Docsumo

What is Docsumo?

Docsumo leverages advanced machine learning and optical character recognition (OCR) to capture, validate, and export data from a wide range of documents. The platform supports over 100 document types and can handle complex layouts, tables, and handwritten text. Users can upload documents via API, web interface, or email, and receive structured output in JSON, CSV, or Excel. Docsumo also offers intelligent document classification, auto-correction of extracted fields, and seamless integration with popular accounting and ERP systems like QuickBooks, Xero, and NetSuite. With built-in validation rules and a user-friendly dashboard for review and approval, Docsumo ensures high accuracy and compliance. The platform is designed for finance, accounting, logistics, and insurance teams looking to streamline accounts payable, accounts receivable, and document management workflows. Security features include SOC 2 Type II certification, encryption at rest and in transit, and role-based access control.

Use Cases

Key Features

AI-powered document extraction with 99% accuracy Supports invoices receipts bank statements tax forms and more Intelligent document classification and auto-correction Real-time validation rules and review dashboard Seamless integration with QuickBooks Xero NetSuite and APIs Export data to JSON CSV Excel and other formats SOC 2 Type II certified security and encryption

Who is it for?

Finance professionals, accountants, accounts payable/receivable teams, insurance claims processors, and logistics managers

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