AXIX IDP
Statement-ready presets for finance and ops back offices
Teams drowning in monthly and ad-hoc bank statements. AXIX IDP’s bank-statement preset, schema discovery for new layouts, and review dashboard turn statement packets into confirmed fields — balances, periods, transactions, and parties — ready for finance systems and analyst follow-up via document Q&A.
Statement season should not mean heroic PDF nights
The bank-statement path pairs Upload and Schema Discovery with Documents review and document knowledge Q&A. Monthly and ad-hoc packets become confirmed fields — periods, parties, transactions, totals — ready for finance follow-up.
Modules on this path
Bank statements opens these surfaces first
Stay inside one Intelligent Document Processing workspace while specializing the job.
- Upload: Drop packets in; the pipeline starts without a ticket.
- Schema Discovery: Learn the shape of a document before fields go live.
- Documents: See every file move from intake to signed-off fields.
- Document knowledge: Ask questions across the documents you already processed.
Module detail
What each linked module contributes
Bring PDFs and scans into AXIX IDP in bulk or one-by-one, then hand them straight into reading, classification, and extraction. Explore layouts, candidate fields, and structure so extraction schemas fit your bank statements and forms — not a one-size template. A living workspace for every statement, form, and packet in flight — status, confidence, and review ownership in one place. Turn approved packets into searchable knowledge — ask about balances, periods, parties, and exceptions without reopening every PDF.
- Upload
- Schema Discovery
- Documents
- Document knowledge
Pipeline still applies
Role focus never skips the fundamentals.
Upload
Bring PDFs and scans into AXIX IDP — single files or mixed batches — and choose bank-statement or generic presets.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off.
Bank statements in practice
Preset
“Start from a statement-ready extraction path.”
“Statement-ready presets for finance and ops back offices — without leaving the AXIX IDP workspace.”
Bank statements FAQ
No. It highlights modules inside AXIX IDP that bank statements teams open most. The same pipeline and presets remain available.
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, Bank statements stays on that same path so solutions bank statements 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 Bank statements
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
Schema Discovery and Settings let us onboard a new document type and keep portal page limits visible. Ops keeps processing; we govern the shape.
See the Bank statements path live
Start a free trial or review pricing and optional page quotas with Axix.