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Description
Era serves as your intelligent financial companion, helping you stay informed on relevant events that could influence your financial landscape. With its extensive global knowledge, Era crafts tailored articles specifically for your unique financial circumstances. Gain a greater sense of agency over your financial future through customized investment guidance and portfolio rebalancing options. Effortlessly integrate all your financial accounts, monitor your budgets, and establish smart AI-driven goals using simple chat-based interactions. Automate tasks ranging from alerts about market developments to transferring funds to your preferred accounts, all without disruption. Era seamlessly operates with your current banking setup, ensuring smooth transactions without the hassle of migration. Whether you're aiming to reduce student loan debt or saving for a dream vacation, just ask Era for assistance. It consolidates your financial management resources in one convenient platform and offers much more. Experience Era's capabilities for free before linking your accounts, with the assurance that your personal financial data remains secure and confidential, used solely for crafting personalized responses and never sold for marketing purposes. With Era, navigating your financial journey becomes more efficient and personalized than ever.
Description
Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future.
What makes us different?
Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts.
Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances
Expense Explorer - a deep dive into your spending to help you find new ways to save
Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files.
We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.
API Access
Has API
API Access
Has API
Integrations
Acorns
Betterment
Copilot
Facet
Flinks
Google Workspace
H&R Block
Mint
Plaid
Qapital
Integrations
Acorns
Betterment
Copilot
Facet
Flinks
Google Workspace
H&R Block
Mint
Plaid
Qapital
Pricing Details
$6.87 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Era
Country
United States
Website
era.app/
Vendor Details
Company Name
TXIO
Founded
2007
Country
Canada
Website
www.txio.ca