Platform / Insight
Astridex Insight

See the leakage reconciliation found | — and forecast around it.

Starts from the match: reconciliation exceptions roll up into live leakage and cash-position reporting, alongside real-time dashboards, liquidity forecasting, and natural-language queries over your financial data.

~25 hrs
SAVED / ANALYST / WEEK
real-time
CASH & LEAKAGE VISIBILITY
NL
QUERY YOUR DATA
The problem

Where finance teams lose time

Report assembly

Analysts stitch exports together instead of analyzing.

Leakage is invisible until close

Unmatched and unresolved reconciliation items do not show up as a dollar figure until someone rolls them up by hand.

Fragmented bank and cash data

Balances live across portals with no single view.

What the agent does

Agentic automation, under your control

Live dashboards

Cash, DSO/DPO, spend, and reconciliation leakage update continuously from your systems.

Astridex Insight · VarianceBudget vs actualBudgetActualΔRevenue1.20M1.28M+6.7%COGS480k505k+5.2%Gross margin60%60.5%+0.5ptOpex320k308k−3.8%Auto-drafted: margin +0.5pt on price, offset by COGSEvery figure links back to source transactions

Natural-language queries

Ask Astridex in plain English and get sourced, drill-down answers.

Astridex Insight · analyticsCash positionAsk Astridex“What drove the DPO change in Q2?”

Liquidity forecasting

Agents forecast cash with continuously updated drivers, aggregated across banks.

Astridex · Audit trailImmutable logAgentMatched INV-2043 to PO-8809:14autoJ. ChenApproved payment · $21,00009:22approvalAgentFlagged duplicate INV-204409:31exceptionM. OrtizReleased batch of 12 payments10:02approval

Variance narratives

Auto-draft commentary so reporting writes itself.

Astridex Pay · 3-way matchInvoice$48,200PO$48,200Receipt$48,200Matched — touchlessRouted to payment · no exception

How it works in practice

Starts from the match: reconciliation exceptions roll up into live leakage and cash-position reporting, alongside real-time dashboards, liquidity forecasting, and natural-language queries over your financial data.

Agents do the repetitive work end to end. Your team keeps control of every financial action, and every step is logged for review.

  • Live dashboards — Cash, DSO/DPO, spend, and reconciliation leakage update continuously from your systems.
  • Natural-language queries — Ask Astridex in plain English and get sourced, drill-down answers.
  • Liquidity forecasting — Agents forecast cash with continuously updated drivers, aggregated across banks.
  • Variance narratives — Auto-draft commentary so reporting writes itself.

Insight: common questions

How does Astridex handle live dashboards?

Cash, DSO/DPO, spend, and reconciliation leakage update continuously from your systems.

How does Astridex handle natural-language queries?

Ask Astridex in plain English and get sourced, drill-down answers.

How does Astridex handle liquidity forecasting?

Agents forecast cash with continuously updated drivers, aggregated across banks.

How does Astridex handle variance narratives?

Auto-draft commentary so reporting writes itself.

How quickly can we deploy this workflow?

Most teams see first value in days. You connect systems read-only, set guardrails, and enable agents workflow by workflow.

Do agents take action without approval?

No. Every financial action requires human approval by default, within the guardrails you set, with a complete audit trail.

Astridex Collect freed our team from chasing invoices. DSO dropped 22 days and our collectors finally do judgment work, not reminders.
DRDana ReyesVP Finance · Northwind SaaS

See Insight on your workflows.

Bring a real workflow and we’ll show exactly what changes — no slides.

See insight automated on your workflows.

Connect your systems read-only and watch Astridex work — with full audit trails and human approval.