Astridex + Salesforce
Connect Salesforce to Astridex. Tie billing and collections context back to customer records.
Astridex + Salesforce
Astridex connects securely to Salesforce to read and write finance data under your permissions. Tie billing and collections context back to customer records.
Every agent action runs under role-based access with human-in-the-loop approval and a complete audit trail.
Setup
Authorize
Connect your Salesforce 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 Salesforce
Accounts Receivable & Collections
Voice and email agents chase overdue invoices, send reminders, negotiate payment dates, and recover cash — under your control.
Explore →Billing & Revenue Operations
Automate invoicing, billing exceptions, and revenue workflows across your stack — so revenue is recognized cleanly.
Explore →