Free Document Processing: Extract PDFs, Excel, Word Files and Images with Claix Ingest

What documents can Claix Ingest process?

Claix Ingest supports common business document formats.

Claix Ingest is not limited to one document category. The same platform can support invoice workflows, contract review, onboarding forms, lead enrichment, HR documents, support files, procurement records, and internal business documents.

From document to structured data

The basic Claix Ingest workflow is simple:

Document or raw content
        ↓
Claix Ingest
        ↓
Structured JSON
        ↓
Your database, CRM, ERP, spreadsheet, or automation

Instead of uploading a PDF to a chat and receiving a paragraph that needs to be interpreted again, you define the fields your workflow needs. For example, an invoice workflow may require:

invoice_number
supplier_name
invoice_date
due_date
total_amount
currency
purchase_order_number

Claix Ingest returns the document information in that structure.

{
  "invoice_number": "INV-2026-00456",
  "supplier_name": "Example Supplies Ltd",
  "invoice_date": "2026-03-14",
  "due_date": null,
  "total_amount": 1284.5,
  "currency": "EUR",
  "purchase_order_number": "PO-2049"
}

That output can go directly into a workflow.

Invoice PDF
    ↓
Claix Ingest extracts fields
    ↓
Check required values
    ↓
Find purchase order in your system
    ↓
Compare totals
    ↓
Approve, reject, or send to review

Why not just use OCR?

Basic OCR can read text from an image or PDF. But document processing usually requires more than reading words.

A business workflow may need to know which number is the final invoice total, which date is the due date, which company is the supplier, whether a contract contains an automatic renewal, whether a document is missing a required field, whether a value matches an internal record, whether a receipt is readable enough to accept, or whether the document should move forward or be reviewed.

That is the difference between raw text extraction and document intelligence. Claix Ingest helps turn document content into structured fields that have business meaning.

Why BYOK makes document processing free

Most document-processing tools charge per page, per document, per extraction, or per credit. That can make testing expensive, especially when you are building a prototype or processing documents in an automation.

Claix Ingest BYOK works differently. You bring your own AI provider key.

Your provider API key
        ↓
Your selected model
        ↓
Claix Ingest document processing workflow
        ↓
Structured result

Claix Ingest does not add an extra BYOK document-processing fee. This means you can use Claix Ingest for free from the platform side while choosing the model and provider that fit your needs.

Managed AI or BYOK?

Claix Ingest gives you two choices.

Claix Ingest Managed AI is the recommended option when you want the simplest experience and do not want to manage external keys or model compatibility. BYOK is ideal when you already have a provider account, want to select your own model, or want to use Claix Ingest without an additional processing fee.

Process documents without repeated uploads

Claix Ingest can do more than one-time extraction. After a document is processed, you can keep it available as document context and ask focused follow-up questions later.

• What is the termination penalty in this contract?
• Does this document include a renewal clause?
• What payment terms are listed on this invoice?

This is useful because you do not need to keep sending the full document into every new request.

Process document once
    ↓
Keep its context available
    ↓
Ask focused questions when needed

This can reduce unnecessary context, repeated processing, and provider token usage.

Compare multiple related documents

Some workflows need more than one document. For example: compare a supplier invoice against a purchase order, check a contract against a pricing spreadsheet, find discrepancies across several invoices, compare versions of an agreement, or group all documents related to one customer, supplier, project, or case.

Claix Ingest Knowledge Spaces let you group related documents and ask questions across that set.

Supplier contract
    + invoice
    + pricing sheet
    + purchase order
        ↓
Knowledge Space
        ↓
Cross-document question

Example questions:

• Which invoice does not match the agreed contract price?
• What is the total billed by this supplier across all invoices?
• Which contracts are due to renew soon?

Use Claix Ingest in automations

Claix Ingest is designed to fit into existing tools. You can use it with n8n, Make, Zapier, Supabase, custom backends, CRMs, ERPs, databases, internal applications, customer portals, email workflows, and cloud storage workflows.

A common automation can look like this:

New Gmail attachment
    ↓
Download PDF
    ↓
Send file to Claix Ingest
    ↓
Receive structured JSON
    ↓
Save data to database
    ↓
Notify team only if something is missing or incorrect

This helps reduce repetitive work such as copying invoice data into spreadsheets, reviewing the same fields manually, or asking an AI model to rediscover information from the same document over and over.

Practical examples

Free invoice processing

Invoice arrives by email
    ↓
Claix Ingest extracts invoice number, supplier, total, tax, and date
    ↓
Your workflow compares it with a purchase order
    ↓
Matching invoices continue automatically
    ↓
Mismatches go to finance review

Free contract extraction

Contract is uploaded
    ↓
Claix Ingest extracts parties, dates, renewal terms, and payment conditions
    ↓
Your workflow stores the information in a contract system
    ↓
Upcoming expiry dates create reminders
    ↓
Unusual clauses go to legal review

Free spreadsheet cleanup

Excel or CSV file is uploaded
    ↓
Claix Ingest maps inconsistent columns to your standard fields
    ↓
Clean JSON records are returned
    ↓
Your workflow saves them to a CRM or database

Free receipt and image processing

Receipt photo is uploaded
    ↓
Claix Ingest extracts merchant, date, total, and currency
    ↓
Your expense workflow validates the data
    ↓
Unreadable images are sent for re-upload or manual review

Start processing documents for free

To start with Claix Ingest BYOK:

• Create a Claix Ingest workspace.
• Obtain your Claix Ingest API key.
• Open the LLM Keys or AI provider settings.
• Select Bring Your Own Key (BYOK).
• Choose your provider.
• Add your provider API key.
• Select a compatible AI model.
• Create a schema for the fields you need.
• Send your first document to Claix Ingest.
• Use the structured output in your workflow.

Your Claix Ingest API key still authenticates your Claix Ingest workspace. Your BYOK provider key determines which external AI model is used for the document-processing task.

Final summary

Claix Ingest is a document-processing platform for turning PDFs, Excel files, Word documents, images, HTML, XML, and text into structured information. With BYOK, you can use Claix Ingest’s document-processing workflow with no additional Claix Ingest processing fee.

You bring your own provider key. You choose the model. You pay only your AI provider’s token usage.

Claix Ingest handles the document layer: structured extraction, defined schemas, consistent JSON, document context, Knowledge Spaces, workflow-ready outputs, document-based evaluation, and integration with automation tools.

If you are looking for a free way to process business documents and turn them into usable data, start with Claix Ingest BYOK and test it on a real invoice, contract, spreadsheet, image, or workflow.