The future of personal finance is agent-native
Finance apps keep trying to be the place you go. But your AI is already where you are. Agent-native finance means your money shows up in the conversation, not in a separate app.
Articles
Announcements, product updates, and engineering insights from Era.
Why your financial AI memory should be portable
When your financial memory lives inside one AI assistant, switching costs you context. Era Context stores your goals in a portable layer any AI can read.
How to text your AI about your money with Poke and Era
Connect Era Context to Poke and ask about your finances over text. Real bank data, real answers, no app-switching — just send a message.
25 things to ask your AI agent about your finances
25 copy-paste prompts for Era Context — from spending analysis to automation rules. See what your AI agent can actually do with your financial data.
How financial advisors can use AI with client data
How RIAs and independent financial advisors can use AI assistants with client financial data through Era Context — with consent, scoped permissions, and a full audit trail.
Era vs. Monarch vs. Copilot vs. YNAB: 2026 comparison
An honest comparison of Era, Monarch Money, Copilot, and YNAB. See how MCP-native AI integration, automation, pricing, and philosophy differ across the top personal finance platforms.
Subscription creep: how AI detects the charges you forgot about
You are paying for subscriptions you forgot about. Era Context lets your AI scan all your accounts and surface every recurring charge in one prompt.
Your agent, your choice: why Era is client-agnostic
Era works with any MCP-compatible AI client — Claude, ChatGPT, OpenClaw, Gemini, and more. Switch anytime. Your data, rules, and memory stay with Era.
The complete guide to AI-powered financial automations
Describe a financial rule in plain English, and your AI agent creates it. Learn how Era's automation rules categorise, tag, and flag transactions automatically.
Pattern-based rules any agent can create for you
Describe a financial rule in plain English and your AI agent creates it. Auto-categorize transactions, tag spending, detect anomalies — no forms or settings pages.
Using Era Context in a developer workflow
Ask your coding AI about your finances without leaving the terminal. Era Context works with Claude Code, Cursor, VS Code, and any MCP-compatible dev tool.
Introducing cross-agent memory for your finances
Era's cross-agent memory lets you tell one AI agent about your financial goals and every other agent knows instantly. Your context follows you everywhere.
Era's privacy model: your data, your control
How Era protects your financial data when connecting bank accounts to AI agents. Encryption, OAuth consent, revocable access, and a full activity log.
Connect any AI agent to your bank accounts
Era Context connects any MCP-compatible AI agent to your bank accounts. One setup for Claude, ChatGPT, OpenClaw, Cursor, Gemini, and more.
How to connect ChatGPT to your finances with Era
Connect ChatGPT to your bank accounts using Era Context and MCP. See balances, analyze spending, and talk to your money in natural language.
Connecting Claude to your bank account with Era
Connect Claude Desktop or Claude Code to your bank accounts in under five minutes using Era Context and the Model Context Protocol (MCP).
What is the Model Context Protocol (MCP)?
The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to your data and tools. Learn what MCP means for personal finance and why Era built on it.
Introducing Era: AI-native personal finance via MCP
Era connects your bank accounts to any AI agent via the Model Context Protocol. Get insights, automate your finances, and let any MCP-compatible AI assistant manage your money securely.