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AI Document Extraction

Docsumo, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Docsumo account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • AI Document Extraction
  • Connects with a key
  • 3 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Docsumo is

Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.

You paste in a key from your own Docsumo account. It is kept encrypted, and you can withdraw it from inside Docsumo whenever you like.

How a run works

One message in, the work done in Docsumo.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Docsumo. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Docsumo account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

3 tools it already has

What it can do in Docsumo

These are the ready-made tools your AI employee already has in Docsumo. It is not limited to them, but it never has to be taught these.

  • Get Enabled Document TypesTool to retrieve enabled document types summary for the user.
  • Get User Document TypesTool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
  • MCA AnalysisTool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are p
Access, and who is in charge of it

You stay the boss of your Docsumo account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Docsumo account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Docsumo is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Docsumo and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Docsumo

Can an AI employee really work inside Docsumo?
Yes. It signs in to your own Docsumo account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Docsumo?
No. Nothing moves and nothing is replaced. Your records stay in Docsumo, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Docsumo account?
You paste in a key from your own Docsumo account. It is kept encrypted, and you can withdraw it from inside Docsumo whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Docsumo?
It has 3 ready-made tools in Docsumo today, among them Get Enabled Document Types, Get User Document Types and MCA Analysis. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Docsumo and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Docsumo and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Docsumo?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Docsumo is written down with what it did and when.