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Zerix Compliance
Warrington, England, UK
What it is
Zerix Compliance is a module in Zerix, a facilities management and building compliance platform made up of five products and twelve modules sharing one data model. The Compliance product tracks certificates, expiry dates, evidence and actions by building and category, with records shown as compliant, expired, due or missing. Zerix AI Assistant applies OCR and language analysis to uploaded compliance documents to find obligations, expiries and risks, recommend actions and cite source material. Other tools cover helpdesk requests, work orders, planned maintenance, assets, contractor governance, audits, forms and contract queries. CAFM maintenance schedules integrate with SFG20. Technicians can update jobs, add photos and sign off through a mobile interface described as offline-tolerant. Zerix says customer data is hosted in the EU Ireland region, encrypted in transit and at rest, and backed up daily with encrypted backups retained for 30 days. The platform targets safety-critical estates in sectors including healthcare, education, utilities, nuclear, logistics and property management. Pricing is available on request, and the company offers a live demo using example data.
For and against
For
- Tracks certificates, expiries, evidence and actions
- AI Assistant extracts obligations and risks from documents
- Maintenance schedules integrate with SFG20
- Technician interface is described as offline-tolerant
- Daily encrypted backups retained for 30 days
Against
- Pricing is available on request
- Platform is aimed at safety-critical estates
The verdict
Zerix Compliance combines certificate tracking with document analysis and facilities-management tools. Prospective customers can request pricing and arrange a live demo using example data.
Who it suits
Zerix Compliance is aimed at facilities teams managing certificates and related actions across buildings, particularly in safety-critical estates. Its broader platform names sectors including healthcare, education, utilities, nuclear and property management.
On the record
- AI document analysis
- Zerix AI Assistant uses OCR and natural language analysis to extract obligations and risks from certificates, RAMS, inspection reports and technical documents, with references to source material.zerix.co.uk · read 3 Oct 2026
- Audience
- Zerix says it serves safety-critical UK estates, including NHS and healthcare, education, nuclear, utilities, logistics, hospitality, property management, and business and industry.zerix.co.uk · read 3 Oct 2026
- Audits and forms
- Audit & Forms provides configurable templates, pre-built engineering and statutory forms, and actions generated from defects and non-conformances.zerix.co.uk · read 3 Oct 2026
- Audit trail
- Compliance records include version history, approval history, and an audit trail that captures each user's actions.zerix.co.uk · read 3 Oct 2026
- Backups
- Zerix says it makes automated encrypted daily backups retained for 30 days in the EU Ireland region.zerix.co.uk · read 3 Oct 2026
- CAFM features
- CAFM includes helpdesk and work orders, planned preventative maintenance, asset management, contractor governance and a forward maintenance register.zerix.co.uk · read 3 Oct 2026
- Company
- Zerix Technologies Ltd identifies Dan Vaughan as its founder and CEO and says he has more than 20 years of facilities management delivery and consultancy experience.zerix.co.uk · read 3 Oct 2026
- Compliance
- Its Compliance product tracks certificate expiry, evidence, actions, and binary status by building and category.zerix.co.uk · read 3 Oct 2026
- Compliance alignment
- The security overview states alignment with UK GDPR, ISO 27001 principles, and OWASP Top 10 standards.zerix.co.uk · read 3 Oct 2026
- Compliance tracking
- The Compliance product tracks certificates, expiry dates, evidence and actions, with a dashboard showing compliant, expired, due and missing records.zerix.co.uk · read 3 Oct 2026
- Contract intelligence
- Zerix Contracts lets users query uploaded FM contracts in plain English and returns answers citing the clause, schedule and page.zerix.co.uk · read 3 Oct 2026
- Deployment
- The company says the platform can be deployed in weeks and supports bulk CSV import and document ingestion by its AI Assistant.zerix.co.uk · read 3 Oct 2026
- Document analysis
- Zerix AI Assistant uses OCR and natural language analysis to identify obligations, expiries, and risks in uploaded compliance documents and recommend actions.zerix.co.uk · read 3 Oct 2026
- Hosting and backups
- The security overview says customer data is hosted in the EU Ireland region and encrypted daily backups are retained for 30 days.zerix.co.uk · read 3 Oct 2026
- Integrations
- The CAFM page says planned preventative maintenance is integrated with SFG20 so regimes align with industry-standard specifications.zerix.co.uk · read 3 Oct 2026
- Intended users
- Zerix says it is built for safety-critical estates and identifies NHS trusts, healthcare property, education, hospitality and leisure, property management, business and industry, nuclear, utilities and logistics among the sectors it serves.zerix.co.uk · read 3 Oct 2026
- Mobile
- The CAFM page describes a mobile-first, offline-tolerant technician interface for jobs, photo evidence, sign-off, and status updates.zerix.co.uk · read 3 Oct 2026
- Mobile and offline
- The technician interface supports mobile work updates, photo evidence and sign-off, and is described as offline-tolerant.zerix.co.uk · read 3 Oct 2026
The review
Overview
Zerix Compliance is a module in a broader facilities-management platform for tracking building obligations and coordinating the work that follows. It is best suited to organizations responsible for complex, safety-critical UK estates. Its strongest case is the shared system for compliance records, document review and maintenance; the purchase requires a direct conversation about scope and pricing.
