Your complete financial picture
Connect over 12,000 financial institutions via Plaid and MX. See all your accounts in one place. Get personalized insights that your AI agents can access in real time.
Every account in one place
Connect over 12,000 financial institutions via Plaid and MX. See all your accounts — checking, savings, investments, credit cards, loans — in a single unified view. Era aggregates your data securely and keeps it updated automatically.
- Plaid and MX multi-aggregator support
- Checking, savings, credit, investment, and loan accounts
- Automatic balance and transaction syncing
- Multi-country support for global finances
Raw data becomes intelligence
Era enriches raw transaction data with merchant identification, custom categories, financial health metrics, and delta commentary that explains what changed and why. Every enriched data point is accessible to your AI agents.
- Merchant identification and logo matching
- Custom spending categories with auto-tagging
- Financial health scores with trend analysis
- Delta commentary — what changed and why
Your financial picture, clarified
Get personalized insights across spending, saving, investing, and net worth. Track balances over time, compare spending periods, identify recurring charges, and spot anomalies. Everything your agent needs to give you smart advice.
- Spending breakdowns by category and merchant
- Period-over-period comparisons (week, month, year)
- Recurring transaction detection and tracking
- Net worth tracking across all account types
- CSV export for spreadsheet analysis
Every data point, agent-accessible
Every data point in Context is accessible to your AI agent via MCP. Ask Claude to analyze your spending trends, have ChatGPT compare your investment portfolio allocation, or let Agency surface insights proactively.
The data hub is the foundation: every agent interaction, every automation, and every insight starts with complete, real-time financial data. Your agent doesn't guess \u2014 it knows.
See your full financial picture
Connect your accounts, enrich your data, and get insights that matter. Free to start, accessible to every AI agent.