Money that manages itself.
Agents act when you ask. Agency acts when you don't. A bill that doubled. A savings window. A transfer it already made.
Your money's second pair of eyes
Six ways Agency watches your finances so you don't have to.
Proactive alerts
Income detection, unusual-charge alerts, and weekly spending digests. Agency reaches out before you think to look.
Automatic transfers
Detects income and moves money on schedule, no manual trigger required.
Net worth tracking
Every account you connect rolls into one net worth number, updated automatically, so your balances and goal progress stay current without a spreadsheet.
Model portfolios
Choose from Era-managed model portfolios across risk levels. Agency handles execution, rebalancing, and reporting.
Bill monitoring
Catches price increases and billing anomalies on recurring charges before they catch you.
Built on Context
Shares the same connected-account data as Context. One setup, no re-linking.
Built on trust
AES-256 encryption at rest, TLS 1.3 in transit. Your bank credentials are never stored.
Your data is never sold or rented.
Bank connections run through regulated providers like Plaid and MX: 16,000+ banks, brokerages, and card issuers.
Every automation runs by rules you set. Pause or edit anytime.
Frequently asked questions
Agency is in private waitlist. Join now and we'll notify you as spots open.
Context exposes your financial data to any AI agent you choose. Agency is Era's own proactive companion app built on that same data. It acts on your behalf without you asking.
Agency is free with your Era account. Model portfolio investing may carry standard advisory and brokerage fees.
No. Your data is never sold or rented.
Only within rules you set and approve up front. Agency won't move money any other way, and you can pause, edit, or remove any rule anytime.
Also try these products
Context and Thesis are part of Era too: connect your data to any AI, or invest with quant-grade tools.
Era Context
Connect your financial accounts and make them available to the AI agents you already use, through the Model Context Protocol (MCP).
Era Thesis
Model portfolios, AI-assisted research, and multi-asset backtesting — then trade where you researched.
Let your money manage itself
Agency is free with your Era account. Join the waitlist to let it watch your accounts and act on rules you set, before you think to look.