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Docsumo

Schema-driven invoice and bank-statement extraction with strong tables and totals, but bank sections and one field map need review.

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Invoice + bankTable extractionManual reviewCustom fields
TL;DR — our verdictUpdated August 2026 · 8 test artifacts

Useful for reviewable finance extraction, not fully automatic

Where it wins
  • You need invoice or bank-statement data extracted into a reviewable field-and-table UI.
  • You want strong line-item and transaction capture with totals that can be checked by a human reviewer.
  • You are comfortable building custom fields manually in Field Settings one at a time.
Main limitation
  • You need native natural-language querying over extracted documents; it was not demonstrated.
Pricing (verified plans)
Free $0Business CustomEnterprise Custom
Strongest test artifacts
image-2.png →Schema-Driven Document Field Extraction →invoice_ss1_advertisercode_bug-2.png →

Our take

Docsumo is a strong fit when a human will review extracted finance documents in the UI. In these tests, core invoice and bank metadata, line items, and totals were solid, but missing bank sections, a duplicated carry-forward row, and one mis-mapped invoice field mean it still needs QA before downstream use.

Download video: Demo video
Screen recording of Docsumo moving from document list to field settings and then bank-statement extraction results.

In-Depth Review

Our detailed analysis of Docsumo — features, performance, and real-world testing.

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AI Demos Team
Expert Reviewer
Verified Review

Feature-by-Feature Breakdown

Schema-Driven Document Field Extraction
Strong on core metadata, but not complete enough for unattended extraction.
▾
Test Summary
Feature tested: Schema-Driven Document Field Extraction
Result: Partial — Strong on core metadata, but not complete enough for unattended extraction.

Feature tested: Schema-Driven Document Field Extraction

Result: Partial

Verdict: Strong on core metadata, but not complete enough for unattended extraction.

Expected behavior: Docsumo extracts structured metadata and summary fields from uploaded finance documents when the user defines a schema in Field Settings. The exercised bank-statement and invoice inputs showed core account and invoice fields coming through, with a few bank-name, period, balance, and advertiser-code gaps.

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Bank Statement PDF.pdf — Bank Statement PDF.pdf

Observed output: Output artifact (Image): Bank Name was flagged as missing, while account-holder, account, and branch fields were still extracted with values such as the holder name, address, account number, IFSC, and branch contact details. — bank_ss1_bankname_missing.png

Input artifact: Input artifact (PDF document): Bank Statement PDF.pdf — Bank Statement PDF.pdf

Output artifact: Output artifact (Image): Bank Name was flagged as missing, while account-holder, account, and branch fields were still extracted with values such as the holder name, address, account number, IFSC, and branch contact details. — bank_ss1_bankname_missing.png

What changed: PDF document transformed into Image

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Input — Invoice PDF.pdf

Observed output: Output artifact (Image): Station and Account Details were extracted cleanly, including KMSP, the address and phone numbers, and the account-details block. — invoice_ss2_station_address-2.png

Input artifact: Input artifact (PDF document): Input — Invoice PDF.pdf

Output artifact: Output artifact (Image): Station and Account Details were extracted cleanly, including KMSP, the address and phone numbers, and the account-details block. — invoice_ss2_station_address-2.png

What changed: PDF document transformed into Image

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Invoice PDF.pdf — Invoice PDF.pdf

Observed output: Output artifact (Image): Advertiser Code was wrong: the field returned unrelated text from another field area instead of the correct code 155. — invoice_ss1_advertisercode_bug-2.png

Input artifact: Input artifact (PDF document): Invoice PDF.pdf — Invoice PDF.pdf

Output artifact: Output artifact (Image): Advertiser Code was wrong: the field returned unrelated text from another field area instead of the correct code 155. — invoice_ss1_advertisercode_bug-2.png

What changed: PDF document transformed into Image

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Invoice PDF.pdf — Invoice PDF.pdf

Observed output: Output artifact (Image): Day of Week and Day Pattern were both filled correctly for all 8 line items. — invoice_ss4_lineitems_table.png

Input artifact: Input artifact (PDF document): Invoice PDF.pdf — Invoice PDF.pdf

Output artifact: Output artifact (Image): Day of Week and Day Pattern were both filled correctly for all 8 line items. — invoice_ss4_lineitems_table.png

What changed: PDF document transformed into Image

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Invoice PDF.pdf — Invoice PDF.pdf

Observed output: Output artifact (Image): Flight Dates were not split cleanly: Start Date held the full concatenated range, and End Date was left empty. — invoice_ss3_remit_flightdates-2.png

