AI-powered personal finance management for smarter wealth growth.

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June 19, 2024

Rank #4616

Era

Financial advice

356

4.0(1)1

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AI-powered personal finance management for smarter wealth growth.

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Overview

Era is an AI-powered tool providing personal finance management services. The platform is designed to optimize investments and maximize savings while simplifying the understanding of key financial terms.

It aims to make finance management effortless and provide users with personalized financial aids. Era incorporates both AI and human advisors for smart money management.

Users can connect all their accounts, track budgets, and set financial goals. It also offers the capability to create automated tasks catering to a variety of needs, such as staying updated with market news and auto-transferring funds.

In addition to managing money, the tool takes a proactive approach by keeping users informed about current events affecting their finances. It scans through the latest tech, political, and business news, making them easily digestible for the users.

Era can set up weekly updates, offer guidance on understanding the market as per the users request, and provides personalized investment assistance. Era's unique feature is its ability to integrate with existing bank accounts and securely handle transfers without requiring migration to a new financial institution.

It also promotes privacy, with user financial data strictly used for providing personalized answers and not disclosed for advertising purposes. The tool is accessible through an app, bringing all money management tools under one umbrella in a user-friendly, chat-based interface.

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Initial release

October 2, 2023

Initial release of Era.

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Freemium

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$8.99/month

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Monthly

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Financial advice Era

Financial advice

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Harsh Nether

🙏 16 karma

Aug 28, 2025

@ initial release

Rated it

@Era

Took era for a spin and it's legit useful if you care about money stuff, cash flow, little nudges when spending drifts. The tips feel practical for trading and taxes and it keeps things tidy. It is a clean, steady money copilot. Nice one!!

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Pros and Cons

Pros

Personalized financial aids

Human advisors integrated

Connects all accounts

Tracks budgets

Set financial goals

Automated tasks creation

Financial news updates

Auto-transferring funds

Current events updates

Scans latest news

Weekly updates set up

Market understanding guidance

Personalized investment assistance

Integrates with bank accounts

Secure transfers handling

No mandatory migration

Strict privacy policy

App-based interface

User-friendly, chat-based interface

Track budgets

No advertising usage

Automated fund transfers

Real-time global knowledge

Personalized articles

Weekly inflation updates

Investment assistance

Fast, chat-based prompts

Scheduled tasks reminders

Free preview available

Monthly and annual plans

Supports 10,000+ US financial Institutions

Works with existing banks

Secure financial data

View 28 more pros

Cons

Only accessible via app

No desktop version

Not globally available

Opaque pricing structure

Requires account connection

No free version

Limited financial institution connections

Dependency on weekly updates

Requires personal data

No offline mode

View 5 more cons

Included in lists

Finance AI tools

Harsh Nether

How to make money

1010

Paulo Guerreiro

Q&A

What is Era's main function?

Era's main function is to provide personal finance management services. It uses artificial intelligence to help users manage their finances in a more optimal and streamlined way.

How does Era use AI for personal finance management?

Era uses AI to manage personal finance by integrating with existing bank accounts, tracking budgets, and setting financial goals. It creates automated tasks, provides personalized financial advice, and keeps users updated with market news and events that impact their finances.

Can Era optimize my investment and maximize my savings?

Yes, Era is designed to optimize your investments and maximize your savings. It achieves this through its AI capabilities that analyze and understand your financial situation, then provides personalized advice accordingly.

What type of automated tasks can be created with Era?

With Era, you can create a variety of automated tasks. Some examples include setting alerts for market news, scheduling automatic fund transfers, and more. These can be adjusted to cater to your unique financial needs and goals.

How does Era help in keeping me updated with financial news?

Era keeps you updated with financial news by scanning global tech, political, and business updates. It presents these updates in easily digestible summaries, allowing you to stay informed about events impacting your financial situation.

Can Era be integrated with my existing bank accounts?

Yes, Era has the capability to integrate with your existing bank accounts securely, without requiring you to migrate to a different financial institution.

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How secure is the process of fund transfers in Era?

Fund transfers in Era are made secure through its advanced AI technology, which handles transfers with your permission without compromising on security.

Are there privacy measures implemented when handling my financial data in Era?

Era has stringent privacy measures in place when handling your financial data. Your personal financial information is strictly used for providing personalized answers and is not disclosed for advertising purposes.

What platforms is Era available on?

Era is available as an app, providing users with a portable and convenient platform for managing their finances.

Can Era provide me with guidance on understanding the market?

Yes, Era provides guidance on understanding the market. This service is tailored to each user and can be requested as needed.

Does Era provide personalized investment assistance?

Yes, Era provides personalized investment assistance. It's equipped to give specific and personalized advice based on your financial situation and goals.

How does Era help me set financial goals?

Era helps you set financial goals by connecting all your accounts and using AI to track your budgets. It takes into account your financial situation and tailors the goal-setting process to your specific needs.

Does Era use only AI for money management or are human advisors involved too?

Era uses both AI and human advisors for money management. The combination of machine intelligence and human expertise ensures a more comprehensive and accurate financial management service.

How does Era make understanding financial terms easier?

Era simplifies understanding financial terms by guiding users through these terms in an easily digestible way. It also provides advice and updates that are tailored to each individual's financial situation, helping them make the most of their money.

What do they mean by 'all money management tools under one umbrella'?

'All money management tools under one umbrella' means that Era provides a comprehensive suite of financial management tools in one app. This includes investment optimization, savings maximization, financial goal setting, automated tasks, real-time financial news updates and more.

Can I connect and track all of my financial accounts in Era?

Yes, you can connect and track all of your financial accounts with Era. It supports over 10,000 financial institutions, allowing you to effectively consolidate and manage your finances.

How does Era provide updates on events affecting my finances?

Era provides updates on events affecting your finances by scanning and digesting the latest tech, political, and business news. This helps you stay in the know and be proactive in managing your finances.

What type of updates can I set up with Era?

With Era, you can set up weekly updates on topics such as inflation or market trends. It provides real-time global knowledge tailored to your financial situation.

What is the chat-based interface in Era like?

Era's chat-based interface provides easy, chat-based prompts for users to interact with the AI and manage their finances. This promotes ease of use and streamlines the process of money management.

Is my financial information in Era used for advertising purposes?

No, your financial information in Era is not used for advertising purposes. It's strictly used to provide personalized financial advice and services.

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