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.
Read article
Less to do. More to understand.
Ideas and practical guides for a clearer relationship with money.
A few good places to start
Are banks blocking AI agents that log in as you?
Are banks blocking AI agents that log in as you? Who US banks are turning away, where DBS, OCBC and UOB stand, and how to connect your accounts safely from Singapore.
Read article
Claude Personal Finance vs Era: what each one does
Claude Personal Finance vs Era compared: banks outside the US, memory across chats, financial health, holdings, shared spaces, documents and more in one view.
Read article
Does my bank have an MCP? DBS, OCBC, UOB, Revolut
Does my bank have an MCP? DBS, OCBC, UOB and Revolut in Singapore: how to connect your bank to ChatGPT and Claude without waiting for a bank-run MCP server.
Read article
From the journal
61 articles
Is there open source AI wealth management?
No mainstream open-source AI wealth platform exists yet. Era Context runs on MCP, an open standard, so your finances work with any AI client, not one vendor.
Read article
Can Claude manage your money?
See Era and Claude working together on real accounts: what setup looks like, what Claude can see, and the questions worth asking once it's connected.
Read article
Claude Finance in Singapore: use Personal Finance
Claude finance in Singapore: use your own banks with Claude today. Era connects DBS, OCBC, UOB and Revolut to every assistant, with memory and spaces.
Read article
5 things your AI remembers that your budgeting app doesn't
Monarch, Copilot, and YNAB lock your AI context inside their app. Era's cross-agent memory means your goals, preferences, and plans follow you everywhere.
Read article
Best AI for remembering your finances in 2026
Comparing Era Context, Mem0, MemoryLake, and generic AI assistants on cross-agent financial memory. Which one remembers your goals and travels with you?
Read article
How to set up cross-agent memory for your finances
Step-by-step guide to setting up cross-agent memory with Era Context. Tell one AI about your finances and every connected AI knows instantly.
Read article
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.
Read article
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.
Read article
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.
Read article
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.
Read article
How financial advisers can use AI with client data
How independent financial advisers can use AI assistants with client financial data through Era Context — with consent, scoped permissions, and a full audit trail.
Read article
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.
Read article