Input artifact: Input artifact (PDF document): Invoice PDF.pdf — Invoice PDF.pdf

Output artifact: Output artifact (Image): Flight Dates were not split cleanly: Start Date held the full concatenated range, and End Date was left empty. — invoice_ss3_remit_flightdates-2.png

What changed: PDF document transformed into Image

Test case: Text prompt → Text prompt

Input type: Text prompt

Input used: Input artifact (Text prompt): INPUT

Observed output: Output artifact (Text prompt): OUTPUT

Input artifact: Input artifact (Text prompt): INPUT

Output artifact: Output artifact (Text prompt): OUTPUT

What changed: Text prompt transformed into Text prompt

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Input — Bank Statement PDF.pdf

Observed output: Output artifact (Image): Bank Name was missing, Statement Period and Balances failed, but the Rewards schemes table still populated correctly with the scheme rows. — bank_ss2_period_balances_schemes.png

Input artifact: Input artifact (PDF document): Input — Bank Statement PDF.pdf

Output artifact: Output artifact (Image): Bank Name was missing, Statement Period and Balances failed, but the Rewards schemes table still populated correctly with the scheme rows. — bank_ss2_period_balances_schemes.png

What changed: PDF document transformed into Image

Why it matters / Conclusion: Reliable for core fields, but bank completeness and at least one invoice mapping still need manual review.

Docsumo extracts structured metadata and summary fields from uploaded finance documents when the user defines a schema in Field Settings. The exercised bank-statement and invoice inputs showed core account and invoice fields coming through, with a few bank-name, period, balance, and advertiser-code gaps.

file
Bank Statement PDF.pdf
↓
image
Output artifact for "Schema-Driven Document Field Extraction" test: Bank Name was flagged as missing, while account-holder, account, and branch fields were still extracted with values such as the holder name, address, account number, IFSC, and branch contact details., bank_ss1_bankname_missing.png
Bank Name was flagged as missing, while account-holder, account, and branch fields were still extracted with values such as the holder name, address, account number, IFSC, and branch contact details.
pdf
Invoice PDF.pdf
↓
image
Output artifact for "Schema-Driven Document Field Extraction" test: Station and Account Details were extracted cleanly, including KMSP, the address and phone numbers, and the account-details block., invoice_ss2_station_address-2.png
Station and Account Details were extracted cleanly, including KMSP, the address and phone numbers, and the account-details block.
file
Invoice PDF.pdf
↓
image
Output artifact for "Schema-Driven Document Field Extraction" test: Advertiser Code was wrong: the field returned unrelated text from another field area instead of the correct code 155., invoice_ss1_advertisercode_bug-2.png
Advertiser Code was wrong: the field returned unrelated text from another field area instead of the correct code 155.
file
Invoice PDF.pdf
↓
image
Output artifact for "Schema-Driven Document Field Extraction" test: Day of Week and Day Pattern were both filled correctly for all 8 line items., invoice_ss4_lineitems_table.png
Day of Week and Day Pattern were both filled correctly for all 8 line items.
file
Invoice PDF.pdf
↓
image
Output artifact for "Schema-Driven Document Field Extraction" test: Flight Dates were not split cleanly: Start Date held the full concatenated range, and End Date was left empty., invoice_ss3_remit_flightdates-2.png
Flight Dates were not split cleanly: Start Date held the full concatenated range, and End Date was left empty.
INPUT
Bank Statement PDF summary fields: Total Deposits, Total Withdrawals, Total Transactions.
↓
OUTPUT
Total Deposits and Total Withdrawals matched the source exactly. The report records 70,986.83 for deposits and 69,291.02 for withdrawals, while Total Transactions failed to extract.
pdf
Bank Statement PDF.pdf
↓
image
Output artifact for "Schema-Driven Document Field Extraction" test: Bank Name was missing, Statement Period and Balances failed, but the Rewards schemes table still populated correctly with the scheme rows., bank_ss2_period_balances_schemes.png
Bank Name was missing, Statement Period and Balances failed, but the Rewards schemes table still populated correctly with the scheme rows.
Bottom Line
Reliable for core fields, but bank completeness and at least one invoice mapping still need manual review.
From our researchExtract and query structured data from documents using natural languageearlier research
Table Extraction and Row Parsing
Good at finding rows and columns, but repeated carry-forward lines and empty subcolumns need cleanup.
▾
Test Summary
Feature tested: Table Extraction and Row Parsing
Result: Partial — Good at finding rows and columns, but repeated carry-forward lines and empty subcolumns need cleanup.

