Plans and pricing

Pricing that scales with your document volume

Start free on your own documents. When a workflow goes into production, move to Business or Enterprise.

  • Free

    Never miss another detail with AI-powered extraction.

    Free trialfor 14 days

    Try free for 14 days →

    For testing extraction on your own files, set up with you on a short call.

    Includes:
    • Up to 1,000 free pages
    • 10 user licences
    • Unlimited pre-trained document AI models
    • Field and table extraction
    • AI document reviewer
    • AI prompting and refinement
    • Continuous learning
    • Pre-built integrations
    • Webhooks, APIs and Excel downloads
  • Business

    Intelligent extraction, classification and validation at scale.

    Custom quoteBased on your volume

    Talk to us →

    For a team taking one document workflow into production.

    Everything in Free, plus:
    • Unlimited user licences
    • Auto-classification and splitting
    • AI-transform (validations, classification, categorization)
    • Custom document pipelines
    • Rich permissions control
    • Test environment
    • Audit logging
    • Custom third-party integrations
    • Dedicated account manager and solutions engineer
  • Most popular

    Enterprise

    End-to-end workflow automation with real-time insights.

    Custom quoteBased on your volume

    Book a demo →

    For loan, claim and eligibility files where every document has to agree.

    Everything in Business, plus:
    • AI-powered automated workflows
    • AI-led case management
    • Cross-document validations
    • Real-time document analytics
    • Master data lookup and database mapping
    • Priority support (private Teams or Slack channel)
How pricing works

What goes into your quote

Three things set the price. We walk through each one on the first call and send the quote after it.

  1. The pages you process

    Business and Enterprise are priced on document volume: the number of pages you send through Docsumo over the month or the year.

  2. The workflows around each document

    Classification, master data lookups, checks across documents and automated workflows add to the costs. You pay for the steps your process needs.

  3. How you'd like to pay

    Pay monthly, or annually for a lower rate. Annual plans get their full credit up front to use at any time in the term; monthly credits reset each month. Multi-year deals get a further discount.

Which plan fits

Pick by where your workflow is today

  1. Free

    You're still evaluating

    Upload real statements, invoices or forms and check the extracted fields yourself. Nothing to install: we set it up with you on a short call.

    See what's in Free ↑
  2. Business

    One workflow is going live

    You know the document types and the system the data goes to. You need classification and splitting, custom pipelines, a test environment and an audit trail.

    See what's in Business ↑
  3. Enterprise

    Decisions depend on the whole file

    A loan, claim or eligibility case holds many documents that must agree. You need cross-document checks, a case view and workflows that route exceptions.

    See what's in Enterprise ↑
Customers

“Docsumo is the best.” That's what they said.

Debt settlement
“There's no way we could've scaled our operations as we did if it weren't for a product like Docsumo.”
Read the ClearOne Advantage story →
Orla Kane, VP of Settlement Operations, ClearOne Advantage
Orla KaneVP of Settlement Operations, ClearOne Advantage

Trusted by lending, insurance, healthcare and finance teams

  • Grid Finance
  • Hitachi
  • PayU
Security

The same security on every plan

Your documents are handled under SOC 2 Type 2 audited controls, ISO 27001 certification and HIPAA and GDPR compliance, from the first free page. Your data is never sold and is not used to train shared or third-party models.

How Docsumo protects your data →
  • SOC 2 Type 2 independently audited controlsSOC 2 Type 2Independently audited controls
  • HIPAA for protected health dataHIPAAFor protected health data
  • GDPR for eu personal dataGDPRFor EU personal data
Questions

Pricing questions, answered

How much does Docsumo cost?

Docsumo has a free trial plan for testing on your own documents. The Business and Enterprise plans are quoted on the volume of pages you process, the features you need and whether you pay monthly or annually. Book a demo and we will send a quote for your volume.

What does the free trial include?

The free plan runs for 14 days and includes up to 1,000 pages, 10 user licences, all pre-trained document AI models, field and table extraction, the AI document reviewer, pre-built integrations, and webhooks, APIs and Excel downloads.

Are there any setup fees?

Setup fees are charged in addition to your subscription plan. The fee depends on how complex your documents are to process and how much support you need from the Docsumo team.

Is unused volume carried over to the next month?

On a monthly plan, unused monthly credits do not roll over to the next month. On an annual subscription, you get all your credits up front and can use them at any time during the term.

What payment methods do you accept?

We accept prepaid payments by credit or debit card, and wire transfers for annual subscriptions. Auto-pay is enabled for all monthly recurring plans.

How can I upgrade or cancel my plan?

You can upgrade at any time by writing to success@docsumo.com. You can also cancel at any time; just notify our support team at least 30 days in advance.

What if my document type isn't listed?

Train a model on your own documents with a small set of samples. Docsumo's models learn from your data, so you choose the fields you need and get the output as JSON or Excel.

Can Docsumo handle long, multi-page files?

Yes. Auto-classification splits a multi-page upload into the documents inside it and sends each one to the right model, so you can push many documents at once.

Does Docsumo integrate with other apps?

Yes. Every plan includes API and webhook access, for intake from systems like email and for posting data to systems like your ERP. Business and Enterprise add custom third-party integrations.

Is my data safe with Docsumo?

Yes. Docsumo is SOC 2 Type 2 audited, ISO 27001 certified, and HIPAA and GDPR compliant on every plan. Data is encrypted in transit and at rest, and your documents are not used to train shared or third-party models. AI model providers are listed as subprocessors and bound by data protection terms. See the security page for details.

Get a quote for your document volume

Tell us which documents you process and where the data goes. We'll show Docsumo on your files and send a quote after the call.