Maxa
Procede Integration

Turn your Procede data into decision fuel

Maxa connects Procede data to the other business systems and data you need to deliver CFO-grade reporting. No more broken spreadsheets, weeks of manual consolidaton and outdated data

Schedule a demo
Maxa and Procede partnership hero image featuring a red semi-truck on a highway at sunset, with navigation buttons for Inventory, Parts, Service, Sales, Leasing, and Rentals."

How Maxa works

A single source of truth across locations and systems surrounding Procede

Maxa transforms how you work with Procede data by unifying your systems, automating your reporting, and delivering instant analysis across your entire operation.

Concentric semicircle diagram centered on the Karmak logo, illustrating its integration ecosystem with ten partner logos arranged in radiating arcs: Salesforce and Infor in the outermost arc, Workday and SAP in the next, Oracle NetSuite and Intuit QuickBooks on the far edges, Syncron and Arcadium in an inner arc, and Samsara and Paylocity in the innermost arc.

Unify & Harmonize

Unify & harmonize Procede and your other operational systems for into a single source of truth. Power your reporting, dashboards and AI analytics.

Karmak Income Statement dashboard with a P&L summary table comparing Actual versus Prior Year across Sales, Cost of Sales, Gross Profit, Other Revenue, Other Expenses, and Net Profit, two donut charts for Gross Profit and Net Profit composition, and a Sales Over Time bar and line chart tracking monthly Actual, Prior Year, Gross Profit percentage, and Net Profit percentage across 2025, filterable by Fiscal Period, Region, Branch, Department, and Category levels 2–4.

Maxa Dashboards

Turn Procede and surrounding systems into clear, reliable dashboards your team can actually use. Give finance, ops, and leadership a shared view of performance across locations, departments, and workflows.

Maxa Analyst

All your important data on speed dial. Get robust, auditable analysis in seconds, with the financial and operational acumen you expect.

Built for every role in your organisation

Dealer Principal / CEO

Enterprise visibility across locations, profitability, and execution

CFO / Controller / FP&A

Margin drivers, variance analysis, consolidation

Parts & Service Leaders

Pricing, discounting, productivity, inventory health

IT / Data Teams

Governed access with fewer ad hoc requests

Maxa and Proced branded collage of four truck dealership professionals posing in a showroom, service bay, and office setting.

Unify & Harmonize

Bring your Procede data together with all your financial and operational systems.

Maxa's AI ready data model creates one source of truth powering all of your reporting, analytics and AI

Diagram showing Procede's integration ecosystem, with partner logos including Salesforce, Workday, SAP, Oracle NetSuite, Syncron, Arcadium, Procede, Intuit QuickBooks, Samsara, and Paylocity arranged in a semicircle.

Unify & harmonize Procede and your other operational systems for a single source of truth.

Data Harmonization

Bring ERP, CRM, finance, and operational systems together by restructuring transactions and events to mirror how your business actually runs.

No more consolidating different versions of "bookings," "margin," or "inventory" across teams. The logic you sweat over in spreadsheets (joins, mappings, definitions... ) gets embedded in the model once, instead of being rebuilt for every new ask.

4D Business Data Model

Our 4D data model is designed for all financial and operational systems of record: it is easier to understand for business users and is extremely well suited for Generative AI Large Language Models.

LLMs need context to reason properly, and need a mechanism to rapidly understand business processes captured in data.

Dashboard & Reports

See Maxa in action with Procede

Explore dashboards and reports built for multi location dealers

Karmak Balance Sheet Account Details dashboard for 2023, showing a 'Total Actual by Branch' bar chart with 11 branches on the left, and a transaction detail table on the right with columns for Transaction ID, Category, GL Account, Post Date, Fiscal Period, Branch Name, Department, Previous Month Actual, and Amount, filterable by Year, Month, GL Account, Branch, and Department.

Balance Sheet Account Details

Explore individual balance sheet transactions at the GL account level with full branch, department, fiscal period, and amount detail alongside a branch summary bar chart for quick context.

Karmak Balance Sheet dashboard with summary tiles for Assets, Liabilities, Equity, and Liabilities & Equity, an itemized Assets panel, a Liabilities & Equity breakdown by branch, and an Actual Trending bar chart at the bottom, filterable by Year, Month, Region, Branch, Department, and GL Account.