Feature tested: Table Extraction and Row Parsing

Result: Partial

Verdict: Good at finding rows and columns, but repeated carry-forward lines and empty subcolumns need cleanup.

Expected behavior: Docsumo extracts dense transaction and line-item tables from documents. In the tested bank statements and invoices, it captured rows and line items, though some repeated page-break lines and subcolumns still needed cleanup.

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): 4-page bank statement with a repeated BALANCE FORWARD carry-forward line across page breaks. — Bank Statement PDF.pdf

Observed output: Output artifact (Image): The transactions grid showed empty Value Date and Transaction Type columns and duplicated the BALANCE FORWARD carry-forward row across pages. — bank_ss3_transactions_columns_duplicate-2.png

Input artifact: Input artifact (PDF document): 4-page bank statement with a repeated BALANCE FORWARD carry-forward line across page breaks. — Bank Statement PDF.pdf

Output artifact: Output artifact (Image): The transactions grid showed empty Value Date and Transaction Type columns and duplicated the BALANCE FORWARD carry-forward row across pages. — bank_ss3_transactions_columns_duplicate-2.png

What changed: PDF document transformed into Image

Test case: PDF document → Image

Input type: PDF document

Input used: Input artifact (PDF document): Broadcast TV advertising invoice with an 8-row line-items table. — Invoice PDF.pdf

Observed output: Output artifact (Image): The line-items table captured all 8 rows, with Day of Week and Day Pattern called out as correct, but the middle field was suspiciously empty and repeated-looking. — invoice_ss4_lineitems_table.png

Input artifact: Input artifact (PDF document): Broadcast TV advertising invoice with an 8-row line-items table. — Invoice PDF.pdf

Output artifact: Output artifact (Image): The line-items table captured all 8 rows, with Day of Week and Day Pattern called out as correct, but the middle field was suspiciously empty and repeated-looking. — invoice_ss4_lineitems_table.png

What changed: PDF document transformed into Image

Why it matters / Conclusion: Strong row capture, but repeated page-break rows and empty transaction subcolumns need post-processing.

Docsumo extracts dense transaction and line-item tables from documents. In the tested bank statements and invoices, it captured rows and line items, though some repeated page-break lines and subcolumns still needed cleanup.

INPUT
Bank Statement PDF.pdf
4-page bank statement with a repeated BALANCE FORWARD carry-forward line across page breaks.
↓
image
Output artifact for "Table Extraction and Row Parsing" test: The transactions grid showed empty Value Date and Transaction Type columns and duplicated the BALANCE FORWARD carry-forward row across pages., bank_ss3_transactions_columns_duplicate-2.png
The transactions grid showed empty Value Date and Transaction Type columns and duplicated the BALANCE FORWARD carry-forward row across pages.
INPUT
Invoice PDF.pdf
Broadcast TV advertising invoice with an 8-row line-items table.
↓
OUTPUT
Output artifact for "Table Extraction and Row Parsing" test: The line-items table captured all 8 rows, with Day of Week and Day Pattern called out as correct, but the middle field was suspiciously empty and repeated-looking., invoice_ss4_lineitems_table.png
The line-items table captured all 8 rows, with Day of Week and Day Pattern called out as correct, but the middle field was suspiciously empty and repeated-looking.
Bottom Line
Strong row capture, but repeated page-break rows and empty transaction subcolumns need post-processing.
From our researchearlier researchExtract and query structured data from documents using natural language
Financial Totals Extraction
Summary totals were accurate on both documents even when other fields failed.
▾
Test Summary
Feature tested: Financial Totals Extraction
Result: Passed — Summary totals were accurate on both documents even when other fields failed.

Feature tested: Financial Totals Extraction

Result: Passed

Verdict: Summary totals were accurate on both documents even when other fields failed.

Expected behavior: Docsumo extracts finance summary totals from bank statements and invoices. In the tested inputs, it populated deposits and withdrawals on the bank statement and matched invoice financial summary totals precisely.

Test case: PDF document → Text prompt

Input type: PDF document

Input used: Input artifact (PDF document): Broadcast TV advertising invoice with a financial summary section. — Invoice PDF.pdf

Observed output: Output artifact (Text prompt): Invoice summary totals were verified as exact against the source PDF.

Input artifact: Input artifact (PDF document): Broadcast TV advertising invoice with a financial summary section. — Invoice PDF.pdf

Output artifact: Output artifact (Text prompt): Invoice summary totals were verified as exact against the source PDF.

What changed: PDF document transformed into Text prompt

Why it matters / Conclusion: Totals were a clear strength, even when surrounding fields needed manual correction.

