Docsumo
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.
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Reviews
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- Industry: Hospitality
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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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 21/06/2021
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
- Industry: Real Estate
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great for Invoice Extraction!
Reviewed on 22/11/2022
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.
- Industry: Internet
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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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 02/12/2022
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
- Industry: Hospital & Health Care
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Automated check input process
Reviewed on 22/06/2021
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
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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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 14/09/2019
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.
Docsumo FAQs
Below are some frequently asked questions for Docsumo.Q. What type of pricing plans does Docsumo offer?
Docsumo offers the following pricing plans:
- Starting from: US$25.00/month
- 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.
Q. Who are the typical users of Docsumo?
Docsumo has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Docsumo support?
Docsumo supports the following languages:
English
Q. Does Docsumo support mobile devices?
Docsumo supports the following devices:
Q. What other apps does Docsumo integrate with?
Docsumo integrates with the following applications:
Box, Dropbox Business, Google Drive, Microsoft Excel, QuickBooks Online Advanced, Xero
Q. What level of support does Docsumo offer?
Docsumo offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep), Chat
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