Client qualification, automated

Get a client qualified in days, not weeks, without the chase.

Axxon requests the documents and answers you need, verifies them, and follows up on whatever's missing. You make the decision.

See how it works
AI document checksAutomatic follow-upsEvery step recorded
Live qualification pipelinelive
Intake2
Validation1
Review2
Complete0
CA
Carlyle Inc
APP-4801
HA
Halcyon LLC
APP-4802
RE
Redwood Corp
APP-4803
BE
Beacon Group
APP-4804
NO
Norwood Ltd
APP-4805
Built for teams that qualify business clients
LendersInsurance brokersInvestment firmsAny team that qualifies business clients
Documents, structured
Every submitted document is read and its key fields extracted for validation.
Follow-ups, handled
When something is missing or wrong, the applicant gets a clear, specific request right away — no analyst email needed.
Always know where things stand
A live view of every applicant: what is done, what is pending, what is blocked.
Every step recorded
Every document, note and decision is logged with a person and a timestamp.
Clients, unblocked
When a client isn't sure what's needed, Axxon answers on the spot, so files keep moving without pulling in your team.
The qualification workspace

Every applicant, fully documented.

Every document, check and decision lives in one applicant file — so your analysts always know where things stand, and you can show the reasoning behind every call whenever you need to.

Applicant case filefull record
NC
Northwind Holdings Inc.
APP-4821 · Business client
In good orderApproved
Documents
12 / 12 validated
Directors
Confirmed
Follow-ups
2 sent · resolved
Information
Complete
Audit trail
2026-05-29 14:02Decision recorded — approved
2026-05-29 13:58Final review completed
2026-05-29 13:41Missing page requested and received

AI document review

Extract and validate incorporation docs, IDs and ownership structures automatically — every field checked against the application.

Automatic follow-up

When a document is missing, expired or wrong, Axxon asks the applicant for exactly what is needed — with guidance on what good looks like.

Every step recorded

Every note, request and approval is logged — a complete file you can stand behind.

Document review

Read every document. Extract every field.

Axxon reads each submitted document, locates the fields that matter and extracts them for validation — turning a stack of PDFs into structured, checkable facts in seconds.

Document review — certificate of incorporationreading
Certificate of incorporation
CANADA BUSINESS CORPORATIONS ACT
Legal business name
Business number
Date of incorporation
Jurisdiction
Registered directors
Validation items
Legal business name
Northwind Holdings Inc.
Business number
87412 5521 RC0001
Date of incorporation
2019-03-14
Jurisdiction
Ontario, Canada
Registered directors
3 listed
Validating · 0 of 5

Reads your documents

Incorporation papers, IDs, ownership registers and bank letters — structured or scanned.

Locates the fields that matter

Names, numbers, dates and directors are found and pulled out, wherever they sit on the page.

Validates against the application

Every extracted value is cross-checked, and anything that doesn't match is flagged for review.

How it works

A clearly defined path for every applicant.

Intake

The applicant submits their business details and documents through a guided form.

2

Document check

Axxon reads each document, extracts the key fields and flags anything that is missing, expired or doesn't match.

3

Follow-up

When something is wrong, the applicant receives a clear, specific request — exactly what is needed and why.

4

Review

Your team reviews the completed file and any flagged items, then makes the final call.

5

Done

The decision is recorded with a full history of every document, request and approval.

Intakestep 1 / 5
Legal business name
Northwind Holdings Inc.
Entity type
Business client
Jurisdiction
Ontario, Canada
Beneficial owners
3 added
Documents
Uploading 4 of 12…
Built for the work

Axxon is built to compress qualification that once ran for weeks into days — and to leave behind a complete record you can show, every time.

Why teams trust it

Built to be shown.

Every step Axxon takes is visible and recorded — so you can always show how an applicant was handled.

You own the decision

Axxon checks documents and flags issues. Your team makes every call.

Fits how financial institutions work

Designed around how banks, lenders and payment companies qualify business clients.

A complete record

Every action logged with a person and a timestamp.

Role-based access

Separate intake, review and approval with granular permissions.