Docsumo extracts finance summary totals from bank statements and invoices. In the tested inputs, it populated deposits and withdrawals on the bank statement and matched invoice financial summary totals precisely.

INPUT
Invoice PDF.pdf
Broadcast TV advertising invoice with a financial summary section.
↓
OUTPUT
Gross Total, Agency Commission, and Net Amount Due matched the source precisely.
Bottom Line
Totals were a clear strength, even when surrounding fields needed manual correction.
From our researchExtract and query structured data from documents using natural language

How it scored on the research's own criteria

The 5 evaluation dimensions from our hands-on research on Docsumo, each judged from recorded runs on 2 test inputs — the same verdicts the ranking page ranks on.

held up  partial  failed  not exercised by this input

CriterionVerdictWhat the runs showedPer inputProof
Extraction AccuracyWeak2/5It gets some core invoice fields right, but the bank statement leaves several straightforward fields blank and the invoice has a clear wrong-field swap plus a duplicated address/date-range issue. Accuracy is therefore more often broken than dependable, even though there are pockets of correct extraction.open proof ↗
Schema AdherenceWeak2/5Reviewer flagged — not independently verifiedIt could not take the schema as one complete structure and needed the fields rebuilt one at a time, which shows poor support for following a supplied schema hierarchy natively. That is enough for a low score, but the evidence is indirect because it speaks more to setup than to the final output shape.UNSUPPORTED_OBSERVATION — The schema-adherence verdict is based only on narration that Docsumo “does not accept a pasted raw JSON Schema” and must be configured field-by-field in Field Settings, but no resolved artifact shows a schema import/paste attempt, a rejection message, or an output JSON structure being tested against the supplied hierarchy. That leaves the scored schema-adherence claim unverifiable.—
Semantic Field EnrichmentStrong4/5The one direct enrichment test passed: it split the schedule fields correctly across all invoice rows. There is no comparable test shown here on the bank-side derived fields, so this is a cautious high score rather than a full endorsement.open proof ↗
Table & Record CompletenessMixed3/5The invoice table stays intact, but the bank statement invents extra carry-forward rows, so one document is clean while the other has a serious row-count error. That makes the overall behavior mixed rather than clearly good or clearly broken.open proof ↗
Structural Clean OutputStrong5/5It presents the output in JSON and Markdown and offers a direct download path, so downstream systems can consume the result without any reshaping step. That is exactly what a clean handoff should look like.open proof ↗

Verdicts come verbatim from the study's recorded observations, never re-derived at render; a criterion with no recorded run shows Not exercised — this section cannot invent a score.

Plans listed in the report

Public pricing is limited; higher tiers are quote-based.

Free
$0 (14-day trial)
Up to 1,000 free pages, 10 user licenses, unlimited pre-trained doc AI models, fields & table extraction, webhooks/API/Excel export
Business
Custom (Talk to sales)
Unlimited users, master data lookup, auto-classification & splitting, custom pipelines, dedicated account manager
Enterprise
Custom (Talk to sales)
Everything in Business plus automated workflows, AI-led case management, cross-document validations, and real-time analytics

Business and Enterprise were listed as custom plans, not public per-page or per-month pricing.

✓ Use This If
●You need invoice or bank-statement data extracted into a reviewable field-and-table UI.
●You want strong line-item and transaction capture with totals that can be checked by a human reviewer.
●You are comfortable building custom fields manually in Field Settings one at a time.
✕ Skip This If
●You need native natural-language querying over extracted documents; it was not demonstrated.
●You need bank statements to come back complete without cleanup; Bank Name, Statement Period, and Balances were empty.
●You need raw JSON Schema import for setup; the report says fields were added manually one at a time.
productivityother-productivitytextOther
Not in this test. The report says every field was added manually, one at a time, in Field Settings.
The invoice line-items table captured all 8 rows. Day of Week and Day Pattern were correct, but Reconciliation was empty and Reference Number looked suspicious, and Advertiser Code was mis-mapped.
Bank Name was missing, Statement Period failed, and the Balances section failed. The transactions table also duplicated BALANCE FORWARD across page breaks, and Value Date plus Transaction Type stayed empty.
Partially. It split Day of Week and Day Pattern correctly on the invoice, but it did not split Flight Dates into separate start and end dates.
No. The test stopped at extraction and review; there was no native query or chat flow demonstrated over the extracted data.
The report listed a Free plan at $0 for a 14-day trial, plus Business and Enterprise plans that require talking to sales. Business and Enterprise were quote-based.

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