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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Document AI software equipped with advanced OCR capabilities enables the transformation of unstructured documents—such as pay stubs, invoices, and bank statements—into actionable data. This solution accommodates documents in various formats with minimal initial setup required. In just a few clicks, users can extract essential details like totals, invoice numbers, and payment terms from multiple invoices simultaneously. Additionally, it allows for the categorization of table line items while providing calculated attributes to facilitate automated decision-making. The captured data can be reviewed using a human-in-the-loop tool and validated through external APIs or databases. Ensuring the highest level of security, we implement enterprise-grade measures to keep your data safe. Users maintain complete control over their data processed through Docsumo. Moreover, automated processing of rent rolls can lead to a 50% reduction in operational costs. Customers can be onboarded in real-time through efficient logistics document processing, and tax return details can be verified instantaneously with the intelligent OCR API. Furthermore, our system guarantees error-free data extraction from Energy & Utility bills, enhancing overall accuracy and reliability. This technology not only streamlines operations but also significantly boosts productivity.

Description

PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ACH Payments No 
Android No 
Apple iOS No 
Box Yes 
CaseAware No 
Cogent No 
Docusign No 
Dropbox Yes 
Google Drive Yes 
HelloWorks No 
MapQuest No 
Microsoft Excel Yes 
NAPPS No 
Perfect Practice No 
QuickBooks Online Yes 
Quickwork Yes 
Tellescope Yes 
Time Matters No 
Xero Yes 

Integrations

ACH Payments Yes 
Android Yes 
Apple iOS Yes 
Box No 
CaseAware Yes 
Cogent Yes 
Docusign Yes 
Dropbox No 
Google Drive No 
HelloWorks Yes 
MapQuest Yes 
Microsoft Excel No 
NAPPS Yes 
Perfect Practice Yes 
QuickBooks Online No 
Quickwork No 
Tellescope No 
Time Matters Yes 
Xero No 

Pricing Details

$25 per month
Free Trial No 
Free Version No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Docsumo

Founded

2019

Country

India

Website

www.docsumo.com

Vendor Details

Company Name

DreamBuilt Software

Founded

1988

Country

United States

Website

www.dbsinfo.com

Product Features

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

OCR

Batch Processing No 
Convert to PDF No 
ID Scanning No 
Image Pre-processing No 
Indexing No 
Metadata Extraction No 
Multi-Language No 
Multiple Output Formats No 
Text Editor No 
Zone Selection Tool No 

Product Features

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