Solutions / Knowledge
Astridex Knowledge

Audit-grade controls | on every reconciliation and every action.

Starts from the match: every reconciliation decision, override, and exception resolution is logged into the same governed, permissioned audit trail as the rest of the platform — plus tax workflow automation.

100%
ACTIONS LOGGED
SOC 2
ALIGNED
RBAC
PERMISSIONS
The problem

Where finance teams lose time

Evidence gathering

Audit prep means screenshotting and exporting for weeks.

Control gaps

Segregation of duties is hard to prove.

Access sprawl

Who can do what is unclear across systems.

What the agent does

Agentic automation, under your control

Immutable audit trail

Every agent action, reconciliation decision, and approval is logged with who, what, and when.

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

Role-based access

Granular permissions enforce segregation of duties.

Astridex KnowledgeClose SOPpermissionedApproval policypermissionedControls matrixpermissionedVendor runbookpermissioned

Evidence on demand

Export audit-ready evidence in minutes, not weeks — including every reconciliation and its exceptions.

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

Tax workflow automation

Agents assemble tax schedules and supporting data automatically from the same reconciled ledger.

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

How it works in practice

Starts from the match: every reconciliation decision, override, and exception resolution is logged into the same governed, permissioned audit trail as the rest of the platform — plus tax workflow automation.

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

  • Immutable audit trail — Every agent action, reconciliation decision, and approval is logged with who, what, and when.
  • Role-based access — Granular permissions enforce segregation of duties.
  • Evidence on demand — Export audit-ready evidence in minutes, not weeks — including every reconciliation and its exceptions.
  • Tax workflow automation — Agents assemble tax schedules and supporting data automatically from the same reconciled ledger.

Knowledge: common questions

How does Astridex handle immutable audit trail?

Every agent action, reconciliation decision, and approval is logged with who, what, and when.

How does Astridex handle role-based access?

Granular permissions enforce segregation of duties.

How does Astridex handle evidence on demand?

Export audit-ready evidence in minutes, not weeks — including every reconciliation and its exceptions.

How does Astridex handle tax workflow automation?

Agents assemble tax schedules and supporting data automatically from the same reconciled ledger.

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 Knowledge on your workflows.

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

See knowledge automated on your workflows.

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