Era
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PerplexityConnector
Era is an SEC-registered AI financial advisor. Ask about your finances, get personalized advice on spending, saving, and investing, keep all your financial documents in one place, and set up automations that manage your money while you sleep.
Where it stands
Tools
accounts__ check_ account_ balance accounts__ list_ financial_ accounts billing__ get_ current_ plan billing__ list_ payments billing__ list_ plans billing__ list_ subscriptions connections__ list_ connections help__ get_ help insights__ analyze_ spending insights__ compare_ spending_ periods insights__ forecast_ spending insights__ get_ cash_ flow insights__ get_ daily_ category_ spending insights__ get_ daily_ financial_ summary knowledge__ get_ financial_ context_ and_ overview knowledge__ get_ pending_ questions knowledge__ recall_ history knowledge__ show_ question_ ui nurture__ get_ my_ status referral__ get_ referral_ link referral__ get_ referral_ stats transactions__ list_ recurring_ charges transactions__ list_ spending_ categories transactions__ list_ transactions transactions__ search_ transactions