Era

Era combines AI and human advisors for account linking, automation, and personalized money guidance.

Finance Updated 1 hour ago

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Era's Top Features

AI + Human Advisors

Account Linking

Smart Money Management

Automated Tasks

Personalized Guidance

Frequently asked questions about Era

Era is an AI-powered money management platform that lets you link accounts, automate routine financial tasks, and receive personalized guidance with support from human advisors.

Era’s AI analyzes your financial data to surface insights and recommendations, while human advisors can provide additional context and guidance when you need expert support.

You can typically link common financial accounts—such as bank, credit, and investment accounts—subject to Era’s supported connections and your financial institutions.

Examples may include transaction categorization, bill or goal reminders, recurring savings transfers, and other routine workflows designed to streamline day-to-day money management.

No. Era is designed to complement human expertise—its AI provides always-on assistance while human advisors add personalized, expert guidance when needed.

Recommendations are tailored to your linked accounts, spending patterns, and goals, so guidance reflects your unique financial situation.

By analyzing activity across linked accounts, Era can highlight spending trends, identify opportunities to save, and automate actions like recurring transfers toward goals.

Era is expected to use industry-standard security practices such as encryption and strict access controls; review Era’s official security and privacy documentation for specifics.

Pricing and plan details vary; check Era’s official pricing information for the latest offerings and any free trials.

Support options generally include in-app or online help and access to human advisors; consult Era’s support resources for availability and response times.