three questions tell you whether pyxta can help
- where does the data live? Across several systems, spreadsheets and documents.
- where do the rules live? In contracts, awards, policies or regulations, and in what your most experienced people simply know.
- who relies on the answer? Your own managers, making decisions from a report or a dashboard, or someone outside: a customer, a bank, an auditor, a regulator.
If that sounds like one of your answers, it is the kind Pyxta is built for. Here are four, from four different teams.
operations: was every call-out handled within the time its contract allows?
The job system records when each call was logged and closed. Each contract defines "on time" its own way: four hours for one customer, next business day for another, public holidays left out for a third. Every month someone reconciles the two before the service credits go out.
Pyxta reads each contract for its own meaning of "on time" and checks every job against it. When a customer disputes a credit, you can show them the job and the clause in their contract that decided it.
people and payroll: was every shift paid at the right rate?
A review of several years of pay records. The award rates changed each July, the enterprise agreement was renegotiated along the way, and what counts as overtime depends on when a shift started.
Pyxta works out each pay period under the rates in force at the time. When the figure goes to the regulator, you can trace each amount in it back to the timesheets, the shifts and the award rules that applied.
finance: did the business meet its loan covenants this quarter?
The loan agreement sets limits the business must stay within, such as how much debt it can carry for each dollar of profit. It also defines profit its own way: which one-off costs come out, which leases count as debt. The numbers are in the accounts. Each quarter someone rebuilds the calculation in a spreadsheet and sends it to the bank.
Pyxta reads the agreement for how it defines each figure, applies those definitions to the accounts and works out each test. If the bank questions a result, you can show it every item behind it.
trade and banking: do the documents agree?
A letter of credit sets the terms: the goods, the dates, the ports, the documents required. The invoice, the bill of lading and the certificates must agree with it and with each other. A specialist checks every set, line by line.
Pyxta reads the set against the credit and lists what differs, with the passage each difference was read from. The specialist decides which differences matter.
for advisers and software companies: the same answer, each client's way
An accounting or advisory firm runs the same review for every client, and each client does things a little differently. A software company's customers each want the same report worked out their own way, so every change waits on an engineer.
Pyxta keeps each client separate, with its own rules and its own data, and your team can switch between clients as they work. Software companies can also license Pyxta for their own applications. If that is your business, tell us a little about your clients when you get in touch.
which of your answers still lives in someone's spreadsheet?
Tell us in a sentence or two. One of us will reply within two working days and will say whether we can help or not.