Pay yourself first — 15%
When income is detected, automatically transfer 15% to your savings account before any other spending.
era.app/automations/pay-yourself-first-15
Automation library
Rules that handle your money while you sleep
Browse, fork, and activate pre-built automations. Or create your own and share them.
AllSavingsBudgetingGoalsDetectionHouseholdSafety
Browse automations
Vacation spending rollup
Tag all transactions between two dates as "Vacation: [trip name]" for automatic budget tracking during trips.
era.app/automations/vacation-rollup
401k inflation guard
Monitor your 401k growth against CPI. Alert if your real returns drop below inflation for 2+ consecutive months.
era.app/automations/401k-inflation-guard
Subscription creep alert
Track all recurring charges. Alert when total subscriptions exceed a threshold or when a new recurring charge is detected.
era.app/automations/subscription-creep-alert
50/50 bill split
In a shared view, automatically split flagged bills 50/50 and queue transfer requests to the owing party.
era.app/automations/50-50-bill-split
Large purchase cooldown
Nudge via Agency when a purchase over $500 is detected. Add a 24h "cooling off" note to memory so Claude can follow up.
era.app/automations/large-purchase-cooldown
Round-up to savings
Round every purchase up to the nearest dollar and transfer the difference to your savings account automatically.
era.app/automations/round-up-savings
Payday budget reset
When your paycheck lands, automatically reset your discretionary budget for the new pay period and archive the old one.
era.app/automations/payday-budget-reset
Emergency fund target
Track progress toward a 6-month emergency fund. Alert when you dip below target or celebrate when you reach it.
era.app/automations/emergency-fund-target
Duplicate charge detector
Flag potential duplicate charges — same merchant, same amount, within 48 hours. Helps catch double-billing before it becomes a dispute.
era.app/automations/duplicate-charge-detect
Weekly allowance auto-send
Automatically transfer a set amount to a child or family member every week. Pair with a shared view so they can see their balance.
era.app/automations/allowance-auto-send
Overdraft prevention
Monitor your checking balance. When it drops below a threshold, automatically transfer from savings and alert you via Agency.
era.app/automations/overdraft-prevention
MCP-native
Automations meet AI agents
Every automation in the library is exposed as an MCP tool. Your AI agent can browse automations, fork them with custom parameters, activate or pause rules, and monitor their execution history.
Ask Claude to “set up a round-up savings rule” and it will find the template, customize the parameters, and activate it -- all through natural language. No menus, no forms, just conversation.
Ready to automate?
Put your money on autopilot
Browse the library, fork a rule, and activate it in seconds. Or let your AI agent handle the whole thing.