Key features
Compliance records cover certificates, expiry dates, evidence and actions, organized by building and category. A dashboard separates compliant, expired, due and missing items, which helps estates teams focus on gaps instead of treating every record alike. Version and approval histories and a user-action audit trail support accountability when records change.
Zerix AI Assistant applies OCR and natural-language analysis to certificates, RAMS, inspection reports and technical documents. It can identify obligations, expiries and risks, recommend actions, cite source material and cross-reference documents against UK regimes including BS 7671, LOLER, PSSR, COSHH, gas safety and fire safety regulations. That makes it useful for triaging document-heavy estates; teams still need to check findings against the source and make the compliance decisions themselves.
The wider CAFM product connects helpdesk and work orders with planned preventative maintenance, asset management, a forward maintenance register, technician access and contractor governance. PPM schedules integrate with SFG20, helping teams align maintenance regimes with its industry-standard specifications. The mobile-first, offline-tolerant technician interface supports job updates, photo evidence, sign-off and status changes, a practical fit for work carried out across buildings with unreliable connectivity.
Other modules extend the platform beyond certificates and maintenance. Audit & Forms offers configurable templates, pre-built engineering and statutory forms, and actions generated from defects and non-conformances. Zerix Contracts lets users ask questions about uploaded FM contracts in plain English and returns answers citing the clause, schedule and page. Together with the shared data model, these tools may suit organizations looking to connect more of their estates workflows in one platform; teams seeking only a lightweight certificate register may find the wider scope unnecessary.
Zerix says customer data is hosted in the EU Ireland region, encrypted at rest with AES-256 and in transit with TLS, and protected by 2FA, role-based access controls and Row-Level Security. Encrypted daily backups are retained for 30 days. The company states alignment with UK GDPR, ISO 27001 principles and OWASP Top 10 standards.
Pricing
Zerix Compliance has custom pricing. Prospective customers are invited to discuss scope, pricing and rollout during a live demo using example data. That approach can accommodate estates with differing requirements, but buyers cannot compare a published package price or seat allowance before starting the conversation.
The company says deployment can take weeks and supports bulk CSV import and document ingestion through its AI Assistant. Zerix usually responds to contact requests within one working day. The demo is a useful way to assess how the modules fit an estate’s workflows before agreeing scope.
Platforms
Zerix lists Android, iOS and web platforms. The CAFM technician interface is described as mobile-first and offline-tolerant, with job updates, photo evidence and sign-off for field work.
Who it's for
Zerix targets safety-critical UK estates, including NHS and healthcare organizations, education, nuclear, utilities, logistics, hospitality, property management, and business and industry. Its mix of certificate oversight, document analysis, forms, contracts and maintenance is most relevant to teams coordinating compliance across buildings and operational roles. Smaller operators that need a narrow record-keeping tool may not need the broader CAFM platform.
Pros and cons
- Connected compliance and maintenance: Certificates, follow-up actions and CAFM work orders sit within a platform using one data model.
- Document findings cite their source: The AI Assistant identifies obligations and risks with references, giving reviewers a way to check what it surfaced.
- Field updates work offline-tolerantly: Technicians can record jobs, photos and sign-off through a mobile-first interface.
- Custom pricing takes a direct sales discussion: Buyers have no published price or package allowance to evaluate before contacting Zerix.
- The broad platform may exceed a narrow need: Teams looking only to track certificates may not benefit from the additional CAFM and contract tools.
Alternatives
ComplyLet is a free option for property-focused users who want unlimited properties and documents, Renters' Rights compliance tracking, email reminders, and mortgage and insurance tracking; it runs on iOS and web. Insparisk Command is another option for teams that want a free starting tier: Monitor allows unlimited buildings, 25 certificates or documents and one team member, with a paid solo plan also offered.
PRISM may fit residential block managers who prefer a stated annual licence, priced at £50 per year for a block of 1 to 10 units, with licence price varying by block size. Property Inspect suits buyers seeking a published per-user entry point and inspections: its Solo plan costs $49 a month for one user and includes 100 properties, limited inspections, branded reports and email support.
RAMIS is an alternative for organizations willing to consider a paid plan starting at £400 a month for up to 10 users; its price depends on functional requirements, buildings and users. Riskhub is a paid alternative with Android, iOS, web and API platforms for buyers who want to request a demo. Spacewell offers paid Workplace, Energy and Asset plans for organizations comparing modular workplace, energy and asset-management options.
LLCR offers a free web plan for a single active property, with 10 Ava messages per month and 500MB of document storage, making it a more limited starting point for property compliance. Browse property management compliance software for more options in that category.
Verdict
Zerix Compliance is a strong fit for organizations managing safety-critical UK estates that need certificate oversight tied to maintenance, technician workflows and document analysis. The shared platform and source-citing AI Assistant are its clearest reasons to choose it. Look elsewhere if you need a simple certificate register or a product with a price you can assess without a sales discussion.