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Agency

Rules that run while you sleep.

Agency watches your accounts and acts on the rules you set, moving money, flagging spend, and catching problems before they become expensive.

How Agency automations work

Set a rule once, and Agency keeps running it in the background, no need to open the app or check in.

Income detection

Agency recognizes recurring deposits and moves the amount you set to savings the moment income lands.

Smart transfers

Describe a transfer rule in plain language and Agency moves money between your accounts to match. Every rule keeps the words you wrote, so you always know why it fired.

Never overdraws you

Transfers only run when your balance can cover them, so an automation won't push an account negative.

Anomaly alerts

A bill that doubled or a charge that looks off gets flagged the moment it happens, not weeks later when you check your statement.

You stay in control

Set any rule to run on its own or require a quick approval, and pause or edit it whenever you want.

Always on

Automations run continuously in the background, watching every connected account around the clock.

Rules you can set

Describe what you want in plain language, and Agency runs it in the background against every connected account.

Save on payday

When income lands, Agency moves the amount you chose into savings, automatically, every time.

Catch odd charges

A bill that doubled or a charge that looks off gets flagged the moment it happens, not weeks later.

Move money on your terms

Describe a transfer rule in plain language. Agency runs it and keeps the words you wrote, so you always know why it fired.

Frequently asked questions

Agency is in private waitlist. Join now and we'll notify you as spots open.

Put your money on autopilot

Set the rules once. Agency handles the rest. Be among the first to experience it.

Era Financial Advisors LLC is an SEC-registered investment adviser (CRD #334404). Registration does not imply a certain level of skill or training. Investment advisory services are discretionary and AI-assisted; they are not a substitute for personalized financial advice. Brokerage and custodial services are provided by Alpaca Securities LLC, a separate entity and member of FINRA/SIPC. Nothing on this website is an offer or solicitation to buy or sell securities. Past performance does not guarantee future results. Please review our Form ADV and Form CRS before investing.

era© 2026 Tinwell Labs Inc. DBA Era