All Supported documents
Supported Document Types
At Docsumo, we specialize in intelligent, automated data extraction from a vast array of documents to help streamline your workflows. Our AI-powered platform is designed to minimize manual data entry, reduce processing times, and enhance accuracy across your operations.
This guide provides a comprehensive list of the document types we support for data extraction.
Table of Contents
- SMB Lending
- Income/Employment
- Assets
- Identification
- Procurement and Energy
- Credit
- Legal
- Loan Closing
- Mortgage-Specific Forms
- Property
- Tax Forms
- Insurance
- Logistics
SMB Lending
Accelerate the Small and Medium-sized Business lending lifecycle by automating data extraction from applications, financial statements, and legal business documents.
| Category | Document Type | Data Extraction |
|---|---|---|
| SMB Lending | Bank Statement | Yes |
| SMB Lending | Business Loan Application | Yes |
| SMB Lending | Cheque | Yes |
| SMB Lending | Personal Financial Statement (of owners) | Yes |
| SMB Lending | Profit & Loss Statement | Yes |
| SMB Lending | Balance Sheet | Yes |
| SMB Lending | Cash Flow Statement | Yes |
| SMB Lending | Business Tax Returns (Forms 1120, 1120S, 1065) | Yes |
| SMB Lending | Personal Tax Returns (of owners) | Yes |
| SMB Lending | Business plan | Yes |
| SMB Lending | Business Debt Schedule | Yes |
| SMB Lending | Aged Accounts Receivable Report | Yes |
| SMB Lending | Aged Accounts Payable Report | Yes |
| SMB Lending | Articles of Incorporation or Organization | Yes |
| SMB Lending | Corporate Bylaws or LLC Operating Agreement | Yes |
| SMB Lending | Partnership Agreement | Yes |
| SMB Lending | Business Licenses and Permits | Yes |
| SMB Lending | Certificate of Good Standing | Yes |
| SMB Lending | Commercial Lease Agreement | Yes |
| SMB Lending | Franchise Agreement | Ye |
Income/Employment
Effortlessly verify income and employment details by processing pay stubs, tax forms, and official letters, ensuring compliance and reducing risk.
| Category | Document Type | Data Extraction |
|---|---|---|
| Income/Employment | Form W-2 - Wage and Tax Statement | Yes |
| Income/Employment | Pay Stub | Yes |
| Income/Employment | Form 1099 (Series: NEC, MISC, R, G, INT, DIV) | Yes |
| Income/Employment | Employment Offer Letter or Contract | Yes |
| Income/Employment | Verification of Employment (VOE) | Yes |
| Income/Employment | Award Letter (Social Security, Pension, Disability) | Yes |
| Income/Employment | Profit and Loss Statement (P&L) | Yes |
| Income/Employment | Balance Sheet | Yes |
Assets
Automate the verification of assets by extracting key data from financial statements and letters. This is ideal for loan processing, wealth management, and financial audits.
| Category | Document Type | Data Extraction |
|---|---|---|
| Assets | Bank Statement | Yes |
| Assets | Brokerage Statement | Yes |
| Assets | Retirement Account Statement (401k and Roth IRA) | Yes |
| Assets | Gift Letter | Yes |
| Assets | Earnest Money Deposit Confirmation | Yes |
| Assets | Form 1006 - Request for Verification of Deposit | Yes |
Identification
Quickly and securely verify customer identities by extracting information from various government-issued and personal identification documents.
| Category | Document Type | Data Extraction |
|---|---|---|
| Identification | Birth Certificate | Yes |
| Identification | Certificate of Naturalization | Yes |
| Identification | Direct Deposit Authorization | Yes |
| Identification | Employment Offer Letter | Yes |
| Identification | H-1B - Non-Immigrant Employment Visa | Yes |
| Identification | Marriage Certificate | Yes |
| Identification | Notary Identification Statement | Yes |
| Identification | Passport | Yes |
| Identification | Passport Card | Yes |
| Identification | Permanent Resident Card | Yes |
| Identification | Social Security Card | Yes |
| Identification | State ID | Yes |
| Identification | US Driver's License | Yes |
| Identification | Utility bill | Yes |
| Identification | Voided check | Yes |
Procurement and Energy
Streamline invoice and utility bill processing
| Category | Document Type | Data Extraction |
|---|---|---|
| Procurement and Energy | Invoice | Yes |
| Procurement and Energy | Purchase Order | Yes |
| Procurement and Energy | Single Utility Bill | Yes |
| Procurement and Energy | Muti Utility Bill | Yes |
Credit
Streamline credit assessment and loan underwriting by instantly extracting data from credit reports, statements, and authorization forms.
