The walkthrough on this page covers 6 steps: 1. Create a free account 2. Add your accounts 3. Upload key documents 4. Connect your AI assistant 5. Ask a practical question 6. Check the FAQ for limits.

What platforms does Era support?

Era is available on Web App, iOS and Android.

What are the limitations of Era?

Core money-management tools are in early access with a waitlist, so not everything is usable at signup. Live data sources require a paid plan, which limits the free tier to manual entry. Retailer order matching is US-only and supported connections vary.

Era

Name: Era
Author: Era

A financial hub where AI assistants read your accounts, bills and documents.

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Screenshot of Era, A financial hub where AI assistants read your accounts, bills and documents

What is Era?

Era is a file organizer tool. Era connects bank accounts, cards, investments and financial documents to a central workspace, then plugs into Claude, ChatGPT and Perplexity so those assistants can answer money questions using real balances, bills and account terms.

Era is a personal finance platform built around a simple premise: the AI assistants people already use should be able to answer money questions with real numbers behind them. Users connect bank accounts, cards, investments and documents, then link Era to Claude, ChatGPT or Perplexity. The assistant can then respond to questions like what needs to be held back for upcoming bills or which card to use for a purchase, drawing on balances, recorded bills and account agreements rather than generic advice. The workspace is organised into accounts, documents, payments, investing, routines, agents and an activity feed. A document library keeps leases, insurance policies, mortgage closing papers and utility bills next to the records they explain, so a lease sits beside its recurring rent payment and mortgage documents sit beside the matching loan account. Purchases can be matched to retailer orders, which means a single bank charge can be broken down into individual items on request. Retailer connections are US-only and supported records vary. Guardrail features target common mistakes: comparing cards by purchase grace period and interest treatment, deciding which balance to pay first, and reserving cash for bills before discretionary spending. Era is clear that asking a question grants no permission to move money, and that answers are informational comparisons rather than lending or affordability assessments. Era suits people with several accounts who want an assistant to track obligations and documents without building spreadsheets, and who are comfortable with an early-access product. Manual accounts work on the free tier, while live data connections require a paid plan. Availability spans more than 40 countries, with iOS and Android apps alongside the web workspace.

How do you use Era?

1Create a free account
Sign up from the Era homepage with no credit card. The free tier covers manual accounts, so spending and balances can be entered by hand before any paid upgrade.
2Add your accounts
Enter checking, savings, card, investment and mortgage accounts in the workspace. Live connections replace manual entry on a paid plan.
3Upload key documents
Place leases, insurance policies, bills and closing documents in the library and link each one to the account, payment or property it relates to.
4Connect your AI assistant
Add Era to Claude, ChatGPT or Perplexity from the respective directory listing. Once linked, the assistant can answer questions using your connected records.
5Ask a practical question
Start with something narrow, such as how much cash stays available after recorded bills, then review the cited balances and dates in the answer.
6Check the FAQ for limits
The FAQ covers data access, permissions and what the product does not do. Read it before relying on answers for decisions with financial consequences.

Pros and cons

Pros

Answers are grounded in linked balances, recorded bills and account agreements rather than generic guidanceAI
Works inside Claude, ChatGPT and Perplexity, so there is no new chatbot to learnAI
Document library ties leases, insurance and mortgage papers to the payments and accounts they belong toAI
Card comparison explains grace periods and interest treatment before a purchase is madeAI
Manual accounts included on the free tier with no credit card requiredAI

Cons

Core money-management tools are in early access with a waitlist, so not everything is usable at signupAI
Live data sources require a paid plan, which limits the free tier to manual entryAI
Retailer order matching is US-only and supported connections varyAI
Fictional examples on the site are illustrative, and third-party account coverage is not spelled outAI
Availability in 40+ countries does not guarantee support for every local bank or document typeAI

How much does Era cost?

Free trial

A free tier with manual accounts is available without a credit card. Live account connections sit behind a paid plan, so the free tier is best for testing the assistant workflow first.

Learn more

Pricing

Free to start with Claude or ChatGPT, manual accounts included and no credit card required. Live data sources require a paid plan; plan details are on the pricing page. Money-management tools are in early access via a waitlist.

Learn more

Integrations

Works as a connector inside Claude, ChatGPT and Perplexity, and links external bank and card accounts such as Chase and Ally. Retailer connections, including Amazon, are available in the US only.

Features

Connected account overview, a financial document library with links to payments and property, purchase breakdowns from retailer orders, card and balance comparison for fewer mistakes, routines, agents, saved views and an activity feed, all queryable through Claude, ChatGPT and Perplexity.

Frequently asked questions about Era

How much does Era cost?
Free to start with Claude or ChatGPT, manual accounts included and no credit card required. Live data sources require a paid plan; plan details are on the pricing page. Money-management tools are in early access via a waitlist.
Does Era offer a free trial?
A free tier with manual accounts is available without a credit card. Live account connections sit behind a paid plan, so the free tier is best for testing the assistant workflow first.
How do you use Era?
The walkthrough on this page covers 6 steps: 1. Create a free account 2. Add your accounts 3. Upload key documents 4. Connect your AI assistant 5. Ask a practical question 6. Check the FAQ for limits.
What platforms does Era support?
Era is available on Web App, iOS and Android.
What does Era integrate with?
Works as a connector inside Claude, ChatGPT and Perplexity, and links external bank and card accounts such as Chase and Ally. Retailer connections, including Amazon, are available in the US only.
What are the limitations of Era?
Core money-management tools are in early access with a waitlist, so not everything is usable at signup. Live data sources require a paid plan, which limits the free tier to manual entry. Retailer order matching is US-only and supported connections vary.