Spec sheet — everything APEXiA does

iAx Analista — ask your data in plain language

A business analyst available 24/7. Type the question as you would ask a person; it answers with the real numbers from your system, explained.

What you can ask

• Sales — billing by product, customer, salesperson, zone or period. Automatic comparisons: “how is July doing vs last July?” understands closed vs in-progress months.
• Inventory — up-to-date stock, monthly closings, movements and turnover per product.
• Receivables & payables — balances per customer or supplier, document-level aging (1-15, 16-30, 31-45, 46-60, +60 days) matching your system's reports exactly.
• Expenses & margins — expense summaries by category and period; margins per product.
• Demand forecast — per-product projection based on your history, for production and purchasing planning.
• At-risk customers — detection of customers slipping away: buying less, running late against their own purchase cycle. With the evidence, not just the list.

How it works

• Follow-up conversation — you can drill into the previous answer: “and that as a percentage?”, “break it down by salesperson”.
• Instant exports — any result exports to Excel, CSV or PDF via a secure, self-expiring link.
• Local AI included — the model runs on APEXiA's server — unlimited questions with no per-use cost, and your data is never sent to external providers.
• Optional premium mode — for deeper analysis, a frontier model (Claude) can be enabled with your own API key — you control that spend.

iAx CRM — your customer book, alive

The full customer book on every salesperson's phone and the office computer — always with the billing system's numbers, never a stale copy.

360 view of every customer

• Full history — purchases, products they buy, frequency, last purchase, assigned salesperson.
• Customer pricing — every customer quotes with THEIR prices: last agreed price first, price list as fallback.
• Exact collections — balance and document-level aging identical to your system — the salesperson collects on the same number the office sees.
• Map location — every customer with a GPS pin; captured from WhatsApp, a Google Maps link, or the written address.
• Follow-ups — visits, calls and agreements logged per salesperson, with reminders.

WhatsApp orders with an AI agent

• Salespeople write like they talk — “send 50 stucco bags to Ferretería El Progreso” — the agent recognizes product and customer even half-written.
• Builds the complete order — customer prices, tax and itemized total; requests the delivery point's GPS location before confirming.
• Mandatory human confirmation — nothing reaches billing without a person confirming — the agent prepares, people decide.
• Instant receipt — every order generates a receipt with a secure link (24 h expiry) the salesperson can forward to the customer.
• Offers & allowances — discounts and free-goods offers with configurable rules and automatic validation — exceptions require approval.
• Linked conversation — the WhatsApp conversation behind each order is stored with the order — auditable later.

The office works too

• Today's immediate actions — urgent customers, dormant ones to reactivate and prospects to graduate, computed every morning.
• Orders from the app — full cart with catalog, photos and customer pricing; sent to your billing system in one tap.
• Prospects — new customers are captured as prospects and graduate to formal customers when they invoice.
• Reports & goals — attainment per salesperson, period comparisons, product and team rankings.

Smart dispatch — from order to delivery

Everything after invoicing: which truck carries what, on which route, who delivers it, with what proof, and what each driver gets paid at month's end.

Route planning

• Per-truck optimization — assigns orders to the fleet respecting each truck's real capacity; every customer travels complete on a single truck.
• Stop sequencing — computes the delivery sequence and estimates kilometers, gallons and fuel cost per trip, using each truck's real economy.
• Manual adjustment — the dispatcher can move stops between trucks; the system warns on overload and recalculates.
• On-screen load sheet — the loading crew sees product by product what goes on each truck, with quantities and route — no paper.

Transport manifest

• Per-driver manifest — PDF with the trip's detail: truck, customers, invoices, products and quantities — ready to print or share.
• Driver assignment — the office assigns, or the driver builds his own route and it's pinned to him; reassignable when confusion happens.
• Manual delivery notes — partial deliveries and broken-bag compensation are recorded on the manifest; the customer-balance discount is automatic.

Proof of delivery

• Mandatory photo — marking delivered requires photographing the signed invoice — no exceptions, with who and when.
• Returnables tracked — pallets left and picked up, broken bags and other returnables are counted at the moment of delivery.
• Materials ledger — per-customer ledger: how many pallets they owe you and how many bags you owe them — with supervisor adjustments and an audit trail.

