One operational system for tracked actions, evidence, answers
Zeltri converts emails and operational data into actionable tasks and CQC audit-ready records, allowing teams to prioritise essential work while managers focus on exceptions.
Modules
A single operational system for tracked actions, evidence and answers.
Ara (permission-based AI assistant)
Ara empowers care home teams to ask natural questions in plain English and instantly receive role-specific answers pulled from emails, documents, finance data, compliance records and connected systems; so, they locate critical information fast and always know the next action.
You get
- Role-based answers drawn from all connected operational data
- Quick responses complete with summaries and full context
- Intelligent search across emails, documents and structured records
Typical flow Ask a question → Ara searches authorised information → Answer + summary → Optional next step
Zeltri automatically converts emails, certificate expiries and upcoming deadlines into assigned tasks, then delivers them to the correct owner with smart reminders and escalation; keeping every important action clearly owned, visible and far less likely to be overlooked.
You get
- Automatic task creation from emails, requests, and key deadlines
- Tasks triggered by certificate expiries and compliance timelines
- Assignment rules based on role, location, and category
- Built-in reminders, escalation, and overdue tracking
- Manager-level visibility of completed, pending, and overdue work
- Task tracking with notes, attachments, and full activity history
- Complete audit trail from creation through to completion
Typical flow Email or Zeltri trigger → Task created → Assigned → Reminders and escalation → Completed
Zeltri automatically organises certificates, supporting evidence and follow-up actions, detects new documents arriving by email, updates the correct records and raises timely tasks for renewals, inspections and report actions; so, managers remain fully inspection-ready with a complete history of what was done, by whom and when.
You get
- Compliance schedules with due, overdue, and historical views
- Automatic detection and filing of new certificates from email
- Record updates with latest versions, dates, and attachments
- Tasks created for expiries, renewals, and inspections
- Tasks generated from report actions and recommendations
- Full audit trail covering evidence, actions, approvals, and completion
Typical flow Certificate or report received → Evidence saved and record updated → Actions and tasks raised → Tracked through to completion → Audit-ready
Manage each resident’s journey from initial enquiry to discharge through clearly defined stages, assigned ownership, and automated next steps; so, teams always know the status, required actions, and when invoices should be raised.
You get
- Enquiry capture with essential details and referral sources
- Defined stages from enquiry to admission and discharge
- Priority setting, ownership, and next-step tracking
- Automated invoicing based on stay duration, fees, and payer type
Typical flow Enquiry received → Priority set and next step assigned → Admission recorded → Invoices raised automatically → Discharge recorded and final invoice checked
Zeltri captures supplier invoices straight from inboxes, intelligently routes them to the right approver and flags exceptions or duplicates early; enabling faster approvals, a clean audit trail and seamless readiness for Xero reconciliation.
You get
- Invoice capture from shared or organisational inboxes
- Approval workflows based on site, role, supplier, or category
- Exception handling for missing data, mismatches, and unclear entries
- Duplicate detection to prevent repeated processing
- Complete audit trail with outputs ready for Xero
Typical flow Invoice received → Routed for approval → Exceptions resolved → Ready for Xero
Zeltri matches Local Authority remittances with expected invoices automatically, highlighting discrepancies, timing gaps, and adjustments for quick resolution; improving visibility, reducing manual checks, and speeding up reconciliation.
You get
- Remittance capture across multiple formats with batch and line tracking
- Automatic matching against invoices and expected income
- Discrepancy detection for underpayments, overpayments, and missing items
- Tracking of backdated changes and adjustments
- Managed exceptions with notes, supporting evidence, and resolution status
- Reconciled outputs ready for Xero
Typical flow Expected income and invoices → Remittances received → Auto-matched → Exceptions reviewed and resolved → Xero-ready reconciliation
Onboarding
A guided setup designed to get you live with minimal disruption.
Discovery
Confirm mailboxes to connect, set up user roles and hierarchy, and collect key operational records like your resident list.
Setup
Connect organisational mailboxes, set up users and roles, and confirm permissions.
Zeltri builds your starting context (2–4 days)
Zeltri processes organisational emails/documents and populates working records (timing depends on volume).
Go-live
Teams start using role-based dashboards and records, while the right people review approvals and resolve exceptions.
Low disruption
Zeltri works alongside your existing systems, so day-to-day operations continue without major disruption. If you ever decide to leave, your underlying systems and core processes remain in place.
What’s coming next
1. HR module
Manage staff onboarding, records, compliance, training, and documents; all in one place.
2. Expanded data integrations
Connect more operational data sources over time, so actions, evidence, and insights become even more complete.
3. Mobile app for staff and families
Stay connected with updates, tasks, and communication; anytime, anywhere.
See how Zeltri transforms organisational email into structured actions, evidence, and insights
Book a demo to discover how Zeltri reduces manual follow-ups, improves accountability, and keeps every task visible.