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XERA

XERA

AI that automates ops for professional services

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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.
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