Balance Sheet Summary

Monitor your dealership's financial position with a consolidated assets, liabilities, and equity summary, a 13-month asset trending chart, and a branch-level liabilities breakdown.

Karmak Customer Service Charges drill-through table showing individual revenue transactions with columns for Transaction ID, Post Date, Branch, Department, Account Type, Category levels 2–4, GL Account, and Journal Reference, filtered to 2025 across multiple branch regions.

Customer Service Charges

View a granular ledger of customer service charge transactions with full GL account, category hierarchy, and journal reference detail to validate revenue recognition and support accounting workflows.

Karmak Financial Trend dashboard with KPI summary tiles on the left for Sales, Cost of Sales, Gross Profit, Other Revenue, Other Expenses, Net Profit, and related percentages, a Net Profit line chart trending across fiscal quarters at the top, and a branch-segmented flow chart below, both spanning November 2024 through October 2025, filterable by Fiscal Period, Region, Branch, Department, and Category levels 2–4.

Financial Trend

Track the monthly trajectory of key financial metrics including sales, costs, gross profit, and net profit, with a dynamic trend line and a Sankey-style flow chart showing revenue distribution across branches and departments.

Karmak GL Transaction Details drill-through table listing journal entries with columns for Journal Reference, Transaction Date, Post Date, Branch, Department, Category levels 2–4, GL Account, and Transaction Description, filterable by Fiscal Period, Region, Branch, Department, and Category levels 2–4.

GL Transaction Details

Access a complete general ledger transaction log with journal reference, dates, branch, department, category hierarchy, and GL account to support reconciliation and compliance across the organization.

Karmak Inventory Dashboard showing KPI tiles for on-hand value, quantities on hand, committed, available, on order, and backorder, an Inventory Breakdown sankey chart segmented by Part Type, Branch, and Supplier, and an On Hand Inventory bubble chart plotting quantity versus value by branch, filterable by Backorder, Region, Branch, Supplier, Part Number, Part Type, and Stock Status.

Inventory Value Breakdown

Get a full overview of parts inventory value with headline KPIs, an interactive Sankey-style breakdown by part type, branch, and supplier, and a bubble chart plotting on-hand value against quantity by location.

Karmak Inventory Value Details dashboard with a stacked bar chart showing on-hand inventory by branch segmented by age threshold, and a parts detail table listing Supplier Name, Part Number, Description, Part Type, Branch, and Stock Status, filterable by Backorder, Region, Branch, Supplier, Part Number, Part Type, Stock Status, and inventory age range.

Inventory Value Details

Analyze parts inventory aging across six time-based thresholds by branch, with a detail table of individual parts by supplier, type, and stock status to identify slow-moving or obsolete inventory.

Karmak P&L Detail View dashboard with a Net Profit breakdown by branch panel on the left, and an expandable account-level table on the right showing Actual, Prior Year, Variance, and Variance Percentage columns across Sales, Cost of Sales, Other Revenue, Other Expenses, and Net Profit tabs, filterable by Fiscal Period, Region, Branch, Department, and Category levels 2–4.

P&L Detail View

Explore P&L performance at the branch and GL account level with an expandable income statement that lets you toggle across sales, expenses, and profit views to pinpoint exactly where variances are occurring.

Karmak Income Statement dashboard with a P&L summary table comparing Actual versus Prior Year across Sales, Cost of Sales, Gross Profit, Other Revenue, Other Expenses, and Net Profit, two donut charts for Gross Profit and Net Profit composition, and a Sales Over Time bar and line chart tracking monthly Actual, Prior Year, Gross Profit percentage, and Net Profit percentage across 2025, filterable by Fiscal Period, Region, Branch, Department, and Category levels 2–4.

P&L Summary

Review your full income statement with actual vs. prior-year variance analysis, gross and net profit donut charts, and a monthly trend chart tracking sales and profitability percentages over time.

