About Docsumo
Docsumo is an AI-powered document processing platform that automatically extracts, validates, and analyzes data from invoices, receipts, contracts, forms, and other document types. It eliminates manual data entry and reduces processing time by up to 80%.
Saysimple customers can embed Docsumo into their WhatsApp workflows to instantly digitize customer documents—from insurance claims and rental applications to invoice submissions and medical records. Your team receives structured, ready-to-use data directly in the shared inbox, speeding up approvals, reducing errors, and improving customer experience.
Popular use cases
Insurance Claims & Healthcare
Customers submit claim forms or medical documents via WhatsApp. Docsumo automatically extracts key information (patient name, dates, amounts, policy numbers) and populates your CRM or back-office system. Your team instantly sees flagged data and can approve or request clarification without manual typing.
Real Estate & Rental Applications
Prospective tenants or buyers send identity documents, bank statements, and rental history through WhatsApp. Docsumo validates and extracts data in seconds, creating a complete application profile. Agents can fast-track qualified leads and reduce application processing time from days to hours.
Logistics & Delivery Proof
Delivery agents capture proof-of-delivery photos, signatures, and invoice receipts via WhatsApp. Docsumo processes these documents automatically, extracting delivery confirmations and reconciling against orders. Your team gets real-time visibility without manual data entry or follow-up calls.
Retail & Wholesale Orders
Business customers send purchase orders, invoices, or product images via WhatsApp. Docsumo extracts order details, quantities, and pricing automatically, syncing with your inventory or e-commerce platform. Order fulfillment begins instantly, improving response time and reducing order errors.