Driver pay

• Trips counted automatically — every dispatched truck on a manifest counts as one trip for its driver.
• Per-truck rate — each truck has its rate; extra trips (raw-material runs, errands) are logged separately.
• Monthly report — each driver's monthly pay, computed and itemized — what used to be done by hand.

Inventory vs orders

• Real availability — every order shows whether stock can serve EVERYTHING active (app orders + orders typed in your system) and how negative each product goes if it can't — production knows what to run.

iAx Dash — executive dashboards for management

Your business indicators on visual dashboards, always current — for managers who want to see, not ask.

• Ready-made dashboards — sales, collections, inventory, margins and trends, built on the same verified data as the rest of the platform — one source of truth.
• Portal access — opens with the same login as everything else; each company sees only its own dashboard collection.
• Secure embedding — every dashboard is served through signed, self-expiring links — nothing is left publicly accessible.
• Custom dashboards — need a new dashboard? We build it for you as part of the service — no BI analyst required.
• Light & dark mode — adapts to the user's theme, at the office or on the phone.

Users, roles & integration

• Central portal — web access to every tool with one login per employee.
• Real roles — admin, salesperson, driver, dispatch supervisor and read-only. A driver only sees his dispatch — on phone AND computer; the server enforces it, not just the screen.
• Your ERP stays — we work on top of Oracle, Access and other systems; your billing operation doesn't change.
• Data mirror — read-only copy of your data, refreshed every 15 minutes during the day and fully verified every night.
• Verified data dictionary — before production, every figure is reconciled against your own system's reports, to the cent. That dictionary is documented and it's yours.
• Controlled write-back — the only things APEXiA writes back are your salespeople's orders (and customer-data updates you authorize) — through a dedicated, audited channel your billing team reviews before invoicing.
• Automatic alerts — daily system-health email and immediate alerts if anything fails — we find out before you do.

iAx Científico — forecasting & at-risk customers

The platform's data-science layer: models trained on YOUR history that anticipate demand and flag which customers are slipping away — without hiring a technical team.

• Per-product demand forecast — daily projections based on your own sales history, so production and purchasing plan ahead instead of reacting.
• Models that retrain themselves — the system automatically retrains and evaluates its models on each day's new data — accuracy holds without manual intervention.
• At-risk customers, with evidence — every customer is compared against THEIR own purchase cycle: how many times their normal gap, how much their volume dropped. Not a generic list — the why, customer by customer.
• Straight into action — at-risk customers show up prioritized every morning in the salesperson's CRM; the analyst and dashboards answer on the same numbers.
• Learns from your team — when a salesperson logs the outcome of a rescue attempt (recovered, closed down, went to a competitor), that reality feeds back into the model.
• External signals where they help — macro context (FX rate, fuel) and weather are incorporated when they improve prediction — not as decoration.

iAxWeb — your online presence, handled

A professional website for your company, built, hosted and maintained by APEXiA — the same team that handles your data.

• Bilingual corporate site — company, services and contact pages in Spanish and English, blog included.
• Contact that actually arrives — form and WhatsApp button wired straight to your email and phone — every interested visit becomes a conversation.
• Manageable without a developer — update the site's photos and images from a simple panel.
• Hosted, protected and backed up — domain, certificates, attack protection and backups — all included in maintenance.
• Grows with the platform — linked with your customer portal and ready for what's next: public catalog, online account statements, campaigns.

Deployment options

Two ways to run APEXiA and three ways to connect your data — combined to match your privacy needs and budget.

Where does APEXiA run?

How do we connect your data? (hosted option)

Rollout process

• Business assessment and read-only connection to your system.
• Data dictionary built and validated with you, to the cent.
• Phased rollout (analyst, CRM, dispatch) — weeks, not months.
• Continuous support: the adjustments your team asks for ship in days, not annual versions.

Security & backup

• Data isolated per company — dedicated database; different clients' data is never mixed.
• Encrypted access — administration over VPN only; public links signed and expiring; encrypted secrets.
• Nightly backups — encrypted off-site copies every night, with a tested recovery guide.
• AI without data leakage — the AI model runs on APEXiA-owned hardware (or yours, in option B) — your data never trains nor visits third-party services.