
Docsumo

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Docsumo Product Information
Docsumo is an AI-powered Intelligent Document Processing (IDP) platform that turns messy, multi-format documents into clean, structured data in minutes—without writing a single line of code. Finance, operations, and product teams at mid-market and enterprise companies use Docsumo to ingest everything from invoices and bank statements to insurance ACORD forms, shipping papers, and pay stubs, then automatically classify, extract, validate, and transform that information for downstream systems.
Why it stands out
No-code “Field Setup.” Describe the data you need in plain English and Docsumo’s large-language-model engine builds and tests extraction rules in real time.
Smart Filters & Calculations. Clean, normalize, and run arithmetic on fields on the fly—no spreadsheets required.
Folder-level automations. Sync a Google Drive (or any S3-compatible store) and Docsumo continuously processes new files as they land.
Built-in data validation. Catch duplicates, outliers, and balance mismatches before they reach your ERP or data warehouse.
Enterprise-grade stack. SOC 2-Type II security, granular user roles, robust REST & Webhook APIs, and onboarding that goes live in days, not months.
The result: higher straight-through processing rates, faster month-end closes, and teams freed from manual data entry to focus on higher-value work.
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