Smart, safe, and secure automations
Set rules to automatically manage your money. Transfer between institutions, round up spending into savings, or maintain a minimum account balance. Your AI agent can create and manage automations via MCP.
Set it and forget it
Define rules that execute automatically when conditions are met. Transfer money between accounts when your paycheck lands. Round up every purchase to the nearest dollar. Maintain minimum balances without lifting a finger.
- Event-driven triggers — income detection, low balance, large charge
- Scheduled actions — weekly transfers, monthly savings sweeps
- Round-up rules — round purchases up and save the difference
- Minimum balance maintenance across accounts
Transfer between any institution
Move money between your accounts at different banks and institutions. Era handles the plumbing — you set the rules. Every transfer uses bank-level encryption and requires your explicit approval before activation.
- Cross-institution transfers via linked accounts
- Bill pay scheduling with automatic reminders
- Savings goals with progress tracking
- No hidden fees on automated transfers
Your AI writes the rules
Tell Claude "move $500 from checking to savings every Friday" and it creates the automation for you. Your agent proposes, you approve. No surprises, no unauthorized transfers, no hidden logic.
- Natural language automation creation via MCP
- Human-in-the-loop approval for every new rule
- Modify and pause automations through any connected agent
- Full audit trail of agent-created and agent-modified rules
Your agent creates automations for you
Ask Claude to “move $500 from checking to savings every Friday” or tell ChatGPT to “round up every purchase to the nearest dollar and save the difference.” Any MCP-connected agent can create, modify, and monitor automations.
You stay in control. Every automation requires your explicit approval before activation. Your agent proposes, you approve. Pause, modify, or delete any rule at any time through any connected client.
Automate your money on autopilot
Set rules that work while you sleep. Bank-level encryption, no hidden fees, and full control through any AI agent.