Astrata Product Update: Banks and Credit Cards

Astrata Product Update: Banks and Credit Cards

November 1, 2024

We have launched two module updates within our Astrata financial management tool. We developed Astrata to enhance the user experience for Deltek Costpoint. Our feature-rich platform is designed to save you time, improve ROI, and simplify your tasks. With Astrata, you can easily connect your banks, credit cards, and third-party software to Costpoint, eliminating data entry and enhancing reconciliation processes. Let’s take a closer look at the latest module updates for Astrata.

Astrata Bank Module

The Astrata Bank module specializes in changing how we deal with our day-to-day banking. Module functionality includes recording deposits, payments, and payroll with just a few clicks. Using Plaid technology, Astrata pulls your bank transactions in as soon as they are posted to the statement, allowing daily reconciliation.

Aiming to alleviate the complexity of Costpoint, the simplicity of Astrata allows you to save time and ensure accounting accuracy. Whether it’s automatically pulling your company’s open A/R to allow easy matching with a deposit or using our payment remember button to speed up voucher creation, Astrata can help your business improve day-to-day accounting procedures.

Here are short demo videos for the Astrata Bank module:

Astrata Credit Card Automation Module

The Astrata Credit Card automation is an industry favorite and revolutionizes how we deal with transactions in Costpoint. This module allows users to assign credit card expenses to employees and send them to the Costpoint expense module in seconds. This saves a lot of time and minimal work on the employee’s side, allowing seamless claims on expense reports.

In addition to this, it includes the capability to create AP vouchers and assign all your correct projects, accounts, and organizations. Astrata is integrated with your Costpoint, and your credit card transactions are posted in a clear, concise, and user-friendly interface. Utilizing Plaid technology, your transactions are pulled in as they are posted to the statement, and you never have to worry about missing an expense again!

Here is a short demo for the Astrata Credit Card Automation module.

Transform Your Financial Management Workflow

Interested in learning more about how Astrata can transform your business? Astrata is built with every integration applied to your system with the customization you need to meet your business requirements. Contact us today and find out how the unique capabilities of Astrata can transform your organization’s productivity.

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