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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

OpenBudget seamlessly links your banking and investment accounts with AI assistants like Claude and ChatGPT via MCP, allowing you to pose genuine questions regarding your finances and receive accurate answers. Once the connection is established, all transactions and holdings are synchronized automatically, enabling you to inquire about your spending habits, net worth, dividend income, or potential capital gains tax liabilities before selling assets, with Claude providing responses directly from your actual accounts rather than relying on estimates. This connection is strictly read-only, meaning OpenBudget can access your data but is unable to transfer funds, execute trades, or modify any details in your accounts. Additionally, it integrates with any AI client you currently utilize, ensuring you’re not confined to a single application to benefit from its features. This flexibility empowers users to make informed financial decisions while maintaining full control over their accounts.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acorns Yes 
Betterment Yes 
ChatGPT No 
Claude No 
Copilot Yes 
Cursor No 
Facet Yes 
Google Workspace Yes 
H&R Block Yes 
Hermes 4 No 
Mint Yes 
Model Context Protocol (MCP) No 
Qapital Yes 
Robinhood Yes 
Stash Yes 
TurboTax Yes 
YNAB Yes 
Yahoo Finance Yes 
Zelle Yes 

Integrations

Acorns No 
Betterment No 
ChatGPT Yes 
Claude Yes 
Copilot No 
Cursor Yes 
Facet No 
Google Workspace No 
H&R Block No 
Hermes 4 Yes 
Mint No 
Model Context Protocol (MCP) Yes 
Qapital No 
Robinhood No 
Stash No 
TurboTax No 
YNAB No 
Yahoo Finance No 
Zelle No 

Pricing Details

$6.87 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$5/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Era

Country

United States

Website

era.app/

Vendor Details

Company Name

OpenBudget

Founded

2025

Country

United States

Website

www.openbudget.sh/

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Product Features

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