Karmak Parts Invoice Details dashboard with a transaction table showing Invoice Number, Order Number, Creation Date, Invoice Date, Parts Accounting, Channel, Source, Branch, and Invoice User columns, a filter panel on the left for Creation Date, Order Number, Source, Parts Accounting, Region, and Branch, and a top filter bar with options for Invoice Period, Invoice Number, Invoice User, Sales Person, Supplier, Part Numbers, Customer, Order Status, Order Type, Industry Type, Part Type, Item Type, and Customer Price Type.

Parts Invoice Details

Drill into every parts invoice at the transaction level with full billing detail, filterable by region, branch, order number, and parts accounting category.

Karmak Parts Sales Order dashboard with a Year-over-Year and Month-over-Month comparison table for Part Numbers, Total Pieces, Total Sales, Total Cost, Gross Profit, and Gross Profit percentage, month and fiscal year progression bars, and a Total Sales Month Over Month bar chart comparing MTD versus Prior Year with Gross Profit percentage overlay, filterable by Order Status, Invoice User, Sales Person, Supplier, Part Numbers, Customer, Invoice Month, Invoice Year, Branch, Order Type, Industry Type, Part Type, Item Type, and Customer Price Type.

Parts Sales Summary

Track year-over-year and month-over-month parts sales performance with KPIs across sales, cost, gross profit, and margin, with monthly trend charts and real-time fiscal year pacing indicators.

Karmak Inventory Dashboard parts detail table showing Replacement Cost view with columns for Parts Number, Total On Hand value, Quantity On Hand, Quantity Committed, Committed/On Hand percentage, Quantity Available, Total Available value, Quantity on Order, Quantity on Backorder, and Replacement cost, filterable by Backorder, Region, Branch, Supplier, Part Number, Part Type, and Stock Status.

Replacement Cost

Review parts inventory at the individual part number level with stocking metrics including on-hand value, committed quantities, available units, and on-order totals, with a toggle between replacement and average cost views.

Karmak Truck Sales geographic heatmap showing Gross Profit by Sale Type plotted as color-coded bubbles across a US map, with a Sale Type legend on the left, a Ship To Region ranked table on the right, and metric toggle tabs for Units Sold, Sales, Cost, Gross Profit, and GP%, filterable by Invoice Date, Branch, Department, Customer, Sales Rep, Sale Type, Inventory Type, Model, Deal Number, VIN, Item Description, Item Type, Ship to Region, Availability Status, and Make.

Sales Heatmap

Visualize gross profit by sale type geographically across a U.S. map with color-coded overlays by vehicle category, complemented by a ranked regional summary table to identify high-value markets.

Karmak Truck Sales Summary dashboard for 2024 with category tiles for New Truck, Trailer, Used Truck, and Wrecker Sales, and three side-by-side horizontal bar charts breaking down Sales by Sale Type, Sales by Make, and Sales by Model, with metric toggle tabs for Units Sold, Sales, Cost, Gross Profit, and GP%, filterable by Invoice Date, Branch, Department, Inventory Type, Customer, Sales Rep, Sale Type, Make, Deal Number, Item Type, VIN, Item Description, Ship to Region, Model, and Availability Status.

Sales Summary

See total truck sales revenue segmented by vehicle type across new trucks, trailers, used trucks, and wreckers, with breakdowns by model, sale type, and make for quick identification of top-performing inventory.

Karmak Truck Sales Trend dashboard for 2024 with KPI tiles for Units Sold, Sales, Cost, Gross Profit, and GP%, a monthly Sales by Branch area chart across 2025 with rolling average, a Sales Rep Performance table showing Units Sold, Sales, Gross Profit, GP%, Monthly Average, and R12 Average, and a Customer Sales table with the same metrics, filterable by Invoice Date, Branch, Department, Customer, Sales Rep, Sale Type, Inventory Type, Model, Deal Number, VIN, Item Description, Item Type, Ship to Region, Availability Status, and Make.

Sales Trend

Analyze monthly truck sales by branch with a rolling average trend chart, plus side-by-side Sales Rep Performance and Customer Sales tables showing units sold, gross profit, GP%, and R12 averages.

