Pyxplan is a B2B SaaS platform for the operational management of professional firms, companies and organisations of any sector. Its core is a system of structured digital procedures: every recurring or project-based activity is defined once as a template and then executed in a guided, tracked and measurable way whenever needed.

The organisation builds its own procedures in Pyxplan's visual builder, defining task sequences, roles, deadlines and operational instructions. When a procedure is launched, it becomes an ongoing activity: tasks activate in the planned order, deadlines are calculated automatically and everything that happens is recorded, producing a complete timeline and an always-available audit trail.

The platform is modular. Beyond the operational core, organisations can activate advanced modules for the economic management of engagements — with phase budgets, progressive billing and time and expense tracking — and artificial intelligence modules that automate recurring tasks and support the continuous improvement of processes over time.

Pyxplan can operate in free form, adapting to any organisational need, or in full compliance with ISO 9001 requirements, with documented procedures and complete traceability. Organisations that are certified or pursuing certification find in Pyxplan a tool that integrates the quality management system into daily operations rather than keeping it separate from them.

Pyxplan

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Pyxplan

Org chart

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