Era

Era is a Finance tool that connects your bank accounts to any AI assistant for money management. It provides AI-driven insights, automates money movements, and helps achieve savings goals.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Mixed

About

What is Era?

Era is an AI-native personal finance platform designed to connect your financial accounts to AI assistants like Claude or ChatGPT. It offers three main products: Context, an MCP server for real-time financial data access; Agency, a native app for proactive money monitoring and management; and Thesis, an investment tool for individual investors. Users can automate transfers, set up rules, manage budgets, and track savings goals. Era ensures financial data security with bank-grade encryption and never sells or uses personal data for AI model training. It supports thousands of banks and financial institutions, making it a comprehensive solution for AI-powered financial management.

Best used for

Ideal for individuals and households who need to automate financial tasks, gain AI-driven insights into their spending, and manage savings goals across multiple AI assistants. Especially valuable for users looking to integrate their financial data with their preferred AI agent for seamless money management.

Common actions

manage finances

automate savings

track expenses

optimize investments

gain financial insights

financial healthaimoney managementsavingsfinancial advisorsbudgeting

Capabilities

Key features

Connect bank accounts
AI-driven insights
Automate money movements
Shared memory
Proactive financial monitoring
Investment tools
Customizable rules engine

Target Audience

Individualspersonal finance users

Integrations

claudechatgptcursorgeminiperplexity

Pricing & Plans

Freemium · Paid

Not publicly disclosed. Check era.app for current pricing.

FAQs

What is MCP and how does Era use it?

MCP (Model Context Protocol) is an open standard allowing AI assistants to connect to external data. Era uses MCP through its Context product to give AI agents like Claude or ChatGPT real-time access to your financial data, enabling them to check balances, send transfers, and manage rules.

Can Era's AI assistants actually move money?

Yes, Era's Context product provides a read-write connection. This means your connected AI agent can not only check balances but also send transfers, set up automated rules, trigger savings, and manage budgets, all under your control.

Does Era sell my financial data or use it to train AI models?

No, Era explicitly states that it never sells, shares, or monetizes your personal financial data. Your data is used solely to serve you through the AI agents you choose to connect, and it is never used to train AI models.

What is the difference between Context and Agency?

Context is the infrastructure that makes your finances available to any MCP-compatible AI agent, acting when you prompt it. Agency is a native app built on Context that proactively monitors your finances, alerts you to important events, and takes action on your behalf without waiting for a prompt.

Is there a mobile app for Era?

While Context itself works through your AI assistant on any device, Agency is available as a native mobile app. This allows for proactive financial monitoring and management directly from your mobile device.

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