Zetra AI

The intelligence layer for Zetra One. It helps business owners reduce manual administration through classification, document understanding, workflow automation, business insights, tax guidance and customer follow-ups.

Example tasks

AI built into business work.

Suggestions remain reviewable and controlled before sensitive actions.

Categorize these expenses.Summarize my cash flow this month.Show me unpaid invoices.Prepare my GST/HST checklist.Find missing receipts.Explain this tax form in simple language.Create a task list before payroll.Tell me what needs my attention today.
Use Zetra AI across your business

Assistance for bookkeeping, tax, documents, CRM, operations and intelligence.

Zetra AI is designed to work inside the platform with permissions, context and logs.

Bookkeeping

Classify and explain

Classify transactions, detect missing receipts and prepare tax-ready records.

Tax

Guidance and checklists

Guide users through forms, explain requirements and prepare review checklists.

Documents

Extraction

Extract key information from receipts, invoices, contracts and tax slips.

CRM

Follow-ups

Summarize customers, draft follow-ups and identify inactive leads.

Operations

Priorities

Create task lists, reminders, workflows and daily priorities.

Intelligence

Insights

Summarize cash flow, revenue, expenses, unpaid invoices and risk signals.

Responsible AI

Explainable, logged and approved assistance.

For tax, payments, payroll and compliance, Zetra AI assists but users approve final actions.

Control
Human controlled

Sensitive actions are not submitted, paid or sent without approval.

Audit
Suggestions logged

Suggestions and actions are logged for review.

Limits
Deterministic rules

Tax calculations and submission logic stay governed by certified rules.