Platform
Everything a fuel distributor needs, in one system.
This is PetraOS complete. What is already available is solid; what we are building appears as a blueprint, marked coming soon.
Channels
2 available / 8 coming soonWhere the business arrives, without asking customers to change habits.
Email
Sales emails land in PetraOS and are linked to the deal by reference number, thread or sender.
AvailableCustomer portal
Onboarding, KYC documents and deal status.
AvailableWhatsApp on your number
Connect your company's WhatsApp Business number in minutes through the official API. Orders and conversations linked to the customer and the deal.
Coming soonOrder forms in WhatsApp
Your customer picks product, liters, site and delivery window without leaving the chat.
Coming soonEmail from your account and domain
Connect Microsoft 365 or Gmail, or send from your own domain with one-click setup.
Coming soonWhatsApp agent
Drafts the reply, the quote and the reminders; your operator approves with one tap.
Coming soonMobile ordering
Customers place and repeat orders from an app.
Coming soonAutomatic station restocking
Your customer's tank level creates a suggested order before they run dry.
Coming soonCalls on the record
Customer calls are transcribed and linked to the deal.
Coming soonBroker portal
Each broker sees their customers, deals and commissions.
Coming soon
Sales and pricing
6 available / 5 coming soonFrom the TAR price to the margin you actually keep.
AI extraction
Product, volume, destination and date from the message, when the operator asks.
AvailableTAR plus margin quoting
Versioned, with validity and a PDF.
AvailableWeekly TAR upload
The Pemex publication is loaded and used per terminal.
AvailableCommand layer
Plain-language commands to search, filter, open deals and prepare quotes.
AvailableAlerts
Rules that catch stalled deals and margin risk.
AvailableRepeat orders
Spots customers who reorder.
AvailableAutomatic repricing
The TAR publication and the weekly IEPS stimulus reprice your open quotes.
Coming soonLanded cost
The best terminal for each order, TAR plus freight.
Coming soonMargin engine
Rules by customer, product and terminal, with suggestions from your history.
Coming soonRegional market prices
Regional price references to negotiate with data.
Coming soonPer-liter commissions
Broker commissions calculated per deal.
Coming soon
Risk, KYC and contracts
4 available / 6 coming soonWho you deal with, under which contract and with which permits.
KYC gate
Without approved documents, the deal never reaches contract.
AvailableDeal contracts
Generated from the deal terms and kept on the record.
AvailableValid permits
Dispatch is blocked if your customer's registered station permit has expired, or if your company's distribution permit is missing or expired.
AvailableMifiel e-signature
Your customer signs online and your team countersigns.
Coming soonCounterparty screening
SAT lists (69-B and Article 69), compliance opinion, CNE permits and sanctions lists, with the date of every check.
Coming soonSelf-consumption customers
Before supplying, PetraOS asks for your customer's permit or CNE/DA registration and keeps the evidence.
Coming soonCompliance calendar
Permits, SASISOPA, quality certificates, vehicle inspections, driver licenses and medical exams, flagged before they expire.
Coming soonPublic permit checker
Anyone can check on petraos.ai whether a permit is valid and whether a company appears on the 69-B list.
AvailableCredit limits
Balance, limit and automatic hold per customer.
Coming soonPayment risk
A score per customer from their payment history.
Coming soon
Supply
1 available / 6 coming soonFrom Pemex, the port or the border to your inventory.
Supplier onboarding
An onboarding portal and re-evaluation every six months.
AvailablePemex purchasing
Orders, account balances and Pemex invoice reconciliation.
Coming soonBuying Desk
Quote requests to your suppliers, offers compared by landed cost, and approval by your team. PetraOS never buys on your behalf.
Coming soonImport candidates
Import offers compared against domestic purchases, with freight, customs entry, IEPS and exchange rate.
Coming soonTerminal loading slots
Pickup scheduling by terminal and tanker.
Coming soonImports
Customs entries, crossings and terminal receipt, with landed cost including IEPS and exchange rate.
Coming soonInventory and storage
Receipts, stock and losses by tank and terminal.
Coming soon
Logistics
3 available / 6 coming soonEvery tanker, from the terminal to the point of discharge.
Trips
Trip management per tanker, linked to the deal.
AvailableDelivery evidence
Photo, signature, GPS and delivered liters at discharge.
AvailableCarrier invoices
Carrier payables, with each CFDI checked in SAT's verification service.
