+100live data connections
Connect 100 more banks and cards than your plan includes.
Does not change your investment accounts.
On Automate100now200
US$3.49/mo, billed yearly
Any paid plan
Personal finance that pays for itself.
Bring your accounts, investments and documents together, give any agent the full picture, and ask it anything about your money.
US dollar (USD)
Euro (EUR)
British pound (GBP)
Polish złoty (PLN)
Swedish krona (SEK)
Danish krone (DKK)
Norwegian krone (NOK)
Swiss franc (CHF)
Per month, billed yearly
Plan
Automate
Most popularYour AI can manage your money.
US$17.49
/mo
Billed US$209.88 yearly
Free trial or paid intro. Cancel any time.
- 100
- 1,000
- 3,000
Connect , refreshed every , plus . Keep and spend a month. Your gets and , with .
Live data connectionsBanks, cards and investments that stay current on their own.
Investment accountsBrokerage, trust, ISA and TFSA accounts, with every holding in them. Accounts recorded as retirement (pensions included), education or health savings accounts count toward the live data connections allowance instead. An account reported only as an investment account counts as one.
Document libraryStatements, receipts and bills, read and filed for you.
AI creditsA credit is a unit of AI usage: reading your documents and running your agents. Renewed every month.
Your agentAsk in plain words; your agent answers from your real numbers.
RulesDescribe what to watch for, and Era keeps watching.
See it move:
What you gain over Organize
- +85more live data connections
- +4more investment accounts
- +800more documents
- +2,250more AI credits a month
- 8 hoursrefresh, from 24 hours
Add-ons
- Extra investment accounts (+5)+US$13.99/mo
Add-ons
Start or stop any time. Showing what each one changes on Automate.
- Every 4 hoursautomatic syncs
Refresh your accounts manually whenever you want, plus automatic intraday syncs that keep your balances and transactions fresh all day (for supported banks).
On Automateevery 8 hoursnowevery 4 hoursUS$6.99/mo, billed yearlyAny paid plan - No capon categories and rules
Break through the rules and custom categories cap for full automation control.
On Automate100 rulesnowNo capUS$6.99/mo, billed yearlyAny paid plan - No capon agent toolcalls a day
Remove the daily cap on agent MCP tool calls, for heavier AI workflows.
On Automate1,000 a daynowNo capUS$2.79/mo, billed yearlyAny paid plan Extra investment accounts (+5)
+5investment accountsAdd 5 more investment accounts on top of the ones your plan includes.
On Automate5now10US$13.99/mo, billed yearlyAny paid plan
Compare every feature
Feature
BasicFree
OrganizeUS$6.99/mo
Most popularAutomateUS$17.49/mo
FounderOperateUS$69.99/mo
Add by hand
15
100
500
Counted separately
Not yet
1
5
25
2
5
10
100
For supported banks
By you
Every 24 hours
Every 8 hours
Every 2 hours
5
200
1,000
10,000
25 MB
1 GB
10 GB
50 GB
120
750
3,000
12,000
100
250
1,000
10,000
50 facts
200 facts
Unlimited
Unlimited
Read-only
Yes, with undo
Yes, with undo
Yes, with undo
Rules library
15
100
Unlimited
Self-serve support
Email support
Priority support
Founder support
FAQs
Pricing questions
Yes. Every paid plan starts with a free trial or a paid intro, and you'll see which one, and what you pay today, before you confirm. Both take a card up front and continue automatically as a paid plan unless you cancel. Cancel before your trial or paid intro ends and you never pay full price. The intro fee isn't refunded. If you stay, your first full charge is your plan's regular price.
Yes. Cancel from your billing page at any time. Cancel before your trial or paid intro ends and you never pay full price. The intro fee isn't refunded. Cancel after your trial or paid intro and your plan continues until the end of your billing period.
Yes, from your billing page, and the change takes effect right away. Upgrade and you pay the prorated difference now; downgrade and the unused part of your current plan goes toward your next invoice. During a free trial or a paid intro, a change costs nothing today, and the new plan's price is charged when the trial or intro ends.
We accept all major credit and debit cards via Stripe. All payments are processed securely.
No. We make money from subscriptions, not from selling your personal financial data. You choose which agents can use your connected financial information.
Era uses AES-256 encryption at rest and TLS 1.3 in transit. Agent connections use OAuth 2.1, and Era does not store your bank credentials. Account connections run through regulated data aggregators. You choose an agent's access and can revoke its connection. Revoking access stops future reads; it does not erase information already shared with that agent.
Paid plans have no published daily budget on API requests for now. Your plan sets a per-minute burst cap, and the API enforces other limits too: go over any of them and you get a 429 with a Retry-After header saying how many seconds to wait. Fair use is what paid plans are for: scripts, dashboards or your own integrations on your own financial data, at a volume that fits one person. API requests and MCP tool calls are separate allowances, so using one doesn't reduce the other. Building something bigger? Contact us.
Reselling or sharing API access, giving your key to anyone else, or automated traffic heavy enough to affect service for other people.
era
Ready to connect your AI to your money?
Start with the free plan. No credit card required.
Referral program
Earn US$100 for every friend you refer
Share your link and earn US$100 when a friend subscribes to a paid plan. If they choose yearly billing, they get an extra month free. Creators can earn 30% recurring for 12 months instead.