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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.

21 modules available59 on the roadmap

Channels

2 available / 8 coming soon

Where 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.

    Available
  • Customer portal

    Onboarding, KYC documents and deal status.

    Available
  • WhatsApp 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 soon
  • Order forms in WhatsApp

    Your customer picks product, liters, site and delivery window without leaving the chat.

    Coming soon
  • Email from your account and domain

    Connect Microsoft 365 or Gmail, or send from your own domain with one-click setup.

    Coming soon
  • WhatsApp agent

    Drafts the reply, the quote and the reminders; your operator approves with one tap.

    Coming soon
  • Mobile ordering

    Customers place and repeat orders from an app.

    Coming soon
  • Automatic station restocking

    Your customer's tank level creates a suggested order before they run dry.

    Coming soon
  • Calls on the record

    Customer calls are transcribed and linked to the deal.

    Coming soon
  • Broker portal

    Each broker sees their customers, deals and commissions.

    Coming soon

Sales and pricing

6 available / 5 coming soon

From the TAR price to the margin you actually keep.

  • AI extraction

    Product, volume, destination and date from the message, when the operator asks.

    Available
  • TAR plus margin quoting

    Versioned, with validity and a PDF.

    Available
  • Weekly TAR upload

    The Pemex publication is loaded and used per terminal.

    Available
  • Command layer

    Plain-language commands to search, filter, open deals and prepare quotes.

    Available
  • Alerts

    Rules that catch stalled deals and margin risk.

    Available
  • Repeat orders

    Spots customers who reorder.

    Available
  • Automatic repricing

    The TAR publication and the weekly IEPS stimulus reprice your open quotes.

    Coming soon
  • Landed cost

    The best terminal for each order, TAR plus freight.

    Coming soon
  • Margin engine

    Rules by customer, product and terminal, with suggestions from your history.

    Coming soon
  • Regional market prices

    Regional price references to negotiate with data.

    Coming soon
  • Per-liter commissions

    Broker commissions calculated per deal.

    Coming soon

Risk, KYC and contracts

4 available / 6 coming soon

Who you deal with, under which contract and with which permits.

  • KYC gate

    Without approved documents, the deal never reaches contract.

    Available
  • Deal contracts

    Generated from the deal terms and kept on the record.

    Available
  • Valid permits

    Dispatch is blocked if your customer's registered station permit has expired, or if your company's distribution permit is missing or expired.

    Available
  • Mifiel e-signature

    Your customer signs online and your team countersigns.

    Coming soon
  • Counterparty screening

    SAT lists (69-B and Article 69), compliance opinion, CNE permits and sanctions lists, with the date of every check.

    Coming soon
  • Self-consumption customers

    Before supplying, PetraOS asks for your customer's permit or CNE/DA registration and keeps the evidence.

    Coming soon
  • Compliance calendar

    Permits, SASISOPA, quality certificates, vehicle inspections, driver licenses and medical exams, flagged before they expire.

    Coming soon
  • Public permit checker

    Anyone can check on petraos.ai whether a permit is valid and whether a company appears on the 69-B list.

    Available
  • Credit limits

    Balance, limit and automatic hold per customer.

    Coming soon
  • Payment risk

    A score per customer from their payment history.

    Coming soon

Supply

1 available / 6 coming soon

From Pemex, the port or the border to your inventory.

  • Supplier onboarding

    An onboarding portal and re-evaluation every six months.

    Available
  • Pemex purchasing

    Orders, account balances and Pemex invoice reconciliation.

    Coming soon
  • Buying Desk

    Quote requests to your suppliers, offers compared by landed cost, and approval by your team. PetraOS never buys on your behalf.

    Coming soon
  • Import candidates

    Import offers compared against domestic purchases, with freight, customs entry, IEPS and exchange rate.

    Coming soon
  • Terminal loading slots

    Pickup scheduling by terminal and tanker.

    Coming soon
  • Imports

    Customs entries, crossings and terminal receipt, with landed cost including IEPS and exchange rate.

    Coming soon
  • Inventory and storage

    Receipts, stock and losses by tank and terminal.

    Coming soon

Logistics

3 available / 6 coming soon

Every tanker, from the terminal to the point of discharge.

  • Trips

    Trip management per tanker, linked to the deal.

