Forums
XERA - AI 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.
