Financial answers grounded in your real data
Connect Perplexity to your financial accounts through Era Context. Get precise spending analysis, budget insights, and financial guidance backed by your actual numbers.
Set up in 3 steps
Create your Era account
Connect your banks, cards, and investment accounts. Takes about 2 minutes.
Enable Era Context in Perplexity
Enable Era Context in Perplexity's Mac app integrations.
Ask Perplexity anything
Your financial data is now available. Ask questions, get real answers.
What you can ask Perplexity
How much am I spending on subscriptions?
Perplexity finds all recurring charges and shows the total alongside each service.
What were my top 5 merchants this month?
Perplexity ranks your merchants by total spend and shows the dollar amounts.
Give me a financial health snapshot
Perplexity combines balances, spending trends, and savings rate into a concise overview.
Works with every MCP-compatible client
What you get with Era Context
Real-time financial data
Account balances, transactions, spending breakdowns, and cash flow -- all accessible through natural language.
Cross-agent memory
Set a preference in one agent and every connected agent respects it. No repeated context, no silos.
Smart automations
Create rules for transfers, savings round-ups, and balance maintenance -- all controllable by your AI agent.
Give Perplexity access to your finances
Connect your accounts, enrich your data, and let your AI agent help you manage your money. Free to start.