Prioritized daily briefing
Start each weekday with the clearest view of what needs action across cash flow, client communications, and your calendar.
One focused read before your first meeting.
AI Chief of Staff for firms
Your firm. Always in focus. Always one step ahead.
Nexora connects Gmail, QuickBooks Online, and Google Calendar to deliver a prioritized weekday briefing—so you know what deserves attention before the workday takes over.
Built for professional service firms. No automatic sensitive outreach.
Nexora / weekday briefing
Monday, 8:00 AM
Good morning, Alex.
Here’s what needs your attention.
Priority items
03
Three invoices need a follow-up
Review reminders before they go out
A client call overlaps your team review
Choose a resolution before the morning starts
Two client threads are waiting on your team
Pick up stalled conversations with context
Gmail connected QuickBooks connected Calendar connected
Purpose-built for professional services
An operational layer for the client work, cash flow, and schedules that move your firm.
The morning briefing turns disconnected systems into clear, reviewable next steps.
Operational signal, organized
A clear briefing—not another dashboard.
Nexora looks across the tools your firm already relies on and brings the right attention items to the top.
Invoice recovery, with review
Find overdue QuickBooks invoices and review contextual payment reminders before they reach a client.
Calendar conflict intelligence
Spot double-bookings, overloaded days, and client-facing schedule risks before they become disruptions.
Stalled conversations, surfaced
Nexora highlights unanswered Gmail conversations and stalled client threads that may be quietly slowing the work down.
How it works
From connected tools to confident action.
01
Connect your systems
Securely connect Gmail, QuickBooks Online, and Google Calendar in one guided setup.
Built around the weekday rhythm
02
See what deserves attention
Nexora identifies overdue receivables, schedule risks, and conversations that need a response.
Built around the weekday rhythm
03
Approve recommended actions
Review the context, adjust the recommendation if needed, and approve sensitive outreach on your terms.
Built around the weekday rhythm
Your firm stays in control
Recommendations are useful only when they respect the relationship.
Nexora recommends next steps and provides the underlying context. Sensitive client outreach requires your approval—because the judgment and relationship remain yours.
Early access for professional service firms
Put your weekday operations briefing to work.
Request an early-access walkthrough to see how Nexora can organize the systems your firm already uses.
FAQ