| Category | Document Type | Data Extraction |
|---|---|---|
| Credit | Credit Report | Yes |
| Credit | Credit Authorization Form | Yes |
| Credit | Loan Estimate | Yes |
| Credit | Student Loan Statement | Yes |
| Credit | Auto Loan Statement | Yes |
| Credit | Credit Card Statement | Yes |
| Credit | Verification of Rent or Mortgage | Yes |
Legal
Manage and analyze legal documents with ease. Extract critical information from contracts, agreements, and court orders to support legal and compliance workflows.
| Category | Document Type | Data Extraction |
|---|---|---|
| Legal | Purchase Agreement / Sales Contract | Yes |
| Legal | Deed of Trust or Mortgage | Yes |
| Legal | General Warranty Deed or Quitclaim Deed | Yes |
| Legal | Power of Attorney (POA) | Yes |
| Legal | Divorce Decree or Separation Agreement | Yes |
| Legal | Trust Agreement or Certification of Trust | Yes |
| Legal | Bankruptcy Documents (Petition) | Yes |
| Legal | Subordination Agreement | Yes |
| Legal | Electronic Consent Agreement | Yes |
| Legal | Affidavit of Occupancy | Yes |
| Legal | Signature Name Affidavit | Yes |
| Legal | Divorce Decrees and/or Child Support Orders | Yes |
Loan Closing
Expedite the final stages of the loan process by automating data extraction from all essential closing documents, from disclosures to settlement statements.
| Category | Document Type | Data Extraction |
|---|---|---|
| Loan Closing | Closing Disclosure (CD) | Yes |
| Loan Closing | Settlement Statement (ALTA or HUD-1) | Yes |
| Loan Closing | Mortgage Note (Promissory Note) | Yes |
| Loan Closing | Closing Protection Letter (CPL) | Yes |
| Loan Closing | Initial Escrow Account Disclosure Statement | Yes |
| Loan Closing | Wiring Instructions and Authorization | Yes |
Mortgage-Specific Forms
Handle the complexity of mortgage applications with dedicated support for a wide range of standardized mortgage forms, including URLA and FHA/VA addendums.
| Category | Document Type | Data Extraction |
|---|---|---|
| Mortgage-Specific Forms | Form 1003 - Uniform Residential Loan Application (URLA) | Yes |
| Mortgage-Specific Forms | Form 1008 - Uniform Underwriting & Transmittal Summary | Yes |
| Mortgage-Specific Forms | Underwriting Findings Report (DU/LPA) | Yes |
| Mortgage-Specific Forms | IRS Form 4506-C - IVES Request for Transcript of Tax Return | Yes |
| Mortgage-Specific Forms | Your Home Loan Toolkit Booklet | Yes |
| Mortgage-Specific Forms | FHA/VA Addendums and Disclosures | Yes |
| Mortgage-Specific Forms | Private Mortgage Insurance (PMI) Disclosure | Yes |
| Mortgage-Specific Forms | Rider (Condo) | Yes |
| Mortgage-Specific Forms | Pre-Approval or Conditional Approval Letter | Yes |
| Mortgage-Specific Forms | DD Form 214 - Certificate of Release from Active Duty | Yes |
| Mortgage-Specific Forms | VA Certificate of Eligibility (COE) | Yes |
Property
Automate data extraction for real estate and property management, processing everything from appraisal reports and tax bills to insurance policies and HOA documents.
| Category | Document Type | Data Extraction |
|---|---|---|
| Property | Appraisal Report (1004) | Yes |
| Property | Homeowner's Insurance Policy or Binder | Yes |
| Property | Flood Hazard Determination & Insurance Policy | Yes |
| Property | Property Tax Bill | Yes |
| Property | Title Commitment or Preliminary Title Report | Yes |
| Property | Title Insurance Policy | Yes |
| Property | Homeowner's Association (HOA) Documents (Budget, Bylaws, etc.) | Yes |
| Property | Payoff Letter (for existing mortgages) | Yes |
| Property | Wood Destroying Insect (Termite) Inspection Report | Yes |
| Property | Listing Agreement | Yes |
| Property | Real Estate Deeds | Yes |
| Property | Vehicle Titles | Yes |
| Property | Loan Documents (e.g., mortgage statements, car loan statements) | Yes |
| Property | Life Insurance Policies | Yes |
Tax Forms
Simplify tax-related workflows with comprehensive support for a wide range of IRS and state tax forms, ensuring accurate data capture for compliance and financial analysis.
