Era
AI-powered personal finance platform — connect your bank accounts to Claude or ChatGPT to ask questions and automate money tasks.
| What is it | AI-powered personal finance platform — connect your bank accounts to Claude or ChatGPT to ask questions and automate money tasks. |
|---|---|
| Pricing | Freemium — from $9.99/mo |
| Free tier | Yes |
| Platform | Web Application |
| API | Yes |
| Works with | Claude AI, IFTTT |
| Best for | Automating bill payments and savings transfers, Getting financial insights through AI conversation |
Data updated Aug. 1, 2026
What does Era do?
Era is a personal finance platform designed specifically for AI assistants. It connects your real-world bank accounts and investment portfolios to AI models like Claude and ChatGPT, allowing you to ask questions about your finances and even execute actions directly from a chat interface. You can ask how much you spent on groceries last month, check your savings goal progress, or get an explanation of a confusing transaction, all within a conversation with your AI assistant.
The platform is built around three core products. 'Context' is a personal MCP (Model Context Protocol) server that securely links your financial data to any compatible AI assistant, giving it the memory and tools to understand your money. 'Agency' is a native app that proactively monitors your accounts and can automate tasks like transferring money or alerting you to unusual bills. 'Thesis' is a more advanced, SEC-regulated tool for investment research and trading, aimed at serious individual investors.
This tool is ideal for tech-savvy individuals who already use AI assistants like Claude and want to extend their capabilities into personal finance. It's useful for someone who wants a unified, conversational interface for their money, wants to set up simple automations like savings transfers, or is interested in using AI to analyze their spending and investment portfolio. It turns your AI assistant into a proactive financial co-pilot.
Key features
What makes it stand outWho is Era for?
Who benefits most from this toolPricing
Free tier available — start without a credit cardBasic
- Connect up to 2 financial accounts
- 100 MCP tool calls per month
- 1 personal view with basic filters
- Ready-made rules from the library (auto-categorize, tag, clean merchant names)
- Basic metrics: net worth & monthly spend
- Self-serve support
Organize
Everything in Basic, plus:
- Up to 15 account connections
- 15 AI-crafted pattern rules — spot anomalies, price creep and recurring-charge drift
- MCP read + write tools, 1,000 calls per month
- 10 custom categories & unlimited tags
- Full financial metrics with AI delta analysis
- Financial health trackers
- Non-destructive edit history & undo
- Email support
Automate
Everything in Organize, plus:
- Up to 100 connected accounts
- 50 custom categories & unlimited tags
- 100 AI-crafted pattern rules
- 10,000 MCP calls per month
- Priority support
- Automated money movement between accounts
- Shared views with up to 3 participants
Operate
Everything in Automate, plus:
- Up to 500 account connections
- 300 custom categories
- Unlimited AI-crafted pattern rules
- 500 manual accounts
- Unlimited manual transactions and balance history
- 100,000 MCP calls per month
- 500,000 API requests per month
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