XERA Blog — AI for Businesses
Articles, guides and examples on AI and automation for businesses and the self-employed.
Only some of our articles are available in English so far. The full blog is in Spanish. Browse the Spanish blog (ES)
Latest articles
CRM for lawyers: what it is, what it has to do and how to choose one
A CRM for lawyers records every person who contacts the firm and what happens with them, from the first enquiry to the engagement letter and follow-up. How it differs from practice-management software, what the General Statute of the Spanish Legal Profession asks of it and what to ask before choosing one.
How to use Claude with the BOE in an accounting firm: free connector, installation and 5 real queries
boe-mcp is a free, open-source connector that lets Claude read the BOE's daily summary, search consolidated legislation in force and flag tax, employment, commercial, housing or data-protection news. How to install it in Claude Desktop and Claude Code, five queries run on 1 October 2026 with what they returned, and its limits.
How much does an AI WhatsApp chatbot cost in Spain (2026): Meta, connection and setup
The cost of a WhatsApp chatbot has three layers: what Meta charges per message, the connection to the official API (with Xera Chat, no intermediary platform fee) and the setup. Meta's official rates for Spain in euros, an example of a monthly bill and Xera Chat prices.
How our AI agents meet every Saturday: what they proposed at the first town hall
Five AI agents review their part of the business every Saturday, answer each other and produce minutes. Nothing is touched at the meeting: the CEO decides. This is what they proposed at the first one.
Simple, advanced and qualified electronic signatures: what eIDAS says and when the simple one is enough
The European eIDAS regulation says an electronic signature cannot be denied legal effect merely because it is not qualified. What the text says, word for word, what separates the simple signature from the advanced and the qualified, and what changes in Spain if someone denies having signed.
How to divert your business calls to an AI receptionist: Movistar, Vodafone, Orange and Digi
The code to divert the calls of your landline or mobile to an AI receptionist, operator by operator, copied from each one's help page. Which diversion to choose, what it costs and when it does not work: what we have seen in an installation.
Three questions before hiring customer service AI: does it know when to hand over to a person?
An AI assistant that replies quickly is easy to show in a demo. The hard part is knowing when it has to stop replying. Three questions to ask whoever is selling it to you, us included, and which answers do not count.
The Supreme Court annuls article 197.2 of the immigration regulation: what the two rulings say
The BOE of 22 September 2026 publishes two Supreme Court rulings against Real Decreto 1155/2024. Both declare article 197.2 void in its entirety, and the first annuls nine more provisions or phrases. What each ruling says, word for word and with a link, and why the date matters as much as the content.
Centralise several WhatsApp Business numbers of your company in one customer service system (Spain guide 2026)
Your company has several WhatsApp numbers —one per department, one per branch— and each one goes its own way. This guide explains how to unify them under one system, what Meta requires technically and the difference between connecting your own numbers and managing your clients'.
Platforms to connect real estate agents in Spain: what they are and what they do not solve
A collaboration network between agencies shares portfolios and commissions, but it does not answer leads or organise your agency's day to day. What to look at before joining one, and what remains your job.
5,033 revoked tax IDs in one BOE: what happens to a company and how its accounting firm sees it
The BOE of 11 September published 5,033 revoked tax identification numbers and 222 reinstated. What it really means for a company —bank, notary, registry, debts— with the rule cited, why it is not about owing money to the Tax Agency, and why the person affected is notified but their accounting firm is not.
Sending WhatsApp promotions to your clients: what Meta requires in an aesthetic centre
You can send photos and PDFs on WhatsApp, but not to just anyone or at any time. The Meta rules that decide whether your campaign goes out or stays stuck: templates, your clients' permission, the limit of 250 a day and what each message costs.
IT Automation in Tarragona: What Your Accounting Firm, Law Firm or Advisory Firm Really Needs
If you are searching for "IT automation" for your business in Tarragona, you probably do not need IT support: you need AI to take care of the repetitive work. The difference matters, and it is explained here.
AI assistants read your website: what it means and how to see it on yours
AI assistants read web pages to answer people. What that means for your click-through rate, how to see it in the logs of your own server and what we did.
Real estate management CRM: what it really has to do in your agency's day to day
What a CRM has to solve in a real estate agency, in the order it hurts: portfolio, demand matching, viewings, portals and follow-up. And the three things it will not fix for you.
€180 million in AI grants in 2026: what has been announced and what to have ready before applying for anything
The Government has announced €180 million for 372 artificial intelligence projects in companies. What matters is what you need to have in place for a grant like this to be of any use. With the source of each piece of data.
