Docsumo

by Docsumo · New York, USA · Founded 2019

Document AI for lending, insurance and accounts payable

Reviewed by the the30top research team · Last reviewed 2026-10-27

Overview

Docsumo is a document AI layer aimed at lending, debt settlement, insurance, healthcare and accounts payable workflows, with line-item extraction on invoices. It was founded in 2019 and is headquartered in New York, and it publishes a full set of audits: SOC 2 Type 2, ISO 27001, HIPAA with a signed BAA, and GDPR. Business and Enterprise plans are custom quotes, so you only see real prices after talking to sales.

Our verdict

A solid choice for regulated financial and healthcare document intake where security paperwork matters. Expect a sales conversation to get real pricing.

Best for

Lenders, insurers and finance teams that need audited security and ready-made financial document models.

Avoid if

You want public per-page pricing for paid volumes or a bare API for developers.

Pros

Full compliance set including SOC 2 Type 2, ISO 27001, HIPAA and GDPR
Same security controls on every plan, including the free trial
Built for lending, insurance and AP document types

Cons

Paid plans are custom quotes
Trial is time limited to 14 days
Narrower fit for developer-first, API-only use

Key capabilities

Pre-trained models for common financial documentsField and table extractionInvoice line-item extractionValidation rules and review queuesRole-based permissions and activity logBusiness Associate Agreement for health data

Frequently asked questions

Does Docsumo have a free trial?

Yes. Its pricing page describes a 14 day free plan with up to 1,000 pages and 10 user licences.

Is Docsumo HIPAA compliant?

Docsumo states it is HIPAA compliant and signs a Business Associate Agreement with customers processing protected health information.

Where is Docsumo based?

Its about page says it is headquartered in New York with offices in the USA, India and Nepal.