XERA

SaaS

AI that automates ops for professional services

About

XERA is an AI assistant designed for accounting firms, law offices, real estate companies, and marketing agencies. Teams typically waste 15 to 25 hours each week on tasks like searching for documents, responding to recurring client inquiries, and manually monitoring deadlines. XERA addresses these inefficiencies by enabling clients to upload documents via their phones with automatic optical character recognition, identifying and requesting any missing files, providing automated 24/7 client support, sending alerts for approaching tax deadlines, and integrating with platforms like A3, Pipedrive, and Google Drive. This results in weekly time savings of 15 to 20 hours and a return on investment starting in the first month.

Launched

March 10, 2026Week 1

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