AISOLUTIONSChatIX with your context
Ask by text or voice. Open a task, project or event in the conversation and explore the information available to you.
PlanerixBusiness operating system
From business data to action.
An AI-powered operating system connecting strategy, data, workflows and execution in one business workspace.
The business
The challenge
Business knowledge lives across spreadsheets, CRM, finance, tasks and chat. Teams can see the numbers, but the next decision, its owner and its impact are often disconnected.
The approach
Build a shared operating layer: connect the data, make the context understandable, assign the next action and measure what changes. Extend that foundation into products designed for specific industries.
Planerix Mobile · ChatIX
Your next step, with the context behind it.
Ask ChatIX, plan your day and move work forward. Projects, tasks, calendar and the indicators you need, together on iPhone.
Request a walkthroughMobile access is arranged with the team. Features and connected sources depend on your workspace and permissions.
Actual Planerix 1.9 interface · demonstration data · captures from build 18. Open a screen to enlarge.
Review, confirm, follow through
ChatIX prepares task and event changes. Review the details, confirm the action and open the saved result.
Personal and team work
Plan your own day, then work with project members in a separate team space. Responsibilities, dates and discussion stay together.
Indicators with a source
Choose available metrics, inspect the period and compare reliable data. The assistant uses verified values for charts.
The connections behind a useful answer.
Planerix graphs link accessible records so you can follow the context behind a question. A link shows a recorded relationship; it does not by itself prove why a business result changed.
- Source records
- Verified relationships
- ChatIX explanation
- Your confirmation
- Task or event
Core · work graph
Projects, tasks and calendar events connect through ownership, dependencies and scheduling. Open the related record and continue the work.
LEG · document context
Follow available links between documents, payment evidence and accounting events. Financial totals come from reconciled records.
REST · guest and event context
Explore permitted relationships between guests, reservations, orders and locations, within the selected business scope.
Understand what is connected.
The Integration Center brings connection status, history and available indicators together. Accounting, payments, restaurant systems and marketing sources are configured for your workspace. Availability, freshness and missing data remain visible.
A listed connector is not a completed connection. Local iPhone calendars stay on the device; personal Google connections require their own authorization and availability checks.
Multi-Product SaaS Architecture / Planerix
How the solution came together
01The business need
Teams lose context when tasks, decisions and business data live in separate tools.
02What needed to change
Connect personal and team work to AI without losing ownership, current access or the source behind an answer.
03How it works
Experience
Next.js · React
SwiftUI · iOS
Rules & processing
FastAPI · Core
ChatIX · retrieval
Tasks and actions
Data & connections
PostgreSQL
Qdrant · permission-aware search
LEG / REST data
Taskbelongs toProjectCalendar eventschedulesTaskCalendar eventbelongs toProject04What was built
- 01
Access is checked again against the current source record after retrieval; an old vector is not permission to read.
- 02
Task and event proposals are prepared, reviewed and confirmed. Version checks and stable operation IDs protect retries and concurrent edits.
- 03
Task owners, dependencies and KPI/OKR bindings connect execution to current metric context. Agent proposals retain evidence and baselines; freshness follows source cadence, and relationships are not treated as proven causality.
The key decision
PostgreSQL owns operational records and calculations; Qdrant helps retrieve context. Keeping retrieval separate lets AI find relevant material without making an index the authority for access or financial truth.
How we checked it
Retrieved records are re-read under current organization and record permissions. Task/event actions require review and confirmation; operation IDs and version checks handle retries and conflicting edits.
- Python
- FastAPI
- PostgreSQL
- Next.js
- TypeScript
- SwiftUI
- Qdrant
- Docker
One complete workflow
- 01Open a project
- 02Ask ChatIX
- 03Review a proposal
- 04Confirm
- 05Open the saved task
05See the work
Native build 18 demonstration screens; mobile release contracts 26–27; the 16 October 2026 core-evidence release documents source revalidation, graph limits and worker recovery. Screens use synthetic records.
06Result and responsibilities
Delivered
A shared web and native iOS workspace connects team tasks, dependencies, KPI/OKR context and ChatIX. Agents propose evidence-linked actions for review; progress returns to period-based analysis.
Role & scope
Founder & Product Architect · business model, system design, web and iOS
Scope of the result
The case demonstrates architecture and delivered workflows. It does not claim a measured productivity uplift or a complete independent security audit. iOS distribution is arranged separately.
02 / Inside the system
Designed around the work.
Strategy into execution
Connect KPI and OKR to work, responsibilities and progress.
AI with business context
Assistants, document knowledge and retrieval help people interpret the information behind a decision.
One connected workspace
Analytics, tasks, workflows and role-based access across web and mobile experiences.
Built for the industry
Planerix LEG and REST apply the platform to accounting and hospitality operations.
03 / Product in focus
Explore the interface.
Open a screen to take a closer look.
Actual product interfaces, shown with demonstration data or existing public marketing content.
The connected ecosystem
The tools you know. A more connected business.
Bring familiar software into the way you run your business. Connections are set up around your workflows.
Direct messages, replies and conversation context
Google Ads
Campaign performance
Meta Ads
Advertising across Facebook and Instagram
Google Analytics
Audience & acquisition
Available data depends on your account and enabled services.
Discuss your softwareProduct names and logos belong to their respective owners.