AXIX IDP
Confirm fields, resolve exceptions, trust the extracted grid
Analysts and reviewers who own accuracy. They validate classifications, correct fields, promote schemas from discovery, and use document Q&A when a statement raises a follow-up. AXIX IDP centers human judgment where confidence is low — without forcing every page through the same slow path.
Accuracy work needs exceptions first — not every page equally
Analysts and reviewers thrive when Documents surfaces confidence, Schema Discovery prepares new layouts, and document knowledge answers follow-ups after sign-off. AXIX IDP centers judgment where it changes outcomes.
Modules on this path
Analysts & reviewers opens these surfaces first
Stay inside one Intelligent Document Processing workspace while specializing the job.
- Documents: See every file move from intake to signed-off fields.
- Schema Discovery: Learn the shape of a document before fields go live.
- Document knowledge: Ask questions across the documents you already processed.
- Agent chat: A guided assistant for pipeline status and document tasks.
Module detail
What each linked module contributes
A living workspace for every statement, form, and packet in flight — status, confidence, and review ownership in one place. Explore layouts, candidate fields, and structure so extraction schemas fit your bank statements and forms — not a one-size template. Turn approved packets into searchable knowledge — ask about balances, periods, parties, and exceptions without reopening every PDF. Chat with an agent that understands your AXIX IDP workspace — queue health, document status, and next review actions.
- Documents
- Schema Discovery
- Document knowledge
- Agent chat
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.
Analysts & reviewers in practice
Exceptions
“Spend time where extraction is unsure.”
“Confirm fields, resolve exceptions, trust the extracted grid — without leaving the AXIX IDP workspace.”
Analysts & reviewers FAQ
No. It highlights modules inside AXIX IDP that analysts & reviewers 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, Analysts & reviewers stays on that same path so solutions reviewers 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 Analysts & reviewers
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
Bank-statement presets pull account, holder, period, balances, and transactions. Generic covers title, date, parties, amounts, and key-values until we refine the schema.
See the Analysts & reviewers path live
Start a free trial or review pricing and optional page quotas with Axix.