
Overviews
How it works?
Connect your Docsumo account
Link your Docsumo account to CodeWords by providing your API credentials, enabling seamless access to all document processing features and data extraction capabilities.
Upload documents for processing
Configure workflows to send invoices, receipts, purchase orders, and other business documents to Docsumo for intelligent data extraction and validation.
Extract structured data
Docsumo analyzes your documents using AI and machine learning to identify and extract key fields like amounts, dates, vendor names, and line items with high accuracy.
Validate extracted information
Set up validation rules in your workflow to verify extracted data meets business requirements, flagging exceptions for review while processing accurate documents automatically.
Route data to destination systems
Send extracted and validated document data to your ERP, accounting software, CRM, or database systems for further processing and record keeping.
Handle exceptions efficiently
Create automated workflows to notify team members when documents require manual review, ensuring nothing falls through the cracks during processing.
Monitor processing status
Track document processing progress and status through CodeWords, maintaining visibility into extraction accuracy rates and workflow performance metrics.
Archive processed documents
Automatically store processed documents and their extracted data in your preferred storage system, maintaining organized records for compliance and audit purposes.

Configure
Build
Automated invoice processing system
Build workflows that extract data from supplier invoices, validate against purchase orders, and route approved invoices to your accounting system while flagging discrepancies for review.
“You can’t do this anywhere else.”



















































Your stack,
connected.