AvailableChain of custody
Loading ticket, seals, route and delivered liters in one record, with shortage alerts.
Coming soonGPS trip tracking
Every tanker visible en route, with the GPS provider you already use.
Coming soonDriver app
Dispatch, route and confirmation from the phone.
Coming soonCarta Porte 3.1
Transfer CFDI with Carta Porte before the tanker leaves, linked to the sales invoice.
Coming soonTankers and the CNE
Each unit's status, GPS evidence and reminders for its SIRACP report.
Coming soonLoad planning
Assigns tankers and loading slots per terminal.
Coming soon
Tax and accounting
0 available / 7 coming soonCompliance that comes out of the deal, not from typing it twice.
CFDI 4.0 and complements
Stamped through the PAC you already use or ours, with the hydrocarbons and payment complements. Your CNE permit is checked before stamping.
Coming soonInvoices stamped elsewhere
If you already stamp in another system, your XML files are checked with SAT and linked to each deal.
Coming soonVolumetric controls
Receipts, deliveries, CFDI and pedimentos linked to each deal, ready for your volumetric control system.
Coming soonAudit file
KYC, contract, CFDI, Carta Porte, evidence and payment for each deal, in one click.
Coming soonWeekly CNE report
Volumes, inventories and prices per liter prepared every Friday for your team to file.
Coming soonE-accounting and DIOT
Journal entries, trial balance and DIOT derived from deals.
Coming soonExport to your accounting
Journal entries and XML for Aspel COI, CONTPAQi, SAP Business One and Odoo.
Coming soon
Treasury and collections
1 available / 6 coming soonEvery peso matched to its invoice, on its own.
Payment logging
Payments are logged on the deal record, with amount and reference.
AvailablePayment verification with Banxico
Every proof of payment is checked against Banxico's CEP before the tanker is cleared to unload.
Coming soonCLABE per customer
One CLABE per customer, at a regulated institution and in your company's name, to identify every transfer instantly.
Coming soonBank connection
Your account movements in PetraOS, without sharing bank passwords.
Coming soonSPEI reconciliation
Every transfer matches its invoice, with its Banxico CEP.
Coming soonCollections on WhatsApp
Reminders and statements sent where customers actually reply.
Coming soonUnmatched payments
A queue to resolve transfers that don't match.
Coming soon
Finance and intelligence
1 available / 3 coming soonThe real margin of every deal and where your business is heading.
Reports
A report builder with PDF, CSV and Excel export.
AvailableDeal P&L
Real margin including freight, commissions and financing cost.
Coming soonForecasts
Demand, cash flow and purchasing for the coming weeks.
Coming soonMarket benchmarks
How your margins and cycle times compare, from aggregated anonymous data.
Coming soon
Liquidity and capital
0 available / 6 coming soonHow much you can move today, and financing based on what your operation already proves.
Liquidity position
Cash, credit lines, guarantees and commitments in one daily view, with the source and date of every figure.
Coming soonPrepay capacity
How many loads you can prepay today and this week, and how much cash sits in transit per load.
Coming soonGuarantees and letters of credit
Fianzas and standby letters of credit with their expiry and the supplier line they back.
Coming soonVerification of every operation
Payments, documents, permits and guarantees checked against their source before moving forward, with the evidence and date of each check.
Coming soonPer-load financing
A regulated lender pays your supplier and your customer's payment settles the load.
Coming soonFactoring
Advances on receivables, provided by a regulated lender.
Coming soon
Platform
3 available / 6 coming soonSecurity, control and integrations to run a serious operation.
Role-based access
Operator, admin, customer and broker.
AvailableAudit log and 2FA
Stage-change log and optional 2FA for your team.
AvailableBackups
Automatic daily database backups.
AvailableMulti-company
Several legal entities and teams, with separate data.
Coming soonAPI and webhooks
Connect your systems to every deal event.
Coming soonIntegrations without development
Connect your PAC, bank, Mifiel, WhatsApp and email from Settings, with a connection test.
Coming soonAI agents with your approval
Your AI agents look up orders and draft replies in PetraOS; nothing is sent without your team's approval.
Coming soonVerified isolation
Automated data-separation tests between companies on every release and an independent penetration test.
Coming soonBring your own AI model
Use your preferred AI provider's account.
Coming soon
Start with what is already available.
Every new module builds on what you have already set up. You never migrate twice.