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Zentra
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Everything Zentra does.
In one place.

From the client’s request to closing the books. Anything marked “Coming soon” arrives in an upcoming version of the app.

Autopilote

It reads what comes in and prepares the work in Zentra. You approve in one click, and you can undo.

Discover Autopilote
Autopilote’s Today page
Fictitious example
  • Today

    One page every morning: what is ready, what awaits your approval, what is done.

  • Quotes prepared from your emails

    Items and prices come from your catalogue. No amount is made up.

  • It asks for what is missing

    A request without a quantity or an exact item gets a ready reply that asks only the right question.

  • From accepted quote to invoice

    The client accepts by email: the quote is found and the invoice suggested.

  • The job site in one click

    An accepted quote creates the project with the client, the address, the budget and one task per line.

  • Reminders at the right time

    They follow each client’s payment habit and wait when a payment has been announced.

  • The monthly summary

    At the start of each month, last month’s figures, calculated by the app, in an editable note.

  • Ask Autopilote

    “Who has owed me for more than 30 days?”: the app calculates the answer from your books.

  • Pause and automatic approval

    Prépare, Observe ou En pause pour toute l’équipe. La validation automatique, désactivée par défaut, ne couvre que des cas exacts et annulables.

Sales and clients

From the first appointment to payment, without retyping.

The quote list in Zentra
Fictitious example
  • Quotes, orders and QR invoices

    Deposits, partial invoices, discounts, VAT and reminders, with the Swiss QR-bill.

  • Client portal

    Your client views, accepts or declines a quote online.

  • Pre-filled calendar

    “Meeting with Martin tomorrow at 14:30” opens the calendar already filled in.

  • Online booking

    Your client picks a free slot on their portal. You accept, and it goes into the calendar.

  • Deposit on acceptance

    The client accepts the quote and pays the deposit by TWINT or card, on the same page.

  • SMS reminders and review requests

    A reminder the day before the appointment, and a Google review request after a paid invoice, with your own SMS account.

Banking and payments

Your statements matched, your suppliers paid without surprises.

Bank matching in Zentra
Fictitious example
  • Bank matching

    Each transaction is linked to its invoice. A difference due to bank fees is settled in one click, without a second payment.

  • Supplier QR-bills

    The payment details are read from the invoice received, then the pain.001 payment order is ready.

  • Payment links

    TWINT and card on your invoices, and eBill.

  • Safe supplier payments

    Changed IBAN, never-paid supplier, duplicate or unusual amount: every alert is confirmed before the order.

  • Dual approval

    From CHF 5’000, a second person approves. Whoever prepares cannot approve alone.

  • Missing receipts

    An expense without a receipt becomes a request ready to send to the employee.

Accounting, VAT and payroll

Figures stay linked to their documents.

Accounting in Zentra
Fictitious example
  • Swiss accounting

    SME chart of accounts, journal, general ledger, balance sheet and income statement.

  • VAT

    The return is prepared from the period’s documents.

  • Payroll

    Payslips, absences, holidays, expense claims and withholding tax.

  • Legal archive

    A compliant yearly archive, checked every month on the device.

  • Closing file

    Journal, ledger, trial balance and balance sheet gathered for your accountant.

Construction and job sites

For painting, plastering, plumbing, electrical work and joinery.

  • Signed time-and-materials reports

    Signed with a finger on the phone, then invoiced.

  • Measurements and chapters

    Length, area and deductions in the line, subtotals per chapter in the quote.

  • SIA 118 progress invoices

    Cumulative progress per line, retention and final account, rounded to 5 centimes.

  • Time and materials at association rates

    Staff and machine rates, chosen in the report.

  • Job site tab

    Planned and actual by cost type, subcontracting, margin and post-calculation.

  • Datanorm, BMEcat and NPK imports

    Your suppliers’ and your trade’s catalogues, and kits of materials and labour.

In the field

Your team, your call-outs and your clients’ installed equipment.

  • Team planning

    Drag an appointment to a team member or another day. Absences are respected.

  • Job site map

    The week’s job sites on a map, to organise travel.

  • Installed equipment

    Every piece of equipment installed at a client’s, with its warranty and next service.

  • Dictation

    Dictate the call-out report: client, hours and items are taken from the catalogue.

Open to your tools

Zentra connects to what you already use.

  • API and webhooks

    A public API with keys you create in your account, and signed notifications.

  • AI assistants (MCP)

    Your assistant reads your Zentra data and can prepare a draft, which you approve in the app.

  • Shopify and WooCommerce

    Your shop’s orders arrive in Zentra, payout fees are matched.

  • Invoices by post

    With Pingen, an invoice goes out by post from Zentra.

  • Till

    Counter sales, TWINT and card, and the end-of-day closing.

Switch software

Bring your data, work with your accountant.

  • From bexio

    Clients, suppliers, items, open invoices and opening balance.

  • From WinBIZ, Crésus, Banana, AbaNinja or Excel

    One assistant, chart of accounts included. Every import can be rerun without duplicates and undone.

  • Export for your accountant

    Entries in Banana, Crésus, Abacus or WinBIZ format, with your VAT codes.

  • Each company’s file

    Your accountant sees the state of each client’s file, if each company agrees.

  • Export everything

    All your data in a readable file, at any time.

See for yourself.

Fourteen days with every feature, Autopilote included.

No credit card. No automatic payment.