Let agents turn documents into decisions
QX classifies, extracts and analyses the documents flowing through Docsumo—so your team stops keying numbers into spreadsheets and starts acting on what they say.
Stop rekeying PDFs, eyeballing statements, and copy-pasting fields into spreadsheets. Hand it to an agent.
Structured data from any document
Drop in invoices, statements, contracts or forms and an agent pulls every field you care about into clean, structured data—ready for your CRM, ERP or warehouse without a human in the loop.
Documents that sort themselves
Incoming files get identified by type, routed to the right workflow, and tagged with the metadata your team needs—so nothing piles up in a shared inbox waiting for a human triage pass.
Numbers turned into judgement
Bank statements become month-by-month cashflow views, with credits, debits and balances scored against your rules—so underwriters and analysts open a finished assessment, not raw PDFs.
Docsumo
Real workflows, built for your team
Build workflows in minutes that chain Docsumo with the rest of your stack. Trigger them on a new document, on a schedule, or on demand—with guardrails at every step.
Lending: Underwrite loan applications end-to-end
Borrower uploads documents
Triggered in Drive
Classify each document
in Docsumo
Run MCA analysis on statements
in Docsumo
Score against your credit policy
Agent step
Create deal with full breakdown
in Salesforce
Alert underwriter for review
Alert via Slack
QX agents can classify documents, list supported types, and run financial analysis in Docsumo
About Docsumo
Docsumo is an AI-powered document processing platform used by lenders, finance teams and operations groups to extract structured data from invoices, bank statements, tax forms and other complex documents. Its classification, extraction and analysis APIs—including dedicated merchant cash advance analysis—make it a strong fit for automated, high-volume document workflows.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See Docsumo working inside your stack
Want an AI co-worker that turns every incoming document into structured, decision-ready data? Book a demo call to walk through your use case, or get started for free.
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