Era

Financial habit optimization and automation.

About

Era is a financial assistant tool that learns your financial habits to automate manual financial tasks while maintaining user visibility and control. It optimizes account balances and automates money movement across connected accounts, providing personalized insights and tracking relevant financial news. Users connect their financial accounts to Era, which analyzes saving, spending, and investing behaviors and offers the ability to create routines for automated money movements. With a focus on data security, Era offers a financial command center that provides clear, personalized responses and updates, ensuring users stay effortlessly in control of their financial lives.

Competitive Advantage

Era combines extensive account integration with personalized automation and insights, offering users comprehensive financial control.

Use Cases

Investment optimization

Financial habit analysis

Automated money management

Spending insights

Personalized financial advice

Pros

Automates financial tasks
Optimizes balance usage
Personalizes financial insights
Supports extensive account connections

Cons

Monthly fee for full features
Limited to certain regions
Dependent on financial institution integrations
Potential learning curve for new users

Pricing

Freemium

Who uses Era?

Personal Finance Advisors Investment Analysts Banking Professionals Financial Planners

Features and Benefits

Automated Money Movements

Automatically moves money across connected accounts based on user-defined rules, optimizing balances efficiently.

4/5 uniqueness

Personalized Financial Insights

Provides tailored insights and updates on spending and financial habits to help users make informed decisions.

3/5 uniqueness

Comprehensive Financial Integration

Supports connections with over 10,000 financial institutions for thorough financial management.

4/5 uniqueness

AI-Powered Assistance

Leverages AI to learn from user behavior and deliver customized financial advice and updates.

3/5 uniqueness

Data Security Focus

Prioritizes user data privacy and security across all financial transactions and data handling.

4/5 uniqueness

Integrations

US Financial Institutions

Target Audience

Individuals seeking automated personal finance management

Frequently Asked Questions

We take data security seriously. All of your personal financial information is safe and private, used only for personalized answers, and will never be sold or used for advertising purposes.

Over 10,000 financial institutions are supported in the US, with more coming globally.

Simply click 'Get started', and follow the instructions. A valid email address is needed to sign up.

Free to start making your money smarter. Plus ($16.99/month) unlocks unlimited money movements and AI assistance when you're ready to upgrade.

Yes, Era can securely manage money across existing banks with your permission.