About Docsumo

Docsumo automates data entry & document workflow using AI (artificial intelligence). It helps businesses to capture data from unstructured documents such as invoices and receipts and feed structured data (CSV, JSON, XML) to other software such as Quickbooks, Xero, and Tally. It is as simple as uploading or emailing invoices and receipts to Docsumo and sending the captured data to other, integrated platforms in one click.

Using AI, Docsumo eliminates the need for manual setup or templates. Users can specify fields that they would like to capture and the software does the rest. It learns from documents overtime, in order to achieve higher data extraction accuracy.

Docsumo offers an in-built AI-powered review tool, which operations teams can use to approve the output of the engine. Businesses can integrate Docsumo with other existing solutions using an API or download data in Excel, CSV, JSON or XML formats.


Key benefits of Docsumo

• Get up to 95% data extraction accuracy by training Docsumo on your dataset.

• Specify fields and line items that you would like to capture and let Docsumo take care of the rest.

• Use the AI powered review tool, to get up to 5 times productivity gain on data entry tasks.

• Integrate natively with Quickbooks or use the Docsumo API in your workflow.

• Reduce your cost of data entry operations by 50% leveraging AI for your operations.


Images

Docsumo Software - See all documents updated in the system with status and date modified
Docsumo Software - Add new documents by uploading from your local drive or sending it via email
Docsumo Software - Select multiple documents from local drive easily
Docsumo Software - Use the review tool to see the captured data, make edits and approve invoices
Docsumo Software - Download all the data from the Processed Documents tab in one click
Docsumo Software - Integrate using API and view credits from the Settings page
View 7 more
Docsumo video
Docsumo Software - See all documents updated in the system with status and date modified
Docsumo Software - Add new documents by uploading from your local drive or sending it via email
Docsumo Software - Select multiple documents from local drive easily
Docsumo Software - Use the review tool to see the captured data, make edits and approve invoices
Docsumo Software - Download all the data from the Processed Documents tab in one click
Docsumo Software - Integrate using API and view credits from the Settings page

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Reviews

Overall rating

4,6 /5
(8)
Value for Money
4,9/5
Features
4,8/5
Ease of Use
4,8/5
Customer Support
4,9/5

Already have Docsumo?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 8
Arun
Arun
Overall rating
  • Industry: Hospitality
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Product with Prompt Support

Reviewed on 2021/06/21

Pros

Docsumo is a great product that helps intelligent data capture for our travel product. As travellers have lots of travel documents (passport / visa / tax documents) that are frequently processed we have been using for a long time now and have great accuracy and satisfactory support so far

Cons

Docsumo is a fast growing tool and it can expand the coverage of documents it offers

Jacob
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for Invoice Extraction!

Reviewed on 2022/11/22

Their support staff is kind and helpful and willing to meet at hours reasonable for our business....

Their support staff is kind and helpful and willing to meet at hours reasonable for our business. They invited us to slack group to post questions and they also schedule a weekly meeting with our team to make sure everything is flowing as expected. When we encountered problems in the early stages of our work with them, they fixed them quickly and always kept us updated with the latest news involving any problems we encountered.

Pros

Because of the volume of invoices we deal with, it became necessary for us to extract relevant information from them in order to formulate meaningful insights. Unfortunately, due to the sheer quantity, we began to look for a SAAS soluation that would help us bridge the gap from scanned invoices to extracted data. Docsumo provides us with that service by validating the extracted data and pulling the necessary information for us. Their webhooks upon a document being processed made it easy for us to handle the data in a way that best fit our usecase. Overall, we're extremely satisfied!

Cons

Docsumo provides categories that you can upload your documents to in order to extract the relevant information you have configured it to. These categories, in our case, are generic for invoices. We have a variety of invoices from across our properties that need to be parsed. Unfortunately, because of the vast amount of variety in our invoices, Docsumo's systems can get mixed up occasionally when trying to extract data. I imagine this is a problem more unique to us, as we do have a wide variety of invoices. NOTE: Docsumo does wonderfully more often than not and we have someone who goes in to fix any errors manually so it's not a problem for us.

krishna
Overall rating
  • Industry: Internet
  • Company size: 1 001–5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Feedback for Docsumo from a user of 2+years

Reviewed on 2022/12/02

My overall experience with Docsumo is very pleasant

My overall experience with Docsumo is very pleasant

Pros

Data extraction feature is very impactful and is very convenient to use

Cons

The feature which is required for our work is sufficient. the issus some time we faced with the communication of docsumo team

Charles
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Automated check input process

Reviewed on 2021/06/22

I have tried many companies and no one was able to customize the software to my needs until I met...

I have tried many companies and no one was able to customize the software to my needs until I met Docsumo. I am extremely satisfied.

Pros

It used to take an employee a full day to input the cheks that we receive. With Docsumo it now gets entered within the hour with 0 mistakes!!

Cons

Would have liked a more complex reporting system

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy to use document digitisation software

Reviewed on 2019/09/14

Pros

We have been using Docsumo to digitise our invoices which has helped eliminate our manual data entry hours.

The sales process for Docsumo was very smooth and we got a demo from the team on the same day we put in the request. They put us right on track to test the tool. Works as it's supposed to & has helped us save tons of time. We pay according to our invoice volume rather than a fixed amount which is great flexibility for a mid-sized firm like us.

Cons

Need some work to make the UI more intuitive, but I've been told they are working on it. However once you get a hang (which doesn't take too much time honestly), it's a breeze to work on.

Response from Docsumo

Thank you so much for the positive review. We definitely could improve the onboarding flow and will be changing that soon.

Showing 5 reviews of 8 Read all reviews

Docsumo FAQs

Below are some frequently asked questions for Docsumo.

Docsumo offers the following pricing plans:

  • Starting from:
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Pricing is based on annual document volume, data & analytics requirements, and the number of users. Please contact the sales team for a quote.

Docsumo has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Docsumo supports the following languages:

English

Docsumo supports the following devices:

Docsumo integrates with the following applications:

Box, Dropbox Business, Google Drive, Microsoft Excel, QuickBooks Online Advanced, Xero

Docsumo offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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