The problem
A trading company’s business is often split across OA, customs software, Excel, trading terminals and the finance system, and every new trade model or legal entity means another round of system changes. Tranexio brings these functions into one core and handles differences through configuration, not by copying the system. It is the AI-native upgrade of a mature trade and customs product line, offering existing customers a smooth upgrade.
What the platform does: a layered architecture
| Layer | What it does |
|---|---|
| Access | Web client, role-based workbenches and external collaboration portals; unified identity and single sign-on |
| Business applications | Contracts and orders, customs, logistics and documents, export tax refunds, pricing, derivatives and hedging, treasury and settlement, finance-business integration, risk and compliance, decision analytics |
| Platform services | Visual approval workflows and forms, messaging and to-dos, five-dimension permissions, audit logs, configuration centre, AI gateway |
| Integration | Integration hub: connectors, event routing, idempotent replay, monitoring and alerts |
| Data | Supports MySQL and is adapted to Chinese domestic databases such as Dameng; all files go through a storage gateway |
Trade models are not a flat list but a combination of commercial model × regulatory model × transaction method, with overlay capabilities such as hedging, credit insurance, open-account sales and tax refunds on top; see Trade models.
Five-layer configuration
- Product core: shared by every customer, with no hard-coded branches for any customer or project name.
- Industry packs: such as commodity trading, machinery export and processing trade, enabled as needed.
- Project packs: project-level parameters, approval chains, reports and extension fields.
- Tenant configuration: numbering rules, dictionaries, chart-of-accounts mapping and module switches.
- User preferences: list columns, default filters, language and time zone.
Foundation capabilities
- Multi-tenancy: field-level isolation in a shared SaaS database, with an optional dedicated data source per tenant; one-click tenant initialisation.
- Multiple organisations: a five-level chain of tenant → operating entity (legal entity) → department → employee → account, with data permissions cascading through the organisation hierarchy.
- Multiple currencies: conversion between transaction, functional and group reporting currencies, with exchange rates and FX gains and losses managed centrally.
- Multiple languages: interface in Simplified Chinese, Traditional Chinese and English; master data names shown in the user’s language; time zone set per legal entity.
- Deployment: SaaS, private or hybrid cloud; see Security, access control and deployment.
- AI: AI capabilities are offered to business modules through a single gateway with a full audit trail; see AI-native architecture.