Astra is an automation platform for your money. We aren’t a bank but instead help you manage your finances through connecting your financial accounts together and leveraging automation to reduce the time and effort required to organize your cash flow.
With Astra you can:
You have taken the first step by downloading the Astra app, but let’s finish the setup process and let Astra get to work for you!
If you have installed the application you are already on your way! There are two levels to your Astra profile – Registered and Verified. What’s the difference? Great question!
Registered: At this level, you can link your financial accounts to the app to see balances or transactional information and you can step-up alerts and notifications based on those accounts.
Verified: At this level, you can do everything available in the Registered level PLUS you can now transfer funds between accounts using automation and you can set up savings goals within the app to track savings for specific items. To get the most out of Astra this is the level for you!
We highly recommend that you complete the Verification process to have the best experience with Astra. To do that, you will need to provide some basic information through the onboarding process which we will use to ensure account authenticity (you are who you say you are!)
Required information for the Verification process includes:
*Please know that we do not store this information nor do we share it with any third parties. The confidential information is used for the onboarding process only. Note we may require additional details such as your full SSN for verification.
With your account Verified, it’s now time to link some financial accounts to your Astra profile!
Linking your accounts is as simple as signing in to your online bank account. First, select the “+” icon and choose “Link a bank account” from the list of options. Next, you will be prompted to either select your bank from the list or search for it in the search bar. With your bank highlighted you will now be able to enter your username and password for that account, the same one that you use to access that account online or through their app. That’s it!
Your Astra account is now all set to go and you have linked your accounts – now it’s time for some automation!
We designed Astra to be as flexible and universal as possible so that it can assist a broad spectrum of use cases. Here are a couple of users can how they are getting the most out of Astra:
Steve is in his first job out of school and his first apartment in New York. There are lots of expenses and saving isn’t a priority but he knows he should put something aside for a rainy day.
J.C. is the owner of a small Jeep restoration shop in Pittsburgh. He is the CEO and CFO of his shop and needs to spend more time working on vehicles than organizing the financial books if he can. He wants to manage cash flow and the distribution of income as it comes in from customers so that he can keep growing the business sustainably.
Sally is a VP at a software company in San Francisco and has a very complex financial life. She owns a home (and the accompanying mortgage), has numerous checking and savings accounts and is working to stash away as much money in her brokerage account as possible.
Astra’s financial automation software can help with personal finance at all levels, regardless of your situation. Flexible, universal and free to use, the Astra platform exists to help people organize and automate their finances to achieve a more healthy financial life. Get Astra and get automated!