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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Era serves as your intelligent financial companion, helping you stay informed on relevant events that could influence your financial landscape. With its extensive global knowledge, Era crafts tailored articles specifically for your unique financial circumstances. Gain a greater sense of agency over your financial future through customized investment guidance and portfolio rebalancing options. Effortlessly integrate all your financial accounts, monitor your budgets, and establish smart AI-driven goals using simple chat-based interactions. Automate tasks ranging from alerts about market developments to transferring funds to your preferred accounts, all without disruption. Era seamlessly operates with your current banking setup, ensuring smooth transactions without the hassle of migration. Whether you're aiming to reduce student loan debt or saving for a dream vacation, just ask Era for assistance. It consolidates your financial management resources in one convenient platform and offers much more. Experience Era's capabilities for free before linking your accounts, with the assurance that your personal financial data remains secure and confidential, used solely for crafting personalized responses and never sold for marketing purposes. With Era, navigating your financial journey becomes more efficient and personalized than ever.

Description

OpenBudget seamlessly links your banking and investment accounts with AI assistants like Claude and ChatGPT via MCP, allowing you to pose genuine questions regarding your finances and receive accurate answers. Once the connection is established, all transactions and holdings are synchronized automatically, enabling you to inquire about your spending habits, net worth, dividend income, or potential capital gains tax liabilities before selling assets, with Claude providing responses directly from your actual accounts rather than relying on estimates. This connection is strictly read-only, meaning OpenBudget can access your data but is unable to transfer funds, execute trades, or modify any details in your accounts. Additionally, it integrates with any AI client you currently utilize, ensuring you’re not confined to a single application to benefit from its features. This flexibility empowers users to make informed financial decisions while maintaining full control over their accounts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Acorns
Betterment
ChatGPT
Claude
Copilot
Facet
Google Workspace
H&R Block
Mint
Model Context Protocol (MCP)
Qapital
Robinhood
Stash
TurboTax
YNAB
Yahoo Finance
Zelle

Integrations

Acorns
Betterment
ChatGPT
Claude
Copilot
Facet
Google Workspace
H&R Block
Mint
Model Context Protocol (MCP)
Qapital
Robinhood
Stash
TurboTax
YNAB
Yahoo Finance
Zelle

Pricing Details

$6.87 per month
Free Trial
Free Version

Pricing Details

$5/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Era

Country

United States

Website

era.app/

Vendor Details

Company Name

OpenBudget

Founded

2025

Country

United States

Website

www.openbudget.sh/

Product Features

Product Features

Alternatives

Alternatives

No Alternatives
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