Audience
Companies and individuals seeking an AI solution to handle taxes, spending, saving, and investments
About Era
Era is your AI-powered financial assistant. Keep up with current events that impact you or your finances. Era has real-time global knowledge and writes articles just for you and your financial situation. Feel more in control of your future with personalized investment assistance and rebalancing. Connect all of your accounts, track budgets, and set smart AI goals for the future with easy, chat-based prompts. Create automated tasks for anything, from notifying you about market news to moving money where you need it most. No need to migrate, Era works with your existing bank accounts and handles the transfers for you. Pay off student loan debt or save for your next vacation all by asking Era. Era brings all of your money management tools under one roof, and then some. Try Era out for free before connecting all your accounts. All of your personal financial information is safe and private, used only for personalized answers, and will never be sold or used for advertising purposes.
Pricing
Starting Price:
$6.87 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Era
United States
era.app/
Videos and Screen Captures
PocketGuard
The main idea behind PocketGuard is to help customers spend less than they earn. That’s why we have made the IN MY POCKET feature. We crunch the numbers to show how much spendable money you have after setting aside enough for bills, goals and necessities. Organize your bills and other spending into sections. Customize your budget the way you want by creating as many sections as you need. Analyze what merchant you spend the most and cut off that expense out of your budget. You can't even imagine how much you spend on morning coffee every day! Link your banks, credit cards, loans & investment in one place, to keep track of your account balances, net worth and more. We won't ask you to enter bank credentials just to use the app. Feel free to discover PocketGuard by tracking transactions manually. You can connect bank accounts anytime later.
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Neontra
Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future.
How we are different:
Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future
Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances
Expense Explorer — a deep-dive into your spending that helps you identify new ways to save
Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand.
Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us.
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CalendarBudget
Financial planners recommend organizing and planning your money on a monthly calendar budget.
CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app.
- Never miss a bill again with calendared reminders
- Know when your income, expenses, and regular spending happen
- See your account balance on any day in the future
- Plan ahead for upcoming major expenses
- Plan to save for your future!
- Mobile and browser versions stay perfectly in sync
Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too
Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common.
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Credit Sesame
Get your free credit score and credit report summary. Start monitoring and building your credit instantly with free credit tips. See personalized loan and credit offers and know your chances of approval for a credit card before you apply. Enjoy zero-fee banking and sign-up for our credit builder product to take control of your credit. Credit Sesame is one app for all your financial needs. Take a few simple steps, and our credit management app helps get you on a path to a better credit score, a new credit card, a lower-interest-rate auto or personal loan, or perhaps even a new house. Now with no-fee banking and credit builder to help improve your cash flow – all in one place. Get notified about changes to your credit file, so you can spot potential errors and protect your score. Get personalized financial insights and action plans that can help you improve your credit score and get the best rates to save you money.
Learn more
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Product Details
Platforms Supported
SaaS
Training
Documentation
Support
Online