Why accounting firms lose clients by not warning them of tax deadlines
A client does not leave because of the surcharge: they leave because they find out late. The mechanics of that loss, what each warning that does not go out costs (surcharges under art. 27 LGT) and how to set up the system so that it does not depend on someone remembering.
Alternatives to Harvey AI for law firms in Spain (2026)
Looking for an alternative to Harvey AI for your firm? Harvey is aimed at large law firms. Find out what really fits a medium-sized Spanish firm.
How to connect Flowww to WhatsApp using AI (2026 guide)
A practical guide to connecting your Flowww to WhatsApp through an AI assistant: what you need, how it works and which mistakes to avoid.
AI invoice automation in accounting firms: VeriFactu and your billing software
VeriFactu is not an excuse to add more manual work. Well approached, it can be the moment to automate document intake, reduce errors and work better with the billing software your clients use.
How a real estate agency stops losing leads with an assistant that never sleeps
An AI assistant looks after your agency's prospects outside office hours, collects their details and can arrange viewings. How not to lose leads outside office hours.
2026 Personal Income Tax (IRPF) Checklist for Accounting Firms: Calendar, Documentation and Errors That Cost Penalties
A 2026 IRPF checklist for accounting firms: the tasks before, during and after the campaign. Avoid the chaos of April to June.
WhatsApp Business API for accounting firms 2026: how to choose a provider and 5 compared
A complete guide to the WhatsApp Business API for accounting and tax advisory firms and law firms in Spain. How Meta's pricing works, providers, use cases and what to ask a provider before signing. Includes a comparison of WhatsApp Business API providers.
Seven CRMs for Real Estate Agencies in Spain (2026): Comparison and Prices
A comparison of 7 CRMs and management systems for Spanish real estate agencies: list prices, who each one is for and its limit. It includes the difference between a sales CRM and real estate management software, which is easy to confuse when choosing.
Operational AI Agents in 2026: A Real Guide for SMEs That Want to Free Up Operational Capacity
What an operational AI agent is, which tasks it automates in an SME and how to implement it without friction. A practical guide with a checklist, KPIs and mistakes to avoid.
XERA vs Holded for accounting firms in 2026: they are not the same thing
Holded is an accounting and invoicing ERP. XERA is an operational AI layer for the work around it. They are not the same thing, and many accounting firms can use both. A comparison guide.
AI Tools for Lawyers in Spain 2026: Comparison of 5 Options
A comparative guide to 5 artificial intelligence tools for law firms in Spain in 2026: XERA, Bigle Legal, Clio, LEAP and Harvey AI. Functions and what each is for.
VAT franchise for the self-employed under €85,000: what the EU directive allows and what applies in Spain today
The EU directive allows Member States to exempt small businesses with an annual turnover of up to €85,000 from VAT, but as of October 2026 Spain has not incorporated that regime. What a self-employed person still applies today.
What AI can take on in a law firm in 2026
Which tasks of a law firm AI can take on in 2026, what still needs a lawyer and how the work is split in practice.
Automate Your Accounting Firm in 2026: A Practical Guide for Professional Practices
A practical guide to automating your accounting and tax advisory firm or professional practice in 2026. What to automate, where to start and how XERA can help without changing your tax software.
Document management for accounting firms: what AI can do about document chaos
How artificial intelligence changes document management in accounting firms: less time looking for documents, more time advising. What a collection system needs in order to work.
Software for Tax Accounting Firms 2026: Which Functions Cannot Be Missing
Which functions are essential in software for a tax accounting firm: deadlines, case files, client portal and communication. And where XERA fits.
Alternative to Inmovilla and Witei with Operational AI: When It Makes Sense (2026)
When it makes sense to adopt a full CRM such as Inmovilla or Witei, and when an operational AI layer on top of your current system is more practical.
XERA for accounting firms: deadline control 2026
Software for accounting firms with AI: structured follow-up of pending documentation and case files in tax and labour closing weeks. XERA for accounting firms.
Pipedrive vs HubSpot for Real Estate Agencies
A look at two CRMs used in the real estate sector. Features, integrations and which one to choose depending on your case.
WhatsApp chatbots for real estate agencies: lead capture, qualification and automatic follow-up
How an AI chatbot on WhatsApp helps real estate agencies to handle, qualify and follow up incoming leads without losing opportunities outside office hours.