Track net worth and tax packs
Connect
SPIRITT
EraEra
Your money, organized
SPIRITT works through your Era accounts and transactions to categorize, tag and clean them, audit subscriptions, forecast spending, keep bank connections fresh and deliver reviews and tax packs on schedule.
What you can do with Era.
Transactions that sort themselves
Categories, tags, merchants and rules keep every transaction where it belongs.
Spending with foresight
Forecasts, cash flow and period comparisons show where the month is heading.
Context that compounds
Goals and preferences SPIRITT records in Era sharpen every review and recommendation.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace and share your budgets, goals and how you want reports delivered.
02
Connect Era
Connect your Era account with your linked banks, plus the apps you want reports in.
03
Hand over the admin
Start with: Run my monthly money review. SPIRITT analyzes the month and delivers the review.
Hand over a mission.
Choose a mission. Make it yours.
Put Era to work.
Personal finance on autopilot
Questions
Era, with SPIRITT.
01What can SPIRITT do in Era?+
Read balances and transactions, update categories, merchants and tags, manage rules and categories, analyze and forecast spending, track recurring charges, import CSVs and keep bank connections synced.
02Can it categorize transactions automatically?+
Yes. It updates up to 100 transactions at once and creates rules that sort new ones as they arrive, optionally applying them to past transactions.
03Can it forecast my spending?+
Yes. It projects the period's total from your current pace by category, including expected recurring charges.
04Can it find my subscriptions?+
Yes. Era detects recurring charges such as subscriptions, bills and regular income, and SPIRITT turns them into audits and renewal reminders.
05Can it work with accounts Era cannot link?+
Yes. It creates manual accounts and imports transactions from CSV statements.
06What do I connect to get started?+
Your Era account with your banks linked, plus where you want results, such as Notion, Google Sheets or Telegram.