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Each plan pays for itself.

Free for two accounts and the basics. See for yourself with a 14-day trial on any paid plan.

Basic

Your AI can see your money.

Connect Claude or ChatGPT to your bank accounts and start asking questions — for free.

Free

Kick the tires

  • Connect up to 2 financial accounts
  • 100 MCP tool calls per month
  • 1 personal view with basic filters
  • Ready-made rules from the library (auto-categorize, tag, clean merchant names)
  • Basic metrics: net worth & monthly spend
  • Data refreshed every 24 hours
  • Self-serve support

Organize

Your AI can organize your money.

Full rules engine, write access, custom categories — everything to let your AI whip your finances into shape.

$8.99

/mo

Billed $26.97 quarterly

14-day free trial — cancel any time

Everything in Basic, plus:

  • Up to 15 account connections
  • 15 AI-crafted pattern rules — spot anomalies, price creep and recurring-charge drift
  • MCP read + write tools, 1,000 calls per month
  • 10 custom categories & unlimited tags
  • Full financial metrics with AI delta analysis
  • Financial health trackers
  • Non-destructive edit history & undo
  • Data refreshed every 24 hours
  • Email support

Operate

Business

Your AI can run the operation.

Hundreds of accounts, unlimited rules, and the MCP headroom for AI to keep the books — for when finances start to feel like infrastructure.

$89.10

/mo

Billed $267.30 quarterly

14-day free trial — cancel any time

Everything in Automate, plus:

  • Up to 500 account connections
  • 300 custom categories
  • Unlimited AI-crafted pattern rules
  • 500 manual accounts
  • Unlimited manual transactions and balance history
  • 100,000 MCP calls per month
  • 500,000 API requests per month
  • Data refreshed every 2 hours

Pricing questions

Yes. Every paid plan includes a 14-day free trial. You can cancel anytime during the trial and won't be charged.

Ready to connect your AI to your money?

Start with the free plan. No credit card required.

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.

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