| Category | Document Type | Data Extraction |
|---|---|---|
| Tax Forms | IRS Form 1040 - U.S. Individual Income Tax Return | Yes |
| Tax Forms | IRS Form 1040 Schedule 1 - Additional Income and Adjustments | Yes |
| Tax Forms | IRS Form 1040 Schedule A - Itemized Deductions | Yes |
| Tax Forms | IRS Form 1040 Schedule C - Profit or Loss From Business | Yes |
| Tax Forms | IRS Form 1040 Schedule D - Capital Gains and Losses | Yes |
| Tax Forms | IRS Form 1040 Schedule E - Supplemental Income and Loss | Yes |
| Tax Forms | IRS Form 1040-X - Amended U.S. Individual Income Tax Return | Yes |
| Tax Forms | IRS Form 1065 - U.S. Return of Partnership Income | Yes |
| Tax Forms | IRS Form 1065 Schedule K-1 - Partner’s Share of Income | Yes |
| Tax Forms | IRS Form 1120 - U.S. Corporation Income Tax Return | Yes |
| Tax Forms | IRS Form 1120S - U.S. Income Tax Return for an S Corporation | Yes |
| Tax Forms | IRS Form 1120S Schedule K-1 - Shareholder’s Share of Income | Yes |
| Tax Forms | IRS Form 1098 - Mortgage Interest Statement | Yes |
| Tax Forms | IRS Form 2848 - Power of Attorney and Declaration of Representative | Yes |
| Tax Forms | IRS Form 4506-C / 4506-T - Request for Transcript of Tax Return | Yes |
| Tax Forms | IRS Form 4868 - Application for Automatic Extension of Time to File | Yes |
| Tax Forms | IRS Form 8821 - Tax Information Authorization | Yes |
| Tax Forms | IRS Form 941 - Employer’s QUARTERLY Federal Tax Return | Yes |
| Tax Forms | IRS Form W-4 - Employee’s Withholding Certificate | Yes |
| Tax Forms | IRS Form W-9 - Request for Taxpayer Identification Number | Yes |
| Tax Forms | Tax Return Transcript | Yes |
| Tax Forms | State Tax Returns - All 51 states | Yes |
Insurance
Improve efficiency in claims processing and policy administration by automating data extraction from a wide variety of insurance documents, including standard ACORD forms.
| Category | Document Type | Data Extraction |
|---|---|---|
| Insurance | Certificate of Insurance (COI) | Yes |
| Insurance | Insurance Binder | Yes |
| Insurance | Insurance Policy (Fannie Mae and Freddie Mac required fields) | Yes |
| Insurance | Homeowner's Insurance Policy Declarations | Yes |
| Insurance | Flood Insurance Policy Declarations | Yes |
| Insurance | General Liability Insurance Policy | Yes |
| Insurance | Professional Liability (E&O) Insurance Policy | Yes |
| Insurance | Workers' Compensation Insurance Certificate | Yes |
| Insurance | ACORD 25 - Certificate of Liability Insurance | Yes |
| Insurance | ACORD 27 - Evidence of Property Insurance | Yes |
| Insurance | ACORD 28 - Evidence of Commercial Property Insurance | Yes |
| Insurance | ACORD 125 - Commercial Insurance Application | Yes |
| Insurance | ACORD 130 - Workers' Compensation Application | Yes |
| Insurance | ACORD 126 - Commercial General Liability Section | Yes |
| Insurance | ACORD 140 - Commercial Property Section | Yes |
| Insurance | ACORD 127 - Business Auto Section | Yes |
| Insurance | ACORD 131 - Commercial Umbrella/Excess Liability Section | Yes |
| Insurance | ACORD 1 - Property Loss Notice | Yes |
| Insurance | ACORD 2 - General Liability Loss Notice | Yes |
| Insurance | ACORD 3 - Automobile Loss Notice | Yes |
| Insurance | ACORD 4 - Workers' Compensation - First Report of Injury | Yes |
Logistics
Digitize and automate your supply chain by extracting critical data from key logistics and shipping documents. This reduces manual errors, accelerates customs clearance, and improves overall supply chain visibility.
| Category | Document Type | Data Extraction |
|---|---|---|
| Logistics | Bill of Lading (BOL) | Yes |
| Logistics | Air Waybill (AWB) | Yes |
| Logistics | Sea Waybill | Yes |
| Logistics | Commercial Invoice | Yes |
| Logistics | Packing List | Yes |
| Logistics | Certificate of Origin | Yes |
| Logistics | Proof of Delivery (POD) | Yes |
| Logistics | Shipper's Letter of Instruction (SLI) | Yes |
| Logistics | Customs Declaration | Yes |
| Logistics | Freight Invoice | Yes |
| Logistics | Insurance Certificate | Yes |
| Logistics | Dangerous Goods Declaration | Yes |
Don't see your document type?
If your document isn't on this list, you can leverage Docsumo's powerful AI extractor to build any document in less than 5 mins for your specific needs. Contact our support team to learn more about creating a new document type.
Updated 2 months ago