The future of personal finance is agent-native
Finance apps keep trying to be the place you go. But your AI is already where you are. Agent-native finance means your money shows up in the conversation, not in a separate app.
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Less to do. More to understand.
Ideas and practical guides for a clearer relationship with money.
A few good places to start
How to audit an AI agent managing your money
A finance leader's controls for letting Claude run your real accounts: bound it with rules, preview every change, audit the results. Includes the exact prompts.
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How to run a month-end close on your own money with Claude
A finance team's month-end close, run on your own money by Claude through Era Context: five copyable prompts, from chart of accounts to a reusable close pack.
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Connect Instinct to your bank without your password
Instinct doesn't need your online banking login. Give it an expiring Era API key instead: what to text it, what the key can reach, and how to cut it off.
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From the journal
31 articles
What Era Context stores and how to manage it
A transparent look at what Era's AI memory stores about your finances, what your Knowledge page shows, and how to view, edit, or remove any stored fact.
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Why your financial AI memory should be portable
When your financial memory lives inside one AI assistant, switching costs you context. Era Context stores your goals in a portable layer any AI can read.
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How to text your AI about your money with Poke and Era
Connect Era Context to Poke and ask about your finances over text. Real bank data, real answers, no app-switching — just send a message.
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25 things to ask your AI agent about your finances
25 copy-paste prompts for Era Context — from spending analysis to automation rules. See what your AI agent can actually do with your financial data.
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How financial advisors can use AI with client data
How RIAs and independent financial advisors can use AI assistants with client financial data through Era Context — with consent, scoped permissions, and a full audit trail.
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Monarch vs Copilot vs YNAB vs Mint vs Era (2026)
Monarch Money, Copilot, YNAB, Mint and Era compared for 2026: pricing, which ones have AI, and which one lets you bring the assistant you already use.
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Subscription creep: how AI detects the charges you forgot about
You are paying for subscriptions you forgot about. Era Context lets your AI scan all your accounts and surface every recurring charge in one prompt.
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Your agent, your choice: why Era is client-agnostic
Era works with any MCP-compatible AI client — Claude, ChatGPT, OpenClaw, Gemini, and more. Switch anytime. Your data, rules, and memory stay with Era.
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The complete guide to AI-powered financial automations
Describe a financial rule in plain English, and your AI agent creates it. Learn how Era's automation rules categorize, tag, and flag transactions automatically.
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Pattern-based rules any agent can create for you
Describe a financial rule in plain English and your AI agent creates it. Auto-categorize transactions, tag spending, detect anomalies — no forms or settings pages.
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Using Era Context in a developer workflow
Ask your coding AI about your finances without leaving the terminal. Era Context works with Claude Code, Cursor, VS Code, and any MCP-compatible dev tool.
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Introducing cross-agent memory for your finances
Era's cross-agent memory lets you tell one AI agent about your financial goals and every other agent knows instantly. Your context follows you everywhere.
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