TL;DR
The short answer
Docsumo and DocsLoop both use AI to pull data out of PDFs, but they serve different buyers.
Docsumo is built for lending, insurance and finance teams with high volume. It has an API, integrations, SOC 2 and HIPAA, and it sells by custom quote. Even its free trial starts with a setup call.[1][3]
DocsLoop is for bookkeepers, accountants and small teams who need PDF bank statements or invoices in Excel. You sign up yourself, get 20 free pages, then buy one-time packs from $19 for 300 pages.
Choose DocsLoop if
- You want to start today, without a sales call or a contract.
- You convert a few hundred or a few thousand pages, often at irregular times.
- You need bank statements or invoices in Excel (XLSX) or CSV, and that is the whole job.
- You want a public price: $0.033 to $0.063 per page, with no subscription.
Choose Docsumo if
- You need an API, webhooks, Zapier or an MCP server to move data into other systems.[1][8]
- Your customers ask for SOC 2 Type 2, ISO 27001, a HIPAA BAA or a choice of data region.[3]
- You process loan, claim or eligibility files where many documents must agree.[1]
- You need pre-trained models for pay stubs, W-2s, ACORD forms or CMS-1500 claims.[2]
Not sure? Convert page 1 of your own PDF free, without signup, and check the rows yourself.
DocsLoop vs Docsumo at a glance
| Feature | DocsLoop | Docsumo |
|---|---|---|
| Pricing | ||
| Pricing model | One-time page packs. 1 credit = 1 page. | Custom quote based on monthly or yearly page volume.[1] |
| Public prices | Yes $19 / 300 pages, $49 / 900, $99 / 3,000 | No Quote only[1] |
| Subscription | No Pay once per pack | Yes Monthly or annual. 30 days' notice to cancel.[1] |
| Setup fee | No | Yes Charged on top of the plan[1] |
| Free start | 20 free pages on signup, no card. Page 1 preview without signup. | 14-day trial, up to 1,000 pages, set up on a short call.[1] |
| Extraction | ||
| How pages are read | AI vision models read each page as an image. | Large language models from Anthropic and OpenAI, in a model waterfall[3] |
| Ready-made document types | Bank statements, invoices | Bank statements, invoices, pay stubs, W-2s, tax returns, ACORD forms, EOBs and more[2] |
| Other documents | Custom templates from one sample PDF and a plain-language description. | Custom models trained on your samples, or a prompt-based AI Extractor[1][5] |
| Review before use | Yes Check rows in your workspace before export | Yes Review screen with confidence scores[6] |
| Files in | PDF, up to 2 MB per file | PDF, PNG, JPG, TIFF, up to 25 MB. Data from the first 20 pages only.[7] |
| Files out | Excel (XLSX), CSV | Excel, JSON. CSV and XML through MCP.[1][8] |
| Integrations | ||
| API and webhooks | No Not yet | Yes On every plan[1] |
| Connectors | No None yet | Yes Zapier, Google Drive, OneDrive, S3, Google Sheets, Salesforce[4] |
| MCP server for AI assistants | No | Yes Claude, ChatGPT, Cursor and others[8] |
| Security and trust | ||
| Certifications | No None yet. HTTPS and private cloud storage. | Yes SOC 2 Type 2, ISO 27001, HIPAA BAA, GDPR DPA[3] |
| File retention | Files kept up to 14 days. Delete any time. | Kept while needed for the service, unless you delete them.[3] |
| Review-site ratings | No listings yet | G2 4.7/5 (67 reviews). Capterra 4.3/5 (9 reviews).[12][13] |
How much does Docsumo cost compared with DocsLoop?
Docsumo does not publish prices today. Its Business and Enterprise plans are custom quotes based on page volume, plus setup fees.[1] DocsLoop costs $19 for 300 pages and goes down to $0.033 per page.
| Volume | DocsLoop | Docsumo |
|---|---|---|
| 300 pages, once | $19 one-time1 × Individual | The free trial covers it (14 days, up to 1,000 pages).[1] |
| 1,000 pages a month | $68 one-time1 × Individual + 1 × Small Team | Custom quote. The public price was $299 a month in March 2025 and $149 in June 2025.[9][10] |
| 3,000 pages a month | $99 one-time1 × Agency | Custom quote. The Growth plan was $799 a month for 3,000 pages in March 2025.[9] |
| 10,000 pages a month | $365 one-time1 × Individual + 1 × Small Team + 3 × Agency | Custom quote. The Business plan was $2,499 a month in March 2025.[9] |
Docsumo prices are per month. DocsLoop packs are one-time, so for a monthly volume you buy packs again when you run out.
On a monthly Docsumo plan, unused credits do not roll over. Docsumo also says classification, master data lookups, cross-document checks and automated workflows add to the cost.[1]
The 2025 prices are history, not a quote. Ask Docsumo for a current price for your volume.
Can you try Docsumo without talking to sales?
Not fully. The Docsumo free trial gives you 14 days and up to 1,000 pages, but Docsumo sets it up with you on a short call.[1]
Self-serve signup for the Docsumo trial ended in October 2026, according to the pricing tracker PricingSaaS.[11] Docsumo Business plans include a dedicated account manager and a solutions engineer. That fits teams that move a workflow into production.[1]
DocsLoop has no call. You sign in with Google, get 20 free pages, upload a PDF and export Excel. You can also convert page 1 of a PDF on the DocsLoop homepage without an account.
How do Docsumo and DocsLoop extract data from PDFs?
