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Robert Graf Garcialeft a comment
We built XERA after watching accounting firms and law offices lose entire weeks every tax season chasing the same documents and answering the same questions. The insight was simple: 80% of what professional service teams do every day is predictable and repeatable. If it's predictable, AI can handle it. XERA connects to the tools firms already use (A3, Pipedrive, Google Drive) and starts working...
XERAAI that automates ops for professional services
XERA is an AI assistant for accounting firms, law offices, real estate and marketing agencies.
Your team loses 15-25 hours/week chasing documents, answering repetitive client questions and tracking deadlines manually.
XERA fixes this:
• Clients upload docs from phone (auto OCR)
• Detects missing files and requests them
• Answers client queries 24/7 automatically
• Alerts on upcoming tax deadlines
• Integrates with A3, Pipedrive, Google Drive
→ 15-20 hours/week saved. ROI from month one.
XERAAI that automates ops for professional services