AI operating system for real execution, not dashboard theatre
Planerix connects business data, people, approvals, and AI actions in one workspace. The current demo shows a realistic 90-day company contour with marketing, finance, meetings, tasks, integrations, and measurable impact.
Demo workspace
Executive workspace with real connected data
The demo workspace already shows KPI history, execution blockers, revenue/finance views, and AI-driven follow-ups.
Connected roles
Managers, assignees, approvers, and meeting owners are linked to the same operating history.
Action history
Tasks, events, notifications, AI proposals, and execution outcomes stay in one contour.
Metric lineage
Marketing, finance, and delivery widgets are grounded in connected demo data, not random stubs.
One workspace across leadership, finance, integrations, and execution
The website now reflects the actual product: a live application with structured data, real widgets, and screens your team can open today.
Dashboard
Executive dashboard
Monitor KPI movement, execution health, priorities, and the current risk picture.
Finance
Finance and margin view
Track cash, plan vs fact, margin pressure, and the operational context behind variance.
Integrations
Integration readiness
See connector health, onboarding status, and what becomes available after each source is mapped.
Signals become actions, and actions are measured
Planerix is built for a closed loop. Insights do not stop at commentary; they move into ownership, approvals, and observed impact.
Connect
Google, Meta, CRM, finance, meetings, and custom sources are mapped into one operating model.
Understand
Agents explain what changed, which teams are involved, and where the evidence comes from.
Route
Actions turn into tasks, approvals, and owner-specific follow-ups instead of chat-only advice.
Measure
Impact is tracked against baselines, recent history, and current KPI movement.
Start with the sources teams already use
The rollout path is now aligned with the current app and production demo: first bring in the systems that explain work, then let agents reason over the connected history.
Google stack
Meta ecosystem
Revenue and execution
Finance and custom data
Roll out in a sequence that stays production-safe
The fastest route is not “turn on an agent everywhere”. It is source onboarding, role mapping, action policy, and then gradual activation of explain, approve, and execute flows.
1. Connect sources
Start with Google Workspace, Google Ads, GA4, Meta Ads, CRM, finance feeds, or custom APIs.
2. Map your operating model
Define roles, KPI ownership, approvals, task routing, and what “good” looks like for each team.
3. Launch guided actions
Agents create explainers, draft actions, and route approvals while impact is measured over time.
Request a fast consultation
Share your team, current systems, and rollout goals to get a concrete next-step plan.
- Guided product walkthrough based on the current demo runtime
- Connector and KPI mapping for your first rollout wave
- Recommendation on which approval and action flows to start with
By submitting, you agree that we may contact you about Planerix services.
See the current product, not a concept deck
Review the live demo workspace, connected integrations, and the impact logic that turns AI actions into measurable outcomes.