Your money, handled
A companion app that uses everything Context knows about your finances — but doesn't wait for you to check in. It reaches out when something matters.
Agency is powered by Era Context — the same financial brain you can connect to Claude, ChatGPT, or any AI agent. Agency is our first-party take on what a proactive financial companion should be.
It talks to you first
Agency detects events in your financial life — payday, suspicious charges, bills coming due, goals at risk — and reaches out before you think to look.
- Income detection with suggested auto-transfers
- Anomaly alerts for unusual charges
- Weekly spending digests and trend nudges
- Goal progress tracking with milestone alerts
The dashboard that comes to you
Open Agency and immediately see what matters: how you’re tracking against your budget, what’s coming up, which goals are on pace.
- Spending snapshot with remaining budget
- Upcoming bills and recurring charges
- Financial health score with trend arrow
- Quick actions: transfer, categorize, set rule
Investing, simplified
Choose from Era-managed model portfolios — diversified allocations maintained by our team. Agency handles the execution, rebalancing, and reporting.
- Pre-built portfolios across risk levels
- Automatic rebalancing and dividend reinvestment
- Upgrade path to Thesis for hands-on control
The best financial app is one that finds you
Agency is free with your Era account. Connect your accounts in Context, then download the app to let it work for you.