Routine work moves forward.
So do you.
Avoid retyping information you receive and repeating the same sorting work. Autopilote prepares invoices, appointments and tasks according to your rules. You handle the cases that need review.
Included in every plan. Email workflows require a linked Support. Discover Autopilote
Less data entry. More control.
Invoices and suppliers
Document recognition, extraction of available information and supplier search. Gestion can select a reliable match or create the supplier. Review several invoices together; uncertain cases still need completion.
Posting according to enabled rules, amounts and document checks. No automatic bank payment.
View purchases in GestionAppointments and calendar
Autopilote recognises confirmations received in Support and passes available information to Gestion’s calendar: title, date, time and location.
Import must be enabled. An ambiguous or incomplete appointment remains for review.
View the calendar in the demoEmails, tickets and teams
Category, priority, team or employee selection: categorisation follows your rules. Sufficiently reliable decisions can be applied in a compatible tool. Ambiguous requests remain in the review queue.
Support, Gestion and Autopilote must be linked to the same company. Available connections are detailed in Support.
View connectionsTasks, replies and summaries
Based on categorised emails, your rules can prepare tasks for the team, replies from your customisable templates and summaries of received information.
Drafts still need review. No message is sent automatically; summaries use available information.
Configure rulesBanking, documents and imports
Category suggestions for bank transactions, routing documents to the right workflow and matching columns in your CSV or Excel files with the catalogue.
The preview and suggestions must be reviewed before approval. Online services require a connection.
Explore banking managementYour choices and your team
Approved choices and corrections are retained in history. Authorised members see their company’s actions, completed processing and items still needing review.
Access follows Gestion roles. History is not a promise of unlimited autonomous learning.
Explore trackingIncluded in every plan.
Solo, Team and Pro include Autopilote, from CHF 49 per month. Each plan comes with monthly analyses; at the limit, Autopilote pauses until the next month, at no cost. View pricing
Before you begin.
How do I activate it?
Choose your company, then select your rules in Settings → Zentra Autopilote. For emails, link Support to the same company and connect your tool.
Compatible connectionsWhich actions still need approval?
Uncertain cases remain for review. Autopilote does not replace your accounting checks, pay your invoices or send replies automatically. Prepared replies use your customisable templates.
What if all the apps are closed?
Continuous execution while all applications are closed is not yet enabled. On mobile, transfers resume when the app is reopened. Online services require a connection.
Can I cancel the option?
You can cancel for the next renewal date. The usual Gestion features remain available.
Autopilote terms