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Partner program

Partner with Docsumo and bring document AI to your clients.

Docsumo is an intelligent document processing (IDP) platform. Partners refer it, resell it, roll it out for clients or build it into their own software, with our team behind every deal.

Become a partner →or book a demo for your own team
You bring
  • Your clients: Refer
  • A sales team: Resell
  • Services: Implement
  • Your product: Build
Docsumo brings
  • Document AI250+ document types, pre-trained
  • Case ManagementEach file checked against the rest
  • Document WorkflowsData sent where it belongs
  • SecuritySOC 2 Type 2 · ISO 27001 · HIPAA
Your client gets
  • Documents read, with a confidence score per field
  • Mismatches caught before anyone signs off
  • Checked data in the systems they already use
95%+ straight-through processing
Your part, our part, and what your client gets.

Trusted by 10,000+ mid-sized and enterprise teams

  • National Debt Relief
  • Arbor
  • ClearOne Advantage
  • Riskonnect
  • Grid Finance
  • Brevet Capital
  • Cassena Care
  • Valtatech
Ways to partner

Four ways to work with us

Pick the one that fits how you already serve clients. Many partners do more than one.

  • Referral partners

    Consultants, advisors and industry networks

    Your part

    Introduce a client who's buried in documents.

    Our part

    We run the demo, the trial and the sale, and you earn on the deal.

    Apply to refer 

  • Resellers

    Value-added resellers, distributors and managed service providers

    Your part

    Sell Docsumo alongside your own offer and keep the client relationship.

    Our part

    We back you with demos, trials and support, under a reseller agreement.

    Apply to resell 

  • Implementation partners

    System integrators, automation consultancies and outsourcing firms

    Your part

    Design the client's document types, checks and workflows, and run the rollout.

    Our part

    We give your team the platform, the docs and a direct line to ours.

    Apply to implement 

  • Technology partners

    Software companies in lending, insurance, AP, healthcare and logistics

    Your part

    Build document reading into your product instead of training your own models.

    Our part

    We give you the API, webhooks, an embeddable review screen and MCP.

    Apply to build 
What partners get

Everything you need to sell it, ship it and support it

You bring the clients. We make sure Docsumo holds up in front of them.

  • A platform clients already ask for

    Extraction, cross-document checks and workflows in one product, with 250+ pre-trained document types.

  • New revenue

    Earn on the clients you bring, on terms we agree with you before the first deal.

  • Our team behind yours

    Dedicated support from the first demo to go-live, and a direct line when a client needs help.

  • Trials on real documents

    Show clients their own files being read: the free plan runs 14 days, up to 1,000 pages.

SOC 2 Type 2ISO 27001HIPAAGDPRSecurity reviews covered, with a BAA and DPA available.
For technology partners

Build document AI into your product

Your users upload files in your app. Docsumo reads and checks them, and your app gets the data.

  • REST APISend PDF, JPG, PNG or TIFF files with your own IDs; get JSON with a confidence score per field.
  • WebhooksHear about every status change the moment it happens, with separate test and production URLs.
  • Embedded review screenPut Docsumo's review screen inside your app with a temporary token. No Docsumo login.
  • Docsumo MCPLet Claude, Cursor and apps built on the OpenAI API work with your documents.

API reference Embedding the review screen All integrations 

Become a partner

Tell us about your clients

A few questions about who you serve. We read every application.

  1. We review your requestIf there's a fit, we reach out to set up an intro call.
  2. Intro callYour clients, their documents and the right way to partner.
  3. Getting set upA demo account, walkthroughs and what you need to pitch it.
  4. First client, togetherWe work the first deal or rollout alongside you.
Want Docsumo for your own company? Book a demo 
Questions

Questions about partnering

What is the Docsumo partner program?

Docsumo is an intelligent document processing (IDP) platform, and the partner program is for firms that bring it to their clients: referral partners, resellers and managed service providers, system integrators and consultants, and software companies that build it into their products. Apply with the form on this page.

Do I need a technical team to partner with Docsumo?

No. Referral partners and resellers don't need engineers: we run demos and trials with you. Implementation partners set up document types, checks and workflows in the app, and technology partners use the REST API, webhooks and MCP.

How do partners earn?

It depends on how you partner. We agree the terms with you on the intro call, before your first deal.

Can our clients run Docsumo on their own servers?

No. Docsumo is cloud only, with no on-premise version. It is SOC 2 Type 2 audited, ISO 27001 certified, and HIPAA and GDPR compliant, and a BAA and DPA are available. See security at Docsumo.

Which industries do Docsumo partners serve?

Docsumo is used in lending, financial services, insurance, healthcare, real estate and logistics, on documents such as bank statements, invoices, pay stubs, tax forms and ACORD forms. Partners who serve teams in those industries see the most demand.

I want to use Docsumo in my own company. Is this the right form?

No, book a demo instead. Our team will show Docsumo on your own documents, or you can start a free trial with up to 1,000 pages.

Using Docsumo for your own documents?

This page is for partners. If you'd like Docsumo for your own team, book a demo and see it on your own files.

Book a demo →or get a free trial (1,000 pages)