Automate your email & document workflows with agents you can actually deploy

Docsumo's Document AI agents are trained on billions of documents and complex industry use cases to help you make informed decisions in seconds with 95%+ straight-through processing.

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

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Document and email workflows break in four places. Your operations team feels it.

From intake to decision, the manual document workflow has four failure points. Each one is a tax on your team and on your customer's experience.

• Chasing documents
• Extracting data
• Cross-checking
• Waiting on decisions

DOCUMENT INTAKE

Your team spends more time chasing documents than processing them.

Inbound docs arrive across email, SFTP, drive folders, vendor portals, and scanned attachments. Half are missing pages. The latest version is buried in a reply-all thread. Your team becomes the routing layer copying attachments, classifying intent, asking "did you send the W-2?" for the third time.

1. Loan officer requests missing documents
2. Wrong attachment lands - resend needed
3. Read 4 days ago - no reply from borrower
4. Urgent 3rd follow-up - rate lock at risk

Manual extraction

Your team is reading PDFs and typing the data into systems.

Every invoice, application, claim, and form means someone opens a document, reads the fields, and types them into NetSuite, Encompass, Epic, or your CRM. Slow. Expensive. Error-prone. The work scales linearly with volume - your team doesn't.

Case validation

Every case takes 20 minutes and a human to cross-check.

A loan packet, a claim, a KYC bundle. Each one needs someone to verify names match across three documents, calculate the DTI, confirm income against the W-2, and check the reserves. The work is rote, the volume is large, and one mistake costs the team a quarter.

Decision delivery

Decisions sit in a queue while customers wait.

By the time a document gets routed, extracted, validated, and reviewed, days have passed. Your SLA slipped. Your customer called twice. Your ops team is firefighting volume instead of improving the process.

Multiple Agents. One Operating Layer. Unlimited Document Workflows.

Each Docsumo agent owns one job and does it exceptionally well. Together they form an end-to-end pipeline from any inbox or document source to your systems of record.

Read

• Email Agent
  Triages shared inboxes by intent, extracts attachments, drafts contextual replies, and routes work to the right downstream agent.

• Document Collection Agent
  Gathers documents from any source - email, SFTP, drive folders, scanners, vendor portals, APIs. Organizes them into the right case.

Decide

• Document Classification Agent
  Identifies every document type: invoice, W-2, ACORD, 1003, bank statement, ID, and routes it to the right extraction logic.

• Document Extraction Agent
  99% field-level accuracy on 250+ document types including handwriting, tables, and signatures. Every field has a confidence score and a source span.

• Document Verification Agent
  Cross-document validation against your business rules - name matches, DTI thresholds, income verification, reserves checks. Surfaces only true exceptions.

Act

• Case Management Agent
  Bundles related documents into a single case, applies case-level decision rules, and posts one decision, and not one document at a time.

• Workflow Agent
  Posts decisions into NetSuite, SAP, Encompass, Epic, Guidewire. Notifies the right human. Audit-logs everything. Median 8 seconds end-to-end.

Impact

• Businesses Do Extraordinary Things With Docsumo

"Docsumo is the best"

• That's What They Said

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Built For Enterprises That Want To Scale

Enterprise security framework

Customizable data retention with transparent InfoSec policies and enterprise SSO authentication (SAML 2.0/OAuth 2.0).

Compliance-ready infrastructure

SOC 2 Type 2, GDPR, and HIPAA-compliant systems with bank-grade SSL encryption for sensitive document management.

Dedicated success strategy

Dedicated automation expert and customized success plans aligned with your business objectives for enterprise-scale implementation.

Secure sandbox testing

Test document processing in production-identical environments before deployment, ensuring seamless integration with zero disruption.

Granular access controls

Role-based permissions, custom approval workflows, and comprehensive audit trails that meet enterprise governance requirements.