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.
Automations and monitoring
Setting up rules and alerts, and approving what your agent does.
How to run a month-end close on your own money with Claude
Run a finance team's month-end close on your own money, with Claude working through Era Context: five copyable prompts, from chart of accounts to reusable pack.
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.
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 categorise, tag, and flag transactions automatically.
Pattern-based rules any agent can create for you
Describe a financial rule in plain English and your AI agent creates it. Auto-categorise transactions, tag spending, detect anomalies — no forms or settings pages.