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Products
Context
Connect and enrich your finances for any AI
Memory
How your data follows every agent you use.
Finance MCP
The open standard behind Context's agent connectivity.
Security
Bank-level encryption, audit trails, and permissioned access.
Agency
Your proactive money companion app
Automations
Rules that run while you sleep — income detection, transfers, and more.
Monitoring
Net worth, cash flow, spending, and health metrics — tracked, with changes surfaced.
Portfolios
Era-managed model portfolios Agency runs for you — execution and rebalancing, automatic.
Thesis
Quant-grade tools for retail investors
Model portfolios
Curated investment mixes, ready to deploy across risk levels.
Research
AI-assisted market research and multi-asset backtesting.
Solutions
For you
Individuals
Your whole financial life, organized and on autopilot.
Small business
See your business and personal accounts in one place.
Students
Cash, cards, and student loans in one clear picture.
For professionals
Advisors
Read a client's shared transactions in your AI agent. Private beta.
Wealth managers
Research, backtesting, and model portfolios for your own practice.
Family offices
Institution-grade oversight for every entity and account.
Build with Era
Developers
Financial data for any AI agent, over an open protocol.
Resources
Help centre
Search, or browse Era's guides by topic.
FAQ
Straight answers to the questions we get most.
Articles
Guides, product news, and how Era works.
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Automations and monitoring
Automations and monitoring
Setting up rules and alerts, and approving what your agent does.
Subscription creep: how AI detects the charges you forgot about
The complete guide to AI-powered financial automations
Need additional assistance?
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