human, and flags duplicates, tampering and anomalies for fraud detection.

Case Management Agent

Where work actually closes.

• Bundle by case: Clubs related documents into a single case and applies case-level decision rules across the packet.
• One decision: Posts one decision per case, not one document at a time, with a clear owner and stage.
• Act in place: Track status, request missing data, and message the customer from one workspace.

Workflow Agent

Describe it. Run it. Close it.

• Build by template or prompt: Start from a template or describe the workflow in plain English and watch the nodes appear.
• Posts to your systems: Writes decisions into NetSuite, SAP, Encompass, Epic and Guidewire, notifies the right human, and audit-logs everything.
• Median 8 seconds: Runs the full pipeline end to end in a median of 8 seconds.

What makes up Docsumo's operating layer

Docsumo OS is one stack from any inbox or document source to your systems of record. Documents flow up through three groups of agents (Read, Decide, Act), with your team on the judgment calls and a deterministic, auditable foundation under all of it.

Why your team needs Docsumo

The Pain

What Docsumo Does

• Chasing Documents: Email and Collection agents pull from every source and flag what's missing against the checklist.
• Manual extraction: Extraction Agent reads 250+ document types at 99% field-level accuracy, each value traceable to the page.
• Case validation by hand: Verification Agent runs name matches, DTI, income and reserves checks against your rules.
• Decisions stuck in a queue: Case Management and Workflow Agents post one decision and sync it out in a median of 8 seconds.
• Rules running in silos: Verification codifies your logic as plain-English rules that run on every case.
• Managing a black-box AI: Deterministic setup: Every output is traced to a source span, and every step is logged.

What You Get

• Your team stops being the routing layer. Nothing starts a case missing a doc.
• No more typing PDFs manually into NetSuite or Epic. Review by exception.
• A 20-minute manual cross-check turns automatic based on the business rules your team sets.
• You deliver on SLAs every time. Customers stop calling to ask what is taking so long.
• Your policy runs the same way every time, even when your best reviewer is out of office.
• A system you can defend to a regulator, auditor, or risk team.

Docsumo is built for teams like yours

If your team's day is gated by paperwork, there's a workflow for it. Describe what you need, run the case, and close it without leaving the platform.

Commercial Lending

Bank statement analysis

Turns 3+ months of transactions into cash flow trends, NSF counts, and MCA balances automatically.

Commercial Banking

Onboarding & KYC

Collects IDs, cross-checks watchlists, validates authenticity, and flags risk, cutting onboarding from 5 days to under 1 hour.

Financial Services

Accounts Payable

Matches invoices to POs, detects duplicates, routes approvals, and syncs to your ERP, ending copy-paste work and late-payment penalties.

Healthcare

Medicaid application processing

Processes Medicaid applications 2x faster at 99.81% accuracy; Cassena Care handles 130k+ a year.

Software / Platforms

Contract review

Extracts terms, flags non-standard clauses, and surfaces renewal dates across hundreds of agreements.

Logistics

Bill of lading processing

Extracts and validates BOL data against shipment records with no manual entry; Biagi Bros processes 11k a month.

Commercial Lending

Commercial underwriting

Speeds underwriting with AI extraction for an additional 30-50% efficiency gain.

Financial Services

Debt settlement

Extracts data from diverse settlement letters for a 30% speed boost and 80% lower resource cost.

Commercial Banking

Credit risk analysis

Moves credit files from intake to decision-ready, extracting tax returns and statements without re-keying.

Commercial Lending

Proof of delivery capture

Captures POD signatures and timestamps and updates delivery milestones instantly.

Healthcare

Certificate of insurance tracking

Automates COI data extraction to reduce risk and keep coverage compliant.

Software / Platforms

Catalog validation

Matches line items against your catalog and confirms pricing and availability automatically.

Financial Services

Accounts Receivable

Processes invoices accurately across integrated systems for timely reconciliation and faster cash application.

Commercial Lending

Loan document processing

Bundles bank statements, tax returns, and W-2s into underwriting-ready packages in 2 hours, not 3 days.

How teams use Docsumo everyday

From the moment a document arrives to the moment a decision lands in your system of record, every stage runs on Docsumo. This is the workflow teams already run today.

1. Build the workflow in plain English: Describe the process you want in a natural-language prompt, or start from a template, and Docsumo assembles the pipeline of agents, rules, and steps. Every step stays editable on the canvas, with no code required.
2. Receive documents from any source: Import documents in any format from email, SFTP, drive folders, scanners, vendor portals, and APIs. Files are renamed to your conventions and organized into the right case automatically.
3. Classify and check completeness: Categorize every document by type (bank statement, W-2, ACORD, invoice) and flag missing files against the checklist defined for each case type.
4. Request what's missing: Send automated correspondence asking for the missing documents, so the follow-up doesn't sit in someone's inbox waiting to be sent.
5. Extract data, tables, and line items: Capture fields from 250+ document types at 99% field-level accuracy, including handwriting, tables, and signatures. Parse 200+ page statements into normalized, exportable tables with running balances. For any document type you don't see, train a custom model on as few as 20 labeled samples.
6. Validate against your rules: Run cross-document checks (name matches, DTI, income, reserves), three-way invoice matching, and ACORD coverage verification. Only the exceptions are routed to a reviewer.
7. Detect fraud and tampering: Check for edited fields, duplicate submissions, and statistical anomalies, each returned with a confidence score, before a case moves forward.
8. Manage every case in one workspace: Bundle related documents into a single case, track it by owner and stage, request data or message stakeholders inline, and apply case-level rules across the whole packet rather than one document at a time.
9. Decide and sync: Post one decision per case and write the clean data into NetSuite, SAP, Encompass, Epic, Guidewire, or your CRM, with the full trail logged.