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What is OpenBudget?

OpenBudget effortlessly integrates your banking and investment accounts with AI assistants such as Claude and ChatGPT through MCP, enabling you to ask real questions about your finances and obtain precise responses. After the connection is established, all transactions and holdings are automatically synchronized, allowing you to explore your spending patterns, overall net worth, dividend income, or possible capital gains tax implications before selling assets, with Claude delivering answers directly sourced from your actual accounts instead of relying on approximations. The connection is strictly read-only, which means OpenBudget can view your data but cannot transfer funds, make trades, or alter any information in your accounts. Furthermore, it works seamlessly with any AI client you already use, so you're not limited to a single platform to take advantage of its capabilities. This versatility not only enhances your ability to make well-informed financial choices but also ensures that you retain complete control over your accounts at all times. Ultimately, OpenBudget represents a significant advancement in personal finance management, merging technology with user autonomy.

What is Era?

Era is your intelligent financial partner, providing insights on events that may impact your financial situation. Leveraging a wealth of global knowledge, Era generates personalized articles tailored to your distinct financial needs. By offering customized investment advice and options for portfolio rebalancing, you can take charge of your financial future more confidently. The platform allows for seamless integration of all your financial accounts, enabling you to track your budgets and set intelligent, AI-driven goals through straightforward chat interactions. You can automate tasks such as receiving alerts about market changes or transferring funds to your chosen accounts, all without any interruptions. Era works harmoniously with your existing banking arrangements, facilitating smooth transactions without the need for cumbersome migrations. Whether your goal is to tackle student loan debt or to save for that dream vacation, simply reach out to Era for help. It centralizes your financial management tools in one user-friendly platform and provides additional features to enhance your experience. You can explore Era's functionalities at no cost before linking your accounts, with the assurance that your financial information is kept private and secure, utilized exclusively for creating tailored responses and never sold for advertising purposes. With Era, the process of managing your financial journey becomes not only more effective but also highly personalized, ensuring you receive the support you need every step of the way.

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Integrations Supported

Acorns
Betterment
ChatGPT
Claude
Copilot
Facet
Google Workspace
H&R Block
Mint
Model Context Protocol (MCP)
Qapital
Robinhood
Stash
TurboTax
YNAB
Yahoo Finance
Zelle

Integrations Supported

Acorns
Betterment
ChatGPT
Claude
Copilot
Facet
Google Workspace
H&R Block
Mint
Model Context Protocol (MCP)
Qapital
Robinhood
Stash
TurboTax
YNAB
Yahoo Finance
Zelle

API Availability

Has API

API Availability

Has API

Pricing Information

$5/month
Free Version
Free Trial Offered?

Pricing Information

$6.87 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OpenBudget

Date Founded

2025

Company Location

United States

Company Website

www.openbudget.sh/

Company Facts

Organization Name

Era

Company Location

United States

Company Website

era.app/

Categories and Features

Categories and Features

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