AXIX IDP
Every module sits on the same document pipeline
From intake to Q&A, AXIX IDP modules share one workspace so ops, reviewers, and admins never lose the thread of a packet.
Point tools forget the handoff
When intake, extraction, and sign-off live in different places, ownership evaporates. AXIX IDP keeps Documents, Upload, discovery, settings, knowledge, and agent chat on one path so a statement never becomes an orphan file.
Workspace modules
Six capabilities — pick a starting point or enable the set your roles need.
Documents
A living workspace for every statement, form, and packet in flight — status, confidence, and review ownership in one place.
Upload
Bring PDFs and scans into AXIX IDP in bulk or one-by-one, then hand them straight into reading, classification, and extraction.
Schema Discovery
Explore layouts, candidate fields, and structure so extraction schemas fit your bank statements and forms — not a one-size template.
Settings
Configure bank-statement and generic presets, review preferences, and admin capacity — including optional page quotas via the Axix portal.
Document knowledge
Turn approved packets into searchable knowledge — ask about balances, periods, parties, and exceptions without reopening every PDF.
Agent chat
Chat with an agent that understands your AXIX IDP workspace — queue health, document status, and next review actions.
Presets included
Bank statement and generic — ready starting points
Choose a preset at upload, refine structure in Schema Discovery when a layout shifts, then confirm fields in Documents. Admins lock defaults in Settings so every batch starts from a known shape. Day-to-day workspace modules (Documents, Upload, Settings) sit beside pipeline and knowledge modules (Schema Discovery, Document knowledge, Agent chat).
- Bank-statement path for finance packets
- Generic path for mixed forms
- Optional page quotas via the Axix portal
How modules show up in a single run
A packet touches multiple modules without leaving AXIX IDP.
- 01
Upload
Ops drops the batch and selects a preset.
- 02
Read & classify
AXIX IDP prepares the document for extraction.
- 03
Schema when needed
Discovery shapes fields before they hit review.
- 04
Documents review
Analysts confirm exceptions and sign off.
- 05
Knowledge & chat
Later questions hit the approved corpus — not the inbox.
Module taglines at a glance
Documents
“See every file move from intake to signed-off fields.”
Who opens what
Roles map cleanly onto modules
Operations lean on Upload and Documents; reviewers live in exceptions and discovery; admins own Settings and capacity.
- Operations → Upload, Documents, Agent chat
- Analysts & reviewers → Documents, Schema Discovery, Document knowledge
- Admins → Settings, Schema Discovery, capacity
“We stopped buying point tools for intake, extraction, and review — the modules share one packet story.”
Products FAQ
No. Most teams start with Upload and Documents, then add Schema Discovery when layouts change, and knowledge or agent chat once the corpus is trusted.
From the product overview
AXIX IDP turns unstructured documents into trusted fields
AXIX IDP is Axix Technologies’ Intelligent Document Processing workspace: teams upload PDFs and similar packets, the system reads and classifies them, extracts structured fields (including tables), and reviewers validate results in a web dashboard — with optional page-quota integration against the Axix customer portal. On this page, Products stays on that same path so products never becomes an orphan folder.
- Read → classify → extract → review dashboard
- Bank statement and generic presets built in
- Page usage can tie to axixtechnologies.com plan limits
Who AXIX IDP is for
Three roles from the product brief — same workspace, different first clicks.
Operations / back-office
Digitize bank statements, invoices, forms at scale — Upload starts the pipeline; Documents tracks progress.
Analysts / reviewers
Check extracted fields, fix gaps, export results — open status, classification, and field grids in Documents.
Admins
Configure schemas, settings, and access — Schema Discovery for new types; Settings for portal linkage and capacity.
Suggested walkthrough from Products
The same first path the product overview recommends — adapted for every marketing route.
Sign in and open the workspace
After login you get AXIX IDP with left navigation: Documents, Upload, Schema Discovery, Settings, plus knowledge and agent chat where enabled.
Upload a document
Send one or more PDFs to start the pipeline. Track progress from the Documents list while reading, classification, and extraction run.
Review in Documents
Open a packet for status, extracted fields, classification, and page artifacts. Reprocess or remove items when needed; export when fields are trusted.
Refine schemas and capacity
Use Schema Discovery when onboarding a new document type. Admins use Settings for portal / account linkage and processing preferences — including page limits against the Axix portal.
What document teams notice on AXIX IDP
We upload PDFs, AXIX IDP reads and classifies them, and Documents shows status plus extracted fields — digitize bank statements and forms without rebuilding the grid by hand.
Tour the modules on a live workspace
Start a free trial and walk Documents, Upload, and review with your own sample packets.