Both tools use AI, and both let you check the data before you use it. Docsumo adds trained models, prompts and workflows. DocsLoop keeps to one flow: upload, review, export.
Docsumo reads documents with large language models from Anthropic and OpenAI, in what it calls a model waterfall.[3] It also has pre-trained models for many document types, custom models trained on your samples, and a prompt-based AI Extractor.[1][5] A Docsumo review screen shows confidence scores, and Docsumo learns from your corrections.[6][5]
DocsLoop renders each PDF page as an image, and AI vision models read it. DocsLoop has no fixed bank layouts, so statements from different banks work without setup. You review the rows in your workspace, then export to Excel or CSV.
Docsumo claims 99% field-level accuracy on its homepage. That is a vendor claim, not an independent test.[2] DocsLoop publishes no accuracy figure. With either tool, check the extracted totals before you rely on them.
Which tool handles long bank statements better?
The Docsumo help center says Docsumo accepts documents over 20 pages but extracts data only from the first 20.[7] DocsLoop reads every page, but it accepts PDFs up to 2 MB per file.
Docsumo accepts files up to 25 MB.[7] The Docsumo help article is from November 2025, so confirm the page limit for your plan with Docsumo.
A long scanned statement can be larger than 2 MB. In DocsLoop you then split or compress the PDF before you upload it. DocsLoop charges 1 credit per page, so a 30-page statement uses 30 credits.
Does DocsLoop have an API like Docsumo?
No. DocsLoop has no public API or integrations today. Docsumo includes its REST API and webhooks on every plan.[1]
Docsumo connects to Zapier, Google Drive, OneDrive, SharePoint, Dropbox, Box, Amazon S3, Google Sheets and Salesforce.[4] Docsumo also runs a hosted MCP server, so AI assistants like Claude and ChatGPT can send it documents.[8]
With DocsLoop you upload PDFs in the web app and download Excel or CSV. If you need an API, contact DocsLoop and tell us your use case.
Which is better for regulated data?
Docsumo. Docsumo is SOC 2 Type 2 audited, ISO 27001 certified and signs HIPAA BAAs. You can pick a data region in the US, EU, UK, India, Australia or Singapore.[3]
DocsLoop has no security certification yet. Files travel over HTTPS and stay in private cloud storage for up to 14 days. You can delete a document at any time. To extract data, DocsLoop sends page content to AI model providers.
What Docsumo does better than DocsLoop
We make DocsLoop, so read this part closely. These are real reasons to pick Docsumo.
01
An API on every plan
Docsumo includes REST API and webhook access on every plan, the free trial too.[1] DocsLoop has no public API.
02
Compliance paperwork
SOC 2 Type 2, ISO 27001, a HIPAA BAA, a GDPR DPA and six data regions.[3] DocsLoop has no certification yet.
03
Many document types
Pre-trained models for pay stubs, W-2s, tax returns, ACORD forms, EOBs and purchase orders.[2] DocsLoop has ready templates for bank statements and invoices only.
04
Workflows across documents
Auto-classification, file splitting, cross-document checks and case management for lending and insurance files.[1]
05
Larger files
Docsumo accepts files up to 25 MB.[7] DocsLoop accepts PDFs up to 2 MB.
06
Teams and support
Unlimited users on Business, plus a dedicated account manager and a solutions engineer.[1]
How we compared
DocsLoop wrote this page, so we are biased. To keep it fair, every fact about Docsumo comes from Docsumo's own pricing page, documentation, help center or security page, from public review sites, or from pricing trackers and archived copies of those pages. Each fact links to its source below.
- We checked every source on October 18, 2026. Prices are list prices in US dollars, before tax.
- We did not run our own accuracy test of Docsumo, and we publish no accuracy numbers of our own. Where we repeat a vendor accuracy claim, we label it as one.
- DocsLoop prices on this page are calculated from our live price list.
Found an error or an outdated price? Tell us and we will fix it.
Frequently asked questions
Is DocsLoop a good Docsumo alternative?
For PDF bank statements and invoices to Excel or CSV, yes, mainly at low or irregular volume. DocsLoop costs $19 for 300 pages with no subscription. For an API, compliance or multi-document workflows, Docsumo is the stronger tool.
How much does Docsumo cost in 2026?
Docsumo does not publish prices. Business and Enterprise plans are custom quotes based on page volume, plus setup fees.[1] In March 2025 its paid plans started at $299 a month for 1,000 pages.[9]
Does Docsumo have a free plan?
Docsumo has a 14-day free trial with up to 1,000 pages, set up on a short call.[1] DocsLoop gives 20 free pages on signup, with no card and no call.
Does Docsumo have human review?
Yes. Docsumo has a review screen where people check and correct extracted data, with confidence scores.[6] DocsLoop also asks you to review the rows before you export them.
Can DocsLoop replace the Docsumo API?
Not today. DocsLoop has no public API. You upload PDFs in the DocsLoop web app and export Excel or CSV.
Sources
All links checked .
- [1]Docsumo: pricing page
- [2]Docsumo: homepage (document types, accuracy claims)
- [3]Docsumo: security page
- [4]Docsumo: integrations
- [5]Docsumo help: AI Extractor
- [6]Docsumo help: review screen
- [7]Docsumo help: file types and limits
- [8]Docsumo help: MCP server
- [9]Docsumo pricing page, March 2025 (Wayback Machine)
- [10]Docsumo pricing page, June 2025 (Wayback Machine)
- [11]PricingSaaS: Docsumo pricing history
- [12]G2: Docsumo reviews
- [13]Capterra: Docsumo reviews