Automated Workflows That Deliver Actionable Tasks and Full Compliance Evidence
Built for every key role in your organisation
One operational platform where leaders see risks instantly, managers track progress effortlessly, and every team member receives clear, automated tasks.
Owners & Operators
Gain live visibility of cash flow, debtors, compliance gaps and daily operations; all in automated dashboards
Registered Managers
Keep every operational workflow on track with automatic reminders and full accountability across the team
Finance & Admin teams
Let the platform handle chasing, approvals and reconciliations so month-end closes without stress
Support teams
Receive assigned tasks with automatic reminders and clear ownership so critical work is never overlooked
- Built for UK organisations
- Fully GDPR compliant
- Role-based access
- Complete audit trail
- Permission-based AI answers
The Challenges We Solve
When data sits scattered across emails, shared folders, and separate systems, teams lose time chasing updates, leaders miss real-time insights, and vital actions can slip through the cracks.
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Scattered information
- Key details hide in emails, notes, folders, and disconnected tools, making it tough to track what is current, complete, or urgent.
One central source for all historical data.
Result → Reduced errors, improved team handovers and swifter outcomes.
Important information lives across emails, notes, folders and disconnected systems, so it is hard to see what is current, what is complete and what needs attention.
WITH ZELTRI
Creates one clear record with history
Result → Fewer misses, better handovers and faster decisions.
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Disconnected systems
- Information fails to move between systems, causing teams to duplicate entries, overlook key updates and waste hours chasing changes.
Automates key inputs into visible, trackable actions.
Result → No manual chasing, fewer operational gaps and smoother workflows
Information does not flow between systems, so teams re-enter data, miss updates and spend time chasing what changed.
WITH ZELTRI
Connects key inputs and turns updates into tracked actions.
Result → Less chasing, fewer gaps and smoother operations.
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Unclear ownership
- When ownership, status and handovers remain invisible, work relies too much on individuals and critical actions become easier to overlook.
It assigns clear ownership and tracks every action through to completion.
Result → Enhanced accountability, seamless handovers, and reduced individual dependency.
When ownership, status and handovers are not visible, work depends too heavily on individuals and important actions are easier to miss.
WITH ZELTRI
Assigns ownership and tracks actions through to completion.
Result → Clearer accountability, better handovers and less reliance on one person.
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Evidence hard to locate
- Proving exactly what happened, and when, often leads to frantic last-minute searches through incomplete records.
Maintains an automated, audit-ready record of every action.
Result → Minimal compliance risk and a far more efficient reporting process.
When you need to show what was done, by whom and when, the trail is often incomplete and preparation becomes last-minute firefighting.
WITH ZELTRI
Keeps evidence and actions organised, traceable and audit-ready.
Result → Lower compliance risk and less time spent firefighting.
What you get
Everything your organisation needs to eliminate delays, increase transparency, and maintain operational momentum.
Ara + Search (permission-based)
Ask questions in plain English and get accurate, role-based answers and summaries instantly.
Automated tasks & follow-up
Convert emails and updates into tracked actions with reminders, escalation and full ownership.
Compliance evidence, ready when needed
Monitor schedules, overdue tasks and supporting evidence, with actions to resolve gaps quickly.
Accounts Payable, without the chase
Capture invoices, streamline approvals and maintain a complete, audit-ready trail.
AR remittances, reconciled faster
Match payments, flag exceptions early and improve visibility across outstanding balances.
Reporting packs, prepared automatically
Transform operational data into clear, consistent weekly and month-end reports.
How it works
Streamline admin into structured workflows. Organise information and automate tasks by role, leaving only key exceptions for human approval.
1. Connect your organisation’s email
Integrate all mailboxes to capture operational data. Transform everyday communication into actionable tasks within a single, unified workspace.
2. Automate workflows by role
Incoming data is converted into tracked tasks, compliance evidence, and flagged exceptions, then automatically assigned to the correct teams.
3. Resolve exceptions with ease
Teams focus on relevant work while decision-makers review approvals and resolve bottlenecks, ensuring rapid, efficient operations.
Bring every operational workflow into one automated place
See how Zeltri turns emails and documents into actionable tasks, audit-ready evidence and role-based answers for your organisation.