XERA – AI automation for professional services operations

Summary: XERA is an AI assistant designed for accounting firms, law offices, real estate, and marketing agencies to automate document handling, client queries, and deadline tracking. It integrates with existing tools like A3, Pipedrive, and Google Drive, saving 15-20 hours per week by automating predictable, repeatable tasks.

What it does

XERA automates document uploads with OCR, detects missing files, answers client questions 24/7, and alerts users to upcoming deadlines. It connects seamlessly to existing software without requiring migration or retraining.

Who it's for

It targets professional service teams in accounting, law, real estate, and marketing agencies that handle repetitive operational tasks.

Why it matters

XERA reduces manual workload by automating predictable tasks, addressing inefficiencies that cause teams to lose significant time weekly.