    Available
  • Delivery evidence

    Photo, signature, GPS and delivered liters at discharge.

    Available
  • Carrier invoices

    Carrier payables, with each CFDI checked in SAT's verification service.

    Available
  • Chain of custody

    Loading ticket, seals, route and delivered liters in one record, with shortage alerts.

    Coming soon
  • GPS trip tracking

    Every tanker visible en route, with the GPS provider you already use.

    Coming soon
  • Driver app

    Dispatch, route and confirmation from the phone.

    Coming soon
  • Carta Porte 3.1

    Transfer CFDI with Carta Porte before the tanker leaves, linked to the sales invoice.

    Coming soon
  • Tankers and the CNE

    Each unit's status, GPS evidence and reminders for its SIRACP report.

    Coming soon
  • Load planning

    Assigns tankers and loading slots per terminal.

    Coming soon

Tax and accounting

0 available / 7 coming soon

Compliance 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 soon
  • Invoices stamped elsewhere

    If you already stamp in another system, your XML files are checked with SAT and linked to each deal.

    Coming soon
  • Volumetric controls

    Receipts, deliveries, CFDI and pedimentos linked to each deal, ready for your volumetric control system.

    Coming soon
  • Audit file

    KYC, contract, CFDI, Carta Porte, evidence and payment for each deal, in one click.

    Coming soon
  • Weekly CNE report

    Volumes, inventories and prices per liter prepared every Friday for your team to file.

    Coming soon
  • E-accounting and DIOT

    Journal entries, trial balance and DIOT derived from deals.

    Coming soon
  • Export 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 soon

Every peso matched to its invoice, on its own.

  • Payment logging

    Payments are logged on the deal record, with amount and reference.

    Available
  • Payment verification with Banxico

    Every proof of payment is checked against Banxico's CEP before the tanker is cleared to unload.

    Coming soon
  • CLABE per customer

    One CLABE per customer, at a regulated institution and in your company's name, to identify every transfer instantly.

    Coming soon
  • Bank connection

    Your account movements in PetraOS, without sharing bank passwords.

    Coming soon
  • SPEI reconciliation

    Every transfer matches its invoice, with its Banxico CEP.

    Coming soon
  • Collections on WhatsApp

    Reminders and statements sent where customers actually reply.

    Coming soon
  • Unmatched payments

    A queue to resolve transfers that don't match.

    Coming soon

Finance and intelligence

1 available / 3 coming soon

The real margin of every deal and where your business is heading.

  • Reports

    A report builder with PDF, CSV and Excel export.

    Available
  • Deal P&L

    Real margin including freight, commissions and financing cost.

    Coming soon
  • Forecasts

    Demand, cash flow and purchasing for the coming weeks.

    Coming soon
  • Market benchmarks

    How your margins and cycle times compare, from aggregated anonymous data.

    Coming soon

Liquidity and capital

0 available / 6 coming soon

How 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 soon
  • Prepay capacity

    How many loads you can prepay today and this week, and how much cash sits in transit per load.

    Coming soon
  • Guarantees and letters of credit

    Fianzas and standby letters of credit with their expiry and the supplier line they back.

    Coming soon
  • Verification of every operation

    Payments, documents, permits and guarantees checked against their source before moving forward, with the evidence and date of each check.

    Coming soon
  • Per-load financing

    A regulated lender pays your supplier and your customer's payment settles the load.

    Coming soon
  • Factoring

    Advances on receivables, provided by a regulated lender.

    Coming soon

Platform

3 available / 6 coming soon

Security, control and integrations to run a serious operation.

  • Role-based access

    Operator, admin, customer and broker.

    Available
  • Audit log and 2FA

    Stage-change log and optional 2FA for your team.

    Available
  • Backups

    Automatic daily database backups.

    Available
  • Multi-company

    Several legal entities and teams, with separate data.

    Coming soon
  • API and webhooks

    Connect your systems to every deal event.

    Coming soon
  • Integrations without development

    Connect your PAC, bank, Mifiel, WhatsApp and email from Settings, with a connection test.

    Coming soon
  • AI agents with your approval

    Your AI agents look up orders and draft replies in PetraOS; nothing is sent without your team's approval.

    Coming soon
  • Verified isolation

    Automated data-separation tests between companies on every release and an independent penetration test.

    Coming soon
  • Bring 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.