Astridex + Plaid
Connect Plaid to Astridex. Connect bank feeds and payment rails for reconciliation and cash visibility.
Astridex + Plaid
Astridex connects securely to Plaid to read and write finance data under your permissions. Connect bank feeds and payment rails for reconciliation and cash visibility.
Every agent action runs under role-based access with human-in-the-loop approval and a complete audit trail.
Setup
Authorize
Connect your Plaid account with read-only scopes to start.
Map
Astridex maps your chart of accounts, entities, and approval rules.
Automate
Turn on agents per workflow; every action is logged and approvable.
Workflows powered by Plaid
Reconciliation
Match transactions, flag variances, and clear exceptions across bank, credit-card, balance-sheet, and intercompany accounts.
Explore →Treasury & Cash Management
Track cash positions, forecast liquidity, and orchestrate payments across banks — with controls on every movement.
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