Karmak Services Order Transaction Details table for 2025 listing repair orders with columns for Billing Customer, Owning Customer, RO Branch, RO Department, RO Number, Repair Group Description, RO Status, and Add Date, filterable by Open Date, Region, RO Branch, Billing and Owning Industry Type, Customer Price Type, Customer Type, Customer Number, Invoice Number, RO Status, RO Department, and RO Number.

Service Order Transaction Details

Access full repair order transaction detail including customer, branch, RO number, repair group, and status, with flexible filters to support auditing, open order tracking, and billing reconciliation.

Karmak Services Performance dashboard for 2025 with an Open Orders Status Breakdown bar chart, KPI tiles for RO Count, RO Invoiced, and RO Voided, a today-versus-yesterday RO snapshot panel, a Count of Repair Orders by Branch and Status stacked bar chart, and a Count of Repair Orders over Selected Period monthly trend chart, all color-coded by Hold, Invoiced, Open, and Voided status, filterable by Open Date, Region, RO Branch, Billing and Owning Industry Type, Customer Price Type, Customer Type, Customer Number, Invoice Number, RO Status, RO Department, and RO Number.

Service Performance

Monitor open repair order status in real time across all branches, with breakdowns by RO stage, location, and monthly volume trends to help managers reduce bottlenecks and benchmark throughput.

Karmak Services Summary dashboard for 2024 with a 3x4 KPI tile grid showing Total, Labor, Parts, and Misc figures for Sales, Cost, and Gross Profit, and a Total Sales over Selected Period bar and line chart tracking monthly Financial KPI and Gross Profit percentage from November 2026 through October 2025, filterable by Invoice Date, RO Branch, Billing and Owning Industry Type, Customer Price Type, Customer Type, Customer Number, Invoice Number, Region, RO Department, and RO Number.

Service Summary

View a complete financial snapshot of your service department covering labor, parts, and misc sales, costs, and gross profit, with a time-series trend chart across any selected period.

Maxa Analyst

Answers with receipts. Across all your systems. In under 60 seconds.

Your AI-powered analyst that delivers instant, auditable insights from all your Procede Fusion data. No SQL, not waiting, just evidence-backed answers in seconds.

Decisions backed by facts, not hallucinations.

Maxa Analyst interface responding to a natural language question about aged inventory, displaying an Aged Inventory Analysis with Key Findings and a Recommendation, inline Calculated and Reasoned badges distinguishing data-derived from AI-interpreted insights, and Answer, Chart, and Table view tabs.

Maxa doesn't just giving you the numbers, it gives you finance-driven contextual insights.

Find answers to your integration questions

Maxa unifies Procede with your other financial and operational systems into a single source of truth. Including accounting platforms, ERP tools, and additional data sources. This means cross-system reporting without manual exports or custom integration work.

No. Maxa is a financial and operational analytics layer that sits on top of Procede, not a replacement. Procede remains your system of record for dealer management. Maxa connects to that data and adds FP&A reporting, forecasting, and instant AI-powered analysis without changing how your team uses Procede day-to-day.

Yes. Maxa is built for multi-location dealer groups running Procede. Finance teams get a single consolidated view across all dealerships or service centers, with the ability to drill down by location, department, or product line without stitching together reports manually.

Maxa can surfaces KPIs like Parts Sales Summary, Parts Analysis, Gross Sales Summary, Gross Trend, Service performance and location-level performance as well as CFO-level consolidated views across all your Procede locations. The platform includes a data model framework built specifically for heavy-duty dealers.

Most dealerships running Procede are live within days. Maxa deploys in weeks, not months, with no setup fees and no IT project required. Pre-built templates for the trucking and commercial vehicle industry mean there's nothing to configure from scratch.

Maxa connects directly to Procede and transforms your raw DMS data into automated financial dashboards. P&L by department, parts margin, service KPIs, and sales trends. Reports update automatically so your finance team stops manually pulling data and starts making decisions in real time.

The integration supports harmonizing Karmak data with other operational systems to create consistent, comparable reporting across the organization.

It is designed for multi-location dealer groups, parts distribution networks, and service organizations that need consolidated visibility across branches and systems.

Yes. Users can drill from a KPI to the underlying transaction, document, and line-level detail to validate results and explain variances.

Yes. Users can ask questions in plain language and receive structured answers backed by harmonized data and drill-through detail.