Money that manages itself.
Agents act when you ask. Agency acts when you don't.
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
See how you're tracking against your budget, what's coming up, and which goals are on pace, at a glance.
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
Bank-level encryption
AES-256 at rest, TLS 1.3 in transit.
Your data, never sold
Your data is never sold or used for ads.
Regulated connections
Connections run through regulated financial data aggregators.
Automation on your terms
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 and never used for ads.
Only within rules you explicitly set. You can pause, edit, or remove any automation at any time.
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
Be among the first to experience AI that proactively manages your